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【量大强涨股整理】【光辉十月大行情!【涨价题材+集团作帐】两大主轴狂炸台股,下一波主角换谁表现?】

2026-11-08 18:17:32 网络 阅读(87)

【量大强涨股整理】【光辉十月大行情!【涨价题材+集团作帐】两大主轴狂炸台股,下一波主角换谁表现?】

【量大强涨股整理】【光辉十月大行情!【涨价题材+集团作帐】两大主轴狂炸台股,下一波主角换谁表现?】

(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高,终场下跌132.69点,收在48024.60,成交量7366.24亿。

观察三大法人今天筹码动向,外资卖超338.02亿元,投信卖超114.09亿元,自营商买超13.38亿元,三大法人合计卖超438.72亿元,其中,外资由买转卖、自营商连买六日共买超716.25亿元,投信则连卖三日。

美国经济数据强劲,市场对联准会后续升息的疑虑再起,美股周三全面回档,美国9月服务业PMI由8月56.5升至58.7,创近5年新高,制造业PMI也升至56.7,创4年多来新高,显示经济活动维持强劲扩张,进一步推升通膨与利率预期,美债殖利率同步走高,10年期美债殖利率一度突破5.1%,创2007年以来新高,科技股承压,四大指数全面收黑。

台股在科技股拉回及台指期夜盘走弱的影响下,台股24日开盘后,指数盘中一度下挫逾400点、最低来到47,754点,不过随后跌势逐步收敛,显示高档仍有买盘承接;加权指数今日开低走高,终场下跌132.69点,收在48024.60,成交量7366.24亿,台股前一交易日大涨后出现获利了结,本身属于高档震荡过程,加上中秋连假将近,短线资金可能转趋观望,加上今天虽然拉回,但也留下了长达269.88点,下影线,代表低档有人在承接,且守稳五日线,多方架构持续延续,因此今日盘势以震荡格局看待,不过台股基本面仍有强力支撑,经济部公布8月外销订单达1,029.6亿美元,首度突破千亿美元大关,创历年单月新高,年增71.4%,连续19个月正成长,其中资讯通信产品接单年增100.5%、电子产品年增83.9%,AI、高效能运算及云端服务需求持续推升台湾科技供应链接单动能,加上次PMI亮眼代表企业活动扩张、经济表现亮眼,这让10月升息机率从55%拉高到66%,市场因此担忧FED会继续升息,如果升息是因为油价大涨、通膨升高所导致,那当然是不健康的;但这次PMI创高代表经济很强、企业基本面很好,对股市绝对是正面的消息,目前升不升息的关键,其实在于美伊和谈,根据最新消息,虽然双方仍有分歧,但伊朗已表示愿意透过外交谈判来寻求结束战争,一旦正式停战,让海峡恢复通航,能源供应风险降低,就有利于油价回落,进而减轻通膨与升息压力!

整体而言,美股因强劲经济数据与美债殖利率走高而出现修正,台股短线难免受到外部市场牵动,但从外销订单创新高及AI供应链需求来看,基本面尚未出现明显转弱讯号,因此操作上,连续上涨后适度震荡有助筹码沉淀,盘势仍以震荡偏多看待,后续持续采取选股不选市策略,留意AI伺服器、ASIC、半导体、散热、载板及高速网通等具产业成长性的强势族群轮动,若AI伺服器、ASIC与资料中心资本支出持续维持高档,台湾半导体与电子供应链第四季仍具基本面支撑,选股重于选市。

权值股方面,(2330-TW)台积电,下跌1.00%,收在2475元,举办年度OIP论坛,聚焦A14、A16先进制程、3D封装及光学互连技术,显示AI晶片持续朝高效能、低功耗与异质整合发展,随2奈米以下制程推进,EDA、IP与实体设计验证的重要性同步提升,台积电3DFabric生态系也加速布局CoWoS、SoIC与Chiplet,串联日月光、矽品、世芯、创意等供应链,此外,224G SerDes与COUPE光电整合技术逐步成熟,有助推进CPO商业化,台积电并导入Agentic AI自动化设计验证,持续提升晶片开发效率,AI半导体产业链长线成长动能仍值得关注;

