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"description": "台股开高走高,大涨1545.23点收44257.15点,成交8491.65亿,从低点反弹6000点。 三大法人合计买超202.56亿元,外资连卖10日、投信连买22日共买超4343.53亿元。 台积电10月营收5868.9亿创新高;丽台、撼讯受AI需求带动,10月营收同创佳绩。",
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"content": "\n<p>【量大强涨股整理】【2465丽台】⊕<span>+91%</span>【9933中鼎】⊕<span>+26%</span>【6150撼讯】⊕<span>+24%</span>【2330台积电】台股从低点反弹<span>6000</span>点,下一波主流股呼之欲出?</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6658709/l/bec9b15fb1ee953e67303619eac6c5e0.jpg\" alt=\"【量大强涨股整理】台股从低点反弹6000点,下一波主流股呼之欲出?\" 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/mPNcwL2-_dQ\" 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>1545.23</strong><strong>点,收在</strong><strong>44257.15</strong><strong>,成交量</strong><strong>8491.65</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>7.66</strong><strong>亿元,投信买超</strong><strong>147.65</strong><strong>亿元,自营商买超</strong><strong>62.56</strong><strong>亿元,三大法人合计买超</strong><strong>202.56</strong><strong>亿元,其中,外资连卖十日、自营商由卖转买,投信则连买二十二日共买超</strong><strong>4343.53</strong><strong>亿元</strong><strong> </strong><strong>。</strong></p>\n\n<p> </p>\n\n<p><strong>美股周二受到美国</strong><strong>10</strong><strong>月消费者物价指数</strong><strong>CPI</strong><strong>高于市场预期影响,市场对联准会</strong><strong>Fed</strong><strong>后续货币政策转趋保守,推升美债殖利率,科技股再度面临卖压,四大指数全面收黑,美国</strong><strong>10</strong><strong>月</strong><strong>CPI</strong><strong>月增</strong><strong>0.4%</strong><strong>,虽较</strong><strong>9</strong><strong>月的</strong><strong>0.6%</strong><strong>收敛,但仍高于市场预期的</strong><strong>0.3%</strong><strong>,核心</strong><strong>CPI</strong><strong>月增</strong><strong>0.3%</strong><strong>,同样高于预期的</strong><strong>0.2%</strong><strong>,显示通膨降温速度不如市场期待,加上</strong><strong>Fed</strong><strong>官员释出</strong><strong>12</strong><strong>月可能升息两码的讯号,进一步压抑市场风险偏好。科技股方面,</strong><strong>(NVDA-US)</strong><strong>辉达重挫</strong><strong>5.47%</strong><strong>,连续两个交易日累计跌幅接近一成,反映市场对</strong><strong>AI</strong><strong>资本支出及高估值科技股的疑虑升温,不过,</strong><strong>(TSM-US)</strong><strong>台积电</strong><strong>ADR</strong><strong>逆势上涨</strong><strong>2.02%</strong><strong>,</strong><strong>(AVGO-US)</strong><strong>博通及</strong><strong>(AMD-US)</strong><strong>超微也力守红盘,显示</strong><strong>AI</strong><strong>半导体供应链并非全面转弱,资金仍持续寻找具备实质订单与营运成长支撑的个股。值得留意的是,</strong><strong>AI</strong><strong>产业仍有重大资本市场动态,人工智慧新创</strong><strong>Anthropic</strong><strong>传出正积极推进上市计划,市场估计其</strong><strong>IPO</strong><strong>估值有机会挑战</strong><strong>1</strong><strong>兆美元,预计发行</strong><strong>8.25</strong><strong>亿股</strong><strong>A</strong><strong>类股票,每股价格区间约</strong><strong>70</strong><strong>至</strong><strong>78</strong><strong>美元,募资规模可能超过</strong><strong>600</strong><strong>亿美元,包括</strong><strong>(GOOGL-US)Google</strong><strong>,</strong><strong>(NVDA-US)</strong><strong>辉达,</strong><strong>(MSFT-US)</strong><strong>微软,</strong><strong>(AVGO-US)</strong><strong>博通,</strong><strong>(MU-US)</strong><strong>美光及</strong><strong>(2330-TW)</strong><strong>台积电等科技大厂,</strong><strong> </strong><strong>均被点名为重要策略投资伙伴,</strong><strong>Anthropic</strong><strong>旗下</strong><strong>Claude</strong><strong>模型在程式开发及企业</strong><strong>AI</strong><strong>应用领域具有一定竞争力,若顺利上市,将成为观察市场对</strong><strong>AI</strong><strong>产业长期投资信心的重要指标,也反映</strong><strong>AI</strong><strong>应用商业化仍是科技产业的重要成长主轴。