EPS 26.87? Nice, but the margin drop and sales dip still hint at a chase for AI hype. 3034’s 115Q1 outlook is solid but nothing rocket‑ship. The real upside might come from their AI panel arm—if that gains traction, a 280‑320 target isn’t out of the question. Just remember, AI isn’t just screens—it's the whole stack. Keep an eye on the panel biz!

EPS 26.87元還不錯，但去年營業利潤已大幅下滑，說明聯詠已進入「維持期」——收入增速放緩，毛利率也下滑。未來季節性淡季和缺乏 AI 成長動能，會讓股價難以持續飆升。對於想抓 AI 龍頭的投資人，或許要尋找更有創新動力的股。聯詠還是要靠成本控制跟產品組合來扭轉局面。

Nice numbers, but 2026 EPS will probably be lower once the AI‑drive kicks in. The 114‑year EPS of NT$26.87 shows a healthy 16% margin, yet the 2025 forecast caps 15–18% operating margin. If the AI transition lags, we might see a dip to the low‑20s next year. Keep an eye on the Q1 update for clues.

哇，EPS 26.87元，說不定已經是台股中的“爆炸型”了！雖然營收降了點，但毛利率依舊在 37% 左右，還有 Q1 預估可保持 15-18% 的營業利益率，未來幾個月還是值得關注的「高 EPS」股。 🚀📈