2026-10-27 03:45:53 网络 阅读（84）
网通厂智邦 (2345-TW) 在 800G 与 1.6T 高速交换器强劲基本面支撑下，获得投信连续四个交易日加码卡位，买超 375 张，推升股价走出谷底大幅反弹，7 月 31 日跳空强势锁死涨停价 2125 元，近两个交易日累计大涨 12.04%。
智邦 800G 交换器受惠资料中心客户强劲需求维持高水位，1.6T 交换器也已于上半年进入量产，产品组合显著改善，同时公司积极延伸光交换相关方案，OCS 光路交换器规画搭配整机柜出货，OWS 光波长交换器则已进入美国云端服务供应商及日本 NTT 验证阶段。
作为亚太峰会创始成员，智邦与旗下子公司也将于 8 月中旬盛大参展，展示光波长交换器、PCIe 介面扩充、CXL Fabric 交换器及 100kW 液冷散热解决方案，随着 AI 算力提升与网路规格持续升级，公司凭借规模与供应链管理优势，营运可望持续受惠至 2027 年。
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"description": "网通厂智邦 (2345-TW) 在 800G 与 1.6T 高速交换器强劲基本面支撑下，获得投信连续四个交易日加码卡位，买超 375 张，推升股价走出谷底大幅反弹，7 月 31 日跳空强势锁死涨停价 2125 元，近两个交易日累计大涨 12.04%",
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"content": "<p>网通厂智邦 (2345-TW) 在 800G 与 1.6T 高速交换器强劲基本面支撑下，获得投信连续四个交易日加码卡位，买超 375 张，推升股价走出谷底大幅反弹，7 月 31 日跳空强势锁死涨停价 2125 元，近两个交易日累计大涨 12.04%。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6555479/l/9e325856638655ed6b70925d44bd3d28.jpg\" alt=\"〈热门股〉智邦800G与1.6T交换器基本面强劲 投信撑腰2天涨12%\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>智邦 800G 交换器受惠资料中心客户强劲需求维持高水位，1.6T 交换器也已于上半年进入量产，产品组合显著改善，同时公司积极延伸光交换相关方案，OCS 光路交换器规画搭配整机柜出货，OWS 光波长交换器则已进入美国云端服务供应商及日本 NTT 验证阶段。</p>\n\n<p>作为亚太峰会创始成员，智邦与旗下子公司也将于 8 月中旬盛大参展，展示光波长交换器、PCIe 介面扩充、CXL Fabric 交换器及 100kW 液冷散热解决方案，随着 AI 算力提升与网路规格持续升级，公司凭借规模与供应链管理优势，营运可望持续受惠至 2027 年。</p>\n\n<figure><img data-cnyeschart=\"cnyeschart\" src=\"https://so.cnyes.com/mobilechart/MobileChart.aspx?markettype=twstock&charttype1=kchart&stockcode=2345&imgwidth=580&imgheight=500&bgcolor=2\">\n<figcaption>智邦日 K 线图</figcaption>\n</figure>\n\n<p> </p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-6405.html\" title=\"〈亚洲生技大展〉汉康-KY亮相FBDB平台拓展策略 有助吸引全球资本与跨国药厂\">〈亚洲生技大展〉汉康-KY亮相FBDB平台拓展策略 有助吸引全球资本与跨国药厂</a></li>\n <li><a href=\"/new/tw/article-9990.html\" title=\"营收速报 - 勤诚(8210)7月营收24.62亿元年增率高达41.51％\">营收速报 - 勤诚(8210)7月营收24.62亿元年增率高达41.51％</a></li>\n <li><a href=\"/new/tw/article-20255.html\" title=\"桂盟拟办理私募现增450万股 引进SHIMANO 为策略投资人\">桂盟拟办理私募现增450万股 引进SHIMANO 为策略投资人</a></li>\n <li><a href=\"/new/tw/article-5096.html\" title=\"少了干扰本周台股全力作多 买台积电等老AI、还是南亚科等记忆体比较好?\">少了干扰本周台股全力作多 买台积电等老AI、还是南亚科等记忆体比较好?</a></li>\n <li><a href=\"/new/tw/article-9958.html\" title=\"营收速报 - 联咏(3034)7月营收102.96亿元年增率高达26.8％\">营收速报 - 联咏(3034)7月营收102.96亿元年增率高达26.8％</a></li>\n <li><a href=\"/new/tw/article-11684.html\" title=\"巨亨速报 - Factset 最新调查：长荣航太(2645-TW)目标价调升至213元，幅度约6.5%\">巨亨速报 - Factset 最新调查：长荣航太(2645-TW)目标价调升至213元，幅度约6.5%</a></li>\n </ul>\n</div>",
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"createdAt": "2026-08-01T00:38:47.000Z",
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