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"description": "血洗引爆!大跌就是发财机会!AI 第二波外溢受惠股」有谁? 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755.64点,收在46184.85,成交量7219.08亿。 观察三大法人今天筹码动向,外资卖超892.70亿元,投信买超70.99亿元,自营商卖超302.01亿元,三大法人合计卖超1123.72亿元,其中,外资连卖二日,投信连买三日共买超125.29亿元、自营商则连卖四日。 美股周",
"img": "https://cimg.cnyes.cool/prod/news/6604687/l/ed9a14b8314e680696ecae3dd51c8224.jpg",
"content": "\n<p>血洗引爆!大跌就是发财机会!AI 第二波外溢受惠股」有谁<span>?</span></p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6604687/l/ed9a14b8314e680696ecae3dd51c8224.jpg\" alt=\"【量大强涨股整理】血洗引爆!大跌就是发财机会!AI 第二波外溢受惠股」有谁?\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p> </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/Fs3hNoePeE0\" 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><strong>再来看一下今天的台股</strong><strong>!</strong></p>\n\n<p> </p>\n\n<p><strong>加权指数今日开低走低,终场下跌</strong><strong>755.64</strong><strong>点,收在</strong><strong>46184.85</strong><strong>,成交量</strong><strong>7219.08</strong><strong>亿。</strong></p>\n\n<p> </p>\n\n<p><strong>观察三大法人今天筹码动向,外资卖超</strong><strong>892.70</strong><strong>亿元,投信买超</strong><strong>70.99</strong><strong>亿元,自营商卖超</strong><strong>302.01</strong><strong>亿元,三大法人合计卖超</strong><strong>1123.72</strong><strong>亿元,其中,外资连卖二日,投信连买三日共买超</strong><strong>125.29</strong><strong>亿元、自营商则连卖四日。</strong></p>\n\n<p> </p>\n\n<p><strong>美股周四受到油价、通膨与债券殖利率同步走高影响,市场风险偏好明显降温,四大指数全面收黑,其中费城半导体指数重挫</strong><strong>2.66%</strong><strong>,科技股承压最为明显,国际油价持续突破每桶</strong><strong>100</strong><strong>美元大关,布兰特原油更一度逼近</strong><strong>110</strong><strong>美元,美国</strong><strong>10</strong><strong>年期公债殖利率则升至接近</strong><strong>5%</strong><strong>的高档,市场重新担忧能源价格上涨可能推升通膨,进而限制联准会降息空间,此外美国</strong><strong>8</strong><strong>月生产者物价指数</strong><strong>PPI</strong><strong>数据偏强,使市场对利率政策的敏感度再度升高,投资人目前将焦点转向即将公布的</strong><strong>CPI</strong><strong>数据,以及</strong><strong>9</strong><strong>月</strong><strong>15</strong><strong>日至</strong><strong>16</strong><strong>日</strong><strong>Fed</strong><strong>利率决策,在利率与油价双重压力下,美股短线波动势必放大,不过企业基本面并未出现明显转弱讯号,</strong><strong>AI</strong><strong>、云端与半导体长线需求仍是市场重要支撑,其中,</strong><strong>(NVDA-US)</strong><strong>辉达,等</strong><strong>AI</strong><strong>权值股短线受到估值与殖利率攀升压力,但</strong><strong>AI</strong><strong>基础建设投资仍处于高成长阶段,</strong><strong>(ORCL-US)</strong><strong>甲骨文,财报表现优于市场预期,也反映企业云端及</strong><strong>AI</strong><strong>需求依旧具韧性,</strong><strong>(AAPL-US)</strong><strong>苹果,则受到新一代</strong><strong>iPhone</strong><strong>发表及</strong><strong>AI</strong><strong>功能布局激励,股价逆势走强,显示大型科技股仍有基本面题材支撑。