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国巨股份:产品议价能力兑现速度、力度均超市场预期
2026-06-24 10:30
June 22, 2026 05:30 AM GMT Yageo Corp. | Asia Pacific Pricing Power Arriving Faster and Stronger Than Expected | What's Changed | | | | --- | --- | --- | | Yageo Corp. (2327.TW) | From | To | | Price Target | NT$1,355.00 | NT$1,515.00 | The AI-driven MLCC upcycle appears to be accelerating faster than we previously anticipated. With earnings already tracking ahead of expectations and supply chain checks pointing to substantially stronger pricing in 2H26, we raise our earnings estimates and price target agai ...