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【量大强涨股整理】黄仁勋传出轨重击AI股?国安基金进场,下一波换谁表现?

2026-11-09 18:28:31 网络 阅读(1)

【量大强涨股整理】黄仁勋传出轨重击AI股?国安基金进场,下一波换谁表现?

【量大强涨股整理】黄仁勋传出轨重击AI股?国安基金进场,下一波换谁表现?

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再来看一下今天的台股!

加权指数今日开高走高,终场上涨1960.06点,收在41661.70,成交量8379.29亿。

观察三大法人今天筹码动向,外资卖超900.56亿元,投信买超267.48亿元,自营商卖超312.18亿元,三大法人合计卖超945.26亿元,其中,外资、自营商连卖八日,投信则连买二十日共买超3827.59亿元 。

美股科技股上周五止跌强弹,半导体族群率先反攻,费城半导体指数大涨4.21%,(TSM-US)台积电ADR,劲扬6.33%,带动市场投资信心回温。美国10月非农就业人口增加16.5万人,优于市场预期,失业率降至4.1%,显示劳动市场仍具韧性,也提高联准会12月维持利率不变的可能性,后续利率政策仍将牵动全球资金流向,此外,(NVDA-US)辉达执行长黄仁勋出轨事件以及私人生活争议及相关国安疑虑引发关注,但目前尚无公司机密外泄证据,短期影响以市场情绪为主,AI产业长期仍应回归订单与资本支出基本面。

台股受到国安基金拍板第十次进场护盘,金管会同步祭出限空令等五大稳定措施,以及美股科技股反弹,缓解市场恐慌,开盘随即跳空大涨,以40,347.28点开出,重新站回4万点大关后,买盘持续涌入,盘中最高一度大涨,来到42,349.36点,终场上涨1960.06点,收在41661.70,成交量8379.29亿,展现强劲的跌深反弹力道,观察筹码面10月6日至11月6日八大官股共买超2,970亿元,融资连续六日共减少998.59亿元,且上市柜融资合计减肥来到593亿元,创历史新高的减幅,加上根据过去2000年~2025年国安基金进场护盘荡结束的统计资料,显示仅有2000年是赔钱,其余剩下胜率高达100%,九次里面

高达八次上涨,胜率高达88.9%,加上现空令的措施实施之下,有利于稳定军心,台股绝对有酝酿反弹机会,未来持续关注的包含,美国将于11月10日公布10月消费者物价指数(CPI),11月13日公布生产者物价指数(PPI),市场预期整体CPI月增率放缓至0.3%,通膨数据将影响市场对联准会后续货币政策的判断,也将牵动美股科技股及台股电子族群的表现,整体而言,经历前波急跌及筹码大幅清洗后,台股在美股科技股反攻、国安基金进场及政策稳定措施挹注下,短线止跌反弹的条件逐步成形,虽然指数短时间内大幅上涨,后续仍须留意震荡整理,但只要AI产业基本面及企业获利成长趋势没有改变,市场仍有机会逐步回归基本面,操作上维持震荡偏多、选股不选市策略,采取分批布局、汰弱留强,优先锁定2027年获利成长能见度高、产业竞争力强,且经过前波修正后评价相对合理的优质企业,掌握市场信心回稳后的下一波投资机会。

权值股方面,(2330-TW)台积电,上涨4.68%,收在2235元,根据花旗与台积电欧洲投资人会议交流,台积电对AI长期结构性成长仍深具信心,受惠先进制程需求扩大,以及智慧型手机、高效能运算、车用与物联网晶片升级,未来营运成长动能可望更加多元,管理层强调,将依据客户产品蓝图、云端业者资本支出、AI基础建设及电力供应等因素审慎规划产能,而非盲目扩产,以降低景气循环带来的供需失衡风险,凭借技术领先、规模经济与定价能力,台积电有望持续掌握半导体产业成长红利,长期营收与获利结构仍具正向展望 ;

