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                            <h1 class="h6 herald-mod-h herald-color">Tag • 強勁成長</h1>
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                               title="大摩續喊買川湖！目標價4750元　AI資本支出循環還沒走完">
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                                        大摩續喊買川湖！目標價4750元　AI資本支出循環還沒走完                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-03-02</span>
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                                <p> 川湖去年獲利衝上新高後，外資持續看好AI伺服器需求帶來的成長動能。摩根士丹利證券最新報告指出，川湖今年營收可望延續強勁成長、獲利維持穩健，主因仍是AI資本支出循環續行、產品組合有利，加上公司執行力佳...</p>
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