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"description": "台股开高走低仍涨583.25点至43675.12点,外资买超288.36亿、投信连24买;MSCI季度调整估挹注约3000亿。 美股因油价、殖利率与偏鹰讯号收黑,辉达重挫4.34%市值蒸发1821亿美元;AMD、博通逆势大涨。",
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"content": "\n<p>【量大强涨股整理】辉达震撼弹!资金大逃亡?下一波换谁表现?</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6661792/l/7d27c326d291eee9f5e6e80dafe8ed23.jpg\" alt=\"【量大强涨股整理】辉达震撼弹!资金大逃亡?继GPU 【2465 丽台】+122% 、【6150撼讯】+32% 资安【6112迈达特】+24%,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/zl7xEX1ZSwk\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\n\n<p>(影片中分享给你知道)</p>\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低,终场上涨</strong><strong>583.25</strong><strong>点,收在</strong><strong>43675.12</strong><strong>,成交量</strong><strong>9162.55</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,外资买超</strong><strong>288.36</strong><strong>亿元,投信买超</strong><strong>82.36</strong><strong>亿元,自营商买超</strong><strong>68.92</strong><strong>亿元,三大法人合计买超</strong><strong>439.65</strong><strong>亿元,其中,外资、自营商由卖转买,投信则连买二十四日共买超</strong><strong> 4549.74</strong><strong>亿元</strong><strong> </strong><strong>。</strong></p>\n\n<p> </p>\n\n<p><strong>美股周四受到国际油价走扬、美债殖利率攀升,以及联准会官员释出偏鹰讯号影响,四大指数全面收黑,道琼工业指数下跌</strong><strong>189</strong><strong>点,那斯达克指数下跌</strong><strong>100</strong><strong>点,费城半导体指数下跌</strong><strong>0.54%</strong><strong>,标普</strong><strong>500</strong><strong>指数同步承压,科技股短线震荡加剧,其中,</strong><strong>(NVDA-US)</strong><strong>辉达,股价重挫</strong><strong>4.34%</strong><strong>,单日市值蒸发约</strong><strong>1,821</strong><strong>亿美元,市场传出执行长黄仁勋请辞,董事会任命财务长克雷斯出任代理执行长,并启动正式接班人遴选,消息引发市场高度关注,不过竞争对手</strong><strong>(AMD-US)</strong><strong>超微与</strong><strong>(AVGO-US)</strong><strong>博通逆势大涨逾</strong><strong>5%</strong><strong>,显示</strong><strong>AI</strong><strong>晶片市场竞争格局仍持续变化,市场资金也开始寻找不同于辉达的替代投资机会。</strong></p>\n\n<p> </p>\n\n<p><strong>地缘政治风险再度升温,美国总统川普表示,美国已不需要与伊朗达成协议,推升国际能源价格,布兰特原油期货上涨,油价走高不仅加重市场对通膨再度升温的疑虑,也使美债殖利率面临上行压力,进一步牵动联准会后续利率政策,此外,</strong><strong>(SMCI-US)</strong><strong>美超微股价重挫逾</strong><strong>11%</strong><strong>,市场关注美国主管机关调查其产品是否涉及走私至中国</strong><strong>SMCI</strong><strong>云端业者</strong><strong>(NBIS-US)Nebius</strong><strong>也因部分营收认列时间延后,股价大幅下跌,显示目前</strong><strong>AI</strong><strong>产业虽然长期需求依旧强劲,但个别企业仍面临财务认列、供应链及监管风险,投资人选股更须回归基本面。</strong></p>\n\n<p><strong>台股今日展现强劲反弹力道,加权指数开盘后买盘积极进场,盘中最高来到</strong><strong>44,489.48</strong><strong>点,最低</strong><strong>43,534.12</strong><strong>点,终场上涨</strong><strong>583.25</strong><strong>点,收在</strong><strong>43675.12</strong><strong>,成交量</strong><strong>9162.55</strong><strong>亿,今日虽然开高走低,主要遇到上方的月线反压之下,加上假期前难免观望气氛浓厚,导致呈现量缩整理,不过外资回头来买超,买超</strong><strong>288</strong><strong>亿元,投信则是连</strong><strong>24</strong><strong>买,将有利于未来的行情,值得留意的是,</strong><strong>MSCI</strong><strong>本次季度调整预计为台股挹注约</strong><strong>3,000</strong><strong>亿元资金,成为近期市场另一项重要支撑,不过,资金挹注不代表指数必然一路走高,尤其目前国际油价、美债殖利率及美国货币政策仍存在不确定性,加上美股科技权值股波动加剧,台股短线仍须留意外资买卖超及期货部位变化,整体而言,近期市场经历大幅修正后,资金开始寻找具备营收成长、订单能见度及产业趋势支撑的个股,操作上建议维持震荡偏多看待,采取选股不选市策略。