(2317-TW)鸿海,上涨6.46%,收在239元,0月合并营收达1.3兆元,月增13%、年增46%,优于市场预期,主要受惠AI伺服器出货放量及新款智慧型手机上市带动,从各业务表现来看,消费智能、电脑及元件部门营收均较上月成长,其中AI伺服器虽受新机种初期量产及供应链调整影响,云端网路部门月增略为下滑,但AI需求依旧强劲,展望第四季,随着新一代AI伺服器机柜、智慧型手机新品及CPO交换器出货逐步放量,预期营收可望维持季增、年增双成长,鸿海在全球AI供应链的领先地位与长期成长动能值得期待 ;

(2454-TW)联发科,上涨9.88%,收在3725元,受惠AI ASIC需求快速升温,预期2027年AI ASIC市占率可望达15%至20%,相关营收挑战160亿美元,并随Google TPU世代升级及第二家非中国资料中心ASIC客户加入,2028年营运有望再添成长动能,此外,联发科结合辉达 NVLink Fusion技术,将业务版图延伸至高阶AI晶片互连与机柜级整合,搭配448G SerDes技术布局,有助提升产品竞争力与平均销售单价,预估2026、2027年EPS分别为72.05元及150.35元,后续仍须留意客户集中、产能瓶颈及同业竞争风险。

2026.11.8短影音领先分享,从 (6112-TW)迈达特、(6148-TW)骅宏资、(3147-TW)大综,老师透过短影音提前解析产业趋势、掌握题材契机。

公开预告分享五大档股票,(6112-TW)迈达特、再创波段新高,(6148-TW)骅宏资,亮灯涨停、(3147-TW)大综亮灯涨停版,(2468-TW)华经,狂喷+9%,(6689-TW)伊云谷,狂喷+5%,这些股票通通都在佳萤老师的YT解盘频道里面无私的分享

先前台湾的银行系统频出包,(2890-TW)永丰金,旗下永丰银行新系统遭骇,418位客户存款帐户没有开程式也被盗转出10万元,金管会要求银行全面清查外,也请永丰银董事长曹为实、总经理庄铭福到会「喝咖啡」,银行局副局长张嘉魁今(5)日证实已请董总到金管会说明,将要求国内其他银行业通案强化委外供应炼处理,未来也考虑研议更精进的强化风险防杜惜施。

2026.11.5 股市期皇后领先预告(6112-TW)迈达特

(6112-TW)迈达特,47.7=>56,领先预告后+17%,

个股方面,迈达特表现亮眼,公司2026年10月营收月增15.2%、年增27.1%,创下历史新高,前三季合并营收达190亿元,年增17%,税后净利年增48%,EPS达1.78元,营运呈现稳健成长,根据8家机构法人预估,全年EPS有机会达3.5元,较去年成长约92.31%,受惠金融、制造及政府单位积极投入AI资料中心建置,带动伺服器、储存设备及云端服务需求,公司取得AWS最高级别合作伙伴资格,并透过代理Splunk扩大资安服务布局,持续强化AI与云端整合能力,随着企业数位转型及AI基础建设需求扩张,迈达特有望进一步提升高附加价值服务比重,2027年营运成长动能值得期待。

2026.10.25 股市期皇后领先预告(2465-TW)丽台

(2465-TW)丽台,78=>124,领先预告后+59%,

丽台受惠辉达AI产品需求强劲,10月合并营收达11.45亿元,月增7.63%、年增3.4倍,创历史次高,前10月营收更年增1.25倍,展现强劲成长动能,随着AI产品供不应求及价格走扬,带动前三季毛利率与获利逐季提升,第三季EPS突破4元。展望后市,企业AI应用持续扩大,加上RTX PRO 5500预计明年初量产,有望开启新一波成长契机,此外,公司透过私募引进大股东资金,积极布局AI资料中心整体解决方案AIDC,有助拓展营运版图,为中长期成长增添新动能。