(2317-TW)鸿海,下跌1.56%,收在252元,董事会决议发行总额不超过600亿元无担保普通公司债,主要因应AI伺服器、液冷及测试等产能扩充需求,鸿海今年前8月营收达6.51兆元,随AI需求持续强劲,台湾、美国、墨西哥及越南皆有扩产规划,2026年资本支出预估年增逾3成,公司表示目前无直接股权筹资计划,上半年资本支出809亿元,调整后EBITDA达2,277亿元,现金流维持稳健,AI伺服器与全球制造布局可望支撑后续成长;

(2454-TW)联发科,上涨1.93%,收在5285元,22日推出首款Dimensity CX系列旗舰SoC C10 Max,采用(2330-TW)台积电,3奈米制程,锁定高阶超便携Googlebook,新平台搭载8核心CPU、11核心GPU及第8代NPU,NPU 890最高提供55 TOPS AI算力,并支援Gemini Intelligence、Wi-Fi 7及蓝牙6.0,兼顾效能与低功耗。随AI个人运算需求升温,联发科进一步拓展Android运算市场,有望强化AI晶片布局与后续成长动能。

个股方面,(8040-TW)九旸,今年上半年营运明显回温,受惠乙太网路晶片与PoE两大产品线同步成长,加上产品组合优化及营运效率改善,成功由亏转盈,上半年营收4.32亿元,年增30.17%,税后净利3,641万元,EPS 0.38元,展望后市,公司持续布局802.3bt控制器、高功率及节能产品,并拓展安防、工控及智慧建筑等应用,随Wi-Fi 7、智慧照明与高功率PoE需求提升,后续营运动能仍值得留意。

AI与高速运算需求持续扩大,带动网通晶片与光电元件产业迎来新一波结构性机会,其中(8040-TW)九旸,受惠乙太网路晶片、PoE需求回升,营运逐步走出谷底;(4956-TW)光𬭎,则积极从传统LED转向车用照明、不可见光等高附加价值应用。两家公司虽处于不同产业链环节,但共同聚焦产品升级与应用结构转型,后续营运能否延续成长动能,值得持续追踪。

2026.9.18股市期皇后领先预告(8040-TW)九旸

(8040-TW)九旸,82.4=>97.6,会员获利ING,

九旸,主要从事网路通讯IC设计、制造及销售,为台湾前二大乙太网路IC供应商,2026年4至8月营收年增约26%至57%,其中8月年增54.12%、月增3.38%,并连续三个月创近期新高,显示网通订单维持成长,随AI伺服器、高速网路需求持续升温,市场关注九旸在乙太网路晶片与AI网通应用的布局,后续营运动能值得留意。

2026.9.14股市期皇后领先预告(4956-TW)光𬭎

(4956-TW)光𬭎,33.4=>47.85,领先预告后+43%,

LED磊晶厂光𬭎持续调整产品结构,从传统LED应用转向车用照明、不可见光及特殊照明等高附加价值市场,并积极拓展光通讯领域,布局Micro LED、短波红外光LED及VCSEL等产品,研发范围也延伸至共振腔发光二极体、太阳能电池及光电二极体,逐步由LED晶粒跨足多元光电应用,公司表示,未来将持续投入研发资源与人才,推动高毛利产品产业化,同时提升生产效率及优化产品设计,不过目前新应用仍处于产品开发、客户导入阶段,后续营收贡献仍待量产进度验证。

欢迎免费订阅

股市期皇后 庄佳萤

https://lin.ee/9cyliMq

9/24

强势股分享

【上市 量大上涨股】

(3021-TW)鸿名

(6933-TW)AMAX-KY

(6213-TW)联茂

(3016-TW)嘉晶

(6533-TW)晶心科

(2030-TW)彰源

(1809-TW)中釉

(6672-TW)腾辉电子-KY

(4566-TW)时硕工业

(6225-TW)天瀚

(3653-TW)健策

(3031-TW)佰鸿

(6155-TW)钧宝

(6168-TW)宏齐

(3167-TW)大量

(2458-TW)义隆

9/24

强势股分享

【上柜 量大上涨股】

(6925-TW)意蓝

(8121-TW)越峰

(6207-TW)雷科

(3219-TW)倚强科

(6727-TW)亚泰金属

(6643-TW)M31

(3498-TW)阳程

(3324-TW)双鸿

(5465-TW)富骅

(3354-TW)律胜

(5230-TW)雷笛克光学

(6693-TW)广闳科

(3455-TW)由田

(3552-TW)同致

(6122-TW)擎邦

(6148-TW)骅宏资

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)

或是点击下方网址加入

https://lin.ee/9cyliMq

Youtube影音频道 精彩解盘影片不容错过!

