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"content": "<p>三五族磊晶厂全新(2455-TW)受惠于磷化铟(InP)基板供料顺畅，上周在外资连3买挹注下，周涨达21.66％，短线动能增温，不仅站上所有均线，股价也冲上500元大关，周成交量也暴增至13.77万张，较前周增近8倍以上。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6598672/l/04747e850c0d9815ef939bd87288fa89.jpg\" alt=\"〈热门股〉磷化铟缺料改善 全新获外资连3买赞周涨21％\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>全新上周自结8月营收为4.7亿元、月增11.56％、年增71.16％，连续2个月单月营收创单月同期新高，累计今(2026)年前8月营收为28.17亿元、年增达35.83％。</p>\n\n<p>全新以往磷化铟(InP)基板大多由美国厂商位于中国生产基地提供，但受中国管制稀土出口影响，去(2025)年第4季光电子产品营收逐月减少，受磷化铟基板库存陆续出货使用，也让全新今(2026)年上半年磷化铟基板主要来源为第2相关供应商。</p>\n\n<p>全新表示，所幸供料大厂于今年5月底核准首批磷化铟(InP)基板出口，随着7月基板数量陆续持续到货缓解，加上光电子的AI资讯中心(DATA CENTRE)产品需求强劲，对磷化铟(Inp)产品需求畅旺，目前订单能见度已至今年年底。</p>\n\n<p>法人指出，全新在AI领域的光电子布局力道持续加大出货，目前订单接单旺盛，未来主要要仍视中美贸易战、中国稀土管制出口的态度而定影响。</p>\n\n<figure><img data-cnyeschart=\"cnyeschart\" src=\"https://so.cnyes.com/mobilechart/MobileChart.aspx?markettype=twstock&charttype1=kchart&stockcode=2455&imgwidth=580&imgheight=500&bgcolor=2\">\n<figcaption>全新日K线图</figcaption>\n</figure>\n\n<p> </p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-5269.html\" title=\"ABF载版大厂欣兴GDR发行细节曝光，募资规模上看14亿美元\">ABF载版大厂欣兴GDR发行细节曝光，募资规模上看14亿美元</a></li>\n <li><a href=\"/new/tw/article-8972.html\" title=\"友达总经理柯富仁辞职 财务长张博仪接任7/31生效\">友达总经理柯富仁辞职 财务长张博仪接任7/31生效</a></li>\n <li><a href=\"/new/tw/article-14137.html\" title=\"中钢10月盘价全面调涨 Q4季盘开平高\">中钢10月盘价全面调涨 Q4季盘开平高</a></li>\n <li><a href=\"/new/tw/article-15929.html\" title=\"永虹先进单日股价重挫逾6成遭停牌 原因有这些\">永虹先进单日股价重挫逾6成遭停牌 原因有这些</a></li>\n <li><a href=\"/new/tw/article-18690.html\" title=\"9月外资持台股债存款金额破1.9兆美元 占外汇存底321%创新高\">9月外资持台股债存款金额破1.9兆美元 占外汇存底321%创新高</a></li>\n <li><a href=\"/new/tw/article-4172.html\" title=\"恐慌杀盘正是机会！AI趋势未变，下一波财富重分配开始\">恐慌杀盘正是机会！AI趋势未变，下一波财富重分配开始</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-06T03:52:45.000Z",
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