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【量大强涨股整理】【非农数据震撼弹袭来!】台股要大修正还是喷出前夕?九月「钻石股」曝光!

2026-09-04 18:20:56 网络 阅读(1)

【非农数据震撼弹袭来!】台股要大修正还是喷出前夕?九月「钻石股」曝光!

【量大强涨股整理】【非农数据震撼弹袭来!】台股要大修正还是喷出前夕?九月「钻石股」曝光!

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693.47点,收在46551.13,成交量8256.27亿。

观察三大法人今天筹码动向,外资买超562.12亿元,投信买超2.89亿元,自营商买超63.7亿元,三大法人合计买超628.72亿元,其中,外资、自营商由卖转买,投信连买二日共买超14.3亿元。

美联准会官员近期释出偏鸽派讯号,市场对利率持续走高的疑虑明显降温,加上美债殖利率回落,带动美股周四强势反攻,道琼工业指数大涨624点,标普500指数与那斯达克指数涨幅均超过1%,科技股重新获得资金青睐,费城半导体指数同步走扬,市场风险偏好明显回升,个股方面,(NVDA-US)辉达,上涨带动AI概念股人气回温,AI软体股Snowflake财报优于预期,激励股价大幅走扬。不过,(AVGO-US)博通,财测表现未能完全满足市场期待,也反映目前AI产业虽然长线成长趋势不变,但市场对企业获利与未来展望的要求持续提高,个股表现将逐渐出现分化。

台股今日受惠美股全面反弹及联准会升息疑虑降温,加权指数今日开高走高,终场上涨693.47点,收在46551.13,成交量8256.27亿,今日虽收量缩红K棒,不过加权指数重新站回46,000点及5日均线之上,加上三大法人同步买超之下,有利于多头行情的延续;整体而言,台股虽处于历史高档区域,短线震荡幅度可能加大,融资余额昨日减少约69亿元,短线筹码获得适度沉淀,降低市场过热压力,也有利多方重新整队,但AI产业长线需求仍然强劲,随着8月营收陆续公布,加上苹果新品发表等科技产业题材,可望持续提供市场支撑,预期大盘短线仍将维持震荡盘坚格局,资金则持续在不同产业之间轮动,市场目前将目光转向今晚公布的美国非农就业数据,若劳动市场数据进一步降温,将有助强化市场对联准会政策转向宽松的期待,不过短线仍须留意美伊冲突、中东地缘政治升温、国际油价波动,以及日圆急升可能引发的全球资金变化。

权值股方面,(2330-TW)台积电,上涨0.84%,收在2410元,台积电在SEMICON Taiwan分享AIHPC最新布局,指出资料中心电力需求将由20152024年每年56GW,提升至20252030年每年3040GWAI训练与推论需求持续高速成长,技术方面,台积电透过N2A13A12先进制程,搭配HBMSoICCoWoSCPO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,上涨3.43%,收在256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,ASICCPO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,上涨1.73%,收在4415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ASICSoC、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。

另外((2308-TW)台达电,与(2382-TW)广达,均吸引买盘进驻,带动市场多方人气快速回温, 盘面资金则持续聚焦具备成长题材的电子族群。

被动元件受惠AI伺服器电源规格升级,以及高阶MLCC需求增加,(3026-TW)禾伸堂,强攻涨停,(2492-TW)华新科,(6173-TW)信昌电,及(2327-TW)国巨,同步表现强势。

(4956-TW)光𬭎,为泛鸿海集团旗下LED磊晶厂,(3437-TW)荣创,与群创旗下群怡投资分别持有光𬭎约8.10%7.32%股权,策略联盟关系稳定,随着LED产业逐步摆脱长期低迷与杀价竞争,公司营运已出现明显转机,自去年第四季转亏为盈后,今年首季持续维持获利,成功扭转过去连续亏损的颓势,光𬭎未来将持续朝车用、特殊照明等高附加价值产品发展,同时积极布局CPO共同封装光学元件领域,若矽光子与高速传输需求持续成长,将有望为公司带来新的营运动能。

(2388-TW)威盛,为半导体IC设计解决方案厂商,主要业务涵盖积体电路与半导体记忆零件设计、相关软体及资料处理服务。近年公司积极布局边缘AI与利基型应用,加上营收表现持续改善,近期月营收年增率维持较高成长水准,营运也出现由亏转盈的转机性。

