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【量大强涨股整理】开低走高甩爆空头 ,【3081联亚】+67%【4979华星光】【3441联一光】+54%【6213联茂】+329%再创新高!

2026-08-25 18:38:08 网络 阅读(1)

开低走高甩爆空头【3081联亚】+67%【4979华星光】【3441联一光】+54%【6213联茂】+329%再创新高!

【量大强涨股整理】开低走高甩爆空头 ,【3081联亚】+67%【4979华星光】【3441联一光】+54%【6213联茂】+329%再创新高!

辉达财报前夕『这群黑马』洗盘再出发!

影片中分享给你知道

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再来看一下今天的台股!

加权指数今日开低走高,终场上涨407.14点,收在45169.46,成交量6960.55亿。

观察三大法人今天筹码动向,外资卖超7.86亿元,投信卖超46.09亿元,自营商买超0.6亿元,三大法人合计卖超53.36亿元,其中,外资连卖二日,投信由买转卖,自营商由卖转买。

美股周一涨跌互见,道琼工业指数逆势收红,但那斯达克、标普500指数及费城半导体指数同步走弱,其中费城半导体指数重挫2.7%,科技股卖压明显升温,(NVDA-US)辉达,更连续第7个交易日走跌,成为近期美股科技族群最大压力来源,不过从近期国际盘势来看,市场并非全面转空,美债殖利率与国际油价同步回落,有助降低市场对通膨升温及企业资金成本上升的疑虑。

回到台股指数,今日受到美股半导体拉回拖累开盘后震荡走弱,盘中一度回测月线支撑,电子权值股承受较大卖压,(2330-TW)台积电,及高价电子股成为指数主要压力,不过在金融、航运及生医族群逆势表现,部分金融股甚至改写历史新高,资金并未全面撤出市场,而是从前期涨多的电子与AI族群转向具防御性或题材性的类股,盘面仍存在明显的资金轮动之下;指数开低走高,终场上涨407.14点,收在45169.46,成交量6960.55亿,近日成交量维持低迷,主要在于上静待PCE公布以及辉达财报即将公布,将呈现量缩整理,从技术面 观察,台股近期虽然受到国际股市震荡干扰,指数自高档拉回后回测季线多次,皆有守,今日却是回测月线后出现反弹向上,代表越线有一定的支撑力道;不过就基本面而言,AI与半导体需求持续强劲,台湾景气热度可望延续,国发会景气对策信号截至6月已连续七个月亮出红灯,7月续亮红灯机率仍高,市场关注能否写下「连八红」,从最新数据观察,外需动能依旧旺盛,7月出口达753亿美元,年增32.9%,外销订单更达979.4亿美元、年增61.9%,双双受惠AI、高效能运算与半导体需求推升,7月制造业PMI升至61.5,连续十个月维持扩张,显示接单、生产与企业信心持续改善,领先指标连续上升,加上AI产业链投资延续,下半年台湾经济仍具韧性,景气维持高档格局值得期待。

AI与半导体需求持续强劲,台湾景气热度可望延续,国发会景气对策信号截至6月已连续七个月亮出红灯,7月续亮红灯机率仍高,市场关注能否写下「连八红」,从最新数据观察,外需动能依旧旺盛,7月出口达753亿美元,年增32.9%,外销订单更达979.4亿美元、年增61.9%,双双受惠AI、高效能运算与半导体需求推升,此外,7月制造业PMI升至61.5,连续十个月维持扩张,显示接单、生产与企业信心持续改善,领先指标连续上升,加上AI产业链投资延续,下半年台湾经济仍具韧性,景气维持高档格局值得期待。

整体而言,目前台股仍处于高档震荡阶段,短线受到美股科技股回档及半导体族群卖压影响,盘势波动难免放大,但美债殖利率、油价回落,加上AI产业长线需求仍具支撑,并不足以改变中期多头趋势,因此操作策略仍以震荡偏多看待,不宜因短线急跌而过度追杀持股,可留意月线支撑与成交量变化,并以金融、航运及具基本面支撑的AI供应链作为观察重点,若后续辉达财报优于预期、AI需求展望维持强劲,台股有机会在45,000点附近完成整理后重新寻找上攻动能,接下来市场焦点将转向本周重要基本面数据与企业财报,包括周三公布的美国7月个人消费支出物价指数PCE,以及(NVDA-US)辉达、(MRVL-US)Marvell,陆续公布最新财报与财测,若AI伺服器、资料中心及高速运算需求持续维持强劲,科技股在利空消化后仍有机会重新获得市场青睐。

