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"title": "【量大强涨股整理】自动化工业展登场下,黑马股如何掌握?!",
"shortTitle": "【量大强涨股整理】自动化工业展登场下,黑马股如何掌握?!",
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"description": "自动化工业展登场下,AI之眼【大立光】⊕【所罗门】⊕【佳凌】⊕双双喷出,CPO【3081联亚】⊕+55%,迎来两大【双杀魔咒】?黑马股如何掌握?! 影片中分享给你知道 (按赞订阅打开小铃铛) 再来看一下今天的台股! 加权指数今日开高震荡,终场上涨46.26点,收在45857.27,成交量9420.25亿。 观察三大法人今天筹码动向,外资买超454.47亿元,投信卖超177.46亿元,自营商买超14.05亿元,三大法人合计买超291.05亿元,其中,",
"img": "https://cimg.cnyes.cool/prod/news/6579363/l/a426bbf295828806f077a1494c24e9ef.jpg",
"content": "\n<p>自动化工业展登场下,AI之眼【大立光】<span>⊕</span>【所罗门】⊕【佳凌】<span>⊕</span>双双喷出,CPO【<span>3081</span>联亚】⊕<span>+55%</span>,迎来两大【双杀魔咒】?黑马股如何掌握?!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6579363/l/a426bbf295828806f077a1494c24e9ef.jpg\" alt=\"【量大强涨股整理】自动化工业展登场下,黑马股如何掌握?!\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<div class=\"youtube-embed-wrapper\" style=\"position:relative;padding-bottom:56.25%;padding-top:30px;height:0;overflow:hidden;\"><iframe allowfullscreen=\"\" frameborder=\"0\" height=\"360\" src=\"//www.youtube.com/embed/kLOI0Dnd7ZM\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\n\n<p>影片中分享给你知道</p>\n\n<p>(按赞订阅打开小铃铛)</p>\n\n<p><strong>再来看一下今天的台股</strong><strong>!</strong></p>\n\n<p><strong>加权指数今日开高震荡,终场上涨</strong><strong>46.26</strong><strong>点,收在</strong><strong>45857.27</strong><strong>,成交量</strong><strong>9420.25</strong><strong>亿。</strong></p>\n\n<p><strong>观察三大法人今天筹码动向,外资买超</strong><strong>454.47</strong><strong>亿元,投信卖超</strong><strong>177.46</strong><strong>亿元,自营商买超</strong><strong>14.05</strong><strong>亿元,三大法人合计买超</strong><strong>291.05</strong><strong>亿元,其中,外资连买六日共买超</strong><strong>2515.54</strong><strong>亿元、投信由买转卖、自营商则由卖转买。</strong></p>\n\n<p><strong>美股四大指数上周五全面收黑,主要受到美国</strong><strong>7</strong><strong>月零售销售意外下滑,以及</strong><strong>8</strong><strong>月密西根大学消费者信心降温影响,市场开始重新评估美国消费动能与经济成长前景,标普</strong><strong>500</strong><strong>指数在前一交易日创下历史新高后出现获利了结,道琼工业指数下跌</strong><strong>107.58</strong><strong>点、跌幅</strong><strong>0.20%</strong><strong>,标普</strong><strong>500</strong><strong>指数下跌</strong><strong>0.17%</strong><strong>,那斯达克指数下跌</strong><strong>0.28%</strong><strong>,费城半导体指数则下跌</strong><strong>0.3%</strong><strong>,其中应用材料重挫逾</strong><strong>5%</strong><strong>,显示目前</strong><strong>AI</strong><strong>与半导体类股的高估值,市场对企业财测与成长幅度的要求同步提高,值得注意的是,美国</strong><strong>7</strong><strong>月零售销售月减</strong><strong>0.6%</strong><strong>,创下</strong><strong>14</strong><strong>个月来最大降幅,核心零售销售亦下滑</strong><strong>0.4%</strong><strong>,显示消费动能确实出现降温迹象,反而降低市场对联准会进一步升息的疑虑,资金因此仍有机会维持在股票市场,只是短线投资人将更加重视企业获利能否持续超越市场预期。