欢迎免费订阅

股市期皇后 庄佳萤

https://lin.ee/9cyliMq

11/9

强势股分享

【上市 量大上涨股】

(2464-TW)盟立

(2486-TW)一诠

(4916-TW)事欣科

(6269-TW)台郡

(6426-TW)统新

(6919-TW)康霈*

(8131-TW)福懋科

(2328-TW)广宇

(2426-TW)鼎元

(3481-TW)群创

(8150-TW)南茂

(2369-TW)菱生

(2342-TW)茂矽

(2472-TW)立隆电

(2485-TW)兆赫

(5608-TW)四维航

11/9

强势股分享

【上柜 量大上涨股】

(3441-TW)联一光

(3691-TW)硕禾

(4147-TW)中裕

(5013-TW)强新

(5230-TW)雷笛克光学

(5347-TW)世界

(5351-TW)钰创

(6182-TW)合晶

(8299-TW)群联

(8111-TW)立碁

(3105-TW)稳懋

(3147-TW)大综

(3211-TW)顺达

(3236-TW)千如

(3354-TW)律胜

(4991-TW)环宇-KY

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)

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FB粉丝团:【股市期皇后】

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文章来源:摩尔投顾庄佳萤分析师

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          "pid": 34,
          "name": "保险入门",
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      "level": 1
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      "pid": 10,
      "name": "贵金属",
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          "id": 50,
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      "level": 1
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      "id": 36,
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    "description": "台股开高走高,终场涨1960.06点至41661.70点,国安基金第十次进场与金管会限空令等措施稳盘。
外资卖超900.56亿元、投信买超267.48亿元;八大官股10/6至11/6共买超2970亿元,融资连6日减998.59亿元。",
    "img": "https://cimg.cnyes.cool/prod/news/6653612/l/1bf3612353a24657bbb64eef17fb19d2.jpg",
    "content": "\n<p>【量大强涨股整理】黄仁勋传出轨重击AI股?国安基金进场,下一波换谁表现<span>?</span></p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6653612/l/1bf3612353a24657bbb64eef17fb19d2.jpg\" alt=\"【量大强涨股整理】黄仁勋传出轨重击AI股?国安基金进场,下一波换谁表现?\" 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/b2rWmaDnDes\" 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>1960.06</strong><strong>点,收在</strong><strong>41661.70</strong><strong>,成交量</strong><strong>8379.29</strong><strong>亿。</strong></p>\n\n<p> </p>\n\n<p><strong>观察三大法人今天筹码动向,外资卖超</strong><strong>900.56</strong><strong>亿元,投信买超</strong><strong>267.48</strong><strong>亿元,自营商卖超</strong><strong>312.18</strong><strong>亿元,三大法人合计卖超</strong><strong>945.26</strong><strong>亿元,其中,外资、自营商连卖八日,投信则连买二十日共买超</strong><strong>3827.59</strong><strong>亿元</strong><strong> </strong><strong>。</strong></p>\n\n<p> </p>\n\n<p><strong>美股科技股上周五止跌强弹,半导体族群率先反攻,费城半导体指数大涨</strong><strong>4.21%</strong><strong>,</strong><strong>(TSM-US)</strong><strong>台积电</strong><strong>ADR</strong><strong>,劲扬</strong><strong>6.33%</strong><strong>,带动市场投资信心回温。美国</strong><strong>10</strong><strong>月非农就业人口增加</strong><strong>16.5</strong><strong>万人,优于市场预期,失业率降至</strong><strong>4.1%</strong><strong>,显示劳动市场仍具韧性,也提高联准会</strong><strong>12</strong><strong>月维持利率不变的可能性,后续利率政策仍将牵动全球资金流向,此外,</strong><strong>(NVDA-US)</strong><strong>辉达执行长黄仁勋出轨事件以及私人生活争议及相关国安疑虑引发关注,但目前尚无公司机密外泄证据,短期影响以市场情绪为主,</strong><strong>AI</strong><strong>产业长期仍应回归订单与资本支出基本面。