台光電(2383)今日有2家券商發布績效評等報告皆評等為看多，目標價為520元。
預估 2023年度營收約404.43億～410.39億元間、EPS落在15.92～16.64元間。

值得注意的是，高盛證券評等由中立轉向看多，認為：『We upgrade EMC from Neutral to Buy on the strength of its solid 3Q23 results, our positive estimate on high power AI server shipments (79/59% YoY in 2024/25; see here), and EMC’s much higher than expected revenue exposure to the AI server industry. We believe AI server related revenue will continue to be the key revenue driver for EMC, considering its sole supplier position in Nvidia’s AI server supply chain, and our outlook for it to maintain its leading market share in the ODM/ASIC AI Server market. We revise our 2023/24/25E earnings estimate by 7-12% which are now 13/24/27% higher than BBG consensus due to our more positive view on AI server revenue/profit contribution and our 12m TP rises to NT$520 (from NT$470), implying 25% upside (vs. our TW tech coverage Buy rated names average at 22%). Our TP is based on 18.5x 2024E P/E (in line with the past 10-year upcycle average P/E multiple).』。

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