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"title": "【量大强涨股整理】台股开低走高藏玄机,辉达开奖前「必买清单」曝光!",
"shortTitle": "【量大强涨股整理】台股开低走高藏玄机,辉达开奖前「必买清单」",
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"description": "台股开低走高藏玄机,辉达开奖前「必买清单」曝光! 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! 加权指数今日开低走高,终场上涨290.55点,收在45224.29,成交量7192.80亿。 观察三大法人今天筹码动向,外资买超283.05亿元,投信买超18.77亿元,自营商买超29.22亿元,三大法人合计买超331.05亿元,其中,外资连买二日共买超320.86亿元,自营商、投信由卖转买。 美股三大指数周四全面走弱,道琼工业指数重挫1.32%,标普500指数下跌0.87%,那",
"img": "https://cimg.cnyes.cool/prod/news/6583736/l/21d14e79caf4cf6bb26aa0037ce8e0e9.jpg",
"content": "<p>台股开低走高藏玄机,辉达开奖前「必买清单」曝光!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6583736/l/21d14e79caf4cf6bb26aa0037ce8e0e9.jpg\" alt=\"【量大强涨股整理】台股开低走高藏玄机,辉达开奖前「必买清单」曝光!\" 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/_WsojO0brIY\" 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>再来看一下今天的台股!</p>\n\n<p>加权指数今日开低走高,终场上涨290.55点,收在45224.29,成交量7192.80亿。</p>\n\n<p>观察三大法人今天筹码动向,外资买超283.05亿元,投信买超18.77亿元,自营商买超29.22亿元,三大法人合计买超331.05亿元,其中,外资连买二日共买超320.86亿元,自营商、投信由卖转买。</p>\n\n<p>美股三大指数周四全面走弱,道琼工业指数重挫1.32%,标普500指数下跌0.87%,那斯达克指数下跌1%,市场主要受到长天期美债殖利率走高、油价攀升及中东地缘政治风险升温等因素压抑,尽管美国财政部扩大债券回购规模,财政部长贝森特表示回购金额可能高于原先宣布的40亿美元,但市场对长债供给及通膨疑虑仍未消退,10年期美债殖利率回升逾5个基点至4.704%,30年期殖利率升至5.248%,高利率环境持续对科技股估值形成压力,此外川普扬言对伊朗祭出史上最严厉经济制裁,使市场避险情绪快速升高,VIX同步走扬,布兰特原油期货上涨,创近4周新高,油价若持续走高,恐再度推升全球通膨预期,不过科技股内部仍呈现分化,费城半导体指数逆势上涨0.53%,记忆体族群表现尤其突出,(MU-US)美光上涨3.97%,(WDC-US)威腾上涨1.51%,(SNDK-US)闪迪上涨2.02%,显示AI伺服器及资料中心需求仍为半导体市场重要成长动能。</p>\n\n<p>今日受到美股重挫影响,加权指数今日开低不过昨晚费城半导体指数逆势收红,加上台积电ADR表现相对强势,(2330-TW)台积电股价开平后震荡走高,成为稳定大盘的重要支柱,指数也出现强势开低走高的格局,终场上涨290.55点,收在45224.29,成交量7192.80亿,台股连续三日回测季线后三天都留下影线,且今日强势出现开低走高红K棒,目前守稳在季线之上,加上季线翻扬向上,有一定的支撑力道,在量能不出下,可以走出开低走高格局,加上外资连二日回头买超台股,显示出台股强劲的韧性;台股基本面观察,最新公布的台湾外销动能持续强劲,7月外销订单达979.4亿美元,创历年单月新高,年增61.9%,主要受AI、高效能运算与云端需求快速成长带动,累计前7月订单达6020.3亿美元,年增52.2%,同步刷新同期纪录,从产品来看,资讯通信产品及电子产品接单均创高,显示AI伺服器与供应链需求仍旺盛,尤其散热产品接单大增成为超预期关键,展望后市,随消费电子旺季、9月更有机会首度突破千亿美元,全年外销订单挑战1兆美元的机率同步升高。</p>\n\n<p>展望后市,美国长债殖利率、中东局势及油价走势仍是影响全球股市的重要变数,接下来市场将聚焦( NVDA-US)辉达8月26日公布财报,以及8月27日至29日登场的Jackson Hole全球央行年会,9月国际半导体展亦将登场,若AI产业需求持续获得财报与产业展望验证,AI半导体族群仍有重新聚焦的机会,整体而言,台股短期维持高档震荡看法,但AI伺服器、先进制程、先进封装、PCB及记忆体等产业中长线需求仍具支撑,后续操作仍以「指数震荡、个股轮动」为主轴,选股重于选市。</p>\n\n<p>权值股方面,(2330-TW)台积电,上涨1.47%,收在2410元,持续扩大资本支出,法人预估2027年Capex将由750亿美元上修至800亿美元,2028年维持900亿美元,主要受AI加速器、苹果2奈米晶片及AMD伺服器CPU需求带动,强劲需求也有助台积电持续扩大与英特尔、三星晶圆代工的竞争差距,法人同步上调2026至2028年每股获利预估约8%至15%,维持「优于大盘」评等,随着先进制程产能持续扩充、定价能力提升,加上AI运算供应短缺仍未完全缓解,台积电有望持续受惠AI长期资本支出超级循环; </p>\n\n<p>(2317-TW)鸿海,下跌0.41%,收在245.5元,鸿海第二季营运表现优于预期,受惠云端网路产品营收占比突破51%,加上营运杠杆及成本控管改善,营益率达3.8%,优于市场预期,EPS为4.24元,法人同步上修2026、2027年EPS预估9%及16%,展望后市,GPU伺服器仍是2027年主要成长动能,AI伺服器营收预估第三季季增双位数,ASIC及网通产品亦逐步放量,CPO交换器预计第三季进入量产,随着AI基础建设需求延续,鸿海2026年资本支出预估年增逾30%,并持续扩充台湾、美国及墨西哥产能,AI伺服器、ASIC与CPO多元布局可望推升长期获利成长;</p>\n\n<p>(2454-TW)联发科,上涨2.43%,收在3790元,第2季营收达1,521.83亿元,EPS 15.28元,上半年EPS累计30.45元,毛利率维持46.2%,基本面表现稳健,7月营收虽月减16.44%至484.75亿元,但仍年增12.16%,主要受到旗舰手机晶片换机周期影响,预期8、9月营收可望回升,更重要的是,联发科首款AI加速器ASIC预计第4季量产,资料中心业务今年营收可望突破20亿美元,并瞄准2027年AI ASIC市场15%至20%市占,加上已取得次世代CSP客户2028年量产专案,云端与AI布局持续深化,长线成长动能值得关注。