权值股方面,(2330-TW)台积电,上涨1.05%,收在2400元,持续扩大资本支出,法人预估2027Capex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20262028年每股获利预估约8%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;

(2317-TW)鸿海,下跌0.21%,收在243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,EPS4.24元,法人同步上修20262027EPS预估9%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、ASICCPO多元布局可望推升长期获利成长;

(2454-TW)联发科,下跌0.8%,收在3735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%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89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2027AI ASIC市场15%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。

AI基础建设持续升级,从高速光通讯、矽光子到高阶铜箔基板,供应链正迎来新一波规格升级与需求扩张,(3081-TW)联亚,受惠矽光子与高速光通讯需求成长;(3441-TW)联一光,聚焦光通讯元件与AI高速传输应用;(6213-TW)联茂,则受惠高阶CCL升级、AI伺服器与ASIC需求放量,三家公司分别卡位AI资料中心的「光」与「电」核心环节,随云端业者持续扩大资本支出,高阶产品需求有望延续,成为AI供应链中值得关注的成长题材。

(3081-TW)联亚,1790=>295,领先预告后+63%

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%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20272028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。

2026.7.28股市期皇后领先预告(3441-TW)联一光

(3441-TW)联一光,77.2=>119,领先预告后+54%

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。

2026.4.9股市期皇后领先预告(6213-TW)联茂

(6213-TW)联茂123.5=>530,领先预告后+329%

联茂受惠高阶CCL需求升温与供给紧张,预估2026、2027、2028年税后EPS分别为20.01、52.32、80.53元,参考同业本益比后,以2027年EPS给予15倍PER,评价仍具上修空间展望后市,E-glass供应吃紧及高阶CCL产能转移,带动中低阶产品同步涨价,预期2H26全产品线价格逐季上涨,搭配稼动率提升,毛利率可望持续改善中长期则受惠AMD、Intel新平台升规、AI Server与ASIC需求,以及M9产品放量,联茂持续扩充泰国、无锡产能,高阶产品比重提升,有望成为未来数年营运成长的重要动能。

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股市期皇后 庄佳萤

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8/25

强势股分享

【上市 量大上涨股】

(6830-TW)泛铨

(2489-TW)瑞轩

(6226-TW)光鼎

(6213-TW)联茂

(2455-TW)全新

(6442-TW)光圣

(2881-TW)富邦金

(8103-TW)瀚荃

(3706-TW)神达

(2606-TW)裕民

(4977-TW)众达-KY

(6451-TW)讯芯-KY

(2612-TW)中航

(8996-TW)高力

18/25

强势股分享

【上柜 量大上涨股】

(4939-TW)亚电

(5314-TW)世纪*

(3234-TW)光环

(1591-TW)骏吉-KY

(4979-TW)华星光

(6588-TW)东典光电

(3363-TW)上诠

(3490-TW)单井

(2221-TW)大甲

(6147-TW)颀邦

(5460-TW)同协

(3105-TW)稳懋

(8111-TW)立碁

(3324-TW)双鸿

(3081-TW)联亚

(5475-TW)德宏

庄佳萤分析师:

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!

