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width=\"640\"></iframe></div>\n\n<p>(按赞订阅打开小铃铛)<br></br>\n<strong>再来看一下今天的台股!</strong></p>\n\n<p><strong>加权指数今日开高走高,终场上涨</strong><strong>308.17</strong><strong>点,收在</strong><strong>47940.13</strong><strong>,成交量</strong><strong>8756.73</strong><strong>亿。</strong></p>\n\n<p><strong>观察三大法人今天筹码动向,外资买超</strong><strong>296.35</strong><strong>亿元,投信买超</strong><strong>77.81</strong><strong>亿元,自营商买超</strong><strong>12.4</strong><strong>亿元,三大法人合计买超</strong><strong>386.57</strong><strong>亿元,其中,外资、自营商由卖转买,投信连买二日共买超</strong><strong>91.97</strong><strong>亿元</strong><strong> </strong><strong>。</strong></p>\n\n<p><strong>美债殖利率高档震荡、科技股涨跌互见,美股周二涨跌互见,道琼工业指数终场下跌</strong><strong>131</strong><strong>点,那斯达克指数下跌</strong><strong>22</strong><strong>点,不过费城半导体指数逆势上涨</strong><strong>1.3%</strong><strong>,半导体族群表现相对强势,美国</strong><strong>30</strong><strong>年期美债殖利率盘中一度升至</strong><strong>5.62%</strong><strong>,创</strong><strong>2002</strong><strong>年</strong><strong>6</strong><strong>月以来新高,随后受到油价回落,以及纽约联准银行总裁威廉斯表示联准会仍有时间观察经济数据再决定利率政策影响,市场压力略为缓解,经济数据方面,美国</strong><strong>8</strong><strong>月职缺数降至</strong><strong>707.9</strong><strong>万个,低于市场预期,</strong><strong>9</strong><strong>月消费者信心指数则降至</strong><strong>81.9</strong><strong>,创</strong><strong>2014</strong><strong>年</strong><strong>4</strong><strong>月以来最低,显示劳动市场与消费信心仍存在降温迹象,市场接下来将聚焦个人消费支出物价指数</strong><strong>PCE</strong><strong>与非农就业报告,借此观察通膨与就业市场变化,进一步判断联准会后续利率政策方向,个股方面,</strong><strong>(AAPL-US)</strong><strong>苹果,下跌约</strong><strong>2.7%</strong><strong>至每股</strong><strong>329</strong><strong>美元,</strong><strong>(META-US)Meta</strong><strong>,则上涨约</strong><strong>3.2%</strong><strong>,市场关注其</strong><strong>AI</strong><strong>产品与苹果生态系竞争态势,</strong><strong>(SPAC-US)SpaceX</strong><strong>,则上涨约</strong><strong>2.6%</strong><strong>,</strong><strong>TD Cowen</strong><strong>首次给予买进评级。</strong></p>\n\n<p><strong>台股方面,美股半导体转强,激励台股今日开高走高,盘中一度触及</strong><strong>48,379</strong><strong>点,盘中卖压涌现下,涨幅收敛,终场指数上涨</strong><strong>308.17</strong><strong>点,收在</strong><strong>47940.13</strong><strong>,成交量</strong><strong>8756.73</strong><strong>亿,台股维持高档震荡格局,不过外资、投信、自营商买盘归队,今日三大法人合计买超</strong><strong>386.57</strong><strong>亿元,目前技术面筹码面有利多头格局,加上目前市场多方信心明显回温,基本面方面,台湾最新公布的</strong><strong>8</strong><strong>月景气对策信号连续</strong><strong>3</strong><strong>个月维持</strong><strong>41</strong><strong>分,景气灯号持续亮出红灯,领先与同时指标同步上升,显示整体景气仍具一定支撑,也有利台股中长期行情发展。