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"description": "【量大强涨股整理】【3441 联一光】【6291 沛亨】【6168 宏齐】【2338光罩】 台积电CPO隐藏商机曝光!联发科点火IC设计,下一格接棒发动黑马股大解密!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337.41点,收在45848.90,成交量6437.66亿。 观察三大法人今天筹码动向,外资卖超179.8亿元,投信买超95.73亿元,自营商卖超129.73亿元,三大法人合计卖超213.80亿元,其中,外资连卖五日,",
"img": "https://cimg.cnyes.cool/prod/news/6608175/l/e2ac4ee51d9b38a584f017cb34ab5d6b.jpg",
"content": "\n<p>【量大强涨股整理】【3441 联一光】【<span>6291 </span>沛亨】【6168 宏齐】【<span>2338</span>光罩】</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6608175/l/e2ac4ee51d9b38a584f017cb34ab5d6b.jpg\" alt=\"【量大强涨股整理】台积电CPO隐藏商机曝光!联发科点火IC设计,下一个接棒发动黑马股大解密!\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>台积电CPO隐藏商机曝光!联发科点火<span>IC</span>设计,下一格接棒发动黑马股大解密!影片中分享给你知道!</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/4GvZWqIL81E\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\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>加权指数今日开高走高,终场上涨</strong><strong>337.41</strong><strong>点,收在</strong><strong>45848.90</strong><strong>,成交量</strong><strong>6437.66</strong><strong>亿。</strong></p>\n\n<p><br></br>\n<strong>观察三大法人今天筹码动向,外资卖超</strong><strong>179.8</strong><strong>亿元,投信买超</strong><strong>95.73</strong><strong>亿元,自营商卖超</strong><strong>129.73</strong><strong>亿元,三大法人合计卖超</strong><strong>213.80</strong><strong>亿元,其中,外资连卖五日,投信由卖转买、自营商则连卖七日。</strong></p>\n\n<p> </p>\n\n<p><strong>美股连续第</strong><strong>2</strong><strong>个交易日走弱,国际油价大涨、美国</strong><strong>10</strong><strong>年期公债殖利率突破</strong><strong>5%</strong><strong>,加上市场等待联准会利率决策,科技股及高估值成长股承受较大压力,道琼工业指数下跌</strong><strong>328.09</strong><strong>点、标普</strong><strong>500</strong><strong>指数下跌</strong><strong>0.45%</strong><strong>、那斯达克指数下跌</strong><strong>0.78%</strong><strong>,不过费城半导体指数逆势小涨</strong><strong>0.4%</strong><strong>,显示半导体族群经过前一日重挫后,已有部分低接买盘进场。</strong><strong>(TSM-US)</strong><strong>台积电</strong><strong>ADR</strong><strong>,则下跌</strong><strong>1.02%</strong><strong>,反映高殖利率环境仍对科技股估值形成压抑,目前美股主要压力仍集中在油价与利率。国际油价近期快速走高,使市场重新担忧能源价格向通膨传导,而美国</strong><strong>10</strong><strong>年期公债殖利率盘中突破</strong><strong>5%</strong><strong>,进一步提高股票市场的资金成本与评价压力。随着</strong><strong>Fed</strong><strong>利率决策即将公布,市场短线交易将更加敏感,科技股容易受到殖利率波动影响。不过从费城半导体指数小幅翻红来看,</strong><strong>AI</strong><strong>与半导体产业基本面并未出现全面性转弱,短线较偏向评价修正与资金重新配置。</strong></p>\n\n<p><strong>回到台股,加权指数今日开高走高,今日在权王</strong><strong>(2330-TW)</strong><strong>台积电,除息行情带动下明显反弹,盘中最高上涨至</strong><strong>46,077.82</strong><strong>点,重新站回</strong><strong>46,000</strong><strong>点整数关卡,终场上涨</strong><strong>337.41</strong><strong>点,收在</strong><strong>45848.90</strong><strong>,成交量</strong><strong>6437.66</strong><strong>亿,盘面多方气势明显回温,台积电今日除息</strong><strong>7</strong><strong>元,开盘</strong><strong>27</strong><strong>分钟盘中完成填息,成为今日台股最重要的多方讯号,权值股的</strong><strong>(2454-TW)</strong><strong>联发科,也是呈现强势上涨,动电子权值股与半导体供应链同步回稳,整体而言,台股在昨日急跌后迅速收复</strong><strong>46,000</strong><strong>点,短线多方信心有所回升,不过外资近期卖超、美元偏强、油价上涨及美债殖利率突破</strong><strong>5%</strong><strong>的外部压力仍未解除,加上</strong><strong>Fed</strong><strong>利率决策即将公布,指数短线仍可能维持高档震荡,因此操作上仍建议以选股不选市为主,留意</strong><strong>AI</strong><strong>伺服器、半导体、先进封装、光通讯等具产业趋势与基本面支撑的族群,在指数震荡过程中寻找强势股轮动机会。