股市期皇后 证期双分析师 庄佳萤

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文章来源:摩尔投顾庄佳萤分析师

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          "id": 71,
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      "name": "外汇开户",
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          "id": 69,
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      "id": 10,
      "pid": 0,
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      "pinyin": "home",
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          "pid": 10,
          "name": "外汇平台排名",
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          "pid": 10,
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          "status": "1",
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              "pid": 34,
              "name": "保险入门",
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          "level": 1
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          "id": 35,
          "pid": 10,
          "name": "贵金属",
          "pinyin": "guijinshu",
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          "target": "0",
          "status": "1",
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              "id": 49,
              "pid": 35,
              "name": "贵金属入门",
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      "pid": 0,
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      "status": "0",
      "listView": "list.html",
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      "seoTitle": "",
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      "type": "0",
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      "id": 32,
      "pid": 10,
      "name": "外汇平台排名",
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      "id": 33,
      "pid": 0,
      "name": "广告招商",
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      "id": 34,
      "pid": 10,
      "name": "保险",
      "pinyin": "baoxian",
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      "target": "0",
      "status": "1",
      "listView": "list.html",
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      "type": "0",
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          "pid": 34,
          "name": "保险入门",
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          "path": "/home/baoxian/bxrm",
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    "title": "【量大强涨股整理】开低走高甩爆空头 ,【3081联亚】+67%【4979华星光】【3441联一光】+54%【6213联茂】+329%再创新高!",
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    "description": "开低走高甩爆空头【3081联亚】+67%【4979华星光】【3441联一光】+54%【6213联茂】+329%再创新高! 辉达财报前夕『这群黑马』洗盘再出发! 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407.14点,收在45169.46,成交量6960.55亿。   观察三大法人今天筹码动向,外资卖超7.86亿元,投信卖超46.09亿元,自营商买超0.6亿元,三大法人合计卖超53.36亿元,其中,外资连卖二日,投信",
    "img": "https://cimg.cnyes.cool/prod/news/6586478/l/b0ffd65407667ae847004e2354e7af71.jpg",