</strong></p>\n\n<p> </p>\n\n<p><strong>回到台股,在美股全面收黑、费半重挫,加权指数今日开低走低,终场下跌</strong><strong>755.64</strong><strong>点,收在</strong><strong>46184.85</strong><strong>,成交量</strong><strong>7219.08</strong><strong>亿,台股今日虽收黑</strong><strong>k</strong><strong>棒,但留下</strong><strong>242</strong><strong>点下影线,且收在月线之上,也显示出月线附近相对有撑,台股多头格局尚未遭到破坏,短线较偏向受到国际盘及资金面干扰,尤其</strong><strong>(2330-TW)</strong><strong>台积电,公布</strong><strong>8</strong><strong>月营收达</strong><strong>5,148</strong><strong>亿元,月增</strong><strong>10.1%</strong><strong>、年增</strong><strong>53.3%</strong><strong>,再创单月历史新高,前</strong><strong>8</strong><strong>月累计营收亦达</strong><strong>3.39</strong><strong>兆元、年增</strong><strong>39.3%</strong><strong>,</strong><strong>AI</strong><strong>、高效能运算及先进制程需求持续强劲,仍是台股基本面最重要的多头支柱,此外,台股上市柜公司</strong><strong>8</strong><strong>月营收表现亮眼,合计营收突破</strong><strong>6</strong><strong>兆元,企业获利成长动能仍具支撑,市场甚至看好全年上市柜公司获利有机会挑战</strong><strong>7</strong><strong>兆元,在</strong><strong>AI</strong><strong>产业趋势没有改变的情况下,这波修正仍应视为国际利率、油价及市场情绪所造成的短线震荡,而非基本面全面反转;整体而言,美股目前受到油价、通膨及殖利率三大利空干扰,台股短线也将面临较大震荡,尤其美国</strong><strong>CPI</strong><strong>数据将成为下一个重要观察指标,不过台股企业营收、</strong><strong>AI</strong><strong>产业需求及台积电基本面仍维持强劲,现阶段不宜因短线急跌就全面转空,操作上建议降低追高、提高选股标准,优先留意营收创高、获利成长及产业趋势明确的公司,盘势震荡偏多看待,静待通膨数据厘清利率方向,维持「选股重于选市」策略。</strong></p>\n\n<p> </p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,下跌</strong><strong>1.63%</strong><strong>,收在</strong><strong>2410</strong><strong>元,</strong><strong>10</strong><strong>日公布</strong><strong>8</strong><strong>月营收达</strong><strong>5,148.06</strong><strong>亿元,月增</strong><strong>10.1%</strong><strong>、年增</strong><strong>53.3%</strong><strong>,前</strong><strong>8</strong><strong>月累计营收</strong><strong>3.39</strong><strong>兆元,年增</strong><strong>39.3%</strong><strong>,单月及累计营收均维持强劲成长,受惠</strong><strong>AI</strong><strong>与高效能运算</strong><strong>HPC</strong><strong>需求持续升温,加上苹果新机备货旺季,</strong><strong>3</strong><strong>奈米等先进制程维持高稼动率,先进封装需求亦供不应求。展望下半年,随云端服务大厂持续扩大</strong><strong>AI</strong><strong>资本支出,法人看好台积电营运逐季走高,全年表现有望优于财测预期;</strong><strong> </strong></p>\n\n<p> </p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,下跌</strong><strong>1.20%</strong><strong>,收在</strong><strong>248</strong><strong>元,</strong><strong>8</strong><strong>月营收达</strong><strong>9,217.66</strong><strong>亿元,月减</strong><strong>2.61%</strong><strong>、年增</strong><strong>51.98%</strong><strong>,创历年单月次高;前</strong><strong>8</strong><strong>月累计营收</strong><strong>6.51</strong><strong>兆元,年增</strong><strong>39.73%</strong><strong>,改写同期新高,第三季</strong><strong>AI</strong><strong>需求持续成长,加上</strong><strong>ICT</strong><strong>产品进入下半年旺季,整体营运逐步升温,第三季能见度优于前月,表现有望优于市场预期,产品方面,云端网路受惠</strong><strong>AI</strong><strong>产品强劲拉货,零组件及其他业务同步成长,消费智能产品则进入新旧产品转换期,后市,</strong><strong>AI</strong><strong>伺服器需求是主要成长动能;</strong></p>\n\n<p> </p>\n\n<p><strong>(2454-TW)</strong><strong>联发科,下跌</strong><strong>2.86%</strong><strong>,收在</strong><strong>4585</strong><strong>元,</strong><strong>8</strong><strong>月合并营收达</strong><strong>641.83</strong><strong>亿元,月增</strong><strong>32.41%</strong><strong>、年增</strong><strong>44.08%</strong><strong>,改写单月历史新高,前</strong><strong>8</strong><strong>月累计营收</strong><strong>4,139.91</strong><strong>亿元,年增</strong><strong>5.76%</strong><strong>,受惠</strong><strong>AI</strong><strong>、高效能运算需求升温,公司首款</strong><strong>AI</strong><strong>加速器</strong><strong>ASIC</strong><strong>预计第四季量产,资料中心业务正式进入放量阶段,成为营运新成长引擎,市场同时关注与</strong><strong>(NVDA-US)</strong><strong>辉达、</strong><strong>(GOOGL-US)Alphabet</strong><strong>,的合作深化,从边缘</strong><strong>AI</strong><strong>延伸至客制化云端</strong><strong>AI</strong><strong>晶片,法人看好联发科</strong><strong>AI</strong><strong>布局逐步开花结果,</strong><strong>2027</strong><strong>年资料中心市占率目标亦有望提升,长线成长动能值得期待。</strong></p>\n\n<p> </p>\n\n<p><strong>电子权值股表现相对弱势,不过资金开始转往、航运、软体资讯等相对抗跌族群,部分个股仍维持强势表现,</strong><strong>(1560-TW)</strong><strong>中砂,受惠半导体需求及营收创高题材,股价表现相对突出;</strong><strong>(8227- TW)</strong><strong>巨有科技及</strong><strong>(3311- TW))</strong><strong>闳晖则攻上涨停,显示市场虽然指数承压,但个股行情并未全面熄火。</strong></p>\n\n<p> </p>\n\n<p><strong>(9933-TW)</strong><strong>中鼎,</strong><strong>2026</strong><strong>年虽受到新旧工程案交替影响,上半年营收承受压力,但随低毛利旧案陆续结案,加上公司持续采取择优接案策略,毛利率已连续两季维持双位数,获利结构逐步改善。展望下半年,随在手订单及新签约金额创高,新工程陆续进入施工阶段,营收及获利可望逐步回升,中鼎同时持续布局电力、天然气、水资源及高科技等工程领域,受惠海外扩厂、能源转型及基础建设需求,长期接单能见度仍佳,法人预估</strong><strong>2026</strong><strong>、</strong><strong>2027</strong><strong>年</strong><strong>EPS</strong><strong>分别达</strong><strong>5.44</strong><strong>元及</strong><strong>5.72</strong><strong>元,中长线基本面仍具支撑。</strong></p>\n\n<p> </p>\n\n<p><strong>AI</strong><strong>浪潮持续推升高速运算与资料传输需求,从光学元件、光通讯相关应用,到</strong><strong>ASIC</strong><strong>客制化晶片设计,台厂供应链迎来新一波成长机会,</strong><strong>(3441-TW)</strong><strong>联一光,聚焦光学元件与相关应用,受惠高速传输需求扩张;</strong><strong>(3229-TW)</strong><strong>晟钛,布局光电与电子零组件市场,随</strong><strong>AI</strong><strong>与高速运算需求升温具成长潜力;</strong><strong>(8227-TW)</strong><strong>巨有科技,则受惠</strong><strong>AI</strong><strong>、</strong><strong>HPC</strong><strong>及</strong><strong>SerDes</strong><strong>需求,先进制程</strong><strong>ASIC</strong><strong>专案逐步放量,三家公司分属不同环节,值得留意</strong><strong>AI</strong><strong>基础建设扩张下的营运成长动能。</strong></p>\n\n<p> </p>\n\n<p><strong>2026.7.28</strong><strong>股市期皇后领先预告</strong><strong>(3441-TW)联一光</strong><br></br>\n<br></br>\n<img data-height=\"344\" data-ratio=\"1.5406976744186047\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6604687/m/71c8b65da9e1dc397a715014691c9fcd.jpg\" data-width=\"530\" src=\"https://cimg.cnyes.cool/prod/news/6604687/l/71c8b65da9e1dc397a715014691c9fcd.jpg\"></img><br></br>\n<br></br>\n </p>\n\n<p><strong>(3441-TW)</strong><strong>联一光,</strong><strong>77.2=>166</strong><strong>,领先预告后</strong><strong>+115%</strong><strong>,</strong></p>\n\n<p><strong>联一光,位处光学供应链上游,主要生产光学玻璃、镜片、透镜及棱镜等产品,应用涵盖车载、医疗、无人机及精密光学设备,近月营收维持年增高成长,基本面具中长线想像空间,受惠光学、矽光及</strong><strong>CPO</strong><strong>题材资金轮动,带动买盘回流,短线多方气势偏强,后续可观察营收成长、量价结构及关键均线支撑,若能维持量价配合,有利延续行情。