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요약
Meta公布第三季財報，營收與獲利大幅成長優於預期，並上調資本支出預測以全力布局AI。此利多消息帶動台灣AI伺服器、散熱、PCB及半導體等相關供應鏈備受市場關注。包含鴻海、廣達、台積電等指標企業營運表現亮眼，雖法人籌碼布局各有分歧，但整體AI應用持續擴大，對台廠供應鏈釋出強勁的營運成長動能與正面信號。
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If you click 'Accept all', we and our partners, including 254 who are part of the IAB Transparency & Consent Framework, will also store and/or access information on a device (in other words, use …