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"content": "\n<p>【量大强涨股整理】<strong>【九旸】</strong><strong>+24%</strong><strong>【南亚】<span>+212%</span></strong><strong>【宏齐】+82%</strong><strong>,大盘回档下,未来的选股关键报你知<span>!</span></strong><strong>黄金上车点大公开!!</strong></p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6617947/l/184118bb488c64de4ae5ffff3d10542b.jpg\" alt=\"【量大强涨股整理】大盘回档下,光辉十月,未来的选股关键报你知!黄金上车点大公开!!\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\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/JOFFBtVPmmc\" 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>加权指数今日开低走低,终场下跌</strong><strong>392.64</strong><strong>点,收在</strong><strong>47631.96</strong><strong>,成交量</strong><strong>7850.40</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>632.01</strong><strong>亿元,投信买超</strong><strong>14.16</strong><strong>亿元,自营商卖超</strong><strong>164.02</strong><strong>亿元,三大法人合计卖超</strong><strong>781.86</strong><strong>亿元,其中,外资连卖二日,投信则由卖转买,自营商由买转卖。</strong></p>\n\n<p> </p>\n\n<p><strong>美国</strong><strong>10</strong><strong>年期美债殖利率升破</strong><strong>5.2%</strong><strong>,加上国际油价走高,市场风险情绪受到压抑,美股周一四大指数全面收黑,道琼工业指数下跌</strong><strong>347</strong><strong>点,标普</strong><strong>500</strong><strong>指数下跌</strong><strong>0.77%</strong><strong>,那斯达克指数下跌</strong><strong>0.92%</strong><strong>,费城半导体指数同步回落逾</strong><strong>1.6%</strong><strong>,科技股短线面临获利了结压力,盘面焦点仍集中在美伊情势与荷姆兹海峡通航问题,美伊双方针对停火及重新开放荷姆兹海峡的谈判尚未取得突破,上周相关协商未能就停止敌对行动达成具体进展,使油价与美债殖利率再度成为牵动全球股市的重要变数,伊朗方面提出可在</strong><strong>7</strong><strong>天内重开荷姆兹海峡的方案,同时要求美方恢复落实</strong><strong>6</strong><strong>月签署的相关安排,市场仍密切关注后续谈判进度,另一方面,美中贸易议题也受到市场关注,川习会传出两国同意延长贸易休战</strong><strong>2</strong><strong>个月,双方并针对部分商品关税进行调整,玩具、农产品等品项成为初步讨论焦点,若后续美中贸易关系进一步缓和,将有助降低全球供应链的不确定性,但目前仍须观察具体政策内容及执行进度,</strong><strong>AI</strong><strong>产业方面,</strong><strong>Google</strong><strong>持续扩大人工智慧基础建设布局,市场关注其透过卫星测试</strong><strong>TPU</strong><strong>、抢攻太空</strong><strong>AI</strong><strong>及轨道资料中心商机的进展,</strong><strong>(NVDA-US)</strong><strong>辉达,则推出新的</strong><strong>AI</strong><strong>安全软体,强化</strong><strong>AI</strong><strong>代理运作的安全控管,同时扩大库藏股规模,股价在科技股普遍走弱下仍逆势收红,另一方面,</strong><strong>(MU-US)</strong><strong>美光,下跌</strong><strong>2.61%</strong><strong>,市场等待公司最新财报,记忆体族群后续营运展望也将成为半导体市场重要观察指标。</strong></p>\n\n<p> </p>\n\n<p><strong>台股方面,中秋连假后今日重新开市,多空直接在</strong><strong>48,000</strong><strong>点整数关卡展开攻防,受到美股科技股转弱、油价与美债殖利率走高影响,大盘开盘承压,加权指数今日开低走低,终场下跌</strong><strong>392.64</strong><strong>点,收在</strong><strong>47631.96</strong><strong>,成交量</strong><strong>7850.40</strong><strong>亿,</strong></p>\n\n<p><strong>今日呈虽收黑</strong><strong>K</strong><strong>棒,不过未出现爆大量的迹象,视为涨多的修正整理,展望后市,大盘整理后仍有机会挑战历史新高,支撑动能来自</strong><strong>10</strong><strong>月</strong><strong>10</strong><strong>日前公布的上市柜公司</strong><strong>9</strong><strong>月业绩,且台积电将于</strong><strong>10</strong><strong>月</strong><strong>15</strong><strong>日召开法人说明会,有助确立第</strong><strong>4</strong><strong>季产业方向,历史经验也显示,即将进入</strong><strong>Q4</strong><strong>,台股以往</strong><strong>Q4</strong><strong>上涨机率逾</strong><strong>9</strong><strong>成,多头格局依然稳健。