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"content": "<p>今日台股早盘呈现震荡下探,加权指数一度失守44600 点关键防守线,所幸随后买盘积极进驻带动指数强势翻红,终场顺利重新站回关键支撑,持股水位偏低者,可依纪律逢低分批布局优质标的,把握台股回稳契机。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6586298/l/7fb45139d524ba45127ed275b7d57aa9.jpg\" alt=\"台股月线失而复得 量缩震荡现转机? 半导体展前夕「高胜率名单」准备接棒!\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p><strong>〈月线支撑再度守住 三大事件牵动短线方向〉</strong></p>\n\n<p>今日台股早盘震荡下探,一度失守<a href=\"https://news.cnyes.com/tag/%E9%99%B3%E6%99%BA%E9%9C%96\">智霖老师</a>所说的44600点关键防守线,随后低档买盘进驻带动指数翻红,台积电(2330-TW)收在最高点、扮演稳盘要角,终场上涨407点、收45169.46点,顺利站回关键支撑,成交量约6960亿元,呈现温和量增,加权指数与柜买指数双双守住月线。观察国际市场,美股波动率指数VIX自低档缓步回升,显示机构资金正逐步建立避险部位,美股8月27日、28日选择权市场也累积相当规模的避险未平仓量。本周市场焦点集中在辉达财报、美国PCE通膨数据与Jackson Hole会议,随着重大事件逐步明朗,加上融资水位降温、台股低档承接力道浮现,短线有机会逐步构筑底部。持股水位偏低者,可依照纪律逢低分批布局具基本面与产业趋势支撑的优质标的。</p>\n\n<p><strong>〈</strong><strong>半导体展题材升温 </strong><strong>光通讯、散热同步走强</strong><strong>〉</strong></p>\n\n<p>再来看产业,光通讯族群延续Lumentum与Coherent正向展望带动,台股供应链同步走强,加上下周台北国际半导体展设立矽光子专区,题材热度有望延续,光圣(6442-TW)、华星光(4979-TW)今日双双攻上涨停。散热族群同样表现强势,奇𬭎(3017-TW)盘中回测月均线支撑后获得承接,健策(3653-TW)、双鸿(3324-TW)也维持偏多结构,光通讯与散热仍是AI供应链重要观察主轴。</p>\n\n<p><strong>〈</strong><strong>免费下载【陈智霖分析师APP</strong><strong>】,掌握第一手盘势资讯与信用筹码名单</strong><strong>〉</strong></p>\n\n<p>APP选股会员每月限额招收,名额有限,每周都会提供最新「信用筹码疑虑名单」,邀请您点选连结下载【陈智霖分析师APP】:<a href=\"https://lihi.cc/zwrii\">https://lihi.cc/zwrii</a></p>\n\n<figure><img data-height=\"121\" data-mime=\"image/jpeg\" data-ratio=\"4.016528925619835\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586298/m/b0431178f80e4753d25fd811f86a7434.jpg\" data-width=\"486\" src=\"https://cimg.cnyes.cool/prod/news/6586298/l/b0431178f80e4753d25fd811f86a7434.jpg\"></figure>\n\n<p><strong>〈CCL</strong><strong>涨价是短期摩擦 </strong><strong>高阶PCB</strong><strong>升级需求更关键〉</strong></p>\n\n<p>在材料与板材端,近期CCL涨价虽让下游PCB厂商在成本转嫁过程中出现短线震荡,但高阶板材供需持续紧俏,产业升级方向并未改变,成本逐步向下转嫁仍是后续重要观察重点。其中,在高阶伺服器大型板居于领导地位的金像电(2368-TW)在高阶伺服器大型板具有领先地位,同时受惠ASIC与GPU需求成长,仍是这波板材规格升级循环中的首选目标。随着国际市场重大变数逐步明朗,后续将持续追踪产业供需变化,掌握主流供应链的波段布局节奏,邀请投资人下载【陈智霖分析师APP】,即时资讯都会在APP内第一时间分享,带你用数据掌握节奏,每周也会更新信用筹码疑虑名单,帮你避开风险、锁定机会。</p>\n\n<p>最新影音(请点影音上方标题至Youtube收视品质会更佳)</p>\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/ay-YVycHcGc\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\n\n<p><strong>〈</strong><strong>立即填表体验咨询陈智霖分析师会员服务</strong><strong>〉</strong></p>\n\n<p>忠实粉丝请先完成填表申请,每周限时开放体验精选操作名单、盘中到价盘中通知与即时策略更新,面对震荡行情,理性分析与数据判断是关键,立即填表跟上专业:<a href=\"https://lihi.cc/RFzlE\">https://lihi.cc/RFzlE</a></p>\n\n<p>钱进热线 02-2653-8299,立即迈向系统依据的股票操作。</p>\n\n<p>文章来源:陈智霖分析师 / 凯旭投顾</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-13399.html\" title=\"〈开学钱潮〉全家宣导交通安全月 推教材包开放全台国小申请\">〈开学钱潮〉全家宣导交通安全月 推教材包开放全台国小申请</a></li>\n <li><a href=\"/new/tw/article-4149.html\" title=\"〈台股盘前要闻〉史上第三大跌点洗出融资200亿元、台指期夜盘反弹战4万5关卡\">〈台股盘前要闻〉史上第三大跌点洗出融资200亿元、台指期夜盘反弹战4万5关卡</a></li>\n <li><a href=\"/new/tw/article-10336.html\" title=\"志圣H1获利创新高EPS达 7.16元 7月营收以11.68亿元再登顶\">志圣H1获利创新高EPS达 7.16元 7月营收以11.68亿元再登顶</a></li>\n <li><a href=\"/new/tw/article-5350.html\" title=\"〈焦点股〉智伸科叩关300元大关前下挫 原因在营收连续下滑\">〈焦点股〉智伸科叩关300元大关前下挫 原因在营收连续下滑</a></li>\n <li><a href=\"/new/tw/article-13843.html\" title=\"台达电、奇𬭎等供应链吃香!AI资料中心狂扩建 变压器、液冷需求爆发\">台达电、奇𬭎等供应链吃香!AI资料中心狂扩建 变压器、液冷需求爆发</a></li>\n <li><a href=\"/new/tw/article-8210.html\" title=\"巨亨速报 - Factset 最新调查:颖崴(6515-TW)EPS预估下修至97.85元,预估目标价为12600元\">巨亨速报 - Factset 最新调查:颖崴(6515-TW)EPS预估下修至97.85元,预估目标价为12600元</a></li>\n </ul>\n</div>",
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