    "content": "\n<p>开低走高甩爆空头【3081联亚】<span>+67%</span>【4979华星光】【<span>3441</span>联一光】+54%【<span>6213</span>联茂】+329%再创新高<span>!</span></p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6586478/l/b0ffd65407667ae847004e2354e7af71.jpg\" alt=\"【量大强涨股整理】开低走高甩爆空头 ,【3081联亚】+67%【4979华星光】【3441联一光】+54%【6213联茂】+329%再创新高!\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>辉达财报前夕『这群黑马』洗盘再出发!</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/Ugblio1G3II\" 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> </p>\n\n<p><strong>加权指数今日开低走高,终场上涨</strong><strong>407.14</strong><strong>点,收在</strong><strong>45169.46</strong><strong>,成交量</strong><strong>6960.55</strong><strong>亿。</strong></p>\n\n<p> </p>\n\n<p><strong>观察三大法人今天筹码动向,外资卖超</strong><strong>7.86</strong><strong>亿元,投信卖超</strong><strong>46.09</strong><strong>亿元,自营商买超</strong><strong>0.6</strong><strong>亿元,三大法人合计卖超</strong><strong>53.36</strong><strong>亿元,其中,外资连卖二日,投信由买转卖,自营商由卖转买。</strong></p>\n\n<p> </p>\n\n<p><strong>美股周一涨跌互见,道琼工业指数逆势收红,但那斯达克、标普</strong><strong>500</strong><strong>指数及费城半导体指数同步走弱,其中费城半导体指数重挫</strong><strong>2.7%</strong><strong>,科技股卖压明显升温,</strong><strong>(NVDA-US)</strong><strong>辉达,更连续第</strong><strong>7</strong><strong>个交易日走跌,成为近期美股科技族群最大压力来源,不过从近期国际盘势来看,市场并非全面转空,美债殖利率与国际油价同步回落,有助降低市场对通膨升温及企业资金成本上升的疑虑。</strong></p>\n\n<p> </p>\n\n<p><strong>回到台股指数,今日受到美股半导体拉回拖累开盘后震荡走弱,盘中一度回测月线支撑,电子权值股承受较大卖压,</strong><strong>(2330-TW)</strong><strong>台积电,及高价电子股成为指数主要压力,不过在金融、航运及生医族群逆势表现,部分金融股甚至改写历史新高,资金并未全面撤出市场,而是从前期涨多的电子与</strong><strong>AI</strong><strong>族群转向具防御性或题材性的类股,盘面仍存在明显的资金轮动之下;指数开低走高,终场上涨</strong><strong>407.14</strong><strong>点,收在</strong><strong>45169.46</strong><strong>,成交量</strong><strong>6960.55</strong><strong>亿,近日成交量维持低迷,主要在于上静待</strong><strong>PCE</strong><strong>公布以及辉达财报即将公布,将呈现量缩整理,从技术面</strong><strong> </strong><strong>观察,台股近期虽然受到国际股市震荡干扰,指数自高档拉回后回测季线多次,皆有守,今日却是回测月线后出现反弹向上,代表越线有一定的支撑力道;不过就基本面而言,</strong><strong>AI</strong><strong>与半导体需求持续强劲,台湾景气热度可望延续,国发会景气对策信号截至</strong><strong>6</strong><strong>月已连续七个月亮出红灯,</strong><strong>7</strong><strong>月续亮红灯机率仍高,市场关注能否写下「连八红」,从最新数据观察,外需动能依旧旺盛,</strong><strong>7</strong><strong>月出口达</strong><strong>753</strong><strong>亿美元,年增</strong><strong>32.9%</strong><strong>,外销订单更达</strong><strong>979.4</strong><strong>亿美元、年增</strong><strong>61.9%</strong><strong>,双双受惠</strong><strong>AI</strong><strong>、高效能运算与半导体需求推升,</strong><strong>7</strong><strong>月制造业</strong><strong>PMI</strong><strong>升至</strong><strong>61.5</strong><strong>,连续十个月维持扩张,显示接单、生产与企业信心持续改善,领先指标连续上升,加上</strong><strong>AI</strong><strong>产业链投资延续,下半年台湾经济仍具韧性,景气维持高档格局值得期待。</strong></p>\n\n<p> </p>\n\n<p> </p>\n\n<p><strong>AI</strong><strong>与半导体需求持续强劲,台湾景气热度可望延续,国发会景气对策信号截至</strong><strong>6</strong><strong>月已连续七个月亮出红灯,</strong><strong>7</strong><strong>月续亮红灯机率仍高,市场关注能否写下「连八红」,从最新数据观察,外需动能依旧旺盛,</strong><strong>7</strong><strong>月出口达</strong><strong>753</strong><strong>亿美元,年增</strong><strong>32.9%</strong><strong>,外销订单更达</strong><strong>979.4</strong><strong>亿美元、年增</strong><strong>61.9%</strong><strong>,双双受惠</strong><strong>AI</strong><strong>、高效能运算与半导体需求推升,此外,</strong><strong>7</strong><strong>月制造业</strong><strong>PMI</strong><strong>升至</strong><strong>61.5</strong><strong>,连续十个月维持扩张,显示接单、生产与企业信心持续改善,领先指标连续上升,加上</strong><strong>AI</strong><strong>产业链投资延续,下半年台湾经济仍具韧性,景气维持高档格局值得期待。</strong></p>\n\n<p> </p>\n\n<p> </p>\n\n<p><strong>整体而言,目前台股仍处于高档震荡阶段,短线受到美股科技股回档及半导体族群卖压影响,盘势波动难免放大,但美债殖利率、油价回落,加上</strong><strong>AI</strong><strong>产业长线需求仍具支撑,并不足以改变中期多头趋势,因此操作策略仍以震荡偏多看待,不宜因短线急跌而过度追杀持股,可留意月线支撑与成交量变化,并以金融、航运及具基本面支撑的</strong><strong>AI</strong><strong>供应链作为观察重点,若后续辉达财报优于预期、</strong><strong>AI</strong><strong>需求展望维持强劲,台股有机会在</strong><strong>45,000</strong><strong>点附近完成整理后重新寻找上攻动能,接下来市场焦点将转向本周重要基本面数据与企业财报,包括周三公布的美国</strong><strong>7</strong><strong>月个人消费支出物价指数</strong><strong>PCE</strong><strong>,以及</strong><strong>(NVDA-US)</strong><strong>辉达、</strong><strong>(MRVL-US)Marvell</strong><strong>,陆续公布最新财报与财测,若</strong><strong>AI</strong><strong>伺服器、资料中心及高速运算需求持续维持强劲,科技股在利空消化后仍有机会重新获得市场青睐。