更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha J P M O R G A N Asia Vital Components Stronger demand from both GB and ASIC AI servers We increase our estimates for AVC, thanks to improved yield rates for the GB series and higher contribution from ASIC servers. We maintain our constructive view on the company, and we think the share price is yet to reflect its solid fundamentals even after the 10% share price outperformance YTD vs the Taiex. Overweight 3017.TW, 3017 TT Price (03 Jun 25):NT$659.00 ▲Price Target (Dec-25):NT$ ...