另一方面,</strong><strong>AI</strong><strong>云端运算服务商</strong><strong>(CRWV-US)CoreWeave</strong><strong>公布第三季财报,营收约</strong><strong>36.6</strong><strong>亿美元,年增</strong><strong>168%</strong><strong>,虽然单季仍呈现亏损,但公司同步上修</strong><strong>2026</strong><strong>年财测,预估全年营收可达</strong><strong>130</strong><strong>亿至</strong><strong>133</strong><strong>亿美元,季末未完成订单更达</strong><strong>1,325</strong><strong>亿美元,显示</strong><strong>AI</strong><strong>算力需求及大型客户订单仍具支撑,财报公布后,股价盘后一度上涨约</strong><strong>5%</strong><strong>,有助缓解市场对</strong><strong>AI</strong><strong>基础建设需求放缓的疑虑。</strong></p>\n\n<p> </p>\n\n<p> </p>\n\n<p><strong>今日台股则展现与美股不同的强势格局,加权指数开高走高,盘中最高来到</strong><strong>44257.15</strong><strong>点,最低</strong><strong>42,708.05</strong><strong>点,终场收在</strong><strong>44257.15</strong><strong>点,大涨</strong><strong>1545.23</strong><strong>点,涨幅</strong><strong>3.62%</strong><strong>,成交金额</strong><strong>8491.65</strong><strong>亿元,台股近日自低点反弹上来,强喷了六千点,不仅重新站回</strong><strong>43,000</strong><strong>点整数关卡,也收复</strong><strong>10</strong><strong>日均线,显示短线市场信心逐步修复,内资法人进场买超,投信则连买二十二日共买超</strong><strong>4343.53</strong><strong>亿元</strong><strong> </strong><strong>,目前台股技术面也出现筑底的讯号。</strong></p>\n\n<p> </p>\n\n<p><strong>整体而言,台股在政策护盘、台积电营收创高及</strong><strong>AI</strong><strong>供应链基本面支撑下,短线反弹动能仍值得期待,但美国通膨数据、</strong><strong>Fed</strong><strong>利率政策及外资期货筹码仍是后续重要变数,后续将持续关注融资余额的变化,将是观察行情延续性的关键,操作策略建议维持震荡偏多、选股不选市,避免因指数急涨而盲目追高,优先布局</strong><strong>AI</strong><strong>伺服器、半导体、高阶</strong><strong>PCB</strong><strong>及具备营收成长与订单能见度的绩优股,透过基本面与技术面搭配,掌握反弹行情中的个股轮动机会。</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>4.81%</strong><strong>,收在</strong><strong>2395</strong><strong>元,受惠</strong><strong>AI</strong><strong>晶片需求强劲,</strong><strong>3</strong><strong>奈米、</strong><strong>2</strong><strong>奈米先进制程及先进封装订单持续升温,</strong><strong>10</strong><strong>月合并营收达</strong><strong>5,868.9</strong><strong>亿元,月增</strong><strong>14.7%</strong><strong>、年增</strong><strong>59.7%</strong><strong>,再创单月新高,前十月累计营收</strong><strong>4</strong><strong>兆</strong><strong>4,856</strong><strong>亿元,年增</strong><strong>43.3%</strong><strong>,展现强劲成长动能,随着辉达、超微及大型云端业者持续扩大</strong><strong>AI</strong><strong>资本支出,带动先进制程与</strong><strong>CoWoS</strong><strong>需求畅旺,加上</strong><strong>2</strong><strong>奈米逐步进入量产爬坡阶段,法人看好第四季营收有望挑战财测高标,若</strong><strong>11</strong><strong>、</strong><strong>12</strong><strong>月维持</strong><strong>10</strong><strong>月营收水准,全年营收可望突破</strong><strong>5.6</strong><strong>兆元,再创历史新高,后续营运成长值得期待;</strong><strong> </strong></p>\n\n<p> </p>\n\n<p><strong>(2317-TW)</strong><strong>鸿海,上涨</strong><strong>0.21%</strong><strong>,收在</strong><strong>242</strong><strong>元,</strong><strong>10</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)联发科,上涨4.18%,收在3990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。