</strong></p>\n\n<p> </p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,上涨</strong><strong>1.05%</strong><strong>,收在</strong><strong>2400</strong><strong>元,持续扩大资本支出,法人预估</strong><strong>2027</strong><strong>年</strong><strong>Capex</strong><strong>将由</strong><strong>750</strong><strong>亿美元上修至</strong><strong>800</strong><strong>亿美元,</strong><strong>2028</strong><strong>年维持</strong><strong>900</strong><strong>亿美元,主要受</strong><strong>AI</strong><strong>加速器、苹果</strong><strong>2</strong><strong>奈米晶片及</strong><strong>AMD</strong><strong>伺服器</strong><strong>CPU</strong><strong>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</strong><strong>2026</strong><strong>至</strong><strong>2028</strong><strong>年每股获利预估约</strong><strong>8%</strong><strong>至</strong><strong>15%</strong><strong>,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</strong><strong>AI</strong><strong>运算供应短缺仍未完全缓解,台积电有望持续受惠</strong><strong>AI</strong><strong>长期资本支出超级循环;</strong><strong> </strong></p>\n\n<p> </p>\n\n<p> </p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,下跌</strong><strong>0.21%</strong><strong>,收在</strong><strong>243</strong><strong>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</strong><strong>51%</strong><strong>,加上营运杠杆及成本控管改善,营益率达</strong><strong>3.8%</strong><strong>,优于市场预期,</strong><strong>EPS</strong><strong>为</strong><strong>4.24</strong><strong>元,法人同步上修</strong><strong>2026</strong><strong>、</strong><strong>2027</strong><strong>年</strong><strong>EPS</strong><strong>预估</strong><strong>9%</strong><strong>及</strong><strong>16%</strong><strong>,展望后市,</strong><strong>GPU</strong><strong>伺服器仍是</strong><strong>2027</strong><strong>年主要成长动能,</strong><strong>AI</strong><strong>伺服器营收预估第三季季增双位数,</strong><strong>ASIC</strong><strong>及网通产品亦逐步放量,</strong><strong>CPO</strong><strong>交换器预计第三季进入量产,随着</strong><strong>AI</strong><strong>基础建设需求延续,鸿海</strong><strong>2026</strong><strong>年资本支出预估年增逾</strong><strong>30%</strong><strong>,并持续扩充台湾、美国及墨西哥产能,</strong><strong>AI</strong><strong>伺服器、</strong><strong>ASIC</strong><strong>与</strong><strong>CPO</strong><strong>多元布局可望推升长期获利成长;</strong></p>\n\n<p> </p>\n\n<p> </p>\n\n<p><strong>(2454-TW)</strong><strong>联发科,下跌</strong><strong>0.8%</strong><strong>,收在</strong><strong>3735</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> </p>\n\n<p> </p>\n\n<p> </p>\n\n<p><strong>AI</strong><strong>基础建设持续升级,从高速光通讯、矽光子到高阶铜箔基板,供应链正迎来新一波规格升级与需求扩张,</strong><strong>(3081-TW)</strong><strong>联亚,受惠矽光子与高速光通讯需求成长;</strong><strong>(3441-TW)</strong><strong>联一光,聚焦光通讯元件与</strong><strong>AI</strong><strong>高速传输应用;</strong><strong>(6213-TW)</strong><strong>联茂,则受惠高阶</strong><strong>CCL</strong><strong>升级、</strong><strong>AI</strong><strong>伺服器与</strong><strong>ASIC</strong><strong>需求放量,三家公司分别卡位</strong><strong>AI</strong><strong>资料中心的「光」与「电」核心环节,随云端业者持续扩大资本支出,高阶产品需求有望延续,成为</strong><strong>AI</strong><strong>供应链中值得关注的成长题材。