[新聞] 傳廣達奪GB200伺服器大單,晟銘電拿下水冷機殼驗證,今股價雙雙大漲
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傳廣達奪GB200伺服器大單,晟銘電拿下水冷機殼驗證,今股價雙雙大漲
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發布時間:113年3月28日 14:57
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記者署名:王宜弘
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原文內容:
【財訊快報/記者王宜弘報導】市場傳出廣達(2382)拿下美國一線CSP GB200伺服器大單
,最快9月量產,伺服器機殼廠晟銘電(3013)受惠,也傳出晟銘電與高力共同開發的水冷
伺服器機殼已通過客戶驗證,終端客戶為美超微(SMCI),下半年水冷機殼出貨。週四(28
日)晟銘電股價在盤中放量急拉,並攻上漲停58.6元價位鎖死至終,而傳出利多消息的廣
達股價也一路盤堅,尾盤大單敲進,以大漲近9%收市,來到280元創收盤新高。
自輝達在日前GTC大會中推出GB200全新的AI GPU之後,市場驚艷,美系一線CPS大廠虎視
眈眈。週四市場傳出,廣達一舉奪得谷歌、AWS以及Meta三大CSP大廠GB200伺服器代工大
單,最快9月進入量產,因單價高達2-3百美元,將使廣達下半年業績大躍進。
而廣達伺服器供應鏈也被積極檢視,晟銘電成為市場鎖定標的,主因為晟銘電伺服器機殼
客戶包括廣達、緯創(3231)、緯穎(6669)、技嘉(2376)等系統業者,客戶接單大旺,晟銘
電可望受惠,且傳出其與高力合作開發的水冷機殼已通過驗證,可望供貨美超微。
而廣達傳出接獲GB200伺服器大單,市場也聯想將有晟銘電的一杯羹,因此法人圈傳出該
公司今年EPS上探5元,明年更高。惟針對廣達與晟銘電的相關傳言均未獲公司證實。
心得/評論:繼鴻海拿到後 廣達也加入GB200伺服器的列車了,今天量增價增,肉鬆拉出
長紅棒,會在繼續向上嗎?
※必需填寫滿30正體中文字,無意義者板規處分
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