</strong></p>\n\n<p><strong>回到台股,加权指数今日开高震荡,终场上涨</strong><strong>46.26</strong><strong>点,收在</strong><strong>45857.27</strong><strong>,成交量</strong><strong>9420.25</strong><strong>亿,台股近期维持高档震荡格局,主要在于量能不出的情况之下,就是做盘整,不过外资持续买超,连六买,技术筹码面有利多头,本周市场则聚焦台指期货结算、联准会会议纪要,以及台北国际自动化工业大展,尤其机器人、自动化与</strong><strong>AI</strong><strong>应用题材有望成为中小型股轮动的重要方向,在外资资金维持偏多、融资筹码降温的情况下,有利于多方格局的延续,随着上市柜公司第</strong><strong>2</strong><strong>季及半年报陆续公布,市场焦点也逐渐由筹码面转向基本面,展望后市,</strong></p>\n\n<p><strong>市场对下一世代</strong><strong>AI</strong><strong>平台延后,以及</strong><strong>CSP</strong><strong>资本支出放缓的疑虑正在逐步淡化,</strong><strong>AI</strong><strong>应用也从模型训练延伸至推论与商业化,算力、先进制程、先进封装、高速传输及散热等需求仍具中长期成长空间,台湾科技供应链基本面并未改变,因此台股操作策略仍以「震荡偏多」看待。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,上涨</strong><strong>0.21%</strong><strong>,收在</strong><strong>2400</strong><strong>元,国际长线资金持续布局台积电,</strong><strong>Fundsmith</strong><strong>第</strong><strong>2</strong><strong>季</strong><strong>13F</strong><strong>申报持有</strong><strong>114</strong><strong>万</strong><strong>8,449</strong><strong>股台积电</strong><strong>ADR</strong><strong>,市值</strong><strong>5.485</strong><strong>亿美元,占美股部位约</strong><strong>4.02%</strong><strong>,台积电首度出现在其持股名单,显示长线资金看好基本面。另一方面,台积电海外四大子公司上半年合计获利</strong><strong>585.29</strong><strong>亿元,年增</strong><strong>215.4%</strong><strong>,创同期新高,其中美国厂获利</strong><strong>360.66</strong><strong>亿元,日本厂更由亏转盈。随着海外布局逐步开花结果,加上</strong><strong>AI</strong><strong>需求持续强劲,市场对台积电中长期成长展望更加乐观;</strong><strong> </strong></p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,下跌</strong><strong>1.73%</strong><strong>,收在</strong><strong>2555</strong><strong>元,第</strong><strong>2</strong><strong>季营业利益优于预期,毛利率维持</strong><strong>6.1%</strong><strong>,高于市场预估,营业费用率降至</strong><strong>2.4%</strong><strong>,带动营运效率改善,税后净利达</strong><strong>600</strong><strong>亿元,年增</strong><strong>35%</strong><strong>,优于市场预期,展望第</strong><strong>3</strong><strong>季,云端网路、消费电子、</strong><strong>PC</strong><strong>及零组件营收预期同步年增,其中</strong><strong>GPU</strong><strong>、</strong><strong>ASIC AI</strong><strong>伺服器与</strong><strong>AI</strong><strong>交换器需求持续强劲,</strong><strong>AI</strong><strong>伺服器将迎来持续放量,加上折叠手机与电动车代工成长,鸿海凭借垂直整合与全球制造布局,有望持续扩大</strong><strong>AI</strong><strong>伺服器市占,维持正向展望;</strong></p>\n\n<p><strong>(2454-TW)</strong><strong>联发科,下跌</strong><strong>3.80%</strong><strong>,收在</strong><strong>4050</strong><strong>元,第</strong><strong>2</strong><strong>季营收达</strong><strong>1,521.83</strong><strong>亿元,</strong><strong>EPS 