</p>\n\n<p>在AI伺服器、高速网通与先进封装需求持续升温下,光通讯与PCB相关供应链成为市场关注焦点,从高速光电元件、光通讯模组到PCB材料与制程服务,各环节皆有望受惠于资料中心扩建与高速传输升级趋势,其中(3081-TW)联亚,(3441-TW)联一光,(3229-TW)晟钛,分别切入矽光、光通讯与PCB相关应用,基本面与产业题材同步受到市场关注,后续值得观察营收成长、产能扩充及AI需求延续性。</p>\n\n<figure><img data-height=\"361\" data-mime=\"image/jpeg\" data-ratio=\"1.5346260387811634\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6583736/m/1df69e865a625a6aa1b0b719fed04f0d.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6583736/l/1df69e865a625a6aa1b0b719fed04f0d.jpg\"></figure>\n\n<p>(3081-TW)联亚,1790=>2920,领先预告后+63%,</p>\n\n<p>联亚,受惠AI资料中心与矽光SiPh需求快速成长,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%,获利表现明显优于预期,公司目前约80%至85%营收来自资料中心,矽光产品成为主要成长动能,7月营收5.01亿元,年增177%,月增19%,显示第三季需求持续升温,随AI高速运算与光通讯升级,公司持续扩充InP外延与CW雷射产能,预计产能成长延续至2027、2028年,研究机构同步上调获利预估,2026年净利估达18亿元,后续仍需留意矽光渗透率、竞争加剧及客户自制晶片等风险。</p>\n\n<figure><img data-height=\"362\" data-mime=\"image/jpeg\" data-ratio=\"1.5303867403314917\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6583736/m/d8328c2445d5d848665959f72aa8607e.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6583736/l/d8328c2445d5d848665959f72aa8607e.jpg\"></figure>\n\n<p>2026.7.28股市期皇后领先预告(3441-TW)联一光</p>\n\n<figure><img data-height=\"367\" data-mime=\"image/jpeg\" data-ratio=\"1.5095367847411445\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6583736/m/79c8c87d5357e7afcde7916073c8cfc2.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6583736/l/79c8c87d5357e7afcde7916073c8cfc2.jpg\"></figure>\n\n<p>(3441-TW)联一光,77.2=>107,领先预告后+38%,</p>\n\n<p>联一光,位处光学供应链上游,主要生产光学玻璃、镜片、透镜及棱镜等产品,应用涵盖车载、医疗、无人机及精密光学设备,近月营收维持年增高成长,基本面具中长线想像空间,受惠光学、矽光及CPO题材资金轮动,带动买盘回流,短线多方气势偏强,后续可观察营收成长、量价结构及关键均线支撑,若能维持量价配合,有利延续行情。</p>\n\n<figure><img data-height=\"361\" data-mime=\"image/jpeg\" data-ratio=\"1.5346260387811634\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6583736/m/f2b58d0330378379489f52274ee27464.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6583736/l/f2b58d0330378379489f52274ee27464.jpg\"></figure>\n\n<p>2026.7.23巨亨网领先预告(3229-TW)晟钛</p>\n\n<figure><img data-height=\"334\" data-mime=\"image/jpeg\" data-ratio=\"1.658682634730539\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6583736/m/6bb35b754bdbbf285e2247065d734700.