</strong></p>\n\n<p><img data-height=\"360\" data-ratio=\"1.5416666666666667\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6604687/m/7aa3d4dd498262d948ec68f7e9668305.jpg\" data-width=\"555\" src=\"https://cimg.cnyes.cool/prod/news/6604687/l/7aa3d4dd498262d948ec68f7e9668305.jpg\"></img><br></br>\n<strong>2026.7.23</strong><strong>巨亨网领先预告</strong><strong>(3229-TW)晟钛</strong><br></br>\n<br></br>\n<img data-height=\"328\" data-ratio=\"1.6646341463414633\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6604687/m/f94041902ebdcb760b311b3796c54350.jpg\" data-width=\"546\" src=\"https://cimg.cnyes.cool/prod/news/6604687/l/f94041902ebdcb760b311b3796c54350.jpg\"></img><br></br>\n </p>\n\n<p><strong>(3229-TW)</strong><strong>晟钛</strong><strong>,</strong><strong>43.65=>67.5</strong><strong>,领先预告后</strong><strong>+54%</strong><strong>,</strong></p>\n\n<p><strong>(3229-TW)</strong><strong>晟钛</strong><strong>,主要从事磷铜球、PCB</strong><strong>制造及钻孔代工,受惠AI</strong><strong>伺服器、高速网通及高阶多层板需求升温,2026</strong><strong>年第二季营收4.13</strong><strong>亿元,创历史新高,年增69.55%</strong><strong>,毛利率15.03%</strong><strong>,税后净利4,696</strong><strong>万元,季增32.97%</strong><strong>,EPS</strong><strong>达0.73</strong><strong>元,累计上半年营收7.56</strong><strong>亿元、年增57.88%</strong><strong>,累计EPS</strong><strong>达1.28</strong><strong>元,获利动能持续增强,随AI</strong><strong>与高阶PCB</strong><strong>需求延续,营运展望仍偏正向,后续可留意营收成长、获利表现及量价结构</strong><strong>。</strong></p>\n\n<p><img data-height=\"361\" data-ratio=\"1.5318559556786704\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6604687/m/5ffbda62f146a61a0db1b937f9924447.jpg\" data-width=\"553\" src=\"https://cimg.cnyes.cool/prod/news/6604687/l/5ffbda62f146a61a0db1b937f9924447.jpg\"></img><br></br>\n<strong>2026.9.8</strong><strong>巨亨网领先预告</strong><strong>(8227-TW)</strong><strong>巨有科技</strong><br></br>\n </p>\n\n<p><img data-height=\"352\" data-ratio=\"1.5596590909090908\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6604687/m/db188b2b7c31b8fd80c91448cb06c609.jpg\" data-width=\"549\" src=\"https://cimg.cnyes.cool/prod/news/6604687/l/db188b2b7c31b8fd80c91448cb06c609.jpg\"></img><br></br>\n<br></br>\n </p>\n\n<p><strong>(8227-TW)</strong><strong>巨有科技</strong><strong>,</strong><strong>180=>239</strong><strong>,领先预告后</strong><strong>+32%</strong><strong>,</strong></p>\n\n<p><strong>巨有科技,</strong><strong>8</strong><strong>月营收</strong><strong>1.5</strong><strong>亿元,月增</strong><strong>14.19%</strong><strong>、年增</strong><strong>42.25%</strong><strong>,前</strong><strong>8</strong><strong>月累计营收</strong><strong>12.63</strong><strong>亿元,年增</strong><strong>73.17%</strong><strong>,受惠</strong><strong>AI</strong><strong>、高效能运算及高速传输需求持续成长,量产与</strong><strong>NRE</strong><strong>收入同步挹注,公司</strong><strong>12</strong><strong>奈米专案为今年主要成长动能,</strong><strong>4</strong><strong>奈米专案最快第四季开始认列收入,且已取得台积电</strong><strong>4</strong><strong>奈米制程设计套件及相关认证,有助累积先进制程设计经验,展望后市,若进一步切入</strong><strong>3</strong><strong>奈米</strong><strong>ASIC</strong><strong>专案,单案</strong><strong>NRE</strong><strong>金额有望提升,长期成长潜力值得关注。