天天财经

万金股王争霸白热化 千金股买盘狂涌 大立光、创意领军8档亮灯涨停

2026-08-26 16:44:37 网络 阅读(1)

台股今(26)日开低走高,翻红大涨663.16点或1.47%,收45832.62点,成功站上所有均线。买盘也进驻千金股,除了两大万金股信骅(5274-TW) 、川湖(2059-TW)争霸白热化外,49档千金股中总计有8档强势亮灯涨停,其中纬颖(6669-TW)、大立光(3008-TW)、创意(3443-TW)、健策(3653-TW)、沛尔生医-创(6949-TW)、药华药(6446-TW)等6档同步改写历史新高。

万金股王争霸白热化 千金股买盘狂涌 大立光、创意领军8档亮灯涨停

川湖股价从8月4日起闯进万元关后,一路飙高到15085元历史天价;股王信骅股价则一路走低,本周三个交易则维持在1万5上下震荡。今天川湖收盘价为14510元,信骅收盘价15690 ,两者相距不到1根停板,使得信骅独霸万金股王已久的地位备感威胁。

今天49档千金股中总计有8档强势亮灯涨停,分别为大立光、创意、健策、联亚(3081-TWO)、弘塑(3131-TWO)、力旺(3529-TWO)、富世达(6805-TW)以及沛尔生医-创。

盘中同时也出现一档重挫掼至跌停的个股,为测试介面厂旺矽(6223-TWO);在扣除涨跌停个股后,其余40档千金股中呈现走扬态势者共有32档,震荡走跌者有6档,另有亚德客-KY(1590-TW)与雍智科技(6683-TWO)2档维持在平盘价位。

矽智财厂创意受AI客制化晶片题材推动,最高冲上6125元亮灯涨停,刷新挂牌新天价,外资指出,创意继Google(GOOG_US)专案放量后,持续切入微软(MSFT-US)自研晶片,并传出打入Meta(META-US)供应链

光学股王大立光挟矽光子通讯转机与苹果新机双重题材加持,开盘11分钟即亮灯涨停,股价来到6290元史上新高。大立光日前斥资30.8亿元取得台中市南屯区宝文段土地约6292坪及建物约7054坪,以因应未来产能扩充需求。

纬颖受惠美系云端服务供应商大客户拉货动能强劲,客制化晶片与GPU伺服器双引擎同步发威。法人预期纬颖下半年营运将逐季创高,2027年受惠AWS水冷伺服器比重攀升、AMD MI455伺服器拓展及代理AI应用普及,获利可望迎来爆发性成长。

散热厂健策受惠AI晶片均热片升级趋势,法人看好在超微MI450与AWS Trainium 4均热片升级推升下,健策明年营收可望突破600亿元大关,获利将挑战倍增。

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