15.28</strong><strong>元,上半年</strong><strong>EPS</strong><strong>累计</strong><strong>30.45</strong><strong>元,毛利率维持</strong><strong>46.2%</strong><strong>,基本面表现稳健,</strong><strong>7</strong><strong>月营收虽月减</strong><strong>16.44%</strong><strong>至</strong><strong>484.75</strong><strong>亿元,但仍年增</strong><strong>12.16%</strong><strong>,主要受到旗舰手机晶片换机周期影响,预期</strong><strong>8</strong><strong>、</strong><strong>9</strong><strong>月营收可望回升,更重要的是,联发科首款</strong><strong>AI</strong><strong>加速器</strong><strong>ASIC</strong><strong>预计第</strong><strong>4</strong><strong>季量产,资料中心业务今年营收可望突破</strong><strong>20</strong><strong>亿美元,并瞄准</strong><strong>2027</strong><strong>年</strong><strong>AI ASIC</strong><strong>市场</strong><strong>15%</strong><strong>至</strong><strong>20%</strong><strong>市占,加上已取得次世代</strong><strong>CSP</strong><strong>客户</strong><strong>2028</strong><strong>年量产专案,云端与</strong><strong>AI</strong><strong>布局持续深化,长线成长动能值得关注。</strong></p>\n\n<p><strong>随着</strong><strong>AI</strong><strong>应用持续扩大,台股科技产业的成长动能也逐步从半导体、</strong><strong>AI</strong><strong>伺服器延伸至光学、智慧视觉与机器人等新兴领域,其中</strong><strong>(3008-TW)</strong><strong>大立光,受惠高阶手机镜头规格升级及</strong><strong>CPO</strong><strong>布局,拓展长线成长空间;</strong><strong>(4976-TW)</strong><strong>佳凌,积极切入</strong><strong>AI</strong><strong>视觉、红外线、无人机与车用镜头,产品转型逐步发酵;</strong><strong>(2359-TW)</strong><strong>所罗门,则受惠半导体扩产、</strong><strong>AI</strong><strong>资料中心及机器人题材升温,机电与智动化业务展现成长潜力,三家公司分别从高阶光学、</strong><strong>AI</strong><strong>视觉到智慧自动化切入新兴应用,成为市场值得关注的科技成长股。</strong></p>\n\n<p><strong>2026.7.30</strong><strong>股市期皇后领先预告</strong><strong>(3008-TW)</strong><strong>大立光</strong></p>\n\n<figure><img data-height=\"356\" data-mime=\"image/png\" data-ratio=\"1.550561797752809\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6579363/m/911d239bec0ba5cc72d503c6cf2b73a4.jpg\" data-width=\"552\" src=\"https://cimg.cnyes.cool/prod/news/6579363/l/911d239bec0ba5cc72d503c6cf2b73a4.jpg\"></img></figure>\n\n<p><strong>(3008-TW)</strong><strong>大立光,</strong><strong>3715=>5070</strong><strong>,领先预告后</strong><strong>+37%</strong><strong>,</strong></p>\n\n<p><strong>大立光高阶镜头需求回升</strong><strong> CPO</strong><strong>布局添长线成长动能,受惠主要手机品牌新机放量及中国旗舰机种推出,预期第</strong><strong>3</strong><strong>季营收可望逐月回升,并带动毛利率改善。第</strong><strong>2</strong><strong>季营收年增</strong><strong>17%</strong><strong>,毛利率</strong><strong>49.4%</strong><strong>,随高阶镜头规格持续升级,加上潜望式、可变光圈及折叠手机镜头需求增加,有助产品组合优化。另一方面,大立光积极布局</strong><strong>CPO</strong><strong>光通讯,</strong><strong>FA</strong><strong>技术预计第</strong><strong>3</strong><strong>季完成试产线,最快</strong><strong>2027</strong><strong>年中进入量产,虽短期贡献有限,但随高速传输需求成长,</strong><strong>CPO</strong><strong>有望成为长期新成长引擎。