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6583736/l/6bb35b754bdbbf285e2247065d734700.jpg\"></figure>\n\n<p>(3229-TW)晟钛,43.65=>61.8,领先预告后+41%,</p>\n\n<p>晟钛,主要从事磷铜球、PCB制造及钻孔代工,受惠AI伺服器、高速网通及高阶多层板需求升温,2026年第二季营收4.13亿元,创历史新高,年增69.55%,毛利率15.03%,税后净利4,696万元,季增32.97%,EPS达0.73元,累计上半年营收7.56亿元、年增57.88%,累计EPS达1.28元,获利动能持续增强,随AI与高阶PCB需求延续,营运展望仍偏正向,后续可留意营收成长、获利表现及量价结构。</p>\n\n<figure><img data-height=\"364\" data-mime=\"image/jpeg\" data-ratio=\"1.521978021978022\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6583736/m/8914c49d7a380c9d9be6f1dee4a1be4f.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6583736/l/8914c49d7a380c9d9be6f1dee4a1be4f.jpg\"></figure>\n\n<p>欢迎免费订阅<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>8/21</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br>\n(6830-TW)泛铨<br>\n(2601-TW)益航<br>\n(5608-TW)四维航<br>\n(2613-TW)中柜<br>\n(2723-TW)美食-KY<br>\n(1709-TW)和益<br>\n(2426-TW)鼎元<br>\n(6550-TW)北极星药业-KY<br>\n(2489-TW)瑞轩<br>\n(4956-TW)光𬭎<br>\n(2451-TW)创见<br>\n(2615-TW)万海<br>\n(3229-TW)晟钛<br>\n(3442-TW)先益<br>\n(2637-TW)慧洋-KY<br>\n(2484-TW)希华</p>\n\n<figure><img data-height=\"499\" data-mime=\"image/png\" data-ratio=\"1.1102204408817635\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6583736/m/03329bb465ed3337fc1e441e7f680953.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6583736/l/03329bb465ed3337fc1e441e7f680953.jpg\"></figure>\n\n<p>8/21</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br>\n(3441-TW)联一光<br>\n(5314-TW)世纪*<br>\n(3540-TW)曜越<br>\n(3490-TW)单井<br>\n(8111-TW)立碁<br>\n(7777-TW)能率亚洲<br>\n(6588-TW)东典光电<br>\n(3163-TW)波若威<br>\n(4939-TW)亚电<br>\n(8358-TW)金居<br>\n(6547-TW)高端疫苗<br>\n(6923-TW)中台<br>\n(3081-TW)联亚<br>\n(5289-TW)宜鼎<br>\n(1815-TW)富乔<br>\n(3362-TW)先进光</p>\n\n<figure><img data-height=\"500\" data-mime=\"image/png\" data-ratio=\"1.108\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6583736/m/ba2221319aef18a293b9d9ad61c54b60.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6583736/l/ba2221319aef18a293b9d9ad61c54b60.jpg\"></figure>\n\n<p>庄佳萤分析师:<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>\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/6583736/m/6a8d2df5127fed188ecadcd724a44398.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6583736/l/6a8d2df5127fed188ecadcd724a44398.jpg\"></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>\n无不当之财务利益关系 以往之绩效不保证未来获利<br>\n投资人应独立判断 审慎评估并自负投资风险</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-11739.html\" title=\"穿越市场波动!施雅棠、萧碧燕揭密AI时代投资关键 「长线商机才刚开始」\">穿越市场波动!施雅棠、萧碧燕揭密AI时代投资关键 「长线商机才刚开始」</a></li>\n <li><a href=\"/new/tw/article-8838.html\" title=\"〈台股开盘〉联电、台光电涨停带动唱 护住4万点大关反弹逾千点\">〈台股开盘〉联电、台光电涨停带动唱 护住4万点大关反弹逾千点</a></li>\n <li><a href=\"/new/tw/article-937.html\" title=\"盘中速报 - 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