</strong></p>\n\n<figure><img data-height=\"326\" data-mime=\"image/png\" data-ratio=\"1.598159509202454\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586478/m/b4ca6f40336b8f1e38001887a907299e.jpg\" data-width=\"521\" src=\"https://cimg.cnyes.cool/prod/news/6586478/l/b4ca6f40336b8f1e38001887a907299e.jpg\"></img></figure>\n\n<p> </p>\n\n<p><strong>(3081-TW)</strong><strong>联亚,</strong><strong>1790=>295</strong><strong>,领先预告后</strong><strong>+63%</strong><strong>,</strong></p>\n\n<p><strong>联亚,受惠</strong><strong>AI</strong><strong>资料中心与矽光</strong><strong>SiPh</strong><strong>需求快速成长,</strong><strong>2Q26</strong><strong>营收</strong><strong>12.21</strong><strong>亿元,年增</strong><strong>121%</strong><strong>,毛利率升至</strong><strong>57.5%</strong><strong>,净利</strong><strong>4.68</strong><strong>亿元,年增</strong><strong>384%</strong><strong>,获利表现明显优于预期,公司目前约</strong><strong>80%</strong><strong>至</strong><strong>85%</strong><strong>营收来自资料中心,矽光产品成为主要成长动能,</strong><strong>7</strong><strong>月营收</strong><strong>5.01</strong><strong>亿元,年增</strong><strong>177%</strong><strong>,月增</strong><strong>19%</strong><strong>,显示第三季需求持续升温,随</strong><strong>AI</strong><strong>高速运算与光通讯升级,公司持续扩充</strong><strong>InP</strong><strong>外延与</strong><strong>CW</strong><strong>雷射产能,预计产能成长延续至</strong><strong>2027</strong><strong>、</strong><strong>2028</strong><strong>年,研究机构同步上调获利预估,</strong><strong>2026</strong><strong>年净利估达</strong><strong>18</strong><strong>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。</strong></p>\n\n<figure><img data-height=\"389\" data-mime=\"image/png\" data-ratio=\"1.416452442159383\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586478/m/89b591f8d622ed55b32449dcac0edd40.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6586478/l/89b591f8d622ed55b32449dcac0edd40.jpg\"></img></figure>\n\n<p><strong>2026.7.28</strong><strong>股市期皇后领先预告</strong><strong>(3441-TW)</strong><strong>联一光</strong></p>\n\n<figure><img data-height=\"365\" data-mime=\"image/png\" data-ratio=\"1.463013698630137\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586478/m/b98a9d8a67d984acf8987c7661fcf337.jpg\" data-width=\"534\" src=\"https://cimg.cnyes.cool/prod/news/6586478/l/b98a9d8a67d984acf8987c7661fcf337.jpg\"></img></figure>\n\n<p> </p>\n\n<p><strong>(3441-TW)</strong><strong>联一光,</strong><strong>77.2=>119</strong><strong>,领先预告后</strong><strong>+54%</strong><strong>,</strong></p>\n\n<p><strong>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</strong><strong>CPO</strong><strong>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。</strong></p>\n\n<figure><img data-height=\"361\" data-mime=\"image/png\" data-ratio=\"1.5373961218836565\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586478/m/0dccb054b1019287893eb38bc931981c.jpg\" data-width=\"555\" src=\"https://cimg.cnyes.cool/prod/news/6586478/l/0dccb054b1019287893eb38bc931981c.jpg\"></img></figure>\n\n<p><strong>2026.4.9</strong><strong>股市期皇后领先预告</strong><strong>(6213-TW)</strong><strong>联茂</strong></p>\n\n<figure><img data-height=\"361\" data-mime=\"image/png\" data-ratio=\"1.4681440443213296\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586478/m/b2273123c9f86771c0a9e9d122c0a703.jpg\" data-width=\"530\" src=\"https://cimg.cnyes.cool/prod/news/6586478/l/b2273123c9f86771c0a9e9d122c0a703.jpg\"></img></figure>\n\n<p><strong>(6213-TW)</strong><strong>联茂</strong><strong>,</strong><strong>123.5=>530</strong><strong>,领先预告后</strong><strong>+329%</strong><strong>,</strong></p>\n\n<p><strong>联茂</strong><strong>,</strong><strong>受惠高阶CCL</strong><strong>需求升温与供给紧张,预估2026</strong><strong>、2027</strong><strong>、2028</strong><strong>年税后EPS</strong><strong>分别为20.01</strong><strong>、52.32</strong><strong>、80.53</strong><strong>元,参考同业本益比后,以2027</strong><strong>年EPS</strong><strong>给予15</strong><strong>倍PER</strong><strong>,评价仍具上修空间</strong><strong>,</strong><strong>展望后市,E-glass</strong><strong>供应吃紧及高阶CCL</strong><strong>产能转移,带动中低阶产品同步涨价,预期2H26</strong><strong>全产品线价格逐季上涨,搭配稼动率提升,毛利率可望持续改善</strong><strong>,</strong><strong>中长期则受惠AMD</strong><strong>、Intel</strong><strong>新平台升规、AI