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![\"AI資料中心概念圖\"](//www.cosmojoint.com/\"https:/gen.pollinations.ai/image/advanced%20data%20center%20with%20powerful%20AI%20chip%2C%20glowing%20server%20racks%2C%20intricate%20network%20lines%2C%20central%20AI%20processor%20unit%2C%20abstract%20digital%20data%20flow%2C%20wide%20horizontal%20composition%2C%20dynamic%20angle%2C%20focused%20on%20the%20central%20chip%20and%20surrounding%20infrastructure%2C%20modern%20clean%20flat%20vector%20illustration%2C%20technological%20and%20futuristic%20style%2C%20deep%20blue%20and%20purple%20tones%2C%20minimal%20color%20palette.%20NO%20TEXT%2C%20NO%20LETTERS%2C%20NO%20WORDS%2C%20NO%20NUMBERS%2C%20NO%20TYPOGRAPHY%2C%20NO%20CAPTIONS%2C%20NO%20LABELS%2C%20NO%20SIGNS%2C%20NO%20LOGOS%2C%20NO%20UI%20ELEMENTS%2C%20NO%20ICONS%2C%20NO%20WATERMARKS%2C%20NO%20PEOPLE?width=1200&height=630&nologo=true&safe=true&model=zimage&seed=42&key=sk_xhaKhr3fHNlUbTdHRGfLpaAsykxNIWz7\")
![\"電動車充電示意圖\"](//www.cosmojoint.com/\"https:/gen.pollinations.ai/image/modern%20smart%20car%2C%20electric%20vehicle%20charging%20station%2C%20sleek%20car%20design%2C%20charging%20cable%2C%20stylized%20city%20background%2C%20digital%20interface%20lines%20on%20the%20car%2C%20abstract%20road%20elements%2C%20eye-level%20perspective%2C%20centered%20composition%2C%20dynamic%20lines%20suggesting%20movement%2C%20clean%20flat%20vector%20illustration%2C%20future%20tech%20style%2C%20soft%20green%20and%20grey%20tones%2C%20minimal%20color%20palette.%20NO%20TEXT%2C%20NO%20LETTERS%2C%20NO%20WORDS%2C%20NO%20NUMBERS%2C%20NO%20TYPOGRAPHY%2C%20NO%20CAPTIONS%2C%20NO%20LABELS%2C%20NO%20SIGNS%2C%20NO%20LOGOS%2C%20NO%20UI%20ELEMENTS%2C%20NO%20ICONS%2C%20NO%20WATERMARKS%2C%20NO%20PEOPLE?width=1200&height=630&nologo=true&safe=true&model=zimage&seed=43&key=sk_xhaKhr3fHNlUbTdHRGfLpaAsykxNIWz7\")
![\"智慧電網概念圖\"](//www.cosmojoint.com/\"https:/gen.pollinations.ai/image/smart%20city%20infrastructure%2C%20modern%20power%20grid%2C%20stylized%20buildings%2C%20interconnected%20power%20lines%2C%20abstract%20energy%20flow%2C%20utility%20poles%2C%20lightning%20bolts%2C%20solar%20panels%2C%20isometric%20view%2C%20wide%20perspective%2C%20clean%20architectural%20lines%2C%20modern%20editorial%20illustration%2C%20geometric%20shapes%2C%20blue%2C%20grey%20and%20yellow%20color%20scheme%2C%20minimal%20color%20palette.%20NO%20TEXT%2C%20NO%20LETTERS%2C%20NO%20WORDS%2C%20NO%20NUMBERS%2C%20NO%20TYPOGRAPHY%2C%20NO%20CAPTIONS%2C%20NO%20LABELS%2C%20NO%20SIGNS%2C%20NO%20LOGOS%2C%20NO%20UI%20ELEMENTS%2C%20NO%20ICONS%2C%20NO%20WATERMARKS%2C%20NO%20PEOPLE?width=1200&height=630&nologo=true&safe=true&model=zimage&seed=44&key=sk_xhaKhr3fHNlUbTdHRGfLpaAsykxNIWz7\")
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AI浪潮推升電子元件躍進，汽車產業雙輪四輪齊驅
2026-05-21
本週市場多空交雜，AI應用持續點燃電子零組件與消費性電子產業的強勁表現，科技創新成為驅動獲利翻倍成長的核心力量。與此同時，汽車產業在雙輪與四輪市場呈現不同動態，車用零組件與電機電纜亦因應市場需求而調整。全球原物料價格則在地緣政治與經濟數據雙重影響下劇烈波動。
本週市場呈現多空交雜格局，AI應用持續發燒，成為電子零組件與消費性電子產業亮眼表現的推手，部分公司甚至實現獲利翻倍成長，印證科技創新是當前主要驅動力。另一方面，汽車產業的雙輪與四輪市場動態各異，車用零組件及電機電纜亦隨之展現不同景況。國際原物料市場則受地緣政治與經濟數據影響，價格波動顯著。
![\"AI資料中心概念圖\"](http://www.cosmojoint.com/\"https:/gen.pollinations.ai/image/advanced%20data%20center%20with%20powerful%20AI%20chip%2C%20glowing%20server%20racks%2C%20intricate%20network%20lines%2C%20central%20AI%20processor%20unit%2C%20abstract%20digital%20data%20flow%2C%20wide%20horizontal%20composition%2C%20dynamic%20angle%2C%20focused%20on%20the%20central%20chip%20and%20surrounding%20infrastructure%2C%20modern%20clean%20flat%20vector%20illustration%2C%20technological%20and%20futuristic%20style%2C%20deep%20blue%20and%20purple%20tones%2C%20minimal%20color%20palette.%20NO%20TEXT%2C%20NO%20LETTERS%2C%20NO%20WORDS%2C%20NO%20NUMBERS%2C%20NO%20TYPOGRAPHY%2C%20NO%20CAPTIONS%2C%20NO%20LABELS%2C%20NO%20SIGNS%2C%20NO%20LOGOS%2C%20NO%20UI%20ELEMENTS%2C%20NO%20ICONS%2C%20NO%20WATERMARKS%2C%20NO%20PEOPLE?width=1200&height=630&nologo=true&safe=true&model=zimage&seed=42&key=sk_xhaKhr3fHNlUbTdHRGfLpaAsykxNIWz7\")
AI應用引爆電子元件需求
AI技術的飛速發展，正成為驅動電子零組件產業成長的關鍵引擎，各企業紛紛積極卡位新興商機。市場對AI相關產品需求的樂觀預期，已帶動被動元件族群股價創新高，顯示其在AI供應鏈中的重要地位。
AI策略布局
- 崇越(5434)：卡位「四維樞紐」戰略有成，前四月營收增近兩成，展現AI溢價價值。
- 國巨(2327)：受AI應用錢景看好，領漲被動元件族群股價創新高。
產能與營運擴張
- 尖點(8021)：第一季獲利亮眼，中壢與上海新廠規劃中，樂觀看待後續營運。
- 系統電(5309)：第一季每股盈餘0.09元，下半年將迎來BBU、無人機、IPC三大成長動能。
- 永豐餘(1907)：第一季轉虧為盈，綠電與AI能源轉型效益浮現。
伺服器與散熱商機
- 嘉澤(3533)：第一季毛利率雖衰退，但每股盈餘仍達21.37元，伺服器需求暢旺有利毛利率回升。
- 信邦(3021)：子公司於COMPUTEX展出浸沒式液冷解決方案，搶進AI散熱市場。
- 信昌電(6173)：預計今年AI比重拚達雙位數，瓷粉新廠明年第三季投產，產能增五成。
消費電子與網通新機遇
儘管全球經濟仍面臨挑戰，AI技術的廣泛應用與網通領域的新發展，正為消費性電子產業注入新的成長動能與市場機遇。
獲利躍升與產能
- 微星(2377)：第一季獲利翻倍成長超預期，每股大賺逾4元，股價滾量攻漲停。