</strong></p>\n\n<p><img data-height=\"356\" data-ratio=\"1.5393258426966292\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6604687/m/b04cad51ebd80524238a38fbaa1cc838.jpg\" data-width=\"548\" src=\"https://cimg.cnyes.cool/prod/news/6604687/l/b04cad51ebd80524238a38fbaa1cc838.jpg\"></img></p>\n\n<p><a name=\"_Hlk165906386\"></a><a name=\"_Hlk173510460\">欢迎免费订阅</a><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> </p>\n\n<p>9/11</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(6706-TW)惠特</p>\n\n<p>(2468-TW)华经</p>\n\n<p>(3229-TW)晟钛</p>\n\n<p>(1528-TW)恩德</p>\n\n<p>(2444-TW)兆劲</p>\n\n<p>(1560-TW)中砂</p>\n\n<p>(2069-TW)运锠</p>\n\n<p>(2305-TW)全友</p>\n\n<p>(6133-TW)金桥</p>\n\n<p>(6861-TW)睿生光电</p>\n\n<p>(2338-TW)光罩</p>\n\n<p>(6416-TW)瑞祺电通</p>\n\n<p>(2466-TW)冠西电</p>\n\n<p>(2801-TW)彰银</p>\n\n<p>(1515-TW)力山</p>\n\n<p>(2886-TW)兆丰金</p>\n\n<p><img data-height=\"494\" data-ratio=\"1.0890688259109311\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6604687/m/997a14e2760595bf9a098e86c4f3c639.jpg\" data-width=\"538\" src=\"https://cimg.cnyes.cool/prod/news/6604687/l/997a14e2760595bf9a098e86c4f3c639.jpg\"></img></p>\n\n<p>9/11</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(4556-TW)旭然</p>\n\n<p>(3441-TW)联一光</p>\n\n<p>(6148-TW)骅宏资</p>\n\n<p>(6227-TW)茂纶</p>\n\n<p>(8227-TW)巨有科技</p>\n\n<p>(3624-TW)光颉</p>\n\n<p>(4714-TW)永捷</p>\n\n<p>(7717-TW)莱德光电-KY</p>\n\n<p>(3176-TW)基亚</p>\n\n<p>(3491-TW)升达科</p>\n\n<p>(1569-TW)滨川</p>\n\n<p>(5386-TW)青云</p>\n\n<p>(3455-TW)由田</p>\n\n<p>(8050-TW)广积</p>\n\n<p>(3490-TW)单井</p>\n\n<p>(1815-TW)富乔</p>\n\n<p><img data-height=\"492\" data-ratio=\"1.089430894308943\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6604687/m/cd2ec4e874f8f97f4c7a28117b2354a6.jpg\" data-width=\"536\" src=\"https://cimg.cnyes.cool/prod/news/6604687/l/cd2ec4e874f8f97f4c7a28117b2354a6.jpg\"></img></p>\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> </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> </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> </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><br></br>\n </p>\n\n<figure><img data-height=\"355\" data-mime=\"image/png\" data-ratio=\"1.4338028169014085\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6604687/m/b67b4c4b5b2d086fbeff4747768fb8ee.jpg\" data-width=\"509\" src=\"https://cimg.cnyes.cool/prod/news/6604687/l/b67b4c4b5b2d086fbeff4747768fb8ee.jpg\"></img></figure>\n\n<p> </p>\n\n<p>文章来源:摩尔投顾庄佳萤分析师</p>\n\n<p class=\"warning\"><br></br>\n<strong>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</strong></p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-2697.html\" title=\"中探针高阶探针出货 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