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【量大强涨股整理】油价暴冲、升息七成,台股有救吗?苹果香+半导体逆风杀出,你还不敢进场?

2026-09-02 18:04:19 网络 阅读(1)

油价暴冲、升息七成,台股有救吗?苹果香+半导体逆风杀出,你还不敢进场

【量大强涨股整理】油价暴冲、升息七成,台股有救吗?苹果香+半导体逆风杀出,你还不敢进场?

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低,终场下跌727.09点,收在46164.72,成交量9183.94亿。

观察三大法人今天筹码动向,外资卖超913.54亿元,投信卖超33.17亿元,自营商卖超203.61亿元,三大法人合计卖超1150.33亿元,其中,外资、投信、自营商皆由买转卖。

美伊冲突再度升温,引发市场对中东局势恶化与能源供应受阻的担忧,国际油价大幅走高,同时全球公债殖利率攀升,市场开始重新评估通膨压力与联准会货币政策走向,在油价、殖利率同步上扬的双重压力下,美股周二全面收黑,道琼工业指数下跌0.79%,标普500指数下跌0.71%,那斯达克指数下跌1.03%,科技与成长型股票承受较大卖压,费城半导体指数跌幅更达2.14%,市场避险情绪升高之际,美国10年期公债殖利率一度攀升至近3年高点,布兰特原油价格则突破每桶95美元附近,反映投资人对荷莫兹海峡航运及中东能源供应的担忧,若油价持续维持高档,未来恐重新推升全球通膨压力,也将使Fed在利率政策上面临更大的两难,美国最新经济数据则呈现温和扩张格局,制造业活动虽然仍处于扩张区间,但8月成长速度较前月放缓,显示企业需求仍具韧性,却同时面临原物料价格与成本上升压力,市场接下来将聚焦本周公布的8月非农就业报告,就业数据将成为观察美国经济与Fed后续政策的重要指标,科技股方面,市场仍不乏亮点,(AAPL-US)苹果,新任执行长特纳斯正式接棒后,首个交易日股价逆势走扬,反映市场对公司未来AI策略与产品创新的期待,不过整体科技股仍受到殖利率走高压抑,(NVDA-US)辉达,等AI指标股同步面临震荡,短线资金明显由高评价成长股转向防御与能源类股。

回到台股受到美股回档与国际市场震荡影响,加权指数今日开低走低,终场下跌727.09点,收在46164.72,成交量9183.94亿,今日的回档主要在于昨日大涨后美股呈现回档油价飙升,升息机率大增下,导致市场信心不足,不过,台股短线虽受到油价上涨、殖利率攀升与国际股市震荡影响,但AI产业长期成长趋势并未改变,经济部今天公布 7 月外销订单 979.4 亿美元创新高,年增 61.9%,统计处长更表示,7 月表现优于预期,主因伺服器接单畅旺及散热产品受惠 AI 供应链带动。接下来 9 月最有机会看到外销订单单月首度突破千亿美元,全年订单突破兆美元的机率也比上个月更高;代表企业基本面仍提供中长线支撑,现阶段选股重于选市,反而可趁指数震荡拉回时,聚焦基本面稳健、营收具成长动能的个股,采取逢低布局策略,整体维持震荡偏多看待,本周市场仍有多项重要事件,包括(AVGO-US)博通财报、8月非农就业报告、国际半导体展以及8月营收公布,其中博通财报将成为检验AI晶片与ASIC需求的重要指标,其财测更可能牵动全球AI供应链评价。

权值股方面,(2330-TW)台积电,下跌2.25%,收在2385元,台积电在SEMICON Taiwan分享AI与HPC最新布局,指出资料中心电力需求将由2015至2024年每年5至6GW,提升至2025至2030年每年30至40GW,AI训练与推论需求持续高速成长,技术方面,台积电透过N2、A13、A12先进制程,搭配HBM、SoIC、CoWoS及CPO等技术,强化AI运算与系统整合,随AI运算速度与I/O差距扩大,矽光子将成为高速互连关键,COUPE平台可提升传输速度与频宽,长期AI需求仍具高度能见度;