(3008-TW)大立光,与(3406-TW)玉晶光,作为高阶光学镜头供应链重要指标,也同步受到市场关注随着苹果新品发表时程逼近,AI伺服器与智慧型手机两大科技主轴交错,加上美股反弹、联准会政策疑虑降温及台股筹码完成适度整理,可望成为支撑台股高档震荡的重要力量,也让纬创、大立光与玉晶光成为观察本波资金轮动与科技股行情的关键指标。

慧与科技(HPE)最新公布的Q3财报展现强劲爆发力,执行长Antonio Neri表示,AI已成为推动公司多年成长的核心引擎,受惠于客户需求暴增,该季接单量创下历史新高,但也导致公司累积了史无前例的未出货订单

线CSP不断提高资本支出、Neo Cloud紧锣密鼓采购AI伺服器,不仅带动台湾白牌伺服器业者业绩强强滚,伺服器品牌厂戴尔、慧与也同样受惠,戴尔宣布上调今年度营收15%、上调后的营收比去年大增3倍,今年全年EPS也比原预估上修42%,惠普也上调今年度营收预估成长率约5个百分点、至1317%,EPS年增率比原先预期增加约4个百分点,为1620%,(2317-TW)鸿海、(3231-TW)纬创、(2356-TW)英业达、(2324-TW)仁宝等台湾代工伙伴可望优先受惠。

2026.7.31股市期皇后领先预告(3231-TW)纬创,是AnthropicLambda签署的云端运算合约,下的最大受惠者。

(3231-TW)纬创,172=>200,领先预告后+16%

纬创积极争取新AI客户与专案,看好下半年起AI伺服器订单放量,将推动产品组合优化与获利能力提升,随CSP云端服务商持续扩大资本支出,加上GPU伺服器需求强劲,纬创AI业务成长动能可望延续至2027年,预估公司20262027EPS持续上修,并认为即使新平台零组件成本提高,独立营运毛利率仍有望改善。

2026.7.30股市期皇后领先预告(3008-TW)大立光

(3008-TW)大立光,3715=>7450,领先预告后+100%
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。


欢迎免费订阅
股市期皇后 庄佳萤

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9/4

强势股分享

【上市 量大上涨股】
(2426-TW)鼎元

(3167-TW)大量

(2327-TW)国巨*

(3022-TW)威强电

(6271-TW)同欣电

(2413-TW)环科

(2492-TW)华新科

(3094-TW)联杰

(7711-TW)永擎

(6672-TW)腾辉电子-KY

(3026-TW)禾伸堂

(6449-TW)钰邦

(8996-TW)高力

(3591-TW)艾笛森

(2478-TW)大毅

(2472-TW)立隆电


9/4
强势股分享
【上柜 量大上涨股】
(3324-TW)双鸿

(3441-TW)联一光

(6290-TW)良维

(4979-TW)华星光

(8042-TW)金山电

(3624-TW)光颉

(7717-TW)莱德光电-KY

(6538-TW)仓和

(8064-TW)东捷

(4908-TW)前鼎

(6620-TW)汉达

(6617-TW)共信-KY

(6173-TW)信昌电

(8431-TW)汇钻科

(4939-TW)亚电

(8240-TW)华宏

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

LINE官方帐号
LINE ID搜寻: @win1788 (@不可省略)
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文章来源:摩尔投顾庄佳萤分析师