</strong></p>\n\n<p> </p>\n\n<p><strong>展望后市,本周美国将公布通膨与就业相关数据,将牵动市场对联准会政策及美债殖利率的预期,台股短线仍处高档震荡格局,若量能逐步回温并重新站稳</strong><strong>48,000</strong><strong>点,盘势仍可维持震荡偏多看待,操作上建议采取选股不选市策略,留意台积电、半导体、记忆体、矽光子、</strong><strong>PCB</strong><strong>及金融等族群,并关注</strong><strong>AI</strong><strong>族群内部轮动与基本面能见度较高个股的表现。</strong></p>\n\n<p> </p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,平盘震荡,收在</strong><strong>2475</strong><strong>元,</strong><strong>2</strong><strong>奈米需求持续升温,市场传出苹果、辉达、超微、高通及联发科等客户近期追加订单,带动</strong><strong>2</strong><strong>奈米家族产能扩充速度加快,台积电预计今年底</strong><strong>2</strong><strong>奈米月产能有望提升至</strong><strong>12</strong><strong>万片,提前达成原订</strong><strong>2027</strong><strong>年目标,公司今年更将有</strong><strong>5</strong><strong>座</strong><strong>2</strong><strong>奈米厂同步放量,</strong><strong>2026</strong><strong>至</strong><strong>2028</strong><strong>年产能年复合成长率估达</strong><strong>70%</strong><strong>,随</strong><strong>AI</strong><strong>与</strong><strong>HPC</strong><strong>需求持续扩大,加上</strong><strong>3</strong><strong>奈米产能同步扩增,先进制程布局可望支撑中长期营运成长</strong><strong> </strong><strong>;</strong><strong> </strong></p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,平盘震荡,收在</strong><strong>250.5</strong><strong>元,后续营收可望维持逐月成长,预估</strong><strong>2026</strong><strong>年第</strong><strong>3</strong><strong>季、第</strong><strong>4</strong><strong>季营收季增</strong><strong>14%</strong><strong>、</strong><strong>23%</strong><strong>,主要受</strong><strong>AI</strong><strong>资料中心与智慧型手机需求带动,</strong><strong>AI</strong><strong>伺服器方面,下一代</strong><strong>AI</strong><strong>伺服器机柜与</strong><strong>CPO</strong><strong>交换器陆续放量,受惠高单价及提前出货,鸿海有望较同业提前</strong><strong>2</strong><strong>至</strong><strong>3</strong><strong>个月交付新机种,带动</strong><strong>9</strong><strong>月起营收成长,</strong><strong>12</strong><strong>月后</strong><strong>LPU</strong><strong>伺服器接棒,支撑</strong><strong>2027</strong><strong>年第</strong><strong>1</strong><strong>季营收,手机则受惠品牌客户新品与折叠机需求,尽管记忆体成本上升压抑全球出货预估,鸿海仍可受惠高阶品牌市占提升</strong><strong> </strong><strong>;</strong></p>\n\n<p> </p>\n\n<p><strong>(2454-TW)</strong><strong>联发科,下跌</strong><strong>7.10%</strong><strong>,收在</strong><strong>4910</strong><strong>元,布局</strong><strong>Google