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"description": "【大立光】+43%、【联亚】+71%错过了别慌!九月选股两大主轴曝光?! 底部起涨买点浮现? 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! 加权指数今日开高走低,终场下跌548.59点,收在45308.68,成交量9584.44亿。 观察三大法人今天筹码动向,外资卖超119.85亿元,投信买超56.62亿元,自营商卖超176.07亿元,三大法人合计卖超239.30亿元,其中,外资、自营商由买转卖、投信由卖转买。 中东地缘政治风险再度升温,美伊停战及核议题协议期限届满仍未达成",
"img": "https://cimg.cnyes.cool/prod/news/6580477/l/068b61179592790ff75e942373aebda3.jpg",
"content": "\n<p>【大立光】+43%、【联亚】<span>+71%</span>错过了别慌!九月选股两大主轴曝光?! 底部起涨买点浮现?</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6580477/l/068b61179592790ff75e942373aebda3.jpg\" alt=\"【量大强涨股整理】【大立光】+43%、【联亚】+71%错过了别慌!九月选股两大主轴曝光?! 底部起涨买点浮现?\" 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/y8QhMf-kwKY\" 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>加权指数今日开高走低,终场下跌</strong><strong>548.59</strong><strong>点,收在</strong><strong>45308.68</strong><strong>,成交量</strong><strong>9584.44</strong><strong>亿。</strong></p>\n\n<p><strong>观察三大法人今天筹码动向,外资卖超</strong><strong>119.85</strong><strong>亿元,投信买超</strong><strong>56.62</strong><strong>亿元,自营商卖超</strong><strong>176.07</strong><strong>亿元,三大法人合计卖超</strong><strong>239.30</strong><strong>亿元,其中,外资、自营商由买转卖、投信由卖转买。</strong></p>\n\n<p><strong>中东地缘政治风险再度升温,美伊停战及核议题协议期限届满仍未达成共识,美国总统川普更表示战事短期内难以结束,市场重新提高对能源供应中断的疑虑,推升国际油价与通膨预期,布兰特原油突破每桶</strong><strong>90</strong><strong>美元,美债殖利率同步走高,也使市场对联准会降息步调产生新的不确定性,在避险情绪升温下,美股主要指数全面收黑,不过,费城半导体指数逆势大涨</strong><strong>1.64%</strong><strong>,成为盘面亮点,其中记忆体族群表现强势,</strong><strong>(MU-US)</strong><strong>美光大涨</strong><strong>4.13%</strong><strong>,</strong><strong>(WDC-US)</strong><strong>威腾电子上涨</strong><strong>5.35%</strong><strong>,</strong><strong>(SNDK-US)SanDisk</strong><strong>更飙高</strong><strong>8.88%</strong><strong>,主要受到美国政府不希望苹果向中国采购记忆体晶片,以及</strong><strong>AI</strong><strong>资料中心需求持续扩张等因素带动,显示记忆体产业供需与价格趋势仍是市场关注焦点</strong><strong>AI</strong><strong>题材同样维持热度,</strong><strong>(NVDA-US)</strong><strong>辉达,将为</strong><strong>OpenAI</strong><strong>在俄亥俄州兴建的大型资料中心提供最高</strong><strong>1050</strong><strong>亿美元财务担保,反映</strong><strong>AI</strong><strong>基础建设投资仍持续扩张,光通讯族群也同步受到市场追捧,</strong><strong>(COHR-US)Coherent</strong><strong>大涨</strong><strong>7.8%</strong><strong>至每股</strong><strong>351.22</strong><strong>美元,成为标普</strong><strong>500</strong><strong>指数当日涨幅冠军,此外,</strong><strong>(SPCX-US)SpaceX</strong><strong>在新一批股票即将解禁前股价大涨</strong><strong>4.45%</strong><strong>,显示市场资金仍集中在</strong><strong>AI</strong><strong>、资料中心与新兴科技等成长题材。</strong></p>\n\n<p><strong>回到台股,加权指数今日开高走低,终场下跌</strong><strong>548.59</strong><strong>点,收在</strong><strong>45308.68</strong><strong>,成交量</strong><strong>9584.44</strong><strong>亿,台股今日呈现量缩的小黑K,虽然小破五日线,不过下档十日线、月线、季线有守,视为涨多修正,加上台指期明天要结算之下,行情比较震荡,虽然中东地缘政治升温、油价与美债殖利率走高,将限制台股短线追价力道,但台股基本面表现强劲,上市柜公司</strong><strong>Q2EPS</strong><strong>创新高家数达到</strong><strong>175</strong><strong>家,加上</strong><strong>39</strong><strong>年新高</strong><strong> </strong><strong>今年经济将成长</strong><strong>11.05% </strong><strong>人均</strong><strong>GDP</strong><strong>升至</strong><strong>4.5</strong><strong>万美元,台股基本面无虞下,目前就是维持高档震荡格局,选股重于选市,本周市场将聚焦台指期结算、及机器人自动化展,美股市场将聚焦</strong><strong>(WM -US)</strong><strong>沃尔玛、</strong><strong>(TGT-US)</strong><strong>目标百货、</strong><strong>(HD-US)</strong><strong>家得宝等大型零售商财报,以及联邦公开市场委员会</strong><strong>FOMC</strong><strong>会议纪要,后续美国零售销售、消费者信心及其他经济数据,也将牵动市场对联准会政策路径的重新定价。