</strong><br></br>\n<br></br>\n<img data-height=\"357\" data-ratio=\"1.535014005602241\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6658709/m/e3fd2a346bdd1b185f148dc5982398ec.jpg\" data-width=\"548\" src=\"https://cimg.cnyes.cool/prod/news/6658709/l/e3fd2a346bdd1b185f148dc5982398ec.jpg\"></img><br></br>\n<br></br>\n<br></br>\n </p>\n\n<p><strong>市场机会稍纵即逝,真正的实力在于提前掌握趋势!佳萤老师透过短影音早已领先预告</strong><strong>AI</strong><strong>运算与高阶显示卡产业商机,</strong><strong>(2465-TW)</strong><strong>丽台、</strong><strong>(6150-TW)</strong><strong>撼讯后续营运表现陆续获得验证,从产业趋势、个股布局到营收成长,充分展现老师超前部署的研究眼光,不是事后解读,而是事前预告、事后验证!</strong><strong> </strong><strong>想掌握下一波潜力飙股,记得持续锁定老师的短影音,把握市场先机!</strong></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=\"356\" data-ratio=\"1.5449438202247192\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6658709/m/c717d36c3536fb1be71df568c9442c6e.jpg\" data-width=\"550\" src=\"https://cimg.cnyes.cool/prod/news/6658709/l/c717d36c3536fb1be71df568c9442c6e.jpg\"></img><br></br>\n </p>\n\n<p><strong>(2465-TW)</strong><strong>丽台,</strong><strong>78=>149.5</strong><strong>,领先预告后</strong><strong>+91%</strong><strong>,</strong></p>\n\n<p><strong>丽台受惠辉达</strong><strong>AI</strong><strong>产品需求强劲,</strong><strong>10</strong><strong>月合并营收达</strong><strong>11.45</strong><strong>亿元,月增</strong><strong>7.63%</strong><strong>、年增</strong><strong>3.4</strong><strong>倍,创历史次高,前</strong><strong>10</strong><strong>月营收更年增</strong><strong>1.25</strong><strong>倍,展现强劲成长动能,随着</strong><strong>AI</strong><strong>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</strong><strong>EPS</strong><strong>突破</strong><strong>4</strong><strong>元。展望后市,企业</strong><strong>AI</strong><strong>应用持续扩大,加上</strong><strong>RTX PRO 5500</strong><strong>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</strong><strong>AI</strong><strong>资料中心整体解决方案</strong><strong>AIDC</strong><strong>,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=\"325\" data-ratio=\"1.6861538461538461\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6658709/m/914720b3fd46ed2226aab436fd1f1376.jpg\" data-width=\"548\" src=\"https://cimg.cnyes.cool/prod/news/6658709/l/914720b3fd46ed2226aab436fd1f1376.jpg\"></img></p>\n\n<p><strong>2026.11.8 </strong><strong>股市期皇后领先预告</strong><strong>(6150-TW)</strong><strong>撼讯</strong></p>\n\n<p><img