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无不当之财务利益关系 以往之绩效不保证未来获利
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          "id": 71,
          "pid": 10,
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      "level": 1
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      "id": 15,
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      "level": 1
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      "name": "外汇平台",
      "pinyin": "whplat",
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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,
          "name": "保险",
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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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          "orderBy": 0,
          "target": "0",
          "status": "1",
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              "pid": 35,
              "name": "贵金属入门",
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              "id": 50,
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      "seoTitle": "",
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      "id": 32,
      "pid": 10,
      "name": "外汇平台排名",
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      "pid": 0,
      "name": "广告招商",
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      "id": 34,
      "pid": 10,
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      "type": "0",
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          "pid": 34,
          "name": "保险入门",
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          "target": "0",
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    "title": "【量大强涨股整理】【非农数据震撼弹袭来!】台股要大修正还是喷出前夕?九月「钻石股」曝光!",
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    "description": "【非农数据震撼弹袭来!】台股要大修正还是喷出前夕?九月「钻石股」曝光! 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693.47点,收在46551.13,成交量8256.27亿。 观察三大法人今天筹码动向,外资买超562.12亿元,投信买超2.89亿元,自营商买超63.7亿元,三大法人合计买超628.72亿元,其中,外资、自营商由卖转买,投信连买二日共买超14.3亿元。 美联准会官员近期释出偏鸽派讯号,市场对利率持续走高的疑虑明显降温,加上美",
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    "content": "<p>【非农数据震撼弹袭来!】台股要大修正还是喷出前夕?九月「钻石股」曝光!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6597590/l/dda4ae1314fa356192d441b33312f678.jpg\" alt=\"【量大强涨股整理】【非农数据震撼弹袭来!】台股要大修正还是喷出前夕?九月「钻石股」曝光!\" 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/_-h8nGnXfcw\" 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>再来看一下今天的台股!</strong></p>\n\n<p><strong>加权指数今日开高走高,终场上涨</strong><strong>693.47</strong><strong>点,收在</strong><strong>46551.13</strong><strong>,成交量</strong><strong>8256.27</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>562.12</strong><strong>亿元,投信买超</strong><strong>2.89</strong><strong>亿元,自营商买超</strong><strong>63.7</strong><strong>亿元,三大法人合计买超</strong><strong>628.72</strong><strong>亿元,其中,外资、自营商由卖转买,投信连买二日共买超</strong><strong>14.3</strong><strong>亿元。</strong></p>\n\n<p><strong>美联准会官员近期释出偏鸽派讯号,市场对利率持续走高的疑虑明显降温,加上美债殖利率回落,带动美股周四强势反攻,道琼工业指数大涨</strong><strong>624</strong><strong>点,标普</strong><strong>500</strong><strong>指数与那斯达克指数涨幅均超过</strong><strong>1%</strong><strong>,科技股重新获得资金青睐,费城半导体指数同步走扬,市场风险偏好明显回升,个股方面,</strong><strong>(NVDA-US)</strong><strong>辉达,上涨带动</strong><strong>AI</strong><strong>概念股人气回温,</strong><strong>AI</strong><strong>软体股</strong><strong>Snowflake</strong><strong>财报优于预期,激励股价大幅走扬。