</strong></p>\n\n<p> </p>\n\n<p><strong>台股受到国安基金拍板第十次进场护盘,金管会同步祭出限空令等五大稳定措施,以及美股科技股反弹,缓解市场恐慌,开盘随即跳空大涨,以</strong><strong>40,347.28</strong><strong>点开出,重新站回</strong><strong>4</strong><strong>万点大关后,买盘持续涌入,盘中最高一度大涨,来到</strong><strong>42,349.36</strong><strong>点,终场上涨</strong><strong>1960.06</strong><strong>点,收在</strong><strong>41661.70</strong><strong>,成交量</strong><strong>8379.29</strong><strong>亿,展现强劲的跌深反弹力道,观察筹码面</strong><strong>10</strong><strong>月</strong><strong>6</strong><strong>日至</strong><strong>11</strong><strong>月</strong><strong>6</strong><strong>日八大官股共买超</strong><strong>2,970</strong><strong>亿元,融资连续六日共减少</strong><strong>998.59</strong><strong>亿元,且上市柜融资合计减肥来到</strong><strong>593</strong><strong>亿元,创历史新高的减幅,加上根据过去</strong><strong>2000</strong><strong>年</strong><strong>~2025</strong><strong>年国安基金进场护盘荡结束的统计资料,显示仅有</strong><strong>2000</strong><strong>年是赔钱,其余剩下胜率高达</strong><strong>100%</strong><strong>,九次里面</strong></p>\n\n<p><strong>高达八次上涨,胜率高达</strong><strong>88.9%</strong><strong>,加上现空令的措施实施之下,有利于稳定军心,台股绝对有酝酿反弹机会,未来持续关注的包含,美国将于</strong><strong>11</strong><strong>月</strong><strong>10</strong><strong>日公布</strong><strong>10</strong><strong>月消费者物价指数(</strong><strong>CPI</strong><strong>),</strong><strong>11</strong><strong>月</strong><strong>13</strong><strong>日公布生产者物价指数(</strong><strong>PPI</strong><strong>),市场预期整体</strong><strong>CPI</strong><strong>月增率放缓至</strong><strong>0.3%</strong><strong>,通膨数据将影响市场对联准会后续货币政策的判断,也将牵动美股科技股及台股电子族群的表现,整体而言,经历前波急跌及筹码大幅清洗后,台股在美股科技股反攻、国安基金进场及政策稳定措施挹注下,短线止跌反弹的条件逐步成形,虽然指数短时间内大幅上涨,后续仍须留意震荡整理,但只要</strong><strong>AI</strong><strong>产业基本面及企业获利成长趋势没有改变,市场仍有机会逐步回归基本面,操作上维持震荡偏多、选股不选市策略,采取分批布局、汰弱留强,优先锁定</strong><strong>2027</strong><strong>年获利成长能见度高、产业竞争力强,且经过前波修正后评价相对合理的优质企业,掌握市场信心回稳后的下一波投资机会。</strong></p>\n\n<p> </p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong>台积电,上涨</strong><strong>4.68%</strong><strong>,收在</strong><strong>2235</strong><strong>元,根据花旗与台积电欧洲投资人会议交流,台积电对</strong><strong>AI</strong><strong>长期结构性成长仍深具信心,受惠先进制程需求扩大,以及智慧型手机、高效能运算、车用与物联网晶片升级,未来营运成长动能可望更加多元,管理层强调,将依据客户产品蓝图、云端业者资本支出、</strong><strong>AI</strong><strong>基础建设及电力供应等因素审慎规划产能,而非盲目扩产,以降低景气循环带来的供需失衡风险,凭借技术领先、规模经济与定价能力,台积电有望持续掌握半导体产业成长红利,长期营收与获利结构仍具正向展望</strong><strong> </strong><strong>;</strong><strong> </strong></p>\n\n<p> </p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,上涨</strong><strong>6.46%</strong><strong>,收在</strong><strong>239</strong><strong>元,</strong><strong>0</strong><strong>月合并营收达</strong><strong>1.3</strong><strong>兆元,月增</strong><strong>13%</strong><strong>、年增</strong><strong>46%</strong><strong>,优于市场预期,主要受惠</strong><strong>AI</strong><