</strong></p>\n\n<p><strong>展望第</strong><strong>4</strong><strong>季至</strong><strong>2027</strong><strong>年,若美国升息循环逐步接近尾声,市场焦点可望重新回归企业基本面与获利成长,尤其第</strong><strong>3</strong><strong>季财报即将成为市场重要观察指标,在</strong><strong>AI</strong><strong>基础建设需求延续、新平台产品逐步放量,以及</strong><strong>(NVDA-US)</strong><strong>辉达订单能见度维持高档的情况下,</strong><strong>AI</strong><strong>供应链获利成长仍值得关注,另外</strong><strong>10</strong><strong>月</strong><strong>10</strong><strong>日前将公布</strong></p>\n\n<p><strong>上市柜公司</strong><strong>9</strong><strong>月业绩,</strong><strong>(2330-TW)</strong><strong>台积电,</strong><strong>10</strong><strong>月</strong><strong>15</strong><strong>日召开法人说明会,有助确立</strong><strong>Q4</strong><strong>产业方向,产业布局可留意先进封装、</strong><strong>ASIC</strong><strong>、高阶</strong><strong>PCB</strong><strong>、</strong><strong>ABF</strong><strong>载板、</strong><strong>CCL</strong><strong>、</strong><strong>CPO</strong><strong>光通讯、散热与检测设备等族群,整体而言,台股中长期多头架构仍有基本面支撑,但短线殖利率与国际市场变化仍将影响评价,盘面维持类股快速轮动格局,操作上仍以选股不选市为主。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,上涨</strong><strong>0.2%</strong><strong>,收在</strong><strong>2480</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,上涨</strong><strong>0.4%</strong><strong>,收在</strong><strong>251.5</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><strong>(2454-TW)</strong><strong>联发科,上涨</strong><strong>0.2%</strong><strong>,收在</strong><strong>4920</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><strong>面板与</strong><strong>LED</strong><strong>产业持续朝高附加价值应用转型,市场焦点也从传统价格竞争,逐步延伸至车用、光通讯、</strong><strong>Micro LED</strong><strong>及特殊显示等新兴领域,其中,</strong><strong>(2409-TW)</strong><strong>友达,持续拓展车用显示与高阶显示应用;</strong><strong>(4956-TW)</strong><strong>光𬭎,积极布局</strong><strong>Micro LED</strong><strong>、</strong><strong>VCSEL</strong><strong>及光电元件;</strong><strong>(6168-TW)</strong><strong>宏齐,则聚焦</strong><strong>LED</strong><strong>元件与高阶应用,三家公司分别从显示、晶粒及</strong><strong>LED</strong><strong>元件切入,随产业升级与应用需求扩大,后续产品组合与新应用布局值得持续关注。</strong></p>\n\n<p><strong>2026.9.5</strong><strong>股市期皇后领先预告</strong><strong>(2409-TW)</strong><strong>友达</strong></p>\n\n<p><strong><img data-height=\"483\" data-ratio=\"1.536231884057971\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6618793/m/1b62c9ac9925fee0bca6a232a114fe61.jpg\" data-width=\"742\" src=\"https://cimg.cnyes.cool/prod/news/6618793/l/1b62c9ac9925fee0bca6a232a114fe61.jpg\"></img> </strong></p>\n\n<p><strong>(2409-TW)</strong><strong>友达,</strong><strong>20.2=>38.55</strong><strong>,会员</strong><strong>+90%</strong><strong>,</strong></p>\n\n<p><strong>CPO</strong><strong>及光通讯概念股明显受到资金青睐,随</strong><strong>AT&T</strong><strong>与康宁签署逾</strong><strong>30</strong><strong>亿美元光纤供货协议,因应全球数据用量持续增加,光通讯产业需求受到市场关注,</strong><strong>(2409-TW)</strong><strong>友达,盘中亮灯涨停并再创波段新高,本业营运方面,友达第</strong><strong>2</strong><strong>季营收</strong><strong>708.9</strong><strong>亿元,季增</strong><strong>2.7%</strong><strong>、年增</strong><strong>2.4%</strong><strong>,毛利率达</strong><strong>13%</strong><strong>,税后转盈,每股纯益</strong><strong>0.18</strong><strong>元,同时积极将大尺寸玻璃制程技术延伸至先进封装与光通讯领域,布局玻璃通孔、重布线及共同封装光学等新应用。