震荡市里 公私募AI调仓分歧浮出水面

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震荡市里 公私募AI调仓分歧浮出水面

桦汉披露10月收入，较9月减少15.36亿新台币

公开资讯观测站的10月数据列出，桦汉科技（6414）单月营业收入162.19亿新台币，同比增长39.3%。公司去年同月营收为116.44亿新台币。今年9月为177.55亿新台币，10月比9月减少15.36亿新台币。

把观察期扩至1至10月，公司累计收入为1511.55亿新台币，去年前十个月为1144.2亿新台币，累计同比增长32.11%。剔除10月后，今年前九个月合计1349.35亿新台币，上年同期为1027.76亿新台币。计入10月后，累计同比变动率较前九个月提高了0.81个百分点。

8月该公司收入为154.86亿新台币，9月环比增长14.65%。10月占今年前十个月收入的10.73%，去年同月占当年前十个月的10.18%。截至11月8日，表中26家已披露且可作同比比较的电脑及周边设备业企业，10月营收同比变动率的中位数为36.25%。

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