strong>伺服器出货放量及新款智慧型手机上市带动,从各业务表现来看,消费智能、电脑及元件部门营收均较上月成长,其中</strong><strong>AI</strong><strong>伺服器虽受新机种初期量产及供应链调整影响,云端网路部门月增略为下滑,但</strong><strong>AI</strong><strong>需求依旧强劲,展望第四季,随着新一代</strong><strong>AI</strong><strong>伺服器机柜、智慧型手机新品及</strong><strong>CPO</strong><strong>交换器出货逐步放量,预期营收可望维持季增、年增双成长,鸿海在全球</strong><strong>AI</strong><strong>供应链的领先地位与长期成长动能值得期待</strong><strong> </strong><strong>;</strong></p>\n\n<p> </p>\n\n<p><strong>(2454-TW)</strong><strong>联发科,上涨</strong><strong>9.88%</strong><strong>,收在</strong><strong>3725</strong><strong>元,受惠</strong><strong>AI ASIC</strong><strong>需求快速升温,预期</strong><strong>2027</strong><strong>年</strong><strong>AI ASIC</strong><strong>市占率可望达</strong><strong>15%</strong><strong>至</strong><strong>20%</strong><strong>,相关营收挑战</strong><strong>160</strong><strong>亿美元,并随</strong><strong>Google TPU</strong><strong>世代升级及第二家非中国资料中心</strong><strong>ASIC</strong><strong>客户加入,</strong><strong>2028</strong><strong>年营运有望再添成长动能,此外,联发科结合辉达</strong><strong> NVLink Fusion</strong><strong>技术,将业务版图延伸至高阶</strong><strong>AI</strong><strong>晶片互连与机柜级整合,搭配</strong><strong>448G SerDes</strong><strong>技术布局,有助提升产品竞争力与平均销售单价,预估</strong><strong>2026</strong><strong>、</strong><strong>2027</strong><strong>年</strong><strong>EPS</strong><strong>分别为</strong><strong>72.05</strong><strong>元及</strong><strong>150.35</strong><strong>元,后续仍须留意客户集中、产能瓶颈及同业竞争风险。</strong><strong>   </strong></p>\n\n<p> </p>\n\n<p><strong>2026.11.8</strong><strong>短影音领先分享,从</strong><strong> (6112-TW)</strong><strong>迈达特、</strong><strong>(6148-TW)</strong><strong>骅宏资、</strong><strong>(3147-TW)</strong><strong>大综,老师透过短影音提前解析产业趋势、掌握题材契机。</strong></p>\n\n<p><img data-height=\"616\" data-ratio=\"0.8961038961038961\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6653612/m/2f72535042678946597701679cba7bc3.jpg\" data-width=\"552\" src=\"https://cimg.cnyes.cool/prod/news/6653612/l/2f72535042678946597701679cba7bc3.jpg\"></img></p>\n\n<p><strong>公开预告分享五大档股票,</strong><strong>(6112-TW)</strong><strong>迈达特、再创波段新高,</strong><strong>(6148-TW)</strong><strong>骅宏资,亮灯涨停、</strong><strong>(3147-TW)</strong><strong>大综亮灯涨停版,</strong><strong>(2468-TW)</strong><strong>华经,狂喷</strong><strong>+9%</strong><strong>,</strong><strong>(6689-TW)</strong><strong>伊云谷,狂喷</strong><strong>+5%</strong><strong>,这些股票通通都在佳萤老师的</strong><strong>YT</strong><strong>解盘频道里面无私的分享</strong></p>\n\n<p> </p>\n\n<p><strong>先前台湾的银行系统频出包,</strong><strong>(2890-TW)</strong><strong>永丰金,旗下永丰银行新系统遭骇,</strong><strong>418</strong><strong>位客户存款帐户没有开程式也被盗转出</strong><strong>10</strong><strong>万元,金管会要求银行全面清查外,也请永丰银董事长曹为实、总经理庄铭福到会「喝咖啡」,银行局副局长张嘉魁今(</strong><strong>5</strong><strong>)日证实已请董总到金管会说明,将要求国内其他银行业通案强化委外供应炼处理,未来也考虑研议更精进的强化风险防杜惜施。