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"description": "2026年09月08日(优分析/产业数据中心报导)⸺ 台股周二(8日)盘中由上涨252点转为下跌220点,高低震荡达555点。三大法人合计卖超99.87亿元,但从投信与外资买超名单来看,资金并非全面撤退,而是同步集中金融与记忆体两大族群。 金融股是最明确的共同布局方向。投信买超前十大中有5档金融股,包括台新新光金(2887-TW)、玉山金(2884-TW)、彰银(2801-TW)、中信金(2891-TW)及统一证(2855-TW);外资则买进台新新光金、第一金(2892-TW)、兆丰金(2886",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6600581/o/58c8922c7a954002da39c4106567ac43.jpg\" alt=\"Reuters/TPG\" /><p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"34\" data-end=\"126\">2026年09月08日(优分析/产业数据中心报导)⸺ 台股周二(8日)盘中由上涨252点转为下跌220点,高低震荡达555点。三大法人合计卖超99.87亿元,但从投信与外资买超名单来看,资金并非全面撤退,而是同步集中金融与记忆体两大族群。</p>\n<p data-start=\"128\" data-end=\"294\">金融股是最明确的共同布局方向。投信买超前十大中有5档金融股,包括台新新光金(2887-TW)、玉山金(2884-TW)、彰银(2801-TW)、中信金(2891-TW)及统一证(2855-TW);外资则买进台新新光金、第一金(2892-TW)、兆丰金(2886-TW)、上海商银(5876-TW)、玉山金及台企银(2834-TW)。</p>\n<p data-start=\"296\" data-end=\"423\">其中,台新新光金与玉山金同时进入投信、外资买超名单。台新新光金获投信买超1.5万张、外资买超2.7万张,在双重买盘推动下,股价上涨4.14%至42.8元,再创历史新高。公司上半年税后净利438亿元、年增328%,合并后获利成长成为资金持续加码的主要理由。</p>\n\n\n\n\n\n\n\n\n\n<p dir=\"ltr\">不过获利成长不代表股利同步放大,新光人寿能否将盈余上缴金控,仍须视资本适足率而定,后续股利增幅可能落后获利成长幅度。</p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"228\" data-end=\"319\" data-is-last-node=\"\" data-is-only-node=\"\">第二个外资与投信同步买进的是记忆体族群。</p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"228\" data-end=\"319\" data-is-last-node=\"\" data-is-only-node=\"\">外资买超华邦电(2344-TW)9.3万张及南亚科(2408-TW)3.4万张,投信也买超华邦电3,923张。华邦电成为投信、外资共同加码的电子股,股价上涨8元至188元。市场看好DRAM与Flash价格上涨,加上产能接近满载,带动营收、毛利率及每股纯益预估提高。</p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"228\" data-end=\"319\" data-is-last-node=\"\" data-is-only-node=\"\">相较之下,其他电子股筹码分歧。联电(2303-TW)获投信买超4,834张,却遭外资卖超6.4万张;面板股方面,外资买超友达(2409-TW)8.5万张,同时卖超群创(3481-TW)4.2万张。广达(2382-TW)及鸿海(2317-TW)也遭外资分别调节各约1.3万张。</p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"228\" data-end=\"319\" data-is-last-node=\"\" data-is-only-node=\"\">整体而言,周二盘面真正获得投信、外资共同认同的方向是金融与记忆体,其中台新新光金、玉山金及华邦电是买超名单的共同标的。AI伺服器、晶圆代工及面板股则仍有明显分歧,短线资金集中度不如前两大族群。</p>\n\n\n\n\n\n\n\n\n<p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/6973354880\">原文连结</a>\n <br>※ 免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险。</p>\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-16069.html\" title=\"儒亿明起竞拍 底价20元 10/6挂牌上柜\">儒亿明起竞拍 底价20元 10/6挂牌上柜</a></li>\n <li><a href=\"/new/tw/article-9863.html\" title=\"蓝天估下半年笔电出货成长 增资台北双星50亿元\">蓝天估下半年笔电出货成长 增资台北双星50亿元</a></li>\n <li><a href=\"/new/tw/article-10921.html\" title=\"盘中速报 - 柜买市场加权指数上涨9.9点至401.58点,涨幅2.53%\">盘中速报 - 柜买市场加权指数上涨9.9点至401.58点,涨幅2.53%</a></li>\n <li><a href=\"/new/tw/article-18150.html\" title=\"新光三越周庆首日来客破14.5万人次 三大消费趋势出炉\">新光三越周庆首日来客破14.5万人次 三大消费趋势出炉</a></li>\n <li><a href=\"/new/tw/article-15186.html\" title=\"7月才创高、8月又守高档!宸曜(6922)营收年增59%,边缘AI需求真的起来了?\">7月才创高、8月又守高档!宸曜(6922)营收年增59%,边缘AI需求真的起来了?</a></li>\n <li><a href=\"/new/tw/article-14362.html\" title=\"9月募集热潮延续!5档新秀登场 主动式00415A、00412A领衔抢市\">9月募集热潮延续!5档新秀登场 主动式00415A、00412A领衔抢市</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-08T09:00:07.000Z",
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