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	<title>高效能散熱 相關文章 - 88sport-news</title>
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		<title>散熱模組因獲利了結而重挫</title>
		<link>https://www.88sport-news.com/2026/05/06/san-re-mo-zu-yin-huo-li-liao/</link>
		
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		<pubDate>Wed, 06 May 2026 02:18:13 +0000</pubDate>
				<category><![CDATA[科技]]></category>
		<category><![CDATA[AI伺服器]]></category>
		<category><![CDATA[市場資金]]></category>
		<category><![CDATA[散熱]]></category>
		<category><![CDATA[散熱模組]]></category>
		<category><![CDATA[獲利了結]]></category>
		<category><![CDATA[股價修正]]></category>
		<category><![CDATA[電子中游]]></category>
		<category><![CDATA[高效能散熱]]></category>
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					<description><![CDATA[<p>散熱模組族群今日因獲利了結而大幅下跌，市場對AI需求的短期過熱產生疑慮。</p>
<div class="read-more-wrapper"><a class="read-more" href="https://www.88sport-news.com/2026/05/06/san-re-mo-zu-yin-huo-li-liao/" title="閱讀更多"> <span class="button ">閱讀更多</span></a></div>
<p><a href="https://www.88sport-news.com/2026/05/06/san-re-mo-zu-yin-huo-li-liao/">散熱模組因獲利了結而重挫</a>最先出现在<a href="https://www.88sport-news.com">88sport-news</a>。</p>
]]></description>
										<content:encoded><![CDATA[<p>散熱模組族群今日盤中表現疲軟，因為<strong>類股整體下跌超過8%</strong>，顯示市場對AI熱潮的短期過熱疑慮。</p>
<p>奇鋐和健策的股價受到影響，分別重挫逾9%及跌停，雙鴻也下跌逾5%。這波跌勢主要來自於前期AI伺服器題材帶動的漲多獲利了結賣壓。</p>
<p>根據報導，散熱零組件族群整體下跌8.27%。健策重挫近一成，而雙鴻則跌逾5.5%。部分中小型股如鴻準逆勢上漲近8%。</p>
<p>AI伺服器對高效能散熱的需求依然明確且持續增長。儘管目前市場出現修正，但散熱模組產業的基本面並未改變。</p>
<p>奇鋐首季營收490.38億元，創單季新高。短期震盪加劇，籌碼洗盤壓力浮現。市場資金流向可能會影響後續表現。</p>
<p>許多分析師指出，AI長線需求不變，修正反而是檢視基本面的時機。因此，投資者應該保持警惕，以應對未來可能的市場變化。</p>
<p><a href="https://www.88sport-news.com/2026/05/06/san-re-mo-zu-yin-huo-li-liao/">散熱模組因獲利了結而重挫</a>最先出现在<a href="https://www.88sport-news.com">88sport-news</a>。</p>
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