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"description": "辉达斥资逾千亿投资联发科,「辉发配」概念股千万别放手! 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高,终场上涨820.25点,收在46948.72,成交量10810.25亿。 观察三大法人今天筹码动向,外资买超267.07亿元,投信买超131.01亿元,自营商买超163.29亿元,三大法人合计买超561.38亿元,其中,外资、投信、自营商皆由卖转买。 中东地缘政治风险再度升温,美国与伊朗相隔一个月重新交火,市场担忧冲突若进一步扩大,恐干扰荷莫兹海峡航运",
"img": "https://cimg.cnyes.cool/prod/news/6594145/l/059ce70d42f66accf87085ea9011f443.jpg",
"content": "<p><strong>辉达斥资逾千亿投资联发科,</strong>「辉发配」概念股千万别放手!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6594145/l/059ce70d42f66accf87085ea9011f443.jpg\" alt=\"【量大强涨股整理】辉达斥资逾千亿投资联发科,「辉发配」概念股千万别放手!\" 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/ST1luC41TDE\" 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<br>\n(按赞订阅打开小铃铛)<br>\n<strong><span style=\"color:#ff0000\">再来看一下今天的台股!</span></strong></p>\n\n<p><strong>加权指数今日开高走高,终场上涨</strong><strong>820.25</strong><strong>点,收在</strong><strong>46948.72</strong><strong>,成交量</strong><strong>10810.25</strong><strong>亿。</strong></p>\n\n<p><strong>观察三大法人今天筹码动向,外资买超</strong><strong>267.07</strong><strong>亿元,投信买超</strong><strong>131.01</strong><strong>亿元,自营商买超</strong><strong>163.29</strong><strong>亿元,三大法人合计买超</strong><strong>561.38</strong><strong>亿元,其中,外资、投信、自营商皆由卖转买。</strong></p>\n\n<p><strong>中东地缘政治风险再度升温,美国与伊朗相隔一个月重新交火,市场担忧冲突若进一步扩大,恐干扰荷莫兹海峡航运与全球原油供应,推升国际油价及美债殖利率走高,美股主要指数同步承压,不过,费城半导体指数逆势收红,显示科技与半导体族群仍具相对抗跌力道,市场资金并未全面撤离风险性资产,从美股盘面观察,</strong><strong>AI</strong><strong>与半导体产业依旧是资金关注焦点,</strong><strong>(NVDA-US)</strong><strong>辉达,与</strong><strong>(AVGO-US)</strong><strong>博通,维持相对强势,反映市场对</strong><strong>AI</strong><strong>基础建设、高效能运算及客制化晶片需求仍抱持高度期待,也有助台湾</strong><strong>AI</strong><strong>供应链延续多头气氛,不过受到中东局势升温及美债殖利率走扬影响,短线市场波动可能加剧,投资人仍须留意国际资金是否转趋保守。</strong></p>\n\n<p><strong>台股方面,今日在权值股与</strong><strong>AI</strong><strong>概念股同步发动下,加权指数今日开高走高,终场上涨</strong><strong>820.25</strong><strong>点,收在</strong><strong>46948.72</strong><strong>,成交量</strong><strong>10810.25</strong><strong>亿,成功突破</strong><strong>46,800</strong><strong>点关卡,多方气势明显升温;加上三大法人回头买超台股下,技术面筹码面有利多头;虽然外部环境仍存在地缘政治与利率等不确定因素,但台股展现强劲韧性,电子权值股领军上攻,加上主要在于今天的重棒利多,联发科,受惠与辉达,深化长期策略合作,辉达宣布投资联发科</strong><strong>35</strong><strong>亿美元海外可转换公司债,</strong><strong>(GOOGL-US)Alphabet</strong><strong>,也参与认购,激励联发科股价强攻涨停至</strong><strong>4,315</strong><strong>元,成为带动台股多头的重要指标;</strong></p>\n\n<p><strong>整体而言,在中东局势、美债殖利率及法人筹码变化干扰下,台股短线震荡幅度可能加大,但今日指数突破前高,且电子权值与</strong><strong>AI</strong><strong>族群维持强势,显示多方仍掌握盘面主导权,中长线</strong><strong>AI</strong><strong>需求与科技产业基本面依旧提供重要支撑,短线可维持震荡偏多看待,本周市场焦点将集中在</strong><strong>(AVGO-US)</strong><strong>博通,财报、美国</strong><strong>8</strong><strong>月非农就业数据、国际半导体展,以及台湾上市柜公司</strong><strong>8</strong><strong>月营收公布,相关数据将影响市场对</strong><strong>AI</strong><strong>产业景气、美国货币政策及企业基本面的预期,也将成为判断台股下一波行情方向的重要关键。