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"description": "亚马逊市值在本周一 (3 日) 首度突破 3 兆美元，利多主要来自今 (2026) 年第 2 季亮眼财报，加上 AI 热潮持续带动旗下云端需求增温，带动封装光学 (CPO) 发展，光通讯主被动元件厂同步受惠，激励今日多档亮灯涨停板。",
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"content": "<p>亚马逊 (AMZN-US) 市值在本周一 (3 日) 首度突破 3 兆美元，利多主要来自今 (2026) 年第 2 季亮眼财报，加上 AI 热潮持续带动旗下云端需求增温，带动封装光学 (CPO) 发展，光通讯主被动元件厂有望同步受惠，激励今 (4) 日包括波若威 (3163-TW)、光圣 (6442-TW)、统新 (6426-TW)、华星光 (4979-TW)、光环 (3234-TW)、前鼎 (4908-TW) 盘中一度亮灯涨停。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6558513/l/38a0313e6a77d7476245ab96e3309fee.jpg\" alt=\"〈焦点股〉亚马逊财报亮眼持续加码AI基建 光通讯股多档齐嗨涨停\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>法人指出，亚马逊财报佳，反映出企业对 AI 云端服务的强劲需求，包括微软与 Alphabe 亦同步扩大资本支出，显示包括亚马逊等科技巨头持续加码 AI，带动产业发展，有望为光通讯供应商迎来可观的业绩需求，市场对相关零组件供应链出货预期将持续成长。</p>\n\n<p>今日盘面上，光通讯相关 CPO 封装厂除了波若威、光圣 6 档亮灯涨停，包括众达 - KY(4977-TW)、上诠 (3363-TW)、联钧 (3450-TW) 也大涨逾 7-8%。</p>\n\n<p>据法人报告指出，随着 Agentic AI 持续推升对高速网路频宽的需求，带动 800G 甚至更高速的乙太网路交换器出货成长。</p>\n\n<p>另一方面，由于北美 CSP 大客户的 AI 模组客户因应快速扩张，亚马逊受惠于高速网路需求将由资料中心扩及大企业，将从既有的 800G 需求叠加到 1.6T 的出货，也为传输网路与光纤等供应链业者创造长期的合作契机。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-4528.html\" title=\"〈台币〉6月重贬4.53角 上半年以31.837元收官\">〈台币〉6月重贬4.53角 上半年以31.837元收官</a></li>\n <li><a href=\"/new/tw/article-4582.html\" title=\"盘中速报 - 集中市场加权指数上涨1078.5点至47204.41点，涨幅2.34%\">盘中速报 - 集中市场加权指数上涨1078.5点至47204.41点，涨幅2.34%</a></li>\n <li><a href=\"/new/tw/article-4291.html\" title=\"友达⊕、长广⊕、均豪⊕、台积电7月法说会有大利多？\">友达⊕、长广⊕、均豪⊕、台积电7月法说会有大利多？</a></li>\n <li><a href=\"/new/tw/article-6398.html\" title=\"〈税收统计〉最强6月！台股日均值1.5兆天量带动证交税首破800亿元 惊喜连11红\">〈税收统计〉最强6月！台股日均值1.5兆天量带动证交税首破800亿元 惊喜连11红</a></li>\n <li><a href=\"/new/tw/article-2070.html\" title=\"〈焦点股〉卫星雷射连结SpaceX题材夯 莱德光电-KY逆势涨停冲上600元\">〈焦点股〉卫星雷射连结SpaceX题材夯 莱德光电-KY逆势涨停冲上600元</a></li>\n <li><a href=\"/new/tw/article-14523.html\" title=\"营收速报 - 立敦(6175)8月营收4.84亿元年增率高达68.94％\">营收速报 - 立敦(6175)8月营收4.84亿元年增率高达68.94％</a></li>\n </ul>\n</div>",
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"createdAt": "2026-08-04T05:04:59.000Z",
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