(2317-TW)鸿海,下跌1.95%,收在251元,2026年第二季营运优于预期,营业利益率达3.8%,优于市场预期,EPS 4.24元亦高于预估,展望下半年,AI伺服器需求持续强劲,3Q26云端业务可望明显季增,AI伺服器营收预估双位数成长,NVIDIA新平台并预计于2026年底量产,GB300需求延续至2027年,除GPU伺服器外,ASIC与CPO网通亦成为新成长动能,随台湾、美国及墨西哥扩产,AI基础建设需求持续升温;

(2454-TW)联发科,下跌0.93%,收在4275元,辉达首度以策略投资人身分入股台湾上市公司,斥资35亿美元认购联发科,海外可转换公司债,双方合作从技术联盟升级为资本结盟,此次ECB转换价每股4,513.75元,最大股权稀释仅1.67%,联发科将导入辉达NVLink Fusion平台,切入云端AI基础建设与客制化XPU市场,结合ASIC、SoC、先进封装及高速SerDes等技术,协助客户打造自研AI晶片,看好合作有望强化联发科在全球AI供应链地位,并拓展长期成长空间。

2026.7.22股市期皇后领先预告(2465-TW)丽台

(2465-TW)丽台,78=>105,领先预告后+35%,

个股方面,丽台属电脑及周边设备产业,长期与辉达合作,近年积极由传统绘图卡业务转型为AI多元化解决方案供应商,产品布局已延伸至AI工作站、伺服器与系统整合服务,并积极切入机壳及液冷散热等领域,随着企业AI应用需求快速升温,加上近期营收表现维持成长,市场对公司转型成果与未来获利展望期待升高,带动股价维持强势表现,短线技术面仍偏多,后续可持续观察AI相关产品出货进度与营收成长表现。

AI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(3008-TW)大立光,掌握高阶光学镜头技术;(3406-TW)玉晶光,受惠手机旺季并积极切入CPO光学元件;而(2455-TW)全新,则搭上AI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AI光学应用,加上搭上2026年苹果iphone18pro,新机发表下将有机会表现!

2026.8.22股市期皇后领先预告

(3008-TW)大立光、(3406-TW)玉晶光、(2455-TW)全新

2026.7.30股市期皇后领先预告(3008-TW)大立光

(3008-TW)大立光,3715=>7955,领先预告后+115%,

光学镜头厂进入iPhone传统旺季,预期2H26营运逐季成长,3Q26营收估178.89亿元,季增30.92%,EPS 47.91元,受惠iPhone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相关FAU零组件,产品精度优于业界平均,预计2026年取得客户认证,并于2027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。

2026.8.29股市期皇后领先预告(3406-TW)玉晶光

(3406-TW)玉晶光,652=>1070,领先预告后+64%,

玉晶光,7月营收达24.22亿元,月增39.28%、年增1.63%,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月累计营收142.45亿元,年增14.2%,展望下半年,iPhone 18新机推出可望挹注手机镜头需求,同时玉晶光积极布局CPO光学元件,V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、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。

2026.8.22股市期皇后领先预告(2455-TW)全新

(2455-TW)全新,406=>550,领先预告后+108%,

全新受惠AI资料中心需求持续热络,磷化铟基板料况改善,2H26营运动能可望优于上半年,7月营收4.22亿元,月增29.48%,创历史新高,光电子产品营收1.69亿元,月增93.74%,显示缺料瓶颈明显缓解,中国政府5月及7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。