不过,</strong><strong>(AVGO-US)</strong><strong>博通,财测表现未能完全满足市场期待,也反映目前</strong><strong>AI</strong><strong>产业虽然长线成长趋势不变,但市场对企业获利与未来展望的要求持续提高,个股表现将逐渐出现分化。</strong></p>\n\n<p><strong>台股今日受惠美股全面反弹及联准会升息疑虑降温,加权指数今日开高走高,终场上涨693.47</strong><strong>点,收在</strong><strong>46551.13</strong><strong>,成交量</strong><strong>8256.27</strong><strong>亿,今日虽收量缩红</strong><strong>K</strong><strong>棒,不过加权指数重新站回</strong><strong>46,000</strong><strong>点及</strong><strong>5</strong><strong>日均线之上,加上三大法人同步买超之下,有利于多头行情的延续;整体而言,台股虽处于历史高档区域,短线震荡幅度可能加大,融资余额昨日减少约</strong><strong>69</strong><strong>亿元,短线筹码获得适度沉淀,降低市场过热压力,也有利多方重新整队,但</strong><strong>AI</strong><strong>产业长线需求仍然强劲,随着</strong><strong>8</strong><strong>月营收陆续公布,加上苹果新品发表等科技产业题材,可望持续提供市场支撑,预期大盘短线仍将维持震荡盘坚格局,资金则持续在不同产业之间轮动,市场目前将目光转向今晚公布的美国非农就业数据,若劳动市场数据进一步降温,将有助强化市场对联准会政策转向宽松的期待,不过短线仍须留意美伊冲突、中东地缘政治升温、国际油价波动,以及日圆急升可能引发的全球资金变化。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,上涨</strong><strong>0.84%</strong><strong>,收在</strong><strong>2410</strong><strong>元,台积电在</strong><strong>SEMICON Taiwan</strong><strong>分享</strong><strong>AI</strong><strong>与</strong><strong>HPC</strong><strong>最新布局,指出资料中心电力需求将由</strong><strong>2015</strong><strong>至</strong><strong>2024</strong><strong>年每年</strong><strong>5</strong><strong>至</strong><strong>6GW</strong><strong>,提升至</strong><strong>2025</strong><strong>至</strong><strong>2030</strong><strong>年每年</strong><strong>30</strong><strong>至</strong><strong>40GW</strong><strong>,</strong><strong>AI</strong><strong>训练与推论需求持续高速成长,技术方面,台积电透过</strong><strong>N2</strong><strong>、</strong><strong>A13</strong><strong>、</strong><strong>A12</strong><strong>先进制程,搭配</strong><strong>HBM</strong><strong>、</strong><strong>SoIC</strong><strong>、</strong><strong>CoWoS</strong><strong>及</strong><strong>CPO</strong><strong>等技术,强化</strong><strong>AI</strong><strong>运算与系统整合,随</strong><strong>AI</strong><strong>运算速度与</strong><strong>I/O</strong><strong>差距扩大,矽光子将成为高速互连关键,</strong><strong>COUPE</strong><strong>平台可提升传输速度与频宽,长期</strong><strong>AI</strong><strong>需求仍具高度能见度;</strong><strong> </strong></p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,上涨</strong><strong>3.43%</strong><strong>,收在</strong><strong>256</strong><strong>元,</strong><strong>2026</strong><strong>年第二季营运优于预期,营业利益率达</strong><strong>3.8%</strong><strong>,优于市场预期,</strong><strong>EPS 4.24</strong><strong>元亦高于预估,展望下半年,</strong><strong>AI</strong><strong>伺服器需求持续强劲,</strong><strong>3Q26</strong><strong>云端业务可望明显季增,</strong><strong>AI</strong><strong>伺服器营收预估双位数成长,</strong><strong>NVIDIA</strong><strong>新平台并预计于</strong><strong>2026</strong><strong>年底量产,</strong><strong>GB300</strong><strong>需求延续至</strong><strong>2027</strong><strong>年,除</strong><strong>GPU</strong><strong>伺服器外,</strong><strong>ASIC</strong><strong>与</strong><strong>CPO</strong><strong>网通亦成为新成长动能,随台湾、美国及墨西哥扩产,</strong><strong>AI</strong><strong>基础建设需求持续升温;</strong></p>\n\n<p><strong>(2454-TW)</strong><strong>联发科,上涨</strong><strong>1.73%</strong><strong>,收在</strong><strong>4415</strong><strong>元,辉达首度以策略投资人身分入股台湾上市公司,斥资</strong><strong>35</strong><strong>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</strong><strong>ECB</strong><strong>转换价每股</strong><strong>4,513.75</strong><strong>元,最大股权稀释仅</strong><strong>1.67%</strong><strong>,联发科将导入辉达</strong><strong>NVLink