</strong></p>\n\n<figure><img data-height=\"359\" data-mime=\"image/png\" data-ratio=\"1.5292479108635098\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6579363/m/bfb29da00fbeb0bd8e8dbe01b21d7864.jpg\" data-width=\"549\" src=\"https://cimg.cnyes.cool/prod/news/6579363/l/bfb29da00fbeb0bd8e8dbe01b21d7864.jpg\"></img></figure>\n\n<p><strong>2026.7.28</strong><strong>股市期皇后领先预告</strong><strong>(4976-TW)</strong><strong>佳凌</strong></p>\n\n<figure><img data-height=\"356\" data-mime=\"image/png\" data-ratio=\"1.5084269662921348\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6579363/m/88b99edd8e082e9586db9a01d9a087b4.jpg\" data-width=\"537\" src=\"https://cimg.cnyes.cool/prod/news/6579363/l/88b99edd8e082e9586db9a01d9a087b4.jpg\"></img></figure>\n\n<p> </p>\n\n<p><strong>(4976-TW)</strong><strong>佳凌,</strong><strong>34.3=>40.8</strong><strong>,领先预告后</strong><strong>+18%</strong><strong>,</strong></p>\n\n<p><strong>佳凌,</strong><strong>7</strong><strong>月合并营收</strong><strong>9,700</strong><strong>万元,创</strong><strong>2024</strong><strong>年</strong><strong>9</strong><strong>月以来新高,月增</strong><strong>1.33%</strong><strong>、年增</strong><strong>9.49%</strong><strong>,累计前</strong><strong>7</strong><strong>月营收约</strong><strong>6.26</strong><strong>亿元,年增</strong><strong>1.33%</strong><strong>,营运表现逐步回温,佳凌近年积极调整产品结构,持续布局车用、安控、无人机镜头、</strong><strong>AI</strong><strong>视觉及红外线产品,并拓展欧美与亚洲车厂客户,公司推动市场、产品与技术三大转型,不可见光模组及</strong><strong>AI</strong><strong>视觉为发展重点,并切入无人机、机器人等新兴应用,随量产逐步放大,后续营运成长值得关注。</strong></p>\n\n<figure><img data-height=\"358\" data-mime=\"image/png\" data-ratio=\"1.5391061452513966\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6579363/m/27208c3dc7a8020182b03fa1e5cc2d05.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6579363/l/27208c3dc7a8020182b03fa1e5cc2d05.jpg\"></img></figure>\n\n<p><strong>2026.8.16</strong><strong>股市期皇后领先预告</strong><strong>(2359-TW)</strong><strong>所罗门</strong></p>\n\n<figure><img data-height=\"357\" data-mime=\"image/png\" data-ratio=\"1.4789915966386555\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6579363/m/7ad8613ff3b45ab0ee803a0c2a5e267e.jpg\" data-width=\"528\" src=\"https://cimg.cnyes.cool/prod/news/6579363/l/7ad8613ff3b45ab0ee803a0c2a5e267e.jpg\"></img></figure>\n\n<p><strong>(2359-TW)</strong><strong>所罗门,</strong><strong>159.5=>175</strong><strong>,领先预告后</strong><strong>+10%</strong><strong>,</strong></p>\n\n<p><strong>所罗门,受惠半导体扩产及AI</strong><strong>资料中心建置,机电事业群2026</strong><strong>年营收展望乐观,目前在手订单约20</strong><strong>至25</strong><strong>亿元,优于往年同期,第1</strong><strong>季营收8.9</strong><strong>亿元,税后净利1.34</strong><strong>亿元,虽受前季大型专案高基期影响而下滑,但基本面仍具支撑,另一方面,智动化事业群客户已超过500</strong><strong>家,应用涵盖制造、半导体、零售与仓储,并积极切入人形机器人领域,持续发展AI</strong><strong>视觉与远距主动视觉技术。