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,下跌</strong><strong>0.83%</strong><strong>,收在</strong><strong>2380</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>2.35%</strong><strong>,收在</strong><strong>249</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>4.07%</strong><strong>,收在</strong><strong>3885</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> (5425-TW)</strong><strong>台半,值得留意功率半导体需求升温带来的量价机会,随</strong><strong>AI</strong><strong>资料中心功耗持续攀升,</strong><strong>AI</strong><strong>伺服器、高压电源及</strong><strong>800VDC</strong><strong>架构逐渐成为功率元件的新需求引擎,</strong><strong>MOSFET</strong><strong>、</strong><strong>TVS</strong><strong>二极体及功率二极体用量同步提升,</strong><strong>SiC</strong><strong>与</strong><strong>GaN</strong><strong>等高压元件也迎来升级商机,加上晶圆、导线架等成本上升,产业价格调整动能仍强,市场预期台厂最快</strong><strong>10</strong><strong>月针对非合约产品调涨</strong><strong>10%</strong><strong>至</strong><strong>15%</strong><strong>,今年功率半导体价格已历经两波调整,上半年平均涨幅约</strong><strong>15%</strong><strong>至</strong><strong>20%</strong><strong>,在</strong><strong>AI</strong><strong>电力架构升级趋势下,功率元件不仅需求量增加,高压规格占比也有望持续提高,产业有机会迎来量价齐扬,法人预估</strong><strong>EPS</strong><strong>达</strong><strong>8.46</strong><strong>元,后续股价若基本面持续改善,仍具挑战前高的条件。</strong></p>\n\n<p><strong>(2302-TW)</strong><strong>丽正,近期营收持续创高,成为股价走强的重要动能,</strong><strong>2026</strong><strong>年</strong><strong>3</strong><strong>月至</strong><strong>7</strong><strong>月月营收维持年增,其中</strong><strong>6</strong><strong>、</strong><strong>7</strong><strong>月年增幅更超过四成与八成,显示整流二极体订单动能明显升温,随下游电源、消费电子及工业控制需求回温,本业营收有望延续成长,公司积极布局半导体零组件市场,市场亦看好其在</strong><strong>AI</strong><strong>与电源应用的发展空间,整体而言,丽正目前呈现营收成长、筹码偏多与技术面转强多方格局,后续若获利同步改善,成为半导体族群中值得留意的成长型标的。</strong></p>\n\n<p><strong>AI</strong><strong>伺服器与资料中心持续扩大资本支出,带动高速传输、矽光与光学零组件需求同步升温,其中</strong><strong>(3081-TW) </strong><strong>联亚,受惠矽光产品与资料中心需求强劲,营收及获利维持高速成长;另一方面,</strong><strong>(3008-TW) </strong><strong>大立光,则受惠高阶镜头、手机光学规格升级与新应用布局,营运展望逐步改善,从高速光通讯到精密光学,两家公司分别卡位</strong><strong>AI</strong><strong>与光学产业升级趋势,成为市场关注的光电族群焦点。</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=\"281\" data-mime=\"image/jpeg\" data-ratio=\"1.9715302491103204\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6580477/m/1d622287419f07ebcae88f3f71d3c649.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6580477/l/1d622287419f07ebcae88f3f71d3c649.jpg\"></img></figure>\n\n<p><strong>(3008-TW)</strong><strong>大立光,</strong><strong>3715=>5330</strong><strong>,领先预告后</strong><strong>+43%</strong><strong>,</strong></p>\n\n<p><strong>大立光高阶镜头需求回升 CPO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3季营收可望逐月回升,并带动毛利率改善。第2季营收年增17%,毛利率49.4%,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CPO光通讯,FA技术预计第3季完成试产线,最快2027年中进入量产,虽短期贡献有限,但随高速传输需求成长,CPO有望成为长期新成长引擎。</strong></p>\n\n<figure><img data-height=\"318\" data-mime=\"image/jpeg\" data-ratio=\"1.7421383647798743\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6580477/m/bafe88e6dabfc16042c038c1a38a09dc.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6580477/l/bafe88e6dabfc16042c038c1a38a09dc.jpg\"></img></figure>\n\n<p><strong>2026.7.28</strong><strong>股市期皇后领先预告</strong><strong>(3081-TW)</strong><strong>联亚</strong></p>\n\n<figure><img data-height=\"356\" data-mime=\"image/jpeg\" data-ratio=\"1.5561797752808988\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6580477/m/e2e37fd7bfcfaa4a254524ed41427156.