Fusion</strong><strong>平台,切入云端</strong><strong>AI</strong><strong>基础建设与客制化</strong><strong>XPU</strong><strong>市场,结合</strong><strong>ASIC</strong><strong>、</strong><strong>SoC</strong><strong>、先进封装及高速</strong><strong>SerDes</strong><strong>等技术,协助客户打造自研</strong><strong>AI</strong><strong>晶片,看好合作有望强化联发科在全球</strong><strong>AI</strong><strong>供应链地位,并拓展长期成长空间。</strong><strong> </strong></p>\n\n<p><strong>另外</strong><strong>(</strong><strong>,</strong><strong>(2308-TW)</strong><strong>台达电,与</strong><strong>(2382-TW)</strong><strong>广达,均吸引买盘进驻,带动市场多方人气快速回温,</strong><strong> </strong><strong>盘面资金则持续聚焦具备成长题材的电子族群。</strong></p>\n\n<p><strong>被动元件受惠</strong><strong>AI</strong><strong>伺服器电源规格升级,以及高阶</strong><strong>MLCC</strong><strong>需求增加,</strong><strong>(3026-TW)</strong><strong>禾伸堂,强攻涨停,</strong><strong>(2492-TW)</strong><strong>华新科,</strong><strong>(6173-TW)</strong><strong>信昌电,及</strong><strong>(2327-TW)</strong><strong>国巨,同步表现强势。</strong></p>\n\n<p><strong>(4956-TW)</strong><strong>光𬭎,为泛鸿海集团旗下</strong><strong>LED</strong><strong>磊晶厂,</strong><strong>(3437-TW)</strong><strong>荣创,与群创旗下群怡投资分别持有光𬭎约</strong><strong>8.10%</strong><strong>及</strong><strong>7.32%</strong><strong>股权,策略联盟关系稳定,随着</strong><strong>LED</strong><strong>产业逐步摆脱长期低迷与杀价竞争,公司营运已出现明显转机,自去年第四季转亏为盈后,今年首季持续维持获利,成功扭转过去连续亏损的颓势,光𬭎未来将持续朝车用、特殊照明等高附加价值产品发展,同时积极布局</strong><strong>CPO</strong><strong>共同封装光学元件领域,若矽光子与高速传输需求持续成长,将有望为公司带来新的营运动能。</strong></p>\n\n<p><strong>(2388-TW)</strong><strong>威盛,为半导体</strong><strong>IC</strong><strong>设计解决方案厂商,主要业务涵盖积体电路与半导体记忆零件设计、相关软体及资料处理服务。近年公司积极布局边缘</strong><strong>AI</strong><strong>与利基型应用,加上营收表现持续改善,近期月营收年增率维持较高成长水准,营运也出现由亏转盈的转机性。</strong></p>\n\n<p><strong>(3008-TW)</strong><strong>大立光,与</strong><strong>(3406-TW)</strong><strong>玉晶光,作为高阶光学镜头供应链重要指标,也同步受到市场关注随着苹果新品发表时程逼近,</strong><strong>AI</strong><strong>伺服器与智慧型手机两大科技主轴交错,加上美股反弹、联准会政策疑虑降温及台股筹码完成适度整理,可望成为支撑台股高档震荡的重要力量,也让纬创、大立光与玉晶光成为观察本波资金轮动与科技股行情的关键指标。</strong></p>\n\n<p><strong>慧与科技</strong><a href=\"https://www.cmoney.tw/forum/stock/HPE?utm_source=cmnews&utm_medium=article_stocklink\" target=\"_blank\" title=\"(HPE)\"><strong>(HPE)</strong></a><strong>最新公布的</strong><strong>Q3</strong><strong>财报展现强劲爆发力,执行长</strong><strong>Antonio Neri</strong><strong>表示,</strong><strong>AI</strong><strong>已成为推动公司多年成长的核心引擎,受惠于客户需求暴增,该季接单量创下历史新高,但也导致公司累积了史无前例的未出货订单</strong></p>\n\n<p>一<strong>线</strong><strong>CSP</strong><strong>不断提高资本支出、</strong><strong>Neo Cloud</strong><strong>紧锣密鼓采购</strong><strong>AI</strong><strong>伺服器,不仅带动台湾白牌伺服器业者业绩强强滚,伺服器品牌厂戴尔、慧与也同样受惠,戴尔宣布上调今年度营收</strong><strong>15</strong><strong>%、上调后的营收比去年大增</strong><strong>3</strong><strong>倍,今年全年</strong><strong>EPS</strong><strong>也比原预估上修</strong><strong>42</strong><strong>%,惠普也上调今年度营收预估成长率约</strong><strong>5</strong><strong>个百分点、至</strong><strong>13</strong><strong>~</strong><strong>17</strong><strong>%,</strong><strong>EPS</strong><strong>年增率比原先预期增加约</strong><strong>4</strong><strong>个百分点,为</strong><strong>16</strong><strong>~</strong><strong>20</strong><strong>%,</strong><strong>(2317-TW)</strong><strong>鸿海、</strong><strong>(3231-TW)</strong><strong>纬创、</strong><strong>(2356-TW)</strong><strong>英业达、</strong><strong>(2324-TW)</strong><strong>仁宝等台湾代工伙伴可望优先受惠。