随机器人题材升温及自动化需求提高,长线成长空间值得关注</strong><strong>。</strong></p>\n\n<figure><img data-height=\"360\" data-mime=\"image/png\" data-ratio=\"1.5277777777777777\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6579363/m/4eac5c55978c60aaefd0a7e358f44f14.jpg\" data-width=\"550\" src=\"https://cimg.cnyes.cool/prod/news/6579363/l/4eac5c55978c60aaefd0a7e358f44f14.jpg\"></img></figure>\n\n<p><a name=\"_Hlk165906386\"></a><a name=\"_Hlk173510460\">欢迎免费订阅</a><br></br>\n股市期皇后 庄佳萤</p>\n\n<p><a href=\"https://lin.ee/9cyliMq\">https://lin.ee/9cyliMq</a></p>\n\n<p>8/17</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(6141-TW)柏承</p>\n\n<p>(1727-TW)中华化</p>\n\n<p>(3008-TW)大立光</p>\n\n<p>(2615-TW)万海</p>\n\n<p>(3008-TW)大立光</p>\n\n<p>(2467-TW)志圣</p>\n\n<p>(2455-TW)全新</p>\n\n<p>(2359-TW)所罗门</p>\n\n<p>(4977-TW)众达-KY</p>\n\n<p>(3042-TW)晶技</p>\n\n<p>(1709-TW)和益</p>\n\n<p>(3450-TW)联钧</p>\n\n<p>(4722-TW)国精化</p>\n\n<p>(6805-TW)富世达</p>\n\n<p>(2603-TW)长荣</p>\n\n<p>(8261-TW)富鼎</p>\n\n<figure><img data-height=\"495\" data-mime=\"image/png\" data-ratio=\"1.096969696969697\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6579363/m/cee5dec0f94a1801d8d950e6047f5afd.jpg\" data-width=\"543\" src=\"https://cimg.cnyes.cool/prod/news/6579363/l/cee5dec0f94a1801d8d950e6047f5afd.jpg\"></img></figure>\n\n<p>8/17</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(2027-TW)大成钢</p>\n\n<p>(3189-TW)景硕</p>\n\n<p>(3714-TW)富采</p>\n\n<p>(2481-TW)强茂</p>\n\n<p>(6442-TW)光圣</p>\n\n<p>(2316-TW)楠梓电</p>\n\n<p>(3005-TW)神基</p>\n\n<p>(2371-TW)大同</p>\n\n<p>(3016-TW)嘉晶</p>\n\n<p>(3617-TW)硕天</p>\n\n<p>(2323-TW)中环</p>\n\n<p>(3024-TW)忆声</p>\n\n<p>(5607-TW)远雄港</p>\n\n<p>(2340-TW)台亚</p>\n\n<p>(3046-TW)建碁</p>\n\n<p>(3016-TW)嘉晶</p>\n\n<figure><img data-height=\"495\" data-mime=\"image/png\" data-ratio=\"1.1090909090909091\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6579363/m/91004884cdec5eb09a71c337599a8afa.jpg\" data-width=\"549\" src=\"https://cimg.cnyes.cool/prod/news/6579363/l/91004884cdec5eb09a71c337599a8afa.jpg\"></img></figure>\n\n<p>庄佳萤分析师:<br></br>\n每日分享盘势解析跟精选产业个股,让投资朋友轻松追踪2026年年台股操作方向,相关详细内容请加入Line@索取,免费提供给您!</p>\n\n<p>股市期皇后 证期双分析师 庄佳萤</p>\n\n<p>LINE官方帐号</p>\n\n<p>LINE ID搜寻: @win1788 (@不可省略)</p>\n\n<p>或是点击下方网址加入<br></br>\n<a href=\"https://lin.ee/9cyliMq\">https://lin.ee/9cyliMq</a></p>\n\n<p>Youtube影音频道 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