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6580477/l/e2e37fd7bfcfaa4a254524ed41427156.jpg\"></img></figure>\n\n<p><strong>(3081-TW)</strong><strong>联亚,</strong><strong>1790=>3065</strong><strong>,领先预告后</strong><strong>+71%</strong><strong>,</strong></p>\n\n<p><strong>联亚,受惠AI资料中心与矽光SiPh需求强劲,2Q26营收12.21亿元,年增121%,毛利率升至57.5%,净利4.68亿元,年增384%,获利表现优于预期。7月营收5.01亿元,年增177%、月增19%,预期8、9月维持高档,3Q26营收可望达15亿元,年增174%,公司资料中心营收占比约80%至85%,矽光产品成为主要成长动能,并持续扩充InP外延晶片与CW雷射产能,预期产能成长可延续至2027、2028年,法人同步上调2026至2029年营收与获利预估,2026年净利上修5%至18亿元,后续关注矽光渗透率、AI资料中心需求及产能扩张进度。</strong></p>\n\n<figure><img data-height=\"311\" data-mime=\"image/jpeg\" data-ratio=\"1.7813504823151125\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6580477/m/c979c1016b540fa41df2a7532ca95abe.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6580477/l/c979c1016b540fa41df2a7532ca95abe.jpg\"></img></figure>\n\n<p>欢迎免费订阅<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>8/18</p>\n\n<p>强势股分享</p>\n\n<p>【上市上涨股】<br></br>\n2601-TW)益航</p>\n\n<p>(3167-TW)大量</p>\n\n<p>(5608-TW)四维航</p>\n\n<p>(6869-TW)云豹能源</p>\n\n<p>(6226-TW)光鼎</p>\n\n<p>(8070-TW)长华*</p>\n\n<p>(1727-TW)中华化</p>\n\n<p>(2466-TW)冠西电</p>\n\n<p>(5434-TW)崇越</p>\n\n<p>(6141-TW)柏承</p>\n\n<p>(2059-TW)川湖</p>\n\n<p>(2605-TW)新兴</p>\n\n<p>(2368-TW)金像电</p>\n\n<p>(3665-TW)贸联-KY</p>\n\n<p>(2302-TW)丽正</p>\n\n<p>(3008-TW)大立光</p>\n\n<figure><img data-height=\"485\" data-mime=\"image/png\" data-ratio=\"1.109278350515464\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6580477/m/3fb51bb410f4954991f9fd82bd8664d3.jpg\" data-width=\"538\" src=\"https://cimg.cnyes.cool/prod/news/6580477/l/3fb51bb410f4954991f9fd82bd8664d3.jpg\"></img></figure>\n\n<p>8/18</p>\n\n<p>强势股分享</p>\n\n<p>【上市上涨股】</p>\n\n<p>(6907-TW)雅特力-KY</p>\n\n<p>(4416-TW)三圆</p>\n\n<p>(3498-TW)阳程</p>\n\n<p>(3388-TW)崇越电</p>\n\n<p>(5475-TW)德宏</p>\n\n<p>(5321-TW)美而快</p>\n\n<p>(3685-TW)元创精密</p>\n\n<p>(4971-TW)IET-KY</p>\n\n<p>(3081-TW)联亚</p>\n\n<p>(3374-TW)精材</p>\n\n<p>(6488-TW)环球晶</p>\n\n<p>(6547-TW)高端疫苗</p>\n\n<figure><img data-height=\"507\" data-mime=\"image/png\" data-ratio=\"1.0927021696252466\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6580477/m/2910e448aa0385dc720bb0fec62ce414.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6580477/l/2910e448aa0385dc720bb0fec62ce414.jpg\"></img></figure>\n\n<p>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 精彩解盘影片不容错过!</p>\n\n<p>(记得按赞,订阅并打开小铃铛)</p>\n\n<p><a href=\"http://yt1.piee.pw/QAHKZ\">http://yt1.piee.pw/QAHKZ</a></p>\n\n<p>FB粉丝团:【股市期皇后】</p>\n\n<p><a href=\"https://goo.gl/kN2VKT\">https://goo.gl/kN2VKT</a></p>\n\n<figure><img data-height=\"361\" data-mime=\"image/png\" data-ratio=\"1.4155124653739612\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6580477/m/aee9944bc4f196dc1f99e15b9c966ae7.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6580477/l/aee9944bc4f196dc1f99e15b9c966ae7.jpg\"></img></figure>\n\n<p>文章来源:摩尔投顾庄佳萤分析师</p>\n\n<p class=\"warning\">本公司所推荐分析之个别有价证券<br></br>\n无不当之财务利益关系 以往之绩效不保证未来获利<br></br>\n投资人应独立判断 审慎评估并自负投资风险</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-6610.html\" title=\"中磊顺利转嫁记忆体成本 光纤、5G FWA产品拉货下半年营运可期\">中磊顺利转嫁记忆体成本 光纤、5G FWA产品拉货下半年营运可期</a></li>\n <li><a href=\"/new/tw/article-4877.html\" title=\"巨亨速报 - 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