(记得按赞,订阅并打开小铃铛)

http://yt1.piee.pw/QAHKZ

FB粉丝团:【股市期皇后】

https://goo.gl/kN2VKT

一张含有 文字, 服装, 人的脸孔, 人员 的图片

AI 产生的内容可能不正确。文章来源:摩尔投顾庄佳萤分析师

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          "name": "保险入门",
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      "level": 1
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      "pid": 10,
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      "level": 1
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      "id": 36,
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    "content": "<p>【量大强涨股整理】【光辉十月大行情!【涨价题材+集团作帐】两大主轴狂炸台股,下一波主角换谁表现?】</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6615131/l/617c2b07296bc6db199370cd0425a925.jpg\" alt=\"【量大强涨股整理】【光辉十月大行情!【涨价题材+集团作帐】两大主轴狂炸台股,下一波主角换谁表现?】\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<div 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/T0scCWDrZsA\" 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>再来看一下今天的台股!</p>\n\n<p>加权指数今日开低走高,终场下跌132.69点,收在48024.60,成交量7366.24亿。<br>\n<br>\n观察三大法人今天筹码动向,外资卖超338.02亿元,投信卖超114.09亿元,自营商买超13.38亿元,三大法人合计卖超438.72亿元,其中,外资由买转卖、自营商连买六日共买超716.25亿元,投信则连卖三日。</p>\n\n<p>美国经济数据强劲,市场对联准会后续升息的疑虑再起,美股周三全面回档,美国9月服务业PMI由8月56.5升至58.7,创近5年新高,制造业PMI也升至56.7,创4年多来新高,显示经济活动维持强劲扩张,进一步推升通膨与利率预期,美债殖利率同步走高,10年期美债殖利率一度突破5.1%,创2007年以来新高,科技股承压,四大指数全面收黑。</p>\n\n<p>台股在科技股拉回及台指期夜盘走弱的影响下,台股24日开盘后,指数盘中一度下挫逾400点、最低来到47,754点,不过随后跌势逐步收敛,显示高档仍有买盘承接;加权指数今日开低走高,终场下跌132.69点,收在48024.60,成交量7366.24亿,台股前一交易日大涨后出现获利了结,本身属于高档震荡过程,加上中秋连假将近,短线资金可能转趋观望,加上今天虽然拉回,但也留下了长达269.88点,下影线,代表低档有人在承接,且守稳五日线,多方架构持续延续,因此今日盘势以震荡格局看待,不过台股基本面仍有强力支撑,经济部公布8月外销订单达1,029.6亿美元,首度突破千亿美元大关,创历年单月新高,年增71.4%,连续19个月正成长,其中资讯通信产品接单年增100.5%、电子产品年增83.9%,AI、高效能运算及云端服务需求持续推升台湾科技供应链接单动能,加上次PMI亮眼代表企业活动扩张、经济表现亮眼,这让10月升息机率从55%拉高到66%,市场因此担忧FED会继续升息,如果升息是因为油价大涨、通膨升高所导致,那当然是不健康的;但这次PMI创高代表经济很强、企业基本面很好,对股市绝对是正面的消息,目前升不升息的关键,其实在于美伊和谈,根据最新消息,虽然双方仍有分歧,但伊朗已表示愿意透过外交谈判来寻求结束战争,一旦正式停战,让海峡恢复通航,能源供应风险降低,就有利于油价回落,进而减轻通膨与升息压力!</p>\n\n<p>整体而言,美股因强劲经济数据与美债殖利率走高而出现修正,台股短线难免受到外部市场牵动,但从外销订单创新高及AI供应链需求来看,基本面尚未出现明显转弱讯号,因此操作上,连续上涨后适度震荡有助筹码沉淀,盘势仍以震荡偏多看待,后续持续采取选股不选市策略,留意AI伺服器、ASIC、半导体、散热、载板及高速网通等具产业成长性的强势族群轮动,若AI伺服器、ASIC与资料中心资本支出持续维持高档,台湾半导体与电子供应链第四季仍具基本面支撑,选股重于选市。