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股市期皇后 庄佳萤

https://lin.ee/9cyliMq

9/2

强势股分享

【上市 量大上涨股】

(6224-TW)聚鼎

(5285-TW)界霖

(4976-TW)佳凌

(6451-TW)讯芯-KY

(2419-TW)仲琦

(6442-TW)光圣

(2464-TW)盟立

(3019-TW)亚光

(3055-TW)蔚华科

(2465-TW)丽台

(2491-TW)吉祥全

(3504-TW)扬明光

(8996-TW)高力

(5607-TW)远雄港

(3312-TW)弘忆股

(7711-TW)永擎

9/2

强势股分享

【上柜 量大上涨股】

(3141-TW)晶宏

(8431-TW)汇钻科

(6510-TW)精测

(6620-TW)汉达

(6640-TW)均华

(2221-TW)大甲

(3234-TW)光环

(3362-TW)先进光

(3441-TW)联一光

(6530-TW)创威

(8084-TW)巨虹

(6218-TW)豪勉

(3587-TW)闳康

(3324-TW)双鸿

(3630-TW)新巨科

(4979-TW)华星光

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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LINE ID搜寻: @win1788 (@不可省略)

或是点击下方网址加入

https://lin.ee/9cyliMq

Youtube影音频道 精彩解盘影片不容错过!

