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"shortTitle": "崇越7月营收创新高!半导体材料「量价齐扬」,下半年还能再上修",
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"description": "半导体材料通路大厂崇越(5434-TW)近期营运展现强劲爆发力。观察优分析产业资料库的市场预估数据可以发现,市场对崇越2026全年营收年增率的预期,已从年初原先的「高个位数」成长,一路大幅上修至7月中旬的26.7%。公司公布7月单月合并营收冲上81.74亿元,年增率高达42.61%,创下历史新高。 (资料来源:优分析产业资料库) 市场为何一路上修?两大变数成关键 这波营收预估的大幅上修,反映市场先前低估了两大核心变数:半导体材料的「量价齐扬」效应,以及关键耗材出现的供需失衡。 从优分析产业资料库",
"createdAt": "2026-08-18T08:00:06.000Z",
"author": "网络",
"pv": 58,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
},
"_locals": {},
"cache": false
}