</strong></p>\n\n<p> </p>\n\n<p><strong>2026.11.5 </strong><strong>股市期皇后领先预告</strong><strong>(6112-TW)</strong><strong>迈达特</strong></p>\n\n<p><img data-height=\"426\" data-ratio=\"1.232394366197183\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6653612/m/ccbf1b334c58ae9fdad546a80691976f.jpg\" data-width=\"525\" src=\"https://cimg.cnyes.cool/prod/news/6653612/l/ccbf1b334c58ae9fdad546a80691976f.jpg\"></img></p>\n\n<p><strong>(6112-TW)</strong><strong>迈达特,</strong><strong>47.7=>56</strong><strong>,领先预告后</strong><strong>+17%</strong><strong>,</strong></p>\n\n<p><strong>个股方面,迈达特表现亮眼,公司</strong><strong>2026</strong><strong>年</strong><strong>10</strong><strong>月营收月增</strong><strong>15.2%</strong><strong>、年增</strong><strong>27.1%</strong><strong>,创下历史新高,前三季合并营收达</strong><strong>190</strong><strong>亿元,年增</strong><strong>17%</strong><strong>,税后净利年增</strong><strong>48%</strong><strong>,</strong><strong>EPS</strong><strong>达</strong><strong>1.78</strong><strong>元,营运呈现稳健成长,根据</strong><strong>8</strong><strong>家机构法人预估,全年</strong><strong>EPS</strong><strong>有机会达</strong><strong>3.5</strong><strong>元,较去年成长约</strong><strong>92.31%</strong><strong>,受惠金融、制造及政府单位积极投入</strong><strong>AI</strong><strong>资料中心建置,带动伺服器、储存设备及云端服务需求,公司取得</strong><strong>AWS</strong><strong>最高级别合作伙伴资格,并透过代理</strong><strong>Splunk</strong><strong>扩大资安服务布局,持续强化</strong><strong>AI</strong><strong>与云端整合能力,随着企业数位转型及</strong><strong>AI</strong><strong>基础建设需求扩张,迈达特有望进一步提升高附加价值服务比重,</strong><strong>2027</strong><strong>年营运成长动能值得期待。</strong></p>\n\n<p><img data-height=\"356\" data-ratio=\"1.5421348314606742\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6653612/m/36c733d32492f91287d6b9b1a2a64af3.jpg\" data-width=\"549\" src=\"https://cimg.cnyes.cool/prod/news/6653612/l/36c733d32492f91287d6b9b1a2a64af3.jpg\"></img></p>\n\n<p><strong>2026.10.25 </strong><strong>股市期皇后领先预告</strong><strong>(2465-TW)</strong><strong>丽台</strong></p>\n\n<p><img data-height=\"359\" data-ratio=\"1.5403899721448469\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6653612/m/9cd91c867b3aa69b23029f68fbdd2cd7.jpg\" data-width=\"553\" src=\"https://cimg.cnyes.cool/prod/news/6653612/l/9cd91c867b3aa69b23029f68fbdd2cd7.jpg\"></img></p>\n\n<p><strong>(2465-TW)</strong><strong>丽台,</strong><strong>78=>124</strong><strong>,领先预告后</strong><strong>+59%</strong><strong>,</strong></p>\n\n<p><strong>丽台受惠辉达AI产品需求强劲,10月合并营收达11.45亿元,月增7.63%、年增3.4倍,创历史次高,前10月营收更年增1.25倍,展现强劲成长动能,随着AI产品供不应求及价格走扬,带动前三季毛利率与获利逐季提升,第三季EPS突破4元。展望后市,企业AI应用持续扩大,加上RTX PRO 5500预计明年初量产,有望开启新一波成长契机,此外,公司透过私募引进大股东资金,积极布局AI资料中心整体解决方案AIDC,有助拓展营运版图,为中长期成长增添新动能。</strong></p>\n\n<p><img data-height=\"356\" data-ratio=\"1.5337078651685394\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6653612/m/bcc72f91ab318dd16dcda49f2c07ba98.jpg\" data-width=\"546\" src=\"https://cimg.cnyes.cool/prod/news/6653612/l/bcc72f91ab318dd16dcda49f2c07ba98.