{extend name="layout/layout" /}

{block name="content"}
<div id="content" class="herald-site-content herald-slide">
    <div class="herald-section container ">
        <div class="row">
            <div class="herald-module col-mod-main herald-main-content col-lg-9 col-md-9">
                <div class="herald-mod-wrap">
                    <div class="herald-mod-head herald-cat-136">
                        <div class="herald-mod-title">
                            <h1 class="h6 herald-mod-h herald-color">Tag • 摩根士丹利證券</h1>
                        </div>
                    </div>
                    <div class="herald-mod-desc">

                    </div>
                </div>
                <div class="row row-eq-height herald-posts posts-list" data-ajax-page="2">
                                        <article
                            class="herald-lay-a post type-post status-publish format-standard hentry category-pr-newswire">
                        <div class="herald-post-thumbnail">
                            <a href="/post/143927.html"
                               title="奇鋐目標價3333元！大摩看好AI液冷需求ㅤ估ASIC營收將超車GPU">
                                <img src="/uploads/images/20260516/2e9a61535e0b481c48.png" alt="奇鋐目標價3333元！大摩看好AI液冷需求ㅤ估ASIC營收將超車GPU"/>
                            </a>
                        </div>
                        <div class="herald-lay-over">
                            <div class="entry-header herald-pf-invert">
                                <h2 class="entry-title h2">
                                    <a href="/post/143927.html">
                                        奇鋐目標價3333元！大摩看好AI液冷需求ㅤ估ASIC營收將超車GPU                                    </a>
                                </h2>
                                <div class="entry-meta">
                                    <div class="meta-item herald-date"><span class="updated">2026-05-16</span>
                                    </div>
                                </div>
                            </div>
                            <div class="entry-content">
                                <p> ✕ 奇鋐首季財報表現優於市場預期，摩根士丹利證券看好AI伺服器與液冷散熱需求延續升溫，將奇鋐目標價從2950元上調至3333元，並維持「優於大盤」評等。 我是廣告 請繼續往下閱讀 大摩報告指出，伺服...</p>
                            </div>
                            <a class="herald-read-more"
                               href="/post/143927.html"
                               title="奇鋐目標價3333元！大摩看好AI液冷需求ㅤ估ASIC營收將超車GPU">Read More
                            </a>
                        </div>
                    </article>
                                                        </div>
            </div>
            <div class="herald-sidebar col-lg-3 col-md-3 herald-sidebar-right">
                <div id="categories-3 tags_read" class="widget widget_categories">
  <h4 class="widget-title h6"><span>tags</span></h4>
  <ul>
        <li class="cat-item cat-item-137">
      <a href="/tags/197.html">
        <span class="category-text">蘋果</span>
        <span class="count">1</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/196.html">
        <span class="category-text">新機消息</span>
        <span class="count">2</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/66.html">
        <span class="category-text">台積電</span>
        <span class="count">3</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/4452.html">
        <span class="category-text">川普</span>
        <span class="count">4</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/235.html">
        <span class="category-text">產業新聞</span>
        <span class="count">5</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/67.html">
        <span class="category-text">台股</span>
        <span class="count">6</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/208.html">
        <span class="category-text">AI</span>
        <span class="count">7</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/257.html">
        <span class="category-text">三星</span>
        <span class="count">8</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/155.html">
        <span class="category-text">中國</span>
        <span class="count">9</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/345.html">
        <span class="category-text">賴清德</span>
        <span class="count">10</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/31.html">
        <span class="category-text">美國</span>
        <span class="count">11</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/195.html">
        <span class="category-text">谷歌</span>
        <span class="count">12</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/207.html">
        <span class="category-text">Google</span>
        <span class="count">13</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/72.html">
        <span class="category-text">美股</span>
        <span class="count">14</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/3553.html">
        <span class="category-text">柯文哲</span>
        <span class="count">15</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/807.html">
        <span class="category-text">輝達</span>
        <span class="count">16</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/339.html">
        <span class="category-text">國民黨</span>
        <span class="count">17</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/1031.html">
        <span class="category-text">台灣</span>
        <span class="count">18</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/348.html">
        <span class="category-text">民進黨</span>
        <span class="count">19</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/777.html">
        <span class="category-text">iOS</span>
        <span class="count">20</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/2992.html">
        <span class="category-text">關稅</span>
        <span class="count">21</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/760.html">
        <span class="category-text">娛樂遊戲</span>
        <span class="count">22</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/64.html">
        <span class="category-text">日本</span>
        <span class="count">23</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/258.html">
        <span class="category-text">Android</span>
        <span class="count">24</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/3556.html">
        <span class="category-text">民眾黨</span>
        <span class="count">25</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/203.html">
        <span class="category-text">iPhone</span>
        <span class="count">26</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/86.html">
        <span class="category-text">經濟部</span>
        <span class="count">27</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/102.html">
        <span class="category-text">半導體</span>
        <span class="count">28</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/108.html">
        <span class="category-text">美元</span>
        <span class="count">29</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/tags/685.html">
        <span class="category-text">新台幣</span>
        <span class="count">30</span>
      </a>
    </li>
      </ul>
</div>
<div id="categories-4" class="widget widget_categories sticky-r">
  <h4 class="widget-title h6"><span>本周熱門</span></h4>
  <ul>
        <li class="cat-item cat-item-137">
      <a href="/post/143140.html">
        <span class="category-text">美股那指、標指創2024年後最長連漲紀錄！英特爾狂飆近14%</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143133.html">
        <span class="category-text">Lisa「貴婦出巡」行頭不得了！83萬LV包包搭皮草 珠寶更是天價</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143143.html">
        <span class="category-text">五桐號CoCo買一送一！母親節11家飲料優惠：可不可、珍煮丹、烏弄</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143424.html">
        <span class="category-text">第三檔萬金股來了？外資喊鴻勁目標價1萬元　獲利3年拚增2.5倍</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143461.html">
        <span class="category-text">川普中國行住哪？港媒曝「御用飯店」疑遭棄　韓媒注意到這一間</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143435.html">
        <span class="category-text">群創第1季賺17.9億元　EPS 0.2元轉盈、資本支出28億元</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143469.html">
        <span class="category-text">孫燕姿大巨蛋演唱會加開座位！今中午12點KKTIX開搶　票價一覽</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143434.html">
        <span class="category-text">星宇航空4月營收年增三成、貨運市場需求高　暑假增班迎旺季</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143142.html">
        <span class="category-text">母親節買一送一！麥當勞、必勝客、漢堡王、福勝亭13大速食優惠</span>
      </a>
    </li>
        <li class="cat-item cat-item-137">
      <a href="/post/143247.html">
        <span class="category-text">iPhone 17成全球最熱賣手機！上市7個月降價終於破3千元</span>
      </a>
    </li>
      </ul>
</div>
            </div>
        </div>
    </div>
</div>
{/block}

{block name='script'}
<script>
    $(function () {
        let parent = $('.posts-list');
        loadMore('/tags/685.html', function (response) {
            parent.append(response.html)
        }, parent)
    })
</script>
{/block}