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"description": "台股加权指数收49822.55点、涨110.51点,盘中一度创49968.92点新高,距5万点仅一步之遥。 三大法人合计卖超207.86亿元,外资卖66.57亿、投信卖158.5亿,自营商买17.21亿。 金像电、南电、联一光受AI、PCB与CPO题材带动,文中并提及联一光领先预告后涨230%。",
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"content": "\n<p>【量大强涨股整理】<strong>【</strong><strong>3441 </strong><strong>联一光】【<span>2368</span></strong><strong>金像电】【8046</strong><strong>南电】【<span>6505</span></strong><strong>台塑化】台股五万点前哨战!【3441</strong><strong>联一光】+<span>230%</span></strong><strong>惊人涨幅!下个接棒的主角换谁做?!</strong></p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6622830/l/4fc9b6e14a38f0a44188312e7dcdcf4d.jpg\" alt=\"【量大强涨股整理】台股五万点前哨战!【3441联一光】+230%惊人涨幅!下个接棒的主角换谁做?!\" 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/_5Je1ENzltw\" 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><strong>加权指数今日开高震荡走高,终场上涨</strong><strong>110.51</strong><strong>点,收在</strong><strong>49822.55</strong><strong>,成交量</strong><strong>9759.36</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>66.57</strong><strong>亿元,投信卖超</strong><strong>158.5</strong><strong>亿元,自营商买超</strong><strong>17.21</strong><strong>亿元,三大法人合计卖超</strong><strong>207.86</strong><strong>亿元,其中,外资由买转卖、自营商连买五日共买超</strong><strong>175.93</strong><strong>亿元,投信则连卖二日</strong><strong> </strong><strong>。</strong></p>\n\n<p><strong>美股方面,尽管美债殖利率持续走高,但科技股基本面与经济数据仍具支撑,美股三大指数全数收红,其中那斯达克指数上涨</strong><strong>1.05%</strong><strong>,再创历史收盘新高,道琼工业指数小涨</strong><strong>0.18%</strong><strong>,费城半导体指数则小涨</strong><strong>0.27%</strong><strong>,市场风险偏好仍然偏强,</strong><strong>(SPCX-US)SpaceX</strong><strong>,股价大涨逾</strong><strong>7%</strong><strong>,</strong><strong>(NVDA-US)</strong><strong>辉达,</strong><strong>(TSLA-US)</strong><strong>特斯拉,也同步上涨,</strong><strong>AI</strong><strong>与科技股仍是美股多头的核心主轴,不过,美债殖利率走高仍是市场需要留意的变数,美国</strong><strong>10</strong><strong>年期公债殖利率上升逾</strong><strong>3</strong><strong>个基点至</strong><strong>5.31%</strong><strong>,</strong><strong>30</strong><strong>年期殖利率同步升至</strong><strong>5.664%</strong><strong>,高殖利率对高本益比科技股仍形成估值压力,另一方面,美国</strong><strong>9</strong><strong>月服务业</strong><strong>PMI</strong><strong>为</strong><strong>54.9</strong><strong>,符合市场预期,显示经济活动仍具韧性,也让联准会</strong><strong>10</strong><strong>月维持利率不变的机率升至约</strong><strong>8</strong><strong>成,近期国际油价回落,也有助降低能源成本推升通膨的疑虑,整体环境对</strong><strong>AI</strong><strong>科技股仍属相对有利。</strong></p>\n\n<p> </p>\n\n<p><strong>回到台股,美股科技股续强,激励台股今日开高走强,加权指数早盘一度触及</strong><strong>49,968.92</strong><strong>点,再创盘中历史新高,距离</strong><strong>5</strong><strong>万点整数大关仅一步之遥,终场上涨</strong><strong>110.51</strong><strong>点,收在</strong><strong>49822.55</strong><strong>,成交量</strong><strong>9759.36</strong><strong>亿,不过,台股近期连续大涨后短线乖离扩大,随着获利了结卖压涌现,加上权值股震荡拉回,指数高档震荡加剧,盘中上下波动超过</strong><strong>400</strong><strong>点,市场开始消化</strong><strong>5</strong><strong>万点关卡前的筹码压力,今日盘面则出现高档震荡,</strong><strong>(2330-TW)</strong><strong>台积电,早盘一度攻上</strong><strong>2,590</strong><strong>元再创新高,随后回落平盘附近震荡,</strong><strong>(2454-TW)</strong><strong>联发科跌</strong><strong>4.74%</strong><strong>,</strong><strong>(2303-TW)</strong><strong>联电跌</strong><strong>3.28%</strong><strong>,权值股出现明显分化,反观</strong><strong>(2308-TW)</strong><strong>台达电,上涨约</strong><strong>2.24%</strong><strong>,</strong><strong>(2317-TW)</strong><strong>鸿海维持小幅走强,金融、航运及部分电子零组件族群则扮演撑盘角色,高价股涨跌互见,显示市场资金仍集中在高成长与题材股,但是台股距离五万点仅差</strong><strong>32</strong><strong>点的空间,非常有机会在明后天见到,加上台股受惠</strong><strong><span>AI</span></strong><strong>需求强劲,辉达</strong><strong>Rubin</strong><strong>系列产品进入出货潮,富邦、兆丰、台新、永丰、统一等五大投顾董总预估,上市柜公司第</strong><strong><span>4</span></strong><strong>季获利有望上看</strong><strong>2.2</strong><strong>兆元、全年获利将来到</strong><strong><span>7.8</span></strong><strong>兆元,双双再创历史新高中,全季指数将跨越</strong><strong>50K</strong><strong>大关,挑战</strong><strong><span>52K</span></strong><strong>至</strong><strong>53K</strong><strong>,再写台股新纪录</strong><strong>,未来持续关注本周聚焦,</strong><strong>10/8 (3008-TW)</strong><strong>大立光法说,</strong><strong>(2330-TW)</strong><strong>台积电公布九月营收,以及</strong><strong>FED</strong><strong>会议纪要,美股财报季开启,将牵动未来行情。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,上涨</strong><strong>0.39%</strong><strong>,收在</strong><strong>2585</strong><strong>元,</strong><strong>AI</strong><strong>需求持续扩张,市场焦点不只锁定辉达、</strong><strong>AMD</strong><strong>与博通,台积电也有望成为</strong><strong>2027</strong><strong>年</strong><strong>AI</strong><strong>浪潮的重要受惠者,随</strong><strong>AI</strong><strong>资料中心持续扩建,加上晶圆代工价格上调,台积电可望同时享有「量增价涨」利多,市场预估台积电</strong><strong>2027</strong><strong>年</strong><strong>EPS</strong><strong>约</strong><strong>21.93</strong><strong>美元,若获利成长优于预期,估值仍具上修空间,由于台积电掌握先进制程与高市占率,</strong><strong>AI</strong><strong>晶片需求越强,晶圆代工订单也越旺,</strong><strong>2027</strong><strong>年有望成为半导体产业的关键赢家;</strong><strong> </strong></p>\n\n<p> </p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,上涨</strong><strong>0.79%</strong><strong>,收在</strong><strong>256</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,下跌</strong><strong>4.74%</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>2026.9.23</strong><strong>佳萤老师在我的</strong><strong>LINE</strong><strong>粉丝团举行的活动中,预告中秋锦囊妙计股票,我说今年的中秋节不送月饼,要送股票,佳萤再次提前命中!老师不是等股票喷出才告诉你,而是在市场还没全面发现之前,就已经率先掌握趋势、提前喊进!从领先预告的个股一路验证,到近期</strong><strong>(2368-TW)</strong><strong>金像电、</strong><strong>(8046-TW)</strong><strong>南电相继强势表现,行情来了自然更有感!掌握产业趋势、基本面与筹码动向后的提前卡位,中秋锦囊妙计已经陆续开花,下一档即将接棒的强势股会是谁?老师持续从</strong><strong>AI</strong><strong>、半导体、</strong><strong>PCB</strong><strong>等热门产业中,提前找出市场尚未完全反映的潜力标的,跟上老师脚步,掌握下一波行情先机!</strong></p>\n\n<p> </p>\n\n<p><strong>2026.9.23中秋锦囊妙计领先预告(2368-TW)金像电</strong></p>\n\n<p><img data-height=\"346\" data-ratio=\"1.592485549132948\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6622830/m/0897f3816dd1592a419577cf664cf38b.