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>11/9</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(2464-TW)盟立</p>\n\n<p>(2486-TW)一诠</p>\n\n<p>(4916-TW)事欣科</p>\n\n<p>(6269-TW)台郡</p>\n\n<p>(6426-TW)统新</p>\n\n<p>(6919-TW)康霈*</p>\n\n<p>(8131-TW)福懋科</p>\n\n<p>(2328-TW)广宇</p>\n\n<p>(2426-TW)鼎元</p>\n\n<p>(3481-TW)群创</p>\n\n<p>(8150-TW)南茂</p>\n\n<p>(2369-TW)菱生</p>\n\n<p>(2342-TW)茂矽</p>\n\n<p>(2472-TW)立隆电</p>\n\n<p>(2485-TW)兆赫</p>\n\n<p>(5608-TW)四维航</p>\n\n<p><img data-height=\"570\" data-ratio=\"0.9614035087719298\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6653612/m/70882e820c1ba054a27b6a2d4446337e.jpg\" data-width=\"548\" src=\"https://cimg.cnyes.cool/prod/news/6653612/l/70882e820c1ba054a27b6a2d4446337e.jpg\"></img></p>\n\n<p>11/9</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(3441-TW)联一光</p>\n\n<p>(3691-TW)硕禾</p>\n\n<p>(4147-TW)中裕</p>\n\n<p>(5013-TW)强新</p>\n\n<p>(5230-TW)雷笛克光学</p>\n\n<p>(5347-TW)世界</p>\n\n<p>(5351-TW)钰创</p>\n\n<p>(6182-TW)合晶</p>\n\n<p>(8299-TW)群联</p>\n\n<p>(8111-TW)立碁</p>\n\n<p>(3105-TW)稳懋</p>\n\n<p>(3147-TW)大综</p>\n\n<p>(3211-TW)顺达</p>\n\n<p>(3236-TW)千如</p>\n\n<p>(3354-TW)律胜</p>\n\n<p>(4991-TW)环宇-KY</p>\n\n<p><img data-height=\"441\" data-ratio=\"1.2471655328798186\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6653612/m/6d749dd6315b796c974e7e2b1885662e.jpg\" data-width=\"550\" src=\"https://cimg.cnyes.cool/prod/news/6653612/l/6d749dd6315b796c974e7e2b1885662e.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=\"408\" data-mime=\"image/png\" data-ratio=\"1.3308823529411764\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6653612/m/fc83322872b9a764c8c7012363b2925e.jpg\" data-width=\"543\" src=\"https://cimg.cnyes.cool/prod/news/6653612/l/fc83322872b9a764c8c7012363b2925e.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-17966.html\" title=\"智慧能源展10/14登场 聚焦减碳、能源管理解锁AI净零新技术\">智慧能源展10/14登场 聚焦减碳、能源管理解锁AI净零新技术</a></li>\n    <li><a href=\"/new/tw/article-1544.html\" title=\"〈焦点股〉辉达黄仁勋GTC开讲 CPO喷香槟 光环、联钧率先涨停\">〈焦点股〉辉达黄仁勋GTC开讲 CPO喷香槟 光环、联钧率先涨停</a></li>\n    <li><a href=\"/new/tw/article-24071.html\" title=\"融资爆减424亿+国安基金进场!台积电、联发科、奇𬭎将反攻?8档AI绩优股出列!\">融资爆减424亿+国安基金进场!台积电、联发科、奇𬭎将反攻?8档AI绩优股出列!</a></li>\n    <li><a href=\"/new/tw/article-552.html\" title=\"巨亨速报 - Factset 最新调查:晶硕(6491-TW)EPS预估上修至24.86元,预估目标价为350元\">巨亨速报 - Factset 最新调查:晶硕(6491-TW)EPS预估上修至24.86元,预估目标价为350元</a></li>\n    <li><a href=\"/new/tw/article-3956.html\" title=\"〈北基股东会〉通过配息0.3元 未来多元布局能源、土建强化营运成长动能\">〈北基股东会〉通过配息0.3元 未来多元布局能源、土建强化营运成长动能</a></li>\n    <li><a href=\"/new/tw/article-4819.html\" title=\"营收速报  - 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    "createdAt": "2026-11-09T10:09:56.000Z",
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