物理AI升温背后：三大瓶颈待解 产业仍处于早期爬坡阶段

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物理AI升温背后：三大瓶颈待解 产业仍处于早期爬坡阶段

研华10月营收113.36亿新台币，同比增长88.42%

研华（2395）10月实现营业收入113.36亿新台币。按月看，9月同一指标为107.49亿新台币，本月环比增长5.46%。按年看，去年10月收入60.16亿新台币，本月较这一基数增加53.19亿新台币，同比增长88.42%。

把观察期扩至1至10月，公司累计收入为902.88亿新台币，去年前十个月为589.77亿新台币，累计同比增长53.09%。剔除10月后，今年前九个月合计789.52亿新台币，上年同期为529.61亿新台币。计入10月后，累计同比变动率较前九个月提高了4.01个百分点。

8月该公司收入为104.19亿新台币，9月环比增长3.16%。10月占今年前十个月收入的12.56%，去年同月占当年前十个月的10.2%。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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