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6622830/l/0897f3816dd1592a419577cf664cf38b.jpg\"></img></p>\n\n<p><strong>(2368-TW)</strong><strong>金像电</strong><strong>,</strong><strong>1140=>12195</strong><strong>,领先预告后</strong><strong>+13%</strong><strong>,</strong></p>\n\n<p><strong>金像电受惠于AI</strong><strong>伺服器PCB</strong><strong>升级趋势,AWS Trainium 4</strong><strong>新品良率达80%</strong><strong>以上,领先同业,市占率有望升至60%</strong><strong>以上,Google TPU v8</strong><strong>亦进入供应链,随高阶HDI</strong><strong>、多层板及M8+</strong><strong>、M9</strong><strong>材料升级,单位产值大幅提升,加上MSFT</strong><strong>、Meta</strong><strong>及1.6T</strong><strong>交换机订单挹注,3Q-4Q26</strong><strong>获利可望创高,展望2027</strong><strong>年,AWS T4</strong><strong>、Google TPU v9</strong><strong>持续升级HDI</strong><strong>规格,金像电凭借厚板压合、超深孔电镀等技术优势,竞争门槛持续提升,法人看好长期成长动能。</strong></p>\n\n<p><img data-height=\"367\" data-ratio=\"1.4986376021798364\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6622830/m/3876b4605d81665e8e380bbf2455fef7.jpg\" data-width=\"550\" src=\"https://cimg.cnyes.cool/prod/news/6622830/l/3876b4605d81665e8e380bbf2455fef7.jpg\"></img></p>\n\n<p><strong>2026.9.23</strong><strong>中秋锦囊妙计领先预告</strong><strong>(8046-TW)</strong><strong>南电</strong></p>\n\n<p><img data-height=\"344\" data-ratio=\"1.6104651162790697\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6622830/m/317df15fb6d9ec13b133dfb1b21f744f.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6622830/l/317df15fb6d9ec13b133dfb1b21f744f.jpg\"></img></p>\n\n<p><strong>(8046-TW)</strong><strong>南电</strong><strong>,</strong><strong>1210=>1520</strong><strong>,领先预告后</strong><strong>+25%</strong><strong>,</strong></p>\n\n<p><strong>南电</strong><strong>,8</strong><strong>月税后纯益达10.92</strong><strong>亿元,EPS 1.69</strong><strong>元,年增665%</strong><strong>,税前纯益14.86</strong><strong>亿元,税前利率达27.8%</strong><strong>,表现大致符合市场预期,受惠昆山厂良率改善,推估8</strong><strong>月毛利率已回升至约30%</strong><strong>~31%</strong><strong>,后续ABF</strong><strong>载板需求亦可望受惠规格升级,市场更关注BT</strong><strong>载板涨价进度,预期第4</strong><strong>季ASP</strong><strong>季增个位数,2027</strong><strong>年第1</strong><strong>季再季增约20%</strong><strong>,有望成为股价后续上攻催化剂。</strong></p>\n\n<p><img data-height=\"331\" data-ratio=\"1.6102719033232629\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6622830/m/ebca234abe6cff7487e5a5f8447e3a25.jpg\" data-width=\"533\" src=\"https://cimg.cnyes.cool/prod/news/6622830/l/ebca234abe6cff7487e5a5f8447e3a25.jpg\"></img></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=\"359\" data-ratio=\"1.5125348189415042\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6622830/m/14175658837ef91b999efc3096a0a639.jpg\" data-width=\"543\" src=\"https://cimg.cnyes.cool/prod/news/6622830/l/14175658837ef91b999efc3096a0a639.jpg\"></img></p>\n\n<p><strong>(3441-TW)</strong><strong>联一光,</strong><strong>77.2=>255</strong><strong>,领先预告后</strong><strong>+230%</strong><strong>,</