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,上涨</strong><strong>1.46%</strong><strong>,收在</strong><strong>2440</strong><strong>元,矽光子技术加速进入</strong><strong>AI</strong><strong>资料中心,台积电表示,光收发器底层架构正迎来结构性转变,矽光子预估</strong><strong>2027</strong><strong>年市占率有望突破</strong><strong>50%</strong><strong>,共同封装光学</strong><strong>CPO</strong><strong>也将成为未来发展重点,最快今年下半年迎来量产,随</strong><strong>AI</strong><strong>算力需求持续攀升,</strong><strong>2026</strong><strong>年光收发器市场规模可望再成长</strong><strong>50%</strong><strong>,高阶高速产品需求强劲,台湾具备晶圆代工、雷射、光纤、连接器与测试等完整供应链优势,随</strong><strong>CPO</strong><strong>商业化加速,矽光子产业有望成为</strong><strong>AI</strong><strong>基础建设下一波重要成长动能;</strong><strong> </strong></p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,上涨</strong><strong>2.40%</strong><strong>,收在</strong><strong>256</strong><strong>元,</strong><strong>AI</strong><strong>伺服器需求持续升温,鸿海成为主要受惠者,研调机构预估</strong><strong>2026</strong><strong>年全球九大云端巨头资本支出年增达</strong><strong>90%</strong><strong>,在</strong><strong>NVIDIA</strong><strong>供应链与</strong><strong>AI</strong><strong>机柜市占率约</strong><strong>40%</strong><strong>优势下,鸿海可望直接受惠,</strong><strong>2Q26</strong><strong>营收达</strong><strong>2.51</strong><strong>兆元,年增</strong><strong>39.83%</strong><strong>,</strong><strong>7</strong><strong>月营收更达</strong><strong>9,465</strong><strong>亿元,创单月新高,随</strong><strong>ASIC</strong><strong>伺服器加速崛起,鸿海已取得多家</strong><strong>CSP</strong><strong>订单,预期</strong><strong>2027</strong><strong>年新增</strong><strong>ASIC AI</strong><strong>伺服器机柜客户,云端业务成长动能可望持续扩大;</strong></p>\n\n<p><strong>(2454-TW)</strong><strong>联发科,上涨</strong><strong>9.94%</strong><strong>,收在</strong><strong>4315</strong><strong>元;,联发科与</strong><strong>(NVDA-US)</strong><strong>辉达扩大</strong><strong>AI</strong><strong>策略合作,辉达并投资</strong><strong>35</strong><strong>亿美元可转债,强化双方在资料中心、</strong><strong>AI PC</strong><strong>及汽车领域布局,透过</strong><strong>NVLink Fusion</strong><strong>技术,联发科可协助客户开发可直接整合辉达</strong><strong>AI</strong><strong>架构的客制化</strong><strong>ASIC</strong><strong>,进一步提升竞争力,随着联发科首款大型</strong><strong>AI</strong><strong>加速器</strong><strong>ASIC</strong><strong>预计</strong><strong>2026</strong><strong>年第四季量产,加上</strong><strong>AI PC</strong><strong>与车用市场拓展,公司正由传统手机晶片供应商转型为</strong><strong>AI</strong><strong>运算平台业者,长期营运成长动能可望明显提升</strong><strong> </strong><strong>。</strong></p>\n\n<p><strong>权值股方面,</strong><strong> (3711-TW)</strong><strong>日月光投控,</strong><strong>(2327-TW)</strong><strong>国巨,及</strong><strong>(5274-TW)</strong><strong>信骅,等电子权值与高价股同步走强,带动电子类股指数上涨,成为推升大盘的重要力量,传统产业方面则呈现类股轮动格局,纺织、机电及水泥类股表现相对强势,显示市场资金并非仅集中于电子股,而是开始向部分落后补涨族群扩散,盘面多空仍呈现明显个股与产业分化。</strong></p>\n\n<p><strong>强势族群集中在苹果概念股上,另外</strong><strong>CPO</strong><strong>题材股也成为盘面上的焦点股票之一,在</strong><strong>AI</strong><strong>浪潮持续推升光学产业需求,从手机镜头、精密光学到高速光通讯,产业成长主轴正逐步扩大!其中</strong><strong>(3008-TW)</strong><strong>大立光,掌握高阶光学镜头技术;</strong><strong>(3406-TW)</strong><strong>玉晶光,受惠手机旺季并积极切入</strong><strong>CPO</strong><strong>光学元件;而</strong><strong>(2455-TW)</strong><strong>全新,则搭上</strong><strong>AI</strong><strong>资料中心与矽光子高速光通讯需求,随磷化铟基板料况改善,出货动能明显回升,三档各自卡位不同</strong><strong>AI</strong><strong>光学应用,股市期皇后领先预告,带你掌握</strong><strong>AI</strong><strong>光学新趋势!