</strong></p>\n\n<p><strong><img data-height=\"484\" data-ratio=\"1.5330578512396693\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6618793/m/574d0083feae51651638b01665a25395.jpg\" data-width=\"742\" src=\"https://cimg.cnyes.cool/prod/news/6618793/l/574d0083feae51651638b01665a25395.jpg\"></img> </strong><br></br>\n<strong>2026.9.14股市期皇后领先预告</strong><strong>(4956-TW)</strong><strong>光𬭎</strong></p>\n\n<p><strong><img data-height=\"482\" data-ratio=\"1.5394190871369295\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6618793/m/baf6ec2a61ea2d4d339b6f6e80574170.jpg\" data-width=\"742\" src=\"https://cimg.cnyes.cool/prod/news/6618793/l/baf6ec2a61ea2d4d339b6f6e80574170.jpg\"></img> </strong></p>\n\n<p><strong>(4956-TW)</strong><strong>光𬭎,</strong><strong>33.4=>49.8</strong><strong>,会员</strong><strong>+50%</strong><strong>,<br></br>\n光𬭎持续调整产品结构,积极从传统LED</strong><strong>晶粒市场转向高附加价值应用,布局光通讯、车用照明及特殊照明等领域,并投入</strong><strong>Micro LED</strong><strong>、</strong><strong>VCSEL</strong><strong>、光电二极体及太阳能电池等产品开发,公司透过扩充研发资源、优化产品设计与提升生产效率,推动新产品产业化,随着产品组合逐步升级,有助改善获利结构并强化市场竞争力。</strong></p>\n\n<p><strong><img data-height=\"509\" data-ratio=\"1.493123772102161\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6618793/m/c88452d2c49a1601486e8b8b2f7b89ba.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6618793/l/c88452d2c49a1601486e8b8b2f7b89ba.jpg\" srcset=\"https://cimg.cnyes.cool/prod/news/6618793/l/c88452d2c49a1601486e8b8b2f7b89ba.jpg 1x,https://cimg.cnyes.cool/prod/news/6618793/xl/c88452d2c49a1601486e8b8b2f7b89ba.jpg 2x,https://cimg.cnyes.cool/prod/news/6618793/xl/c88452d2c49a1601486e8b8b2f7b89ba.jpg 3x\"></img> </strong><strong>2026.8.20股市期皇后领先预告</strong><strong>(6168-TW)</strong><strong>宏齐</strong></p>\n\n<p><strong><img data-height=\"495\" data-ratio=\"1.5353535353535352\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6618793/m/ed2983fe322b8b44badd5a79d116d231.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6618793/l/ed2983fe322b8b44badd5a79d116d231.jpg\"></img> </strong></p>\n\n<p><strong>(6168-TW)</strong><strong>宏齐,</strong><strong>25=>47</strong><strong>,会员</strong><strong>+88%</strong><strong>,<br></br>\n宏齐,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><strong><img data-height=\"490\" data-ratio=\"1.5163265306122449\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6618793/m/21da1bbd0f1e53dbee021da10c406139.jpg\" data-width=\"743\" src=\"https://cimg.cnyes.cool/prod/news/6618793/l/21da1bbd0f1e53dbee021da10c406139.jpg\"></img> </strong><br></br>\n欢迎免费订阅<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><strong>9/30</strong></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>(2483-TW)百容</p>\n\n<p>(6861-TW)睿生光电</p>\n\n<p>(2409-TW)友达</p>\n\n<p>(6672-TW)腾辉电子-KY</p>\n\n<p>(3149-TW)正达</p>\n\n<p>(6120-TW)达运</p>\n\n<p>(3481-TW)群创</p>\n\n<p>(3701-TW)大众控</p>\n\n<p>(6691-TW)洋基工程</p>\n\n<p>(8201-TW)无敌</p>\n\n<p>(3673-TW)TPK-KY</p>\n\n<p>(3092-TW)鸿硕</p>\n\n<p>(3518-TW)柏腾</p>\n\n<p>(7799-TW)禾荣科</p>\n\n<p><img