TPU</strong><strong>的成长动能值得关注,研究机构认为市场尚未充分反映其</strong><strong>ASIC</strong><strong>策略价值,预估</strong><strong>2028</strong><strong>、</strong><strong>2029</strong><strong>年</strong><strong>TPU</strong><strong>营收可达</strong><strong>435</strong><strong>亿、</strong><strong>525</strong><strong>亿美元,主要受惠</strong><strong>v8t</strong><strong>产品周期延长及</strong><strong>v9</strong><strong>需求成长,未来</strong><strong>6</strong><strong>至</strong><strong>9</strong><strong>个月催化剂包括</strong><strong>v9</strong><strong>预计于</strong><strong>2026</strong><strong>年</strong><strong>11</strong><strong>月完成</strong><strong>Tape-out</strong><strong>、</strong><strong>EMIB-T</strong><strong>供应改善,以及</strong><strong>Google</strong><strong>上调</strong><strong>v9</strong><strong>需求预估,此外,联发科可能进一步导入</strong><strong>CoWoS</strong><strong>以支应</strong><strong>2028</strong><strong>至</strong><strong>2029</strong><strong>年</strong><strong>v9</strong><strong>扩产,并积极争取</strong><strong>SpaceX Dojo 3</strong><strong>、</strong><strong>Tesla AI6</strong><strong>等新</strong><strong>ASIC</strong><strong>专案,潜在新增营收可达</strong><strong>100</strong><strong>亿至</strong><strong>150</strong><strong>亿美元。</strong><strong> </strong></p>\n\n<p> </p>\n\n<p><strong>个股方面,</strong><strong>(8040-TW)</strong><strong>九旸,今日逆势大涨约</strong><strong>9%</strong><strong>,股价再创波段新高并来到百元关卡,九旸主要布局乙太网路</strong><strong>IC</strong><strong>及</strong><strong>PoE</strong><strong>相关产品,在网通晶片市场具一定竞争力,产品应用涵盖高速乙太网路及相关网通设备,营运面来看,近期月营收自</strong><strong>2026</strong><strong>年</strong><strong>4</strong><strong>月至</strong><strong>8</strong><strong>月持续维持年增,增幅约三至六成,且近两个月营收同步创下近期新高,基本面改善搭配市场资金轮动,使股价维持强势表现。</strong></p>\n\n<p> </p>\n\n<p><strong>随着</strong><strong>AI</strong><strong>运算、高速网路及光电应用持续发展,网通</strong><strong>IC</strong><strong>与</strong><strong>LED</strong><strong>光电产业也积极调整产品布局,寻求新的成长动能。其中,</strong><strong>(8040-TW)</strong><strong>九旸聚焦乙太网路</strong><strong>IC</strong><strong>与</strong><strong>PoE</strong><strong>相关应用,受惠网路设备升级及产品组合优化,营运逐步回温;</strong><strong>(6168-TW)</strong><strong>宏齐则持续深耕</strong><strong>LED</strong><strong>封装技术,并拓展车用照明及高附加价值光电应用。两家公司分别从网通晶片与光电元件切入市场,后续营运表现可留意新产品布局、产业需求变化及获利改善进度。</strong></p>\n\n<p> </p>\n\n<p><strong>2026.9.18股市期皇后领先预告(8040-TW)九旸</strong><br></br>\n </p>\n\n<p><img data-height=\"297\" data-ratio=\"1.7239057239057238\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6617947/m/caa06f6107b7cf92405a258136f9124e.jpg\" data-width=\"512\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/caa06f6107b7cf92405a258136f9124e.jpg\"></img></p>\n\n<p><strong>(8040-TW)</strong><strong>九旸,</strong><strong>82.4=>102.5</strong><strong>,会员</strong><strong>+24%</strong><strong>,</strong></p>\n\n<p><strong>九旸,主要从事网路通讯</strong><strong>IC</strong><strong>设计、制造及销售,为台湾前二大乙太网路</strong><strong>IC</strong><strong>供应商,</strong><strong>2026</strong><strong>年</strong><strong>4</strong><strong>至</strong><strong>8</strong><strong>月营收年增约</strong><strong>26%</strong><strong>至</strong><strong>57%</strong><strong>,其中</strong><strong>8</strong><strong>月年增</strong><strong>54.12%</strong><strong>、月增</strong><strong>3.38%</strong><strong>,并连续三个月创近期新高,显示网通订单维持成长,随</strong><strong>AI</strong><strong>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</strong><strong>AI</strong><strong>网通应用的布局,后续营运动能值得留意。