AI泡沫破裂了吗？高盛：当下更像1998年，而非2000年

yun2026

AI泡沫破裂了吗？高盛：当下更像1998年，而非2000年

健策前十月营收251.46亿新台币，10月同比增长80.68%

健策精密工业（3653）披露的最新月营收为30.73亿新台币，对应2026年10月。去年同期为17.01亿新台币，一年间增加13.72亿新台币。与上月相比，收入从30.54亿新台币变为30.73亿新台币，增幅为0.62%。

把观察期扩至1至10月，公司累计收入为251.46亿新台币，去年前十个月为167.04亿新台币，累计同比增长50.54%。剔除10月后，今年前九个月合计220.73亿新台币，上年同期为150.03亿新台币。计入10月后，累计同比变动率较前九个月提高了3.42个百分点。

8月该公司收入为32.26亿新台币，9月环比下降5.32%。10月占今年前十个月收入的12.22%，去年同月占当年前十个月的10.18%。截至11月8日，表中44家已披露且可作同比比较的电子零组件业企业，10月营收同比变动率的中位数为25.63%。

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