</strong></p>\n\n<p> </p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,</strong><strong>今天迎来首度每股配发</strong><strong>7</strong><strong>元现金股利的除息交易,除息参考价为</strong><strong>2378</strong><strong>元,早盘股价以</strong><strong>2375</strong><strong>元开出,一度落入贴息,但买盘很快回补,上午</strong><strong>9</strong><strong>时</strong><strong>27</strong><strong>分左右重新站回</strong><strong>2385</strong><strong>元,完成填息。盘中台积电最高冲上</strong><strong>2395</strong><strong>元,相较除息参考价高出</strong><strong>17</strong><strong>元,也成为今天台股攻上</strong><strong>4</strong><strong>万</strong><strong>6</strong><strong>的重要支撑。不过,股价最后回落至</strong><strong>2380</strong><strong>元作收,虽完成当日填息,却没有守住盘中高点,是台积电自</strong><strong>2019</strong><strong>年改采季配息以来,第</strong><strong>23</strong><strong>次在除息当天完成填息;但这次并未出现过去几次的「秒填息」,早盘先出现贴息,为</strong><strong>2025</strong><strong>年</strong><strong>6</strong><strong>月以来少见的情况。</strong></p>\n\n<p> </p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,上涨</strong><strong>0.61%</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,展望后市,</strong><strong>AI</strong><strong>伺服器需求仍是主要成长动能;</strong></p>\n\n<p> </p>\n\n<p> </p>\n\n<p><strong>(2454-TW)</strong><strong>联发科,上涨</strong><strong>2.26%</strong><strong>,收在</strong><strong>4530</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>其余个股表现,</strong><strong>AI</strong><strong>伺服器、先进封装及半导体相关族群仍是资金主要布局方向,</strong><strong>(2382-TW)</strong><strong>广达,涨幅</strong><strong>2.25%</strong><strong>,</strong><strong>(3711-TW)</strong><strong>日月光投控,涨逾</strong><strong>2.20%</strong><strong>,显示市场资金并未因美股震荡而全面撤离电子股,而是转向具备产业趋势与基本面支撑的标的,尤其</strong><strong>AI</strong><strong>伺服器需求、先进制程及封装技术仍是台湾半导体供应链的重要成长主轴,相关族群中长线基本面仍值得持续观察,传产方面,国际油价走高带动塑化族群受到市场关注,</strong><strong>(1303-TW)</strong><strong>南亚、</strong><strong>(1301-TW)</strong><strong>台塑,同步走强,航运族群则受惠运价表现与第</strong><strong>3</strong><strong>季传统旺季题材,</strong><strong>(2609-TW)</strong><strong>阳明、</strong><strong>(2615-TW)</strong><strong>万海涨幅超过</strong><strong>2%</strong><strong>,</strong><strong>(2603-TW)</strong><strong>长荣,亦同步走扬,显示今日盘面并非单纯由大型电子股独力撑盘,而是呈现电子领军、传产轮动的多方架构。</strong></p>\n\n<p> </p>\n\n<p><strong>AI</strong><strong>应用持续扩大,从光学元件、</strong><strong>ASIC</strong><strong>设计服务到</strong><strong>LED</strong><strong>与感测元件,相关供应链各自寻找新的成长曲线,</strong><strong>(3441-TW)</strong><strong>联一光,聚焦光学与车用等应用;</strong><strong>(8227-TW)</strong><strong>巨有科技,受惠</strong><strong>AI</strong><strong>、网通与高效能运算需求带动</strong><strong>ASIC</strong><strong>设计服务;</strong><strong>(6168-TW)</strong><strong>宏齐,则积极切入车用功率元件、无人机测距模组及</strong><strong>AI</strong><strong>显示应用,三家公司虽所处领域不同,但均围绕</strong><strong>AI</strong><strong>、车用与高阶电子应用拓展新商机,成为观察产业转型与新应用需求的重要标的。