</strong></p>\n\n<p><img data-height=\"365\" data-ratio=\"1.515068493150685\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6617947/m/798b33ef5e0d85a4ad75c26a62d94048.jpg\" data-width=\"553\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/798b33ef5e0d85a4ad75c26a62d94048.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=\"360\" data-ratio=\"1.4777777777777779\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6617947/m/ad6419ec44a1eee5ee8aa75f04291dd3.jpg\" data-width=\"532\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/ad6419ec44a1eee5ee8aa75f04291dd3.jpg\"></img></p>\n\n<p><strong>(6168-TW)</strong><strong>宏齐,</strong><strong>25=>45.55</strong><strong>,会员</strong><strong>+82%</strong><strong>,</strong></p>\n\n<p><strong>宏齐</strong><strong>,不仅为联电集团的概念股,更是功率元件的涨价题材股,双题材加持下股价自然喷出表现,深耕SMD LED</strong><strong>封装,近年积极拓展红外线IR</strong><strong>、Mini LED</strong><strong>、COB</strong><strong>显示屏、车用功率元件及无人机测距模组等高阶应用,产品布局逐步朝利基型市场延伸,近期月营收连续站稳2</strong><strong>亿元以上,创近四年多新高,基本面动能明显升温,加上车用、感测、显示及无人机等题材持续发酵,吸引市场资金关注,法人近期亦呈现小幅加码,市场同步期待下半年产品组合优化与毛利率改善,带动股价维持强势震荡格局,后续可留意营收成长与新产品放量进度</strong>。</p>\n\n<p><img data-height=\"299\" data-ratio=\"1.8361204013377928\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6617947/m/d09908fc7152d11f616754142c5b3524.jpg\" data-width=\"549\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/d09908fc7152d11f616754142c5b3524.jpg\"></img></p>\n\n<p><strong>美国拒绝伊朗停火方案推升国际油价,台塑四宝全面带量上扬,成为盘面吸金焦点,</strong><strong>(6505-TW)</strong><strong>台塑化,盘中涨逾</strong><strong>9%</strong><strong>至</strong><strong>95.5</strong><strong>元,终场收</strong><strong>94.3</strong><strong>元、涨幅</strong><strong>8.14%</strong><strong>,</strong><strong>(1303-TW)</strong><strong>南亚,也有不错的表现,即将往前高挑战</strong><strong>!</strong><strong>佳萤早在中秋节前的特别节目就预告了【涨价</strong><strong>+</strong><strong>集团】双题材股票会贯穿未来</strong><strong>10</strong><strong>月份的行情。</strong></p>\n\n<p><img data-height=\"295\" data-ratio=\"1.9050847457627118\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6617947/m/2b83dab082955bfcde0cb2a1aea54103.jpg\" data-width=\"562\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/2b83dab082955bfcde0cb2a1aea54103.jpg\"></img></p>\n\n<p><img data-height=\"357\" data-ratio=\"1.5518207282913166\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6617947/m/ba46c7e935b2fb455b9bc673cd456f6d.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/ba46c7e935b2fb455b9bc673cd456f6d.jpg\"></img></p>\n\n<p><strong>有来索取佳萤的中秋锦囊妙计的投资朋友</strong><strong>(6505-TW)</strong><strong>台塑化,狂喷</strong><strong>+9%再创近期新高。