strong></p>\n\n<p><strong>联一光原为光学镜头产业链最上游的玻璃毛胚厂,核心技术是光学玻璃的配方、熔制与精密成型,因代理德国萧特部分光学玻璃材料,被辉达指定使用于</strong><strong><span>CPO</span></strong><strong>相关应用,被市场视为辉达「光进铜退」趋势下的关键材料供应商之一,再加上其业绩确有转机,今年上半年</strong><strong>EPS1.16</strong><strong>元已超越其去年全年的</strong><strong><span>EPS1.06</span></strong><strong>元,成为其吸睛的资本,</strong><strong>2026</strong><strong>年</strong><strong>4</strong><strong>至</strong><strong>8</strong><strong>月营收多数维持年增,显示高阶光学与新应用需求逐步升温,近期股价受</strong><strong>CPO</strong><strong>、</strong><strong>AI</strong><strong>光学、无人机与医疗光学等题材带动,成为盘面强势焦点,预估今年</strong><strong>EPS</strong><strong>约</strong><strong>2.5</strong><strong>元,年增</strong><strong>135.85%</strong><strong>。</strong><strong> </strong></p>\n\n<p><img data-height=\"333\" data-ratio=\"1.6546546546546546\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6622830/m/5936704650221d1fde50c989367e4fd5.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6622830/l/5936704650221d1fde50c989367e4fd5.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>10/6</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(2466-TW)冠西电</p>\n\n<p>(4720-TW)德渊</p>\n\n<p>(6257-TW)矽格</p>\n\n<p>(1711-TW)永光</p>\n\n<p>(6456-TW)GIS-KY</p>\n\n<p>(4755-TW)三福化</p>\n\n<p>(6117-TW)迎广</p>\n\n<p>(7788-TW)松川精密</p>\n\n<p>(2415-TW)锠新</p>\n\n<p>(6152-TW)百一</p>\n\n<p>(2254-TW)巨铠精密-创</p>\n\n<p>(6668-TW)中扬光</p>\n\n<p>(6669-TW)纬颖</p>\n\n<p>(6278-TW)台表科</p>\n\n<p>(5234-TW)达兴材料</p>\n\n<p>(3025-TW)星通</p>\n\n<p><img data-height=\"496\" data-ratio=\"1.0887096774193548\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6622830/m/b517a60890db345be1b995a724639a66.jpg\" data-width=\"540\" src=\"https://cimg.cnyes.cool/prod/news/6622830/l/b517a60890db345be1b995a724639a66.jpg\"></img></p>\n\n<p>10/6</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(4716-TW)大立</p>\n\n<p>(4174-TW)浩鼎</p>\n\n<p>(4707-TW)磐亚</p>\n\n<p>(3441-TW)联一光</p>\n\n<p>(3556-TW)禾瑞亚</p>\n\n<p>(6140-TW)讯达</p>\n\n<p>(5251-TW)天钺电</p>\n\n<p>(5202-TW)力新</p>\n\n<p>(5432-TW)新门</p>\n\n<p>(4711-TW)永纯</p>\n\n<p>(3219-TW)倚强科</p>\n\n<p>(6716-TW)应广</p>\n\n<p>(4556-TW)旭然</p>\n\n<p>(3630-TW)新巨科</p>\n\n<p>(1785-TW)光洋科</p>\n\n<p>(3466-TW)德晋</p>\n\n<p><img data-height=\"500\" data-ratio=\"1.082\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6622830/m/74ad3ce98a108c7e6bf11f2d2183dc6d.jpg\" data-width=\"541\" src=\"https://cimg.cnyes.cool/prod/news/6622830/l/74ad3ce98a108c7e6bf11f2d2183dc6d.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</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/6622830/m/ca227db8a216eb76fe0af1c449d27781.jpg\" data-width=\"509\" src=\"https://cimg.cnyes.cool/prod/news/6622830/l/ca227db8a216eb76fe0af1c449d27781.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-17919.html\" title=\"新亚建设夺三莺线延伸八德段统包案 工程金额81.82亿元\">新亚建设夺三莺线延伸八德段统包案 工程金额81.82亿元</a></li>\n <li><a 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