</strong></p>\n\n<p><strong>2026.8.22</strong><strong>股市期皇后领先预告</strong></p>\n\n<p><strong>(3008-TW)</strong><strong>大立光、</strong><strong>(3406-TW)</strong><strong>玉晶光、</strong><strong>(2455-TW)</strong><strong>全新</strong></p>\n\n<figure><img data-height=\"448\" data-mime=\"image/jpeg\" data-ratio=\"1.2366071428571428\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6594145/m/fcd4e2d18868bc57b865f322de561f28.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/fcd4e2d18868bc57b865f322de561f28.jpg\"></figure>\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=\"309\" data-mime=\"image/jpeg\" data-ratio=\"1.7896440129449838\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6594145/m/d9b98d3aa673b648ce2000d92b6eb65e.jpg\" data-width=\"553\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/d9b98d3aa673b648ce2000d92b6eb65e.jpg\"></figure>\n\n<p><strong>(3008-TW)</strong><strong>大立光,</strong><strong>3715=>7995</strong><strong>,领先预告后</strong><strong>+115%</strong><strong>,<br>\n光学镜头厂进入iPhone传统旺季,预期2H26</strong><strong>营运逐季成长,3Q26</strong><strong>营收估178.89</strong><strong>亿元,季增30.92%</strong><strong>,EPS 47.91</strong><strong>元,受惠iPhone</strong><strong>折叠机上市及可变光圈镜头升级,高阶产品单价提升,有望推升旺季营运表现,另一方面,公司积极布局CPO</strong><strong>相关FAU</strong><strong>零组件,产品精度优于业界平均,预计2026</strong><strong>年取得客户认证,并于2027</strong><strong>年上半年量产,若顺利放量,有望成为新成长引擎,提升市场评价。</strong></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/6594145/m/ef87f0ad76864040601126dc1a6a20cc.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/ef87f0ad76864040601126dc1a6a20cc.jpg\"></figure>\n\n<p><strong>2026.8.29</strong><strong>股市期皇后领先预告</strong><strong>(3406-TW)</strong><strong>玉晶光</strong></p>\n\n<figure><img data-height=\"331\" data-mime=\"image/png\" data-ratio=\"1.6797583081570997\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6594145/m/79f6873c90ce898ed1c087f081622523.jpg\" data-width=\"556\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/79f6873c90ce898ed1c087f081622523.jpg\"></figure>\n\n<p><strong>(3406-TW)</strong><strong>玉晶光,</strong><strong>652=>1090</strong><strong>,领先预告后</strong><strong>+67%</strong><strong>,<br>\n玉晶光,7</strong><strong>月营收达24.22</strong><strong>亿元,月增39.28%</strong><strong>、年增1.63%</strong><strong>,创近半年新高,主要受惠传统旺季到来,光学镜头需求升温,前7</strong><strong>月累计营收142.45</strong><strong>亿元,年增14.2%</strong><strong>,展望下半年,iPhone 18</strong><strong>新机推出可望挹注手机镜头需求,同时玉晶光积极布局CPO</strong><strong>光学元件,V</strong><strong>沟、棱镜及插芯已完成送样,未来资本支出可望增加,此外,AR/VR</strong><strong>、无人机与机器人等新专案持续推进,多元应用有助拓展中长期成长动能。</strong></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/6594145/m/12c7c10f44a40445eaaa1418ff6a90cc.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/12c7c10f44a40445eaaa1418ff6a90cc.jpg\"></figure>\n\n<p><strong>2026.8.22</strong><strong>股市期皇后领先预告</strong><strong>(2455-TW)</strong><strong>全新</strong></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/6594145/m/c1a083f6175833bc39f5991d0888f1a6.