</strong><br></br>\n<br></br>\n<img data-height=\"315\" data-ratio=\"1.7841269841269842\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6617947/m/ab5ad04b1e1d28b75455eeeafbe73fd1.jpg\" data-width=\"562\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/ab5ad04b1e1d28b75455eeeafbe73fd1.jpg\"></img><br></br>\n </p>\n\n<p><strong>(6505-TW)</strong><strong>台塑化则维持高稼动率,第三季炼油厂平均利用率约</strong><strong>91%</strong><strong>、平均炼量</strong><strong>49.3</strong><strong>万桶/日,烯烃三厂平均利用率约</strong><strong>40%</strong><strong>,后续仍将视国际油价、炼油利差及石化需求变化而定,法人指出,台塑四宝今年营运动能已不再完全绑在传统石化景气,台塑化受惠炼油利差,南亚则有</strong><strong>AI</strong><strong>电子材料、</strong><strong>ABF</strong><strong>载板及玻纤布需求支撑,台化受惠芳香烃市况改善,台塑则有</strong><strong>PVC</strong><strong>及美国事业挹注。在电子股短线高档震荡下,低基期、具大型权值股特性的台塑四宝,也因此成为资金轮动的重要去处。</strong></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>9/29</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(3518-TW)柏腾</p>\n\n<p>(2340-TW)台亚</p>\n\n<p>(6456-TW)GIS-KY</p>\n\n<p>(6533-TW)晶心科</p>\n\n<p>(2020-TW)美亚</p>\n\n<p>(3094-TW)联杰</p>\n\n<p>(6405-TW)悦城</p>\n\n<p>(2030-TW)彰源</p>\n\n<p>(6901-TW)钻石投资</p>\n\n<p>(2305-TW)全友</p>\n\n<p>(3717-TW)联嘉投控</p>\n\n<p>(3543-TW)州巧</p>\n\n<p>(3550-TW)联颖</p>\n\n<p>(3021-TW)鸿名</p>\n\n<p>(6133-TW)金桥</p>\n\n<p>(4551-TW)智伸科<br></br>\n<br></br>\n<img data-height=\"492\" data-ratio=\"1.1097560975609757\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6617947/m/852c9aec7b3886b723d2ffb78f5f5751.jpg\" data-width=\"546\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/852c9aec7b3886b723d2ffb78f5f5751.jpg\"></img><br></br>\n </p>\n\n<p>9/29</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(2061-TW)风青</p>\n\n<p>(4768-TW)晶呈科技</p>\n\n<p>(6207-TW)雷科</p>\n\n<p>(5013-TW)强新</p>\n\n<p>(6925-TW)意蓝</p>\n\n<p>(8227-TW)巨有科技</p>\n\n<p>(3162-TW)精确</p>\n\n<p>(3615-TW)安可</p>\n\n<p>(4174-TW)浩鼎</p>\n\n<p>(5309-TW)系统电</p>\n\n<p>(3498-TW)阳程</p>\n\n<p>(8027-TW)钛升</p>\n\n<p>(2221-TW)大甲</p>\n\n<p>(6620-TW)汉达</p>\n\n<p>(6532-TW)瑞耘</p>\n\n<p>(6187-TW)万润</p>\n\n<p><img data-height=\"501\" data-ratio=\"1.0838323353293413\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6617947/m/aa4f270489146ebb9959b095446c7bf1.jpg\" data-width=\"543\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/aa4f270489146ebb9959b095446c7bf1.jpg\"></img><br></br>\n </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/6617947/m/de12c44f9a91d709b447d2909d05f4ea.jpg\" data-width=\"509\" src=\"https://cimg.cnyes.cool/prod/news/6617947/l/de12c44f9a91d709b447d2909d05f4ea.jpg\"></img></figure>\n\n<p><br></br>\n文章来源:摩尔投顾庄佳萤分析师<br></br>\n </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-10966.html\" title=\"钰祥下半年营运爆发 开启5年高成长轨道\">钰祥下半年营运爆发 开启5年高成长轨道</a></li>\n <li><a href=\"/new/tw/article-15454.html\" title=\"〈台币〉买汇避险升温 爆量贬值9分收31.638元\">〈台币〉买汇避险升温 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