</strong></p>\n\n<p><strong>2026.7.31</strong><strong>股市期皇后领先预告</strong><strong>(3231-TW)</strong><strong>纬创,是</strong><strong>Anthropic</strong><strong>与</strong><strong>Lambda</strong><strong>签署的云端运算合约,下的最大受惠者。</strong></p>\n\n<p><img data-height=\"489\" data-ratio=\"1.5276073619631902\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6597590/m/4d0c5465edf96a6213d88573714e296d.jpg\" data-width=\"747\" src=\"https://cimg.cnyes.cool/prod/news/6597590/l/4d0c5465edf96a6213d88573714e296d.jpg\"></p>\n\n<p><strong>(3231-TW)</strong><strong>纬创,</strong><strong>172=>200</strong><strong>,领先预告后</strong><strong>+16%</strong><strong>,</strong></p>\n\n<p><strong>纬创积极争取新</strong><strong>AI</strong><strong>客户与专案,看好下半年起</strong><strong>AI</strong><strong>伺服器订单放量,将推动产品组合优化与获利能力提升,随</strong><strong>CSP</strong><strong>云端服务商持续扩大资本支出,加上</strong><strong>GPU</strong><strong>伺服器需求强劲,纬创</strong><strong>AI</strong><strong>业务成长动能可望延续至</strong><strong>2027</strong><strong>年,预估公司</strong><strong>2026</strong><strong>至</strong><strong>2027</strong><strong>年</strong><strong>EPS</strong><strong>持续上修,并认为即使新平台零组件成本提高,独立营运毛利率仍有望改善。</strong><strong> </strong></p>\n\n<p><img data-height=\"487\" data-ratio=\"1.540041067761807\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6597590/m/7dfae167decc8d1d8cdfcccd768b6daa.jpg\" data-width=\"750\" src=\"https://cimg.cnyes.cool/prod/news/6597590/l/7dfae167decc8d1d8cdfcccd768b6daa.jpg\"></p>\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<p><img data-height=\"497\" data-ratio=\"1.529175050301811\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6597590/m/e94dba0a53d8f4e4d854beb9ab58ed91.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6597590/l/e94dba0a53d8f4e4d854beb9ab58ed91.jpg\" srcset=\"https://cimg.cnyes.cool/prod/news/6597590/l/e94dba0a53d8f4e4d854beb9ab58ed91.jpg 1x,https://cimg.cnyes.cool/prod/news/6597590/xl/e94dba0a53d8f4e4d854beb9ab58ed91.jpg 2x,https://cimg.cnyes.cool/prod/news/6597590/xl/e94dba0a53d8f4e4d854beb9ab58ed91.jpg 3x\"></p>\n\n<p><strong>(3008-TW)</strong><strong>大立光,</strong><strong>3715=>7450</strong><strong>,领先预告后</strong><strong>+100%</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<p><img data-height=\"495\" data-ratio=\"1.507070707070707\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6597590/m/62e1abfe299baaddf163bc5c6d9964ea.jpg\" data-width=\"746\" src=\"https://cimg.cnyes.cool/prod/news/6597590/l/62e1abfe299baaddf163bc5c6d9964ea.jpg\"></p>\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<p><strong><img data-height=\"483\" data-ratio=\"1.5507246376811594\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6597590/m/cd38ff65affd998c1b93865778f6d706.jpg\" data-width=\"749\" src=\"https://cimg.cnyes.cool/prod/news/6597590/l/cd38ff65affd998c1b93865778f6d706.jpg\"> </strong></p>\n\n<p><strong>(3406-TW)</strong><strong>玉晶光,</strong><strong>652=>1070</strong><strong>,领先预告后</strong><strong>+64%</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<p><img