</strong></p>\n\n<p> </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)</strong><strong>联一光</strong></p>\n\n<p><img data-height=\"364\" data-ratio=\"1.4807692307692308\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6608175/m/78e3d225b7f87eaabcd3af3ab077bd6b.jpg\" data-width=\"539\" src=\"https://cimg.cnyes.cool/prod/news/6608175/l/78e3d225b7f87eaabcd3af3ab077bd6b.jpg\"></img></p>\n\n<p><strong>(3441-TW)</strong><strong>联一光,</strong><strong>77.2=>186</strong><strong>,领先预告后</strong><strong>+140%</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=\"366\" data-ratio=\"1.510928961748634\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6608175/m/69c0ba1dd1f9d1c8d94ecdf464f9cdf3.jpg\" data-width=\"553\" src=\"https://cimg.cnyes.cool/prod/news/6608175/l/69c0ba1dd1f9d1c8d94ecdf464f9cdf3.jpg\"></img></p>\n\n<p><strong>2026.7.28</strong><strong>股市期皇后领先预告</strong><strong>(8227-TW)</strong><strong>巨有科技</strong></p>\n\n<p><img data-height=\"355\" data-ratio=\"1.5436619718309859\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6608175/m/0c3581fe277fb5748f0e1f04ccb1827f.jpg\" data-width=\"548\" src=\"https://cimg.cnyes.cool/prod/news/6608175/l/0c3581fe277fb5748f0e1f04ccb1827f.jpg\"></img></p>\n\n<p><strong>(8227-TW)</strong><strong>巨有科技,</strong><strong>180=>274</strong><strong>,领先预告后</strong><strong>+52%</strong><strong>,</strong></p>\n\n<p><strong>巨有科技今年营运成长动能明确,预估</strong><strong>2026</strong><strong>年营收</strong><strong>19.83</strong><strong>亿元、年增</strong><strong>46.99%</strong><strong>,税后净利</strong><strong>1.8</strong><strong>亿元、年增</strong><strong>120.86%</strong><strong>,</strong><strong>EPS</strong><strong>达</strong><strong>4.55</strong><strong>元,第二季受惠</strong><strong>12</strong><strong>奈米</strong><strong>Edge Server</strong><strong>高速运算产品</strong><strong>MP</strong><strong>及</strong><strong>NRE</strong><strong>认列,预估营收</strong><strong>5.81</strong><strong>亿元、季增</strong><strong>57.25%</strong><strong>,</strong><strong>EPS</strong><strong>达</strong><strong>1.36</strong><strong>元,公司持续朝先进制程布局,</strong><strong>6</strong><strong>奈米、</strong><strong>12</strong><strong>奈米已有</strong><strong>NRE</strong><strong>案进展,</strong><strong>4</strong><strong>奈米也完成台积电</strong><strong>Design in</strong><strong>并取得</strong><strong>PDK</strong><strong>认证,最快</strong><strong>2026</strong><strong>年底至</strong><strong>2027</strong><strong>年初贡献营收,此外巨有已加入台积电</strong><strong>DCA</strong><strong>联盟并具</strong><strong>CoWoS</strong><strong>认证,随</strong><strong>AI</strong><strong>、</strong><strong>Edge Server</strong><strong>及先进封装需求提升,长期成长潜力值得关注。</strong></p>\n\n<p><img data-height=\"244\" data-ratio=\"2.2663934426229506\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6608175/m/3d0b435cd467be4a9c1ac5a8b0142c42.jpg\" data-width=\"553\" src=\"https://cimg.cnyes.cool/prod/news/6608175/l/3d0b435cd467be4a9c1ac5a8b0142c42.jpg\"></img></p>\n\n<p><strong>2026.8.20</strong><strong>股市期皇后领先预告</strong><strong>(6168-TW)</strong><strong>宏齐</strong></p>\n\n<p><img