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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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          "pid": 10,
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              "pid": 34,
              "name": "保险入门",
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          "id": 35,
          "pid": 10,
          "name": "贵金属",
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              "pid": 35,
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              "id": 50,
              "pid": 35,
              "name": "贵金属投资",
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          "id": 36,
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      "id": 32,
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      "name": "外汇平台排名",
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      "pid": 10,
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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",
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      "target": "0",
      "status": "1",
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          "name": "贵金属入门",
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    "title": "【量大强涨股整理】油价暴冲、升息七成,台股有救吗?苹果香+半导体逆风杀出,你还不敢进场?",
    "shortTitle": "【量大强涨股整理】油价暴冲、升息七成,台股有救吗?苹果香+半",
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    "description": "油价暴冲、升息七成,台股有救吗?苹果香+半导体逆风杀出,你还不敢进场 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低,终场下跌727.09点,收在46164.72,成交量9183.94亿。 观察三大法人今天筹码动向,外资卖超913.54亿元,投信卖超33.17亿元,自营商卖超203.61亿元,三大法人合计卖超1150.33亿元,其中,外资、投信、自营商皆由买转卖。 美伊冲突再度升温,引发市场对中东局势恶化与能源供应受阻的担忧,国际油价大幅走高,同时全球公",
    "img": "https://cimg.cnyes.cool/prod/news/6595397/l/b507b095a60cb719e1eab848451a884b.jpg",
    "content": "\n<p>油价暴冲、升息七成,台股有救吗?苹果香+半导体逆风杀出,你还不敢进场</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6595397/l/b507b095a60cb719e1eab848451a884b.jpg\" alt=\"【量大强涨股整理】油价暴冲、升息七成,台股有救吗?苹果香+半导体逆风杀出,你还不敢进场?\" 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/7y4MuIH7G5Y\" 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低,终场下跌727.09点,收在46164.72,成交量9183.94亿。</p>\n\n<p>观察三大法人今天筹码动向,外资卖超913.54亿元,投信卖超33.17亿元,自营商卖超203.61亿元,三大法人合计卖超1150.33亿元,其中,外资、投信、自营商皆由买转卖。</p>\n\n<p>美伊冲突再度升温,引发市场对中东局势恶化与能源供应受阻的担忧,国际油价大幅走高,同时全球公债殖利率攀升,市场开始重新评估通膨压力与联准会货币政策走向,在油价、殖利率同步上扬的双重压力下,美股周二全面收黑,道琼工业指数下跌0.79%,标普500指数下跌0.71%,那斯达克指数下跌1.03%,科技与成长型股票承受较大卖压,费城半导体指数跌幅更达2.14%,市场避险情绪升高之际,美国10年期公债殖利率一度攀升至近3年高点,布兰特原油价格则突破每桶95美元附近,反映投资人对荷莫兹海峡航运及中东能源供应的担忧,若油价持续维持高档,未来恐重新推升全球通膨压力,也将使Fed在利率政策上面临更大的两难,美国最新经济数据则呈现温和扩张格局,制造业活动虽然仍处于扩张区间,但8月成长速度较前月放缓,显示企业需求仍具韧性,却同时面临原物料价格与成本上升压力,市场接下来将聚焦本周公布的8月非农就业报告,就业数据将成为观察美国经济与Fed后续政策的重要指标,科技股方面,市场仍不乏亮点,(AAPL-US)苹果,新任执行长特纳斯正式接棒后,首个交易日股价逆势走扬,反映市场对公司未来AI策略与产品创新的期待,不过整体科技股仍受到殖利率走高压抑,(NVDA-US)辉达,等AI指标股同步面临震荡,短线资金明显由高评价成长股转向防御与能源类股。</p>\n\n<p>回到台股受到美股回档与国际市场震荡影响,加权指数今日开低走低,终场下跌727.09点,收在46164.72,成交量9183.94亿,今日的回档主要在于昨日大涨后美股呈现回档油价飙升,升息机率大增下,导致市场信心不足,不过,台股短线虽受到油价上涨、殖利率攀升与国际股市震荡影响,但AI产业长期成长趋势并未改变,经济部今天公布 7 月外销订单 979.4 亿美元创新高,年增 61.9%,统计处长更表示,7 月表现优于预期,主因伺服器接单畅旺及散热产品受惠 AI 供应链带动。接下来 9 月最有机会看到外销订单单月首度突破千亿美元,全年订单突破兆美元的机率也比上个月更高;代表企业基本面仍提供中长线支撑,现阶段选股重于选市,反而可趁指数震荡拉回时,聚焦基本面稳健、营收具成长动能的个股,采取逢低布局策略,整体维持震荡偏多看待,本周市场仍有多项重要事件,包括(AVGO-US)博通财报、8月非农就业报告、国际半导体展以及8月营收公布,其中博通财报将成为检验AI晶片与ASIC需求的重要指标,其财测更可能牵动全球AI供应链评价。