</p>\n\n<p>权值股方面,(2330-TW)台积电,下跌1.00%,收在2475元,举办年度OIP论坛,聚焦A14、A16先进制程、3D封装及光学互连技术,显示AI晶片持续朝高效能、低功耗与异质整合发展,随2奈米以下制程推进,EDA、IP与实体设计验证的重要性同步提升,台积电3DFabric生态系也加速布局CoWoS、SoIC与Chiplet,串联日月光、矽品、世芯、创意等供应链,此外,224G SerDes与COUPE光电整合技术逐步成熟,有助推进CPO商业化,台积电并导入Agentic AI自动化设计验证,持续提升晶片开发效率,AI半导体产业链长线成长动能仍值得关注; </p>\n\n<p>(2317-TW)鸿海,下跌1.56%,收在252元,董事会决议发行总额不超过600亿元无担保普通公司债,主要因应AI伺服器、液冷及测试等产能扩充需求,鸿海今年前8月营收达6.51兆元,随AI需求持续强劲,台湾、美国、墨西哥及越南皆有扩产规划,2026年资本支出预估年增逾3成,公司表示目前无直接股权筹资计划,上半年资本支出809亿元,调整后EBITDA达2,277亿元,现金流维持稳健,AI伺服器与全球制造布局可望支撑后续成长;</p>\n\n<p>(2454-TW)联发科,上涨1.93%,收在5285元,22日推出首款Dimensity CX系列旗舰SoC C10 Max,采用(2330-TW)台积电,3奈米制程,锁定高阶超便携Googlebook,新平台搭载8核心CPU、11核心GPU及第8代NPU,NPU 890最高提供55 TOPS AI算力,并支援Gemini Intelligence、Wi-Fi 7及蓝牙6.0,兼顾效能与低功耗。随AI个人运算需求升温,联发科进一步拓展Android运算市场,有望强化AI晶片布局与后续成长动能。</p>\n\n<p>个股方面,(8040-TW)九旸,今年上半年营运明显回温,受惠乙太网路晶片与PoE两大产品线同步成长,加上产品组合优化及营运效率改善,成功由亏转盈,上半年营收4.32亿元,年增30.17%,税后净利3,641万元,EPS 0.38元,展望后市,公司持续布局802.3bt控制器、高功率及节能产品,并拓展安防、工控及智慧建筑等应用,随Wi-Fi 7、智慧照明与高功率PoE需求提升,后续营运动能仍值得留意。</p>\n\n<p>AI与高速运算需求持续扩大,带动网通晶片与光电元件产业迎来新一波结构性机会,其中(8040-TW)九旸,受惠乙太网路晶片、PoE需求回升,营运逐步走出谷底;(4956-TW)光𬭎,则积极从传统LED转向车用照明、不可见光等高附加价值应用。两家公司虽处于不同产业链环节,但共同聚焦产品升级与应用结构转型,后续营运能否延续成长动能,值得持续追踪。</p>\n\n<p>2026.9.18股市期皇后领先预告(8040-TW)九旸</p>\n\n<p><img data-height=\"496\" data-ratio=\"1.532258064516129\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6615131/m/f3c600d4b5e8b97e833382bbfcfcec39.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6615131/l/f3c600d4b5e8b97e833382bbfcfcec39.jpg\"></p>\n\n<p>(8040-TW)九旸,82.4=>97.6,会员获利ING,</p>\n\n<p>九旸,主要从事网路通讯IC设计、制造及销售,为台湾前二大乙太网路IC供应商,2026年4至8月营收年增约26%至57%,其中8月年增54.12%、月增3.38%,并连续三个月创近期新高,显示网通订单维持成长,随AI伺服器、高速网路需求持续升温,市场关注九旸在乙太网路晶片与AI网通应用的布局,后续营运动能值得留意。</p>\n\n<p><img data-height=\"487\" data-ratio=\"1.5297741273100616\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6615131/m/01791ad1b674dd6068c2f19332bfbbcc.jpg\" data-width=\"745\" src=\"https://cimg.cnyes.cool/prod/news/6615131/l/01791ad1b674dd6068c2f19332bfbbcc.jpg\"></p>\n\n<p>2026.9.14股市期皇后领先预告(4956-TW)光𬭎<img data-height=\"495\" data-ratio=\"1.5353535353535352\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6615131/m/b5a07b209495d828fa2e168bbce8f35e.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6615131/l/b5a07b209495d828fa2e168bbce8f35e.jpg\"></p>\n\n<p>(4956-TW)光𬭎,33.4=>47.85,领先预告后+43%,</p>\n\n<p>LED磊晶厂光𬭎持续调整产品结构,从传统LED应用转向车用照明、不可见光及特殊照明等高附加价值市场,并积极拓展光通讯领域,布局Micro LED、短波红外光LED及VCSEL等产品,研发范围也延伸至共振腔发光二极体、太阳能电池及光电二极体,逐步由LED晶粒跨足多元光电应用,公司表示,未来将持续投入研发资源与人才,推动高毛利产品产业化,同时提升生产效率及优化产品设计,不过目前新应用仍处于产品开发、客户导入阶段,后续营收贡献仍待量产进度验证。