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【緯來新聞網】輝達（NVIDIA）執行長黃仁勳日前指出「沒有能源，就沒有經濟成長」，此話一出隨即引爆電力概念股投資熱潮。台達電（2308）今日表現最為強勁，早盤開盤即強勢漲停觸及 2,585 元，再度改寫歷史新天價。短短五個交易日內就飆漲 34.7％，今日市值更一口氣衝上 6.7 兆元新高，目前正強勢朝 7 兆元大關邁進。
COMPUTEX 掀起 AI 伺服器與資料中心電力架構升級潮，帶動高效電源、散熱及機房配套方案躍居市場焦點。台達電 ±400V 直流電產品今年將量產出貨，配合新平台的 800V 架構則預計 2027 年放量。今年合併毛利率有望優於去年，且營運逐季增溫。
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