</p>\n\n<p>权值股方面,(2330-TW)台积电,下跌2.25%,收在2385元,台积电在SEMICON Taiwan分享AI与HPC最新布局,指出资料中心电力需求将由2015至2024年每年5至6GW,提升至2025至2030年每年30至40GW,AI训练与推论需求持续高速成长,技术方面,台积电透过N2、A13、A12先进制程,搭配HBM、SoIC、CoWoS及CPO等技术,强化AI运算与系统整合,随AI运算速度与I/O差距扩大,矽光子将成为高速互连关键,COUPE平台可提升传输速度与频宽,长期AI需求仍具高度能见度; </p>\n\n<p>(2317-TW)鸿海,下跌1.95%,收在251元,2026年第二季营运优于预期,营业利益率达3.8%,优于市场预期,EPS 4.24元亦高于预估,展望下半年,AI伺服器需求持续强劲,3Q26云端业务可望明显季增,AI伺服器营收预估双位数成长,NVIDIA新平台并预计于2026年底量产,GB300需求延续至2027年,除GPU伺服器外,ASIC与CPO网通亦成为新成长动能,随台湾、美国及墨西哥扩产,AI基础建设需求持续升温;</p>\n\n<p>(2454-TW)联发科,下跌0.93%,收在4275元,辉达首度以策略投资人身分入股台湾上市公司,斥资35亿美元认购联发科,海外可转换公司债,双方合作从技术联盟升级为资本结盟,此次ECB转换价每股4,513.75元,最大股权稀释仅1.67%,联发科将导入辉达NVLink Fusion平台,切入云端AI基础建设与客制化XPU市场,结合ASIC、SoC、先进封装及高速SerDes等技术,协助客户打造自研AI晶片,看好合作有望强化联发科在全球AI供应链地位,并拓展长期成长空间。</p>\n\n<p>2026.7.22股市期皇后领先预告(2465-TW)丽台</p>\n\n<figure><img data-height=\"325\" data-mime=\"image/jpeg\" data-ratio=\"1.7046153846153846\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/51b4461ae4ab87466039e21897591878.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/51b4461ae4ab87466039e21897591878.jpg\"></img></figure>\n\n<p>(2465-TW)丽台,78=>105,领先预告后+35%,</p>\n\n<p>个股方面,丽台属电脑及周边设备产业,长期与辉达合作,近年积极由传统绘图卡业务转型为AI多元化解决方案供应商,产品布局已延伸至AI工作站、伺服器与系统整合服务,并积极切入机壳及液冷散热等领域,随着企业AI应用需求快速升温,加上近期营收表现维持成长,市场对公司转型成果与未来获利展望期待升高,带动股价维持强势表现,短线技术面仍偏多,后续可持续观察AI相关产品出货进度与营收成长表现。</p>\n\n<figure><img data-height=\"309\" data-mime=\"image/jpeg\" data-ratio=\"1.7928802588996764\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/5294572c48d9e74b30e55a33dfe4e951.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/5294572c48d9e74b30e55a33dfe4e951.jpg\"></img></figure>\n\n<p> </p>\n\n<p>AI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(3008-TW)大立光,掌握高阶光学镜头技术;(3406-TW)玉晶光,受惠手机旺季并积极切入CPO光学元件;而(2455-TW)全新,则搭上AI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AI光学应用,加上搭上2026年苹果iphone18pro,新机发表下将有机会表现!</p>\n\n<p>2026.8.22股市期皇后领先预告</p>\n\n<p>(3008-TW)大立光、(3406-TW)玉晶光、(2455-TW)全新</p>\n\n<figure><img data-height=\"270\" data-mime=\"image/jpeg\" data-ratio=\"2.051851851851852\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/4df191d1e9b54a550cb50b5f9fa10a0a.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/4df191d1e9b54a550cb50b5f9fa10a0a.jpg\"></img></figure>\n\n<p>2026.7.30股市期皇后领先预告(3008-TW)大立光</p>\n\n<figure><img data-height=\"362\" data-mime=\"image/jpeg\" data-ratio=\"1.5276243093922652\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/7d8734b1896dc473844e2327e58cb72e.jpg\" data-width=\"553\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/7d8734b1896dc473844e2327e58cb72e.jpg\"></img></figure>\n\n<p> </p>\n\n<p>(3008-TW)大立光,3715=>7955,领先预告后+115%,</p>\n\n<p>光学镜头厂进入iPhone传统旺季,预期2H26营运逐季成长,3Q26营收估178.89亿元,季增30.92%,EPS 47.91元,受惠iPhone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相关FAU零组件,产品精度优于业界平均,预计2026年取得客户认证,并于2027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。</p>\n\n<figure><img data-height=\"370\" data-mime=\"image/jpeg\" data-ratio=\"1.4972972972972973\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/9d9be99a29955bf526fd9c1d27d87988.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/9d9be99a29955bf526fd9c1d27d87988.jpg\"></img></figure>\n\n<p>2026.8.29股市期皇后领先预告(3406-TW)玉晶光</p>\n\n<figure><img data-height=\"315\" data-mime=\"image/png\" data-ratio=\"1.7619047619047619\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/a197359e67e263f1b014ac161f6d23a0.jpg\" data-width=\"555\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/a197359e67e263f1b014ac161f6d23a0.jpg\"></img></figure>\n\n<p>(3406-TW)玉晶光,652=>1070,领先预告后+64%,</p>\n\n<p>玉晶光,7月营收达24.22亿元,月增39.28%、年增1.63%,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月累计营收142.45亿元,年增14.2%,展望下半年,iPhone 18新机推出可望挹注手机镜头需求,同时玉晶光积极布局CPO光学元件,V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、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。