</p>\n\n<p><img data-height=\"489\" data-ratio=\"1.521472392638037\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6615131/m/134355171057cb63a4320257199111fd.jpg\" data-width=\"744\" src=\"https://cimg.cnyes.cool/prod/news/6615131/l/134355171057cb63a4320257199111fd.jpg\"></p>\n\n<p>欢迎免费订阅<br>\n<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>9/24</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br>\n<br>\n(3021-TW)鸿名</p>\n\n<p>(6933-TW)AMAX-KY</p>\n\n<p>(6213-TW)联茂</p>\n\n<p>(3016-TW)嘉晶</p>\n\n<p>(6533-TW)晶心科</p>\n\n<p>(2030-TW)彰源</p>\n\n<p>(1809-TW)中釉</p>\n\n<p>(6672-TW)腾辉电子-KY</p>\n\n<p>(4566-TW)时硕工业</p>\n\n<p>(6225-TW)天瀚</p>\n\n<p>(3653-TW)健策</p>\n\n<p>(3031-TW)佰鸿</p>\n\n<p>(6155-TW)钧宝</p>\n\n<p>(6168-TW)宏齐</p>\n\n<p>(3167-TW)大量</p>\n\n<p>(2458-TW)义隆</p>\n\n<p><img data-height=\"549\" data-ratio=\"1.1020036429872495\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6615131/m/d7db600d2a4f87c337efaf92c05f49b5.jpg\" data-width=\"605\" src=\"https://cimg.cnyes.cool/prod/news/6615131/l/d7db600d2a4f87c337efaf92c05f49b5.jpg\"></p>\n\n<p>9/24</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br>\n<br>\n(6925-TW)意蓝</p>\n\n<p>(8121-TW)越峰</p>\n\n<p>(6207-TW)雷科</p>\n\n<p>(3219-TW)倚强科</p>\n\n<p>(6727-TW)亚泰金属</p>\n\n<p>(6643-TW)M31</p>\n\n<p>(3498-TW)阳程</p>\n\n<p>(3324-TW)双鸿</p>\n\n<p>(5465-TW)富骅</p>\n\n<p>(3354-TW)律胜</p>\n\n<p>(5230-TW)雷笛克光学</p>\n\n<p>(6693-TW)广闳科</p>\n\n<p>(3455-TW)由田</p>\n\n<p>(3552-TW)同致</p>\n\n<p>(6122-TW)擎邦</p>\n\n<p>(6148-TW)骅宏资</p>\n\n<p><img data-height=\"547\" data-ratio=\"1.113345521023766\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6615131/m/92cfdcd1e642cc9ed1cea351ed5131c9.jpg\" data-width=\"609\" src=\"https://cimg.cnyes.cool/prod/news/6615131/l/92cfdcd1e642cc9ed1cea351ed5131c9.jpg\"></p>\n\n<p>庄佳萤分析师:<br>\n<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</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>\n<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!</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>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<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/6615131/m/c2a163b0e614f3f5bab2141183085ac4.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6615131/l/c2a163b0e614f3f5bab2141183085ac4.jpg\">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-7386.html\" title=\"巨亨速报 - Factset 最新调查:智邦(2345-TW)EPS预估上修至83.21元,预估目标价为3500元\">巨亨速报 - Factset 最新调查:智邦(2345-TW)EPS预估上修至83.21元,预估目标价为3500元</a></li>\n    <li><a href=\"/new/tw/article-8079.html\" title=\"布局超高龄精准细胞治疗 国科会推再生医疗产业化\">布局超高龄精准细胞治疗 国科会推再生医疗产业化</a></li>\n    <li><a 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    "link": "https://news.cnyes.com/news/id/6615131",
    "createdAt": "2026-09-24T08:35:43.000Z",
    "updatedAt": "2026-11-08T10:17:32.000Z"
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