data-height=\"358\" data-ratio=\"1.5446927374301676\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6658709/m/490dafd8d52748d802be56571dc643e2.jpg\" data-width=\"553\" src=\"https://cimg.cnyes.cool/prod/news/6658709/l/490dafd8d52748d802be56571dc643e2.jpg\"></img></p>\n\n<p><strong>(6150-TW)</strong><strong>撼讯,</strong><strong>62=>77</strong><strong>,领先预告后</strong><strong>+24%</strong><strong>,</strong></p>\n\n<p><strong>撼讯受惠高阶显示卡出货回温,</strong><strong>10</strong><strong>月合并营收达</strong><strong>7.96</strong><strong>亿元,月增</strong><strong>22.92%</strong><strong>、年增</strong><strong>26.37%</strong><strong>,创近年单月新高,并连续</strong><strong>6</strong><strong>个月成长,累计前</strong><strong>10</strong><strong>月营收</strong><strong>50.91</strong><strong>亿元,年减幅收敛至</strong><strong>19.50%</strong><strong>,显示营运逐步改善,展望后市,随显示卡需求回温,加上</strong><strong>AI</strong><strong>运算及工业电脑应用拓展,旗下撼与科技布局高效能显示卡与嵌入式工控解决方案,凭借较佳毛利率及专案出货动能,有望成为后续营运成长的重要助力。</strong></p>\n\n<p><img data-height=\"334\" data-ratio=\"1.6287425149700598\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6658709/m/86702e0f035f0c2bea952632dc2d9777.jpg\" data-width=\"544\" src=\"https://cimg.cnyes.cool/prod/news/6658709/l/86702e0f035f0c2bea952632dc2d9777.jpg\"></img><br></br>\n </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>11/11</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(2316-TW)楠梓电</p>\n\n<p>(3026-TW)禾伸堂</p>\n\n<p>(3149-TW)正达</p>\n\n<p>(3311-TW)闳晖</p>\n\n<p>(6108-TW)竞国</p>\n\n<p>(3167-TW)大量</p>\n\n<p>(3060-TW)铭异</p>\n\n<p>(4562-TW)颖汉</p>\n\n<p>(4927-TW)泰鼎-KY</p>\n\n<p>(6456-TW)GIS-KY</p>\n\n<p>(8150-TW)南茂</p>\n\n<p>(2466-TW)冠西电</p>\n\n<p>(3443-TW)创意</p>\n\n<p>(8213-TW)志超</p>\n\n<p>(1528-TW)恩德</p>\n\n<p>(3406-TW)玉晶光<br></br>\n<br></br>\n<img data-height=\"493\" data-ratio=\"1.1156186612576064\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6658709/m/0a433ffd297343db212db9d640b3eb78.jpg\" data-width=\"550\" src=\"https://cimg.cnyes.cool/prod/news/6658709/l/0a433ffd297343db212db9d640b3eb78.jpg\"></img><br></br>\n<br></br>\n </p>\n\n<p>11/11</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(1569-TW)滨川</p>\n\n<p>(3379-TW)彬台</p>\n\n<p>(3693-TW)营邦</p>\n\n<p>(4174-TW)浩鼎</p>\n\n<p>(4577-TW)达航科技</p>\n\n<p>(4716-TW)大立</p>\n\n<p>(6150-TW)撼讯</p>\n\n<p>(3498-TW)阳程</p>\n\n<p>(5475-TW)德宏</p>\n\n<p>(5498-TW)凯崴</p>\n\n<p>(3491-TW)升达科</p>\n\n<p>(6697-TW)东捷资讯</p>\n\n<p>(6148-TW)骅宏资</p>\n\n<p>(6223-TW)旺矽</p>\n\n<p>(3444-TW)利机</p>\n\n<p>(3354-TW)律胜</p>\n\n<p><img data-height=\"494\" data-ratio=\"1.1153846153846154\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6658709/m/9da9abda37290223911baf27b86cc723.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6658709/l/9da9abda37290223911baf27b86cc723.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=\"408\" data-mime=\"image/png\" data-ratio=\"1.3308823529411764\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6658709/m/704fd60c8454a230b1cbce352b020158.jpg\" data-width=\"543\" src=\"https://cimg.cnyes.cool/prod/news/6658709/l/704fd60c8454a230b1cbce352b020158.jpg\"></img></figure>\n\n<p class=\"warning\">文章来源:摩尔投顾庄佳萤分析师<br></br>\n<br></br>\n<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><br></br>\n </p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-16978.html\" 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