</p>\n\n<figure><img data-height=\"306\" data-mime=\"image/jpeg\" data-ratio=\"1.8104575163398693\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/ace35766d5028702fd2b500f0328e8fd.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/ace35766d5028702fd2b500f0328e8fd.jpg\"></img></figure>\n\n<p>2026.8.22股市期皇后领先预告(2455-TW)全新</p>\n\n<figure><img data-height=\"400\" data-mime=\"image/jpeg\" data-ratio=\"1.385\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/7b6af5096d302d3d43a026e058188d08.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/7b6af5096d302d3d43a026e058188d08.jpg\"></img></figure>\n\n<p> </p>\n\n<p>(2455-TW)全新,406=>550,领先预告后+108%,</p>\n\n<p>全新受惠AI资料中心需求持续热络,磷化铟基板料况改善,2H26营运动能可望优于上半年,7月营收4.22亿元,月增29.48%,创历史新高,光电子产品营收1.69亿元,月增93.74%,显示缺料瓶颈明显缓解,中国政府5月及7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。</p>\n\n<figure><img data-height=\"366\" data-mime=\"image/jpeg\" data-ratio=\"1.5163934426229508\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/a3d783293172644e6f3607f76223746a.jpg\" data-width=\"555\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/a3d783293172644e6f3607f76223746a.jpg\"></img></figure>\n\n<p>欢迎免费订阅<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>9/2</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(6224-TW)聚鼎</p>\n\n<p>(5285-TW)界霖</p>\n\n<p>(4976-TW)佳凌</p>\n\n<p>(6451-TW)讯芯-KY</p>\n\n<p>(2419-TW)仲琦</p>\n\n<p>(6442-TW)光圣</p>\n\n<p>(2464-TW)盟立</p>\n\n<p>(3019-TW)亚光</p>\n\n<p>(3055-TW)蔚华科</p>\n\n<p>(2465-TW)丽台</p>\n\n<p>(2491-TW)吉祥全</p>\n\n<p>(3504-TW)扬明光</p>\n\n<p>(8996-TW)高力</p>\n\n<p>(5607-TW)远雄港</p>\n\n<p>(3312-TW)弘忆股</p>\n\n<p>(7711-TW)永擎</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/6595397/m/6fb6dcfee7ac54f83196273d0efcb2f3.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/6fb6dcfee7ac54f83196273d0efcb2f3.jpg\"></img></figure>\n\n<p>9/2</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(3141-TW)晶宏</p>\n\n<p>(8431-TW)汇钻科</p>\n\n<p>(6510-TW)精测</p>\n\n<p>(6620-TW)汉达</p>\n\n<p>(6640-TW)均华</p>\n\n<p>(2221-TW)大甲</p>\n\n<p>(3234-TW)光环</p>\n\n<p>(3362-TW)先进光</p>\n\n<p>(3441-TW)联一光</p>\n\n<p>(6530-TW)创威</p>\n\n<p>(8084-TW)巨虹</p>\n\n<p>(6218-TW)豪勉</p>\n\n<p>(3587-TW)闳康</p>\n\n<p>(3324-TW)双鸿</p>\n\n<p>(3630-TW)新巨科</p>\n\n<p>(4979-TW)华星光</p>\n\n<figure><img data-height=\"496\" data-mime=\"image/png\" data-ratio=\"1.1169354838709677\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6595397/m/e12f1f2ab7a3ef5a82cafe51223f80a4.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/e12f1f2ab7a3ef5a82cafe51223f80a4.jpg\"></img></figure>\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>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></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/6595397/m/2ee2ece9df5cfff3a6731586c4cd5d2f.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6595397/l/2ee2ece9df5cfff3a6731586c4cd5d2f.jpg\"></img></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></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-9903.html\" title=\"台股震荡谁在买?法人、散户布局ETF动向曝光 高股息、市值型最受欢迎标的揭晓!\">台股震荡谁在买?法人、散户布局ETF动向曝光 高股息、市值型最受欢迎标的揭晓!</a></li>\n    <li><a href=\"/new/tw/article-12556.html\" title=\"〈台币〉量缩狭幅震荡 贬值0.6分收31.854元\">〈台币〉量缩狭幅震荡 贬值0.6分收31.854元</a></li>\n    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    "createdAt": "2026-09-02T09:23:39.000Z",
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