data-height=\"490\" data-ratio=\"1.530612244897959\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6597590/m/a902ab770ec17d603b3aabfb7ad23a5d.jpg\" data-width=\"750\" src=\"https://cimg.cnyes.cool/prod/news/6597590/l/a902ab770ec17d603b3aabfb7ad23a5d.jpg\"><br>\n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>9/4</strong></span></p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br>\n(2426-TW)鼎元</p>\n\n<p>(3167-TW)大量</p>\n\n<p>(2327-TW)国巨*</p>\n\n<p>(3022-TW)威强电</p>\n\n<p>(6271-TW)同欣电</p>\n\n<p>(2413-TW)环科</p>\n\n<p>(2492-TW)华新科</p>\n\n<p>(3094-TW)联杰</p>\n\n<p>(7711-TW)永擎</p>\n\n<p>(6672-TW)腾辉电子-KY</p>\n\n<p>(3026-TW)禾伸堂</p>\n\n<p>(6449-TW)钰邦</p>\n\n<p>(8996-TW)高力</p>\n\n<p>(3591-TW)艾笛森</p>\n\n<p>(2478-TW)大毅</p>\n\n<p>(2472-TW)立隆电</p>\n\n<p><img data-height=\"549\" data-ratio=\"1.1092896174863387\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6597590/m/58d6e513352a4e39073655b103b8bf9d.jpg\" data-width=\"609\" src=\"https://cimg.cnyes.cool/prod/news/6597590/l/58d6e513352a4e39073655b103b8bf9d.jpg\"><br>\n<span style=\"color:#ff0000\"><strong>9/4</strong></span><br>\n强势股分享<br>\n【上柜 量大上涨股】<br>\n(3324-TW)双鸿</p>\n\n<p>(3441-TW)联一光</p>\n\n<p>(6290-TW)良维</p>\n\n<p>(4979-TW)华星光</p>\n\n<p>(8042-TW)金山电</p>\n\n<p>(3624-TW)光颉</p>\n\n<p>(7717-TW)莱德光电-KY</p>\n\n<p>(6538-TW)仓和</p>\n\n<p>(8064-TW)东捷</p>\n\n<p>(4908-TW)前鼎</p>\n\n<p>(6620-TW)汉达</p>\n\n<p>(6617-TW)共信-KY</p>\n\n<p>(6173-TW)信昌电</p>\n\n<p>(8431-TW)汇钻科</p>\n\n<p>(4939-TW)亚电</p>\n\n<p>(8240-TW)华宏</p>\n\n<p><img data-height=\"547\" data-ratio=\"1.1115173674588665\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6597590/m/515a7537b96357789a126434dd1b5146.jpg\" data-width=\"608\" src=\"https://cimg.cnyes.cool/prod/news/6597590/l/515a7537b96357789a126434dd1b5146.jpg\"></p>\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<img alt=\"一张含有 文字, 服装, 人的脸孔, 人员 的图片\n\nAI 产生的内容可能不正确。\" data-height=\"537\" data-ratio=\"1.415270018621974\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6597590/m/9f83d943b7f3e80f96d98b05d3dddcdf.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6597590/l/9f83d943b7f3e80f96d98b05d3dddcdf.jpg\" srcset=\"https://cimg.cnyes.cool/prod/news/6597590/l/9f83d943b7f3e80f96d98b05d3dddcdf.jpg 1x,https://cimg.cnyes.cool/prod/news/6597590/xl/9f83d943b7f3e80f96d98b05d3dddcdf.jpg 2x,https://cimg.cnyes.cool/prod/news/6597590/xxl/9f83d943b7f3e80f96d98b05d3dddcdf.jpg 3x\"></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>\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-8052.html\" title=\"盘中速报 - 柜买市场加权指数下跌-14.24点至377.87点,跌幅3.63%\">盘中速报 - 柜买市场加权指数下跌-14.24点至377.87点,跌幅3.63%</a></li>\n    <li><a href=\"/new/tw/article-13516.html\" title=\"研华边缘、实体A双轴并进 布局半导体三大应用\">研华边缘、实体A双轴并进 布局半导体三大应用</a></li>\n    <li><a href=\"/new/tw/article-5265.html\" title=\"正瀚淡旺季营收差距持续缩小 前6月营收13.3亿元创高\">正瀚淡旺季营收差距持续缩小 前6月营收13.3亿元创高</a></li>\n    <li><a href=\"/new/tw/article-9044.html\" title=\"317万人受惠!公费疫苗8月全面升级只打1剂、精神疾病「强制住院」改由法院裁定\">317万人受惠!公费疫苗8月全面升级只打1剂、精神疾病「强制住院」改由法院裁定</a></li>\n    <li><a href=\"/new/tw/article-5969.html\" title=\"营收速报  - 健和兴(3003)6月营收5.99亿元年增率高达36.15%\">营收速报  - 健和兴(3003)6月营收5.99亿元年增率高达36.15%</a></li>\n    <li><a 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    "link": "https://news.cnyes.com/news/id/6597590",
    "createdAt": "2026-09-04T09:33:21.000Z",
    "updatedAt": "2026-09-04T10:20:56.000Z"
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