金吾财讯 | 华硕电脑（ASUUY）发布第二季度财报数据，公司GAAP口径每股收益达到新台币25.60元，季度整体营收为新台币24106亿元，同比增幅38.5%，营收端实现大幅度的同比扩张，PC、零部件以及服务器相关业务共同拉动整体经营规模上行。公司同步披露2026年第三季度各条业务线的业绩预期，PC业务预计环比增长15％?20％，同比增长20％?30％，消费与商用PC需求回暖将成为板块主要驱动力。零部件业务环比预期增长5％?10％，同比基本持平，零部件板块外部需求没有出现大幅增量，业绩更多依靠季度内季节性的环比修复。服务器业务给出最为亮眼的指引，预计环比上涨10％?15％，同比大幅增长150％，AI算力建设浪潮带动服务器相关产品订单快速释放。从指引结构能够看出，服务器业务是公司未来阶段核心增长引擎，PC业务维持稳健的复苏节奏，零部件业务增长相对平淡。市场后续会持续跟踪AI服务器产品出货兑现情况，以及PC下游终端消费需求的持续性，以此观察公司业绩能否持续维持高增长状态。
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