Server</strong><strong>与ASIC</strong><strong>需求,以及M9</strong><strong>产品放量,联茂持续扩充泰国、无锡产能,高阶产品比重提升,有望成为未来数年营运成长的重要动能。</strong></p>\n\n<figure><img data-height=\"360\" data-mime=\"image/png\" data-ratio=\"1.538888888888889\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586478/m/9c305b029b5011984064486db403c662.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6586478/l/9c305b029b5011984064486db403c662.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> </p>\n\n<p>8/25</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(6830-TW)泛铨</p>\n\n<p>(2489-TW)瑞轩</p>\n\n<p>(6226-TW)光鼎</p>\n\n<p>(6213-TW)联茂</p>\n\n<p>(2455-TW)全新</p>\n\n<p>(6442-TW)光圣</p>\n\n<p>(2881-TW)富邦金</p>\n\n<p>(8103-TW)瀚荃</p>\n\n<p>(3706-TW)神达</p>\n\n<p>(2606-TW)裕民</p>\n\n<p>(4977-TW)众达-KY</p>\n\n<p>(6451-TW)讯芯-KY</p>\n\n<p>(2612-TW)中航</p>\n\n<p>(8996-TW)高力</p>\n\n<figure><img data-height=\"496\" data-mime=\"image/png\" data-ratio=\"1.1108870967741935\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586478/m/a95cab889813252cff534033474044f0.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6586478/l/a95cab889813252cff534033474044f0.jpg\"></img></figure>\n\n<p>18/25</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(4939-TW)亚电</p>\n\n<p>(5314-TW)世纪*</p>\n\n<p>(3234-TW)光环</p>\n\n<p>(1591-TW)骏吉-KY</p>\n\n<p>(4979-TW)华星光</p>\n\n<p>(6588-TW)东典光电</p>\n\n<p>(3363-TW)上诠</p>\n\n<p>(3490-TW)单井</p>\n\n<p>(2221-TW)大甲</p>\n\n<p>(6147-TW)颀邦</p>\n\n<p>(5460-TW)同协</p>\n\n<p>(3105-TW)稳懋</p>\n\n<p>(8111-TW)立碁</p>\n\n<p>(3324-TW)双鸿</p>\n\n<p>(3081-TW)联亚</p>\n\n<p>(5475-TW)德宏</p>\n\n<figure><img data-height=\"500\" data-mime=\"image/png\" data-ratio=\"1.1\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586478/m/0249ce2cdf86c2f9180ec3f8c6a8a9ae.jpg\" data-width=\"550\" src=\"https://cimg.cnyes.cool/prod/news/6586478/l/0249ce2cdf86c2f9180ec3f8c6a8a9ae.jpg\"></img></figure>\n\n<p> </p>\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> </p>\n\n<p>股市期皇后 证期双分析师 庄佳萤</p>\n\n<p> </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> </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><br></br>\n </p>\n\n<figure><img data-height=\"355\" data-mime=\"image/png\" data-ratio=\"1.4338028169014085\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6586478/m/f154cb78f37dcf22487bcf36cccd3c3b.jpg\" data-width=\"509\" src=\"https://cimg.cnyes.cool/prod/news/6586478/l/f154cb78f37dcf22487bcf36cccd3c3b.jpg\"></img></figure>\n\n<p> </p>\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-5466.html\" title=\"营收速报  - 钻石生技(6901)6月营收22.07亿元年增率高达4396.63%\">营收速报  - 钻石生技(6901)6月营收22.07亿元年增率高达4396.63%</a></li>\n    <li><a href=\"/new/tw/article-10107.html\" 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    "createdAt": "2026-08-25T10:16:30.000Z",
    "updatedAt": "2026-08-25T10:38:08.000Z"
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