data-height=\"361\" data-ratio=\"1.4127423822714682\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6608175/m/4d3562e789c6ff95ef3cb155650d6010.jpg\" data-width=\"510\" src=\"https://cimg.cnyes.cool/prod/news/6608175/l/4d3562e789c6ff95ef3cb155650d6010.jpg\"></img></p>\n\n<p><strong>(6168-TW)</strong><strong>宏齐,</strong><strong>25=>31.3</strong><strong>,领先预告后</strong><strong>+25%</strong><strong>,</strong></p>\n\n<p><strong>宏齐积极布局利基型市场,车用功率元件与无人机测距模组成为后续成长双引擎,受惠穿戴装置、感测器及</strong><strong>COB</strong><strong>显示屏看板需求增温,产品结构持续优化,毛利率可望逐步改善,车用功率元件涵盖</strong><strong>25</strong><strong>至</strong><strong>685</strong><strong>伏规格,部分产品延伸至</strong><strong>AI</strong><strong>伺服器,目前已进入客户验证,预计明年第</strong><strong>2</strong><strong>季起贡献营收,无人机测距模组已小量出货,明年有望扩大订单,整体营运聚焦高毛利、高附加价值应用,持续提升获利体质。</strong></p>\n\n<p><img data-height=\"365\" data-ratio=\"1.5178082191780822\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6608175/m/d0f8fabaa00e7280ffb1fcf6b741ccc9.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6608175/l/d0f8fabaa00e7280ffb1fcf6b741ccc9.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>9/16</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(1709-TW)和益</p>\n\n<p>(2033-TW)佳大</p>\n\n<p>(2489-TW)瑞轩</p>\n\n<p>(6426-TW)统新</p>\n\n<p>(7799-TW)禾荣科</p>\n\n<p>(2338-TW)光罩</p>\n\n<p>(4956-TW)光𬭎</p>\n\n<p>(4977-TW)众达-KY</p>\n\n<p>(2413-TW)环科</p>\n\n<p>(2302-TW)丽正</p>\n\n<p>(2493-TW)扬博</p>\n\n<p>(3021-TW)鸿名</p>\n\n<p>(6715-TW)嘉基</p>\n\n<p>(6226-TW)光鼎</p>\n\n<p>(2426-TW)鼎元</p>\n\n<p>(6168-TW)宏齐</p>\n\n<p><img data-height=\"499\" data-ratio=\"1.088176352705411\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6608175/m/b327759808685d85f51cbf628cc04338.jpg\" data-width=\"543\" src=\"https://cimg.cnyes.cool/prod/news/6608175/l/b327759808685d85f51cbf628cc04338.jpg\"></img></p>\n\n<p>9/16</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(6588-TW)东典光电</p>\n\n<p>(6683-TW)雍智科技</p>\n\n<p>(5464-TW)霖宏</p>\n\n<p>(6291-TW)沛亨</p>\n\n<p>(2061-TW)风青</p>\n\n<p>(4971-TW)IET-KY</p>\n\n<p>(6617-TW)共信-KY</p>\n\n<p>(3354-TW)律胜</p>\n\n<p>(3675-TW)德微</p>\n\n<p>(6218-TW)豪勉</p>\n\n<p>(6620-TW)汉达</p>\n\n<p>(3498-TW)阳程</p>\n\n<p>(2221-TW)大甲</p>\n\n<p>(3441-TW)联一光</p>\n\n<p>(8064-TW)东捷</p>\n\n<p>(8227-TW)巨有科技</p>\n\n<p><img data-height=\"494\" data-ratio=\"1.1012145748987854\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6608175/m/b3f620f4f080d562ec5d8dc43911828d.jpg\" data-width=\"544\" src=\"https://cimg.cnyes.cool/prod/news/6608175/l/b3f620f4f080d562ec5d8dc43911828d.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> </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/6608175/m/fc452f4d867de1d4bc4c668d5bad80e6.jpg\" data-width=\"509\" src=\"https://cimg.cnyes.cool/prod/news/6608175/l/fc452f4d867de1d4bc4c668d5bad80e6.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\">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-10982.html\" title=\"三洋实业H1每股纯益达3.47元 估下半营运优于上半年\">三洋实业H1每股纯益达3.47元 估下半营运优于上半年</a></li>\n <li><a href=\"/new/tw/article-1762.html\" title=\"〈COMPUTEX〉中保科展现 AI安防机器人新布局 开启科技系统保全自主巡检时代\">〈COMPUTEX〉中保科展现 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