金像電獲得外資青睞，目標價上修至395元。（取自官網）
〔記者卓怡君／台北報導〕亞系外資出具最新報告看好PCB廠金像電（2368），亞系外資指出，受惠於人工智慧（AI）伺服器需求持續強勁，金像電第二季合併營收季增15%，優於預期，雖然第2季面臨不利的匯率影響，金像電仍展現強勁動能，預估第二季每股稅後盈餘（EPS）有望優於預期，將目標價從290元上修至395元。
金像電今日早盤股價一度來到346元，再創歷史新高，隨後出現獲利了結賣壓，由紅翻黑，截至11:10分左右，金像電股價小跌0.9%，暫報329.5元，成交量約1.21萬張，已超越昨日全天成交量，上下震幅5.26%。
亞系外資指出，特殊應用晶片（ASIC）AI伺服器拉貨強勁為金像電營運表現帶來關鍵支撐，尤其亞馬遜持續上修ASIC AI伺服器訂單，進一步推升金像電在相關PCB供應鏈中的地位，預估來自亞馬遜的AI伺服器訂單將為金像電帶來110至120億元營收，市佔率達40–45%。此外，Meta等新客戶亦將於2026年導入多層板（MLB）設計，進一步開拓金像電的成長空間，金像電為四大MLB核心供應商之一。
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