- 鴻海(2317)：今年資本支出增逾三成，CPO交換機第三季出貨，全年機櫃與網通有望倍增。
汽車產業挑戰中求變
當前汽機車市場正經歷結構性調整，各品牌面臨新的挑戰，唯有透過強化品牌力與開創創新商業模式，方能成功轉型並掌握市場先機。
雙輪與四輪市場
- 三陽工業(2207)：第一季每股盈餘1.37元，二輪蟬聯市佔冠軍，四輪逆勢成長。
- 中華車(2204)：第一季認列轉投資福建奔馳虧損，預估今年銷售目標恐難達成。
- 裕日車(2227)：預估今年銷售持平約1.3萬台，轉投資東風日產目標銷售60萬台。
- 裕隆(2201)：全力支持鴻華Bria及Carvia出口產能，裕隆城年租金收入可達五億元。
零組件新動能
- 美利達(9914)：新品效益助攻，第一季較上季轉盈，每股盈餘1.09元。
![\"電動車充電示意圖\"](http://www.cosmojoint.com/\"https:/gen.pollinations.ai/image/modern%20smart%20car%2C%20electric%20vehicle%20charging%20station%2C%20sleek%20car%20design%2C%20charging%20cable%2C%20stylized%20city%20background%2C%20digital%20interface%20lines%20on%20the%20car%2C%20abstract%20road%20elements%2C%20eye-level%20perspective%2C%20centered%20composition%2C%20dynamic%20lines%20suggesting%20movement%2C%20clean%20flat%20vector%20illustration%2C%20future%20tech%20style%2C%20soft%20green%20and%20grey%20tones%2C%20minimal%20color%20palette.%20NO%20TEXT%2C%20NO%20LETTERS%2C%20NO%20WORDS%2C%20NO%20NUMBERS%2C%20NO%20TYPOGRAPHY%2C%20NO%20CAPTIONS%2C%20NO%20LABELS%2C%20NO%20SIGNS%2C%20NO%20LOGOS%2C%20NO%20UI%20ELEMENTS%2C%20NO%20ICONS%2C%20NO%20WATERMARKS%2C%20NO%20PEOPLE?width=1200&height=630&nologo=true&safe=true&model=zimage&seed=43&key=sk_xhaKhr3fHNlUbTdHRGfLpaAsykxNIWz7\")
基礎建設拉動電機電纜
隨著全球基礎設施的持續更新與智慧化趨勢的加速，電機電纜產業正迎來穩定的成長契機，特別是在電梯需求延伸至改建及智慧化升級，以及北美AI基建市場的拓展方面。
智慧化與訂單
- 崇友(4506)：電梯需求延伸至改建及智慧化升級，首季營收獲利創高。
- 大同(2371)：參展美國電力展會傳佳音，斬獲多筆訂單，北美AI基建市場秀成果。
![\"智慧電網概念圖\"](http://www.cosmojoint.com/\"https:/gen.pollinations.ai/image/smart%20city%20infrastructure%2C%20modern%20power%20grid%2C%20stylized%20buildings%2C%20interconnected%20power%20lines%2C%20abstract%20energy%20flow%2C%20utility%20poles%2C%20lightning%20bolts%2C%20solar%20panels%2C%20isometric%20view%2C%20wide%20perspective%2C%20clean%20architectural%20lines%2C%20modern%20editorial%20illustration%2C%20geometric%20shapes%2C%20blue%2C%20grey%20and%20yellow%20color%20scheme%2C%20minimal%20color%20palette.%20NO%20TEXT%2C%20NO%20LETTERS%2C%20NO%20WORDS%2C%20NO%20NUMBERS%2C%20NO%20TYPOGRAPHY%2C%20NO%20CAPTIONS%2C%20NO%20LABELS%2C%20NO%20SIGNS%2C%20NO%20LOGOS%2C%20NO%20UI%20ELEMENTS%2C%20NO%20ICONS%2C%20NO%20WATERMARKS%2C%20NO%20PEOPLE?width=1200&height=630&nologo=true&safe=true&model=zimage&seed=44&key=sk_xhaKhr3fHNlUbTdHRGfLpaAsykxNIWz7\")