data-height=\"547\" data-ratio=\"1.1115173674588665\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6618793/m/5b05c2e4ceeb0b58d58a2eab0beb26c8.jpg\" data-width=\"608\" src=\"https://cimg.cnyes.cool/prod/news/6618793/l/5b05c2e4ceeb0b58d58a2eab0beb26c8.jpg\"></img></p>\n\n<p><strong>9/30</strong></p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(4577-TW)达航科技</p>\n\n<p>(5220-TW)万达光电</p>\n\n<p>(6485-TW)点序</p>\n\n<p>(3615-TW)安可</p>\n\n<p>(4174-TW)浩鼎</p>\n\n<p>(4939-TW)亚电</p>\n\n<p>(3105-TW)稳懋</p>\n\n<p>(5013-TW)强新</p>\n\n<p>(1595-TW)川宝</p>\n\n<p>(6182-TW)合晶</p>\n\n<p>(3354-TW)律胜</p>\n\n<p>(6643-TW)M31</p>\n\n<p>(8027-TW)钛升</p>\n\n<p>(4556-TW)旭然</p>\n\n<p>(4729-TW)荧茂</p>\n\n<p>(6207-TW)雷科</p>\n\n<p><img data-height=\"552\" data-ratio=\"1.1032608695652173\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6618793/m/1d0d36aa8218a52d4010f227c92ced19.jpg\" data-width=\"609\" src=\"https://cimg.cnyes.cool/prod/news/6618793/l/1d0d36aa8218a52d4010f227c92ced19.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>LINE官方帐号<br></br>\nLINE ID搜寻: @win1788 (@不可省略)<br></br>\n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>Youtube影音频道 精彩解盘影片不容错过!<br></br>\n(记得按赞,订阅并打开小铃铛)</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/lnLmKx3dlUo\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\n\n<p> \n</p><p>FB粉丝团:【股市期皇后】</p>\n<p></p>\n\n<p><a href=\"https://goo.gl/kN2VKT\">https://goo.gl/kN2VKT</a><br></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/6618793/m/ebd26f24ca3e473f131a7fe9d4826912.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6618793/l/ebd26f24ca3e473f131a7fe9d4826912.jpg\" srcset=\"https://cimg.cnyes.cool/prod/news/6618793/l/ebd26f24ca3e473f131a7fe9d4826912.jpg 1x,https://cimg.cnyes.cool/prod/news/6618793/xl/ebd26f24ca3e473f131a7fe9d4826912.jpg 2x,https://cimg.cnyes.cool/prod/news/6618793/xxl/ebd26f24ca3e473f131a7fe9d4826912.jpg 3x\"></img><br></br>\n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-2310.html\" title=\"〈兆丰金股东会〉前进稳定币?董瑞斌维持审慎:仅适合跨境小额汇款 但银行发行优势不明显\">〈兆丰金股东会〉前进稳定币?董瑞斌维持审慎:仅适合跨境小额汇款 但银行发行优势不明显</a></li>\n <li><a href=\"/new/tw/article-537.html\" title=\"「粽」金加码!台彩端午奖金8亿+宾果连开31天双创新高 大乐透狂送百组百万\">「粽」金加码!台彩端午奖金8亿+宾果连开31天双创新高 大乐透狂送百组百万</a></li>\n <li><a href=\"/new/tw/article-3333.html\" title=\"国土计划通过关渡洲美平原列「城乡一」 国产坐拥2万坪关渡土地添利多\">国土计划通过关渡洲美平原列「城乡一」 国产坐拥2万坪关渡土地添利多</a></li>\n <li><a href=\"/new/tw/article-2697.html\" title=\"中探针高阶探针出货 今年营运增双位数创高\">中探针高阶探针出货 今年营运增双位数创高</a></li>\n <li><a href=\"/new/tw/article-8652.html\" title=\"盘中速报 - 集中市场加权指数下跌-1650.93点至39952.43点,跌幅3.97%\">盘中速报 - 集中市场加权指数下跌-1650.93点至39952.43点,跌幅3.97%</a></li>\n <li><a 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