转债遭遇“逆风”，“抗跌” 反陷高估值困境，部分高价券10月以来跌超50%

yun2025

转债遭遇“逆风”，“抗跌” 反陷高估值困境，部分高价券10月以来跌超50%

纬颖前十月营收11544.1亿新台币，10月同比增长80.94%

纬颖科技服务（6669）披露的最新月营收为1651.32亿新台币，对应2026年10月。去年同期为912.64亿新台币，一年间增加738.68亿新台币。与上月相比，收入从1726.2亿新台币变为1651.32亿新台币，降幅为4.34%。

把观察期扩至1至10月，公司累计收入为11544.1亿新台币，去年前十个月为7494.87亿新台币，累计同比增长54.03%。剔除10月后，今年前九个月合计9892.78亿新台币，上年同期为6582.23亿新台币。计入10月后，累计同比变动率较前九个月提高了3.73个百分点。

8月该公司收入为1443.12亿新台币，9月环比增长19.62%。10月占今年前十个月收入的14.3%，去年同月占当年前十个月的12.18%。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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