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/c1a083f6175833bc39f5991d0888f1a6.jpg\"></figure>\n\n<p><strong>(2455-TW)</strong><strong>全新,</strong><strong>406=>524</strong><strong>,领先预告后</strong><strong>+98%</strong><strong>,<br>\n全新受惠AI</strong><strong>资料中心需求持续热络,加上磷化铟基板料况改善,2H26</strong><strong>营运动能可望优于上半年,7</strong><strong>月营收4.22</strong><strong>亿元,月增29.48%</strong><strong>,创历史新高,其中光电子产品营收1.69</strong><strong>亿元,月增93.74%</strong><strong>,显示缺料瓶颈明显缓解,中国政府5</strong><strong>月及7</strong><strong>月两度核准磷化铟基板出口,供应量增加,且首批料件已陆续到货并投入生产,随AI</strong><strong>光通讯需求升温、供应链恢复正常,法人看好下半年出货与营收持续成长。</strong></p>\n\n<figure><img data-height=\"340\" data-mime=\"image/png\" data-ratio=\"1.6176470588235294\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6594145/m/797d81cb8bb0ed08e944c9db4f90c579.jpg\" data-width=\"550\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/797d81cb8bb0ed08e944c9db4f90c579.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><span style=\"color:#ff0000\"><strong>9/1</strong></span></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</p>\n\n<p>(3518-TW)柏腾</p>\n\n<p>(6933-TW)AMAX-KY</p>\n\n<p>(3715-TW)定颖投控</p>\n\n<p>(2454-TW)联发科</p>\n\n<p>(6669-TW)纬颖</p>\n\n<p>(2426-TW)鼎元</p>\n\n<p>(2455-TW)全新</p>\n\n<p>(1617-TW)荣星</p>\n\n<p>(5292-TW)华懋</p>\n\n<p>(1714-TW)和桐</p>\n\n<p>(6271-TW)同欣电</p>\n\n<p>(1560-TW)中砂</p>\n\n<p>(1709-TW)和益</p>\n\n<p>(1326-TW)台化</p>\n\n<p>(2449-TW)京元电子</p>\n\n<figure><img data-height=\"502\" data-mime=\"image/png\" data-ratio=\"1.1035856573705178\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6594145/m/3fc0495b4db1f62339ef63daef2abecb.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/3fc0495b4db1f62339ef63daef2abecb.jpg\"></figure>\n\n<p><span style=\"color:#ff0000\"><strong>9/1</strong></span></p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br>\n(3324-TW)双鸿</p>\n\n<p>(4971-TW)IET-KY</p>\n\n<p>(3141-TW)晶宏</p>\n\n<p>(6182-TW)合晶</p>\n\n<p>(3105-TW)稳懋</p>\n\n<p>(3680-TW)家登</p>\n\n<p>(6727-TW)亚泰金属</p>\n\n<p>(8111-TW)立碁</p>\n\n<p>(6217-TW)中探针</p>\n\n<p>(4908-TW)前鼎</p>\n\n<p>(3691-TW)硕禾</p>\n\n<p>(6530-TW)创威</p>\n\n<p>(6488-TW)环球晶</p>\n\n<p>(3234-TW)光环</p>\n\n<p>(3491-TW)升达科</p>\n\n<p>(3221-TW)台嘉硕</p>\n\n<figure> </figure>\n\n<figure><img data-height=\"500\" data-mime=\"image/png\" data-ratio=\"1.108\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6594145/m/df6d18bce420138f3c4976fe09b2867d.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/df6d18bce420138f3c4976fe09b2867d.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<br>\nLINE ID搜寻: @win1788 (@不可省略)<br>\n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!<br>\n(记得按赞,订阅并打开小铃铛)</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/lnLmKx3dlUo\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\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>\n </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/6594145/m/089fe75507014c71e63fed880d1634f1.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6594145/l/089fe75507014c71e63fed880d1634f1.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-6878.html\" title=\"盘中速报 - 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