華邦電(2344)今日僅群益證券發布績效評等報告，電今等報評價為看多，日僅目標價為116元。家券價為價為
預估 2026年度營收約1,商發921.27億元、EPS約12.87元。效評
值得注意的告評okex易所官网网站是，群益證券評等由中立轉向看多，看多認為：『AI的目標發展改變產業追求性價比與記憶體單價的傳統， 轉而重視效能、券商算力及大容量。報告布績記憶體市場供需出現結構性改 變，彙整華邦華邦電客戶的電今等報訂單動能轉強，主動洽談長期合作，反映出 對利基型DRAM需求強勁，Flash需求亦同步回溫。預估華邦電 2026年稅後EPS為12.87元。目前記憶體需求主要由AI相關 應用支撐，非AI需求相對溫和。根據TrendForce，2Q26預估 一般DRAM合約價格QoQ+58~63%。NAND Flash合約價 QoQ+70~75%。華邦電DRAM和Flash目前營收貢獻約1:1，獲利 將持續向上。考量基本面並未出貨惡化，且華邦電股價已提前 修正，評價偏低，因此上調至Buy，目標價116元(PER9X)。』。
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