</strong></p>\n\n<p> </p>\n\n<p><strong>整体而言,美股虽受到地缘政治、通膨及科技股震荡干扰,但</strong><strong>AI</strong><strong>产业长期投资趋势并未因此改变,台股今日强势反弹,也显示市场承接买盘仍具一定韧性。后续观察重点将回到外资资金流向、国际油价、美债殖利率,以及</strong><strong>AI</strong><strong>供应链营收表现。操作上不宜因单日大涨而过度追价,建议掌握拉回布局机会,聚焦具备实质订单与营收成长的产业龙头及中小型成长股,在高波动行情中掌握下一波轮动契机。</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>0.43%</strong><strong>,收在</strong><strong>2350</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>0.42%</strong><strong>,收在</strong><strong>241</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><strong>(2454-TW)联发科,上涨7.01%,收在4120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></p>\n\n<p><img data-height=\"493\" data-ratio=\"1.1115618661257607\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6661792/m/24c1d53bba8a205417da645fc912b15a.jpg\" data-width=\"548\" src=\"https://cimg.cnyes.cool/prod/news/6661792/l/24c1d53bba8a205417da645fc912b15a.jpg\"></img></p>\n\n<p><strong>AI</strong><strong>算力需求持续升温,显示卡与高效能运算供应链再度成为市场焦点!老师提前锁定</strong><strong> (2465-TW)</strong><strong>丽台、</strong><strong>(6150-TW)</strong><strong>撼讯,掌握</strong><strong>AI</strong><strong>、</strong><strong>GPU</strong><strong>及高阶显示卡需求成长带来的潜在商机,透过短影音领先预告,提早掌握产业趋势与个股布局契机,后续股价表现也将持续追踪验证!下一波</strong><strong>AI</strong><strong>行情,别等市场全面关注才开始寻找机会,跟着老师提前掌握潜力股,抢先布局成长契机!</strong></p>\n\n<p> </p>\n\n<p><strong>2026.10.25 股市期皇后领先预告(2465-TW)丽台</strong></p>\n\n<p><img data-height=\"355\" data-ratio=\"1.5633802816901408\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6661792/m/f2be502b63c47cd9737da8a3382ee3bb.jpg\" data-width=\"555\" src=\"https://cimg.cnyes.cool/prod/news/6661792/l/f2be502b63c47cd9737da8a3382ee3bb.jpg\"></img></p>\n\n<p><strong>(2465-TW)</strong><strong>丽台,</strong><strong>78=>173.5</strong><strong>,领先预告后</strong><strong>+122%</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=\"319\" data-ratio=\"1.761755485893417\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6661792/m/bcd6715710194376f37e2f53e7e44c19.jpg\" data-width=\"562\" src=\"https://cimg.cnyes.cool/prod/news/6661792/l/bcd6715710194376f37e2f53e7e44c19.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=\"363\" data-ratio=\"1.5179063360881542\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6661792/m/b7ee3bed6d0989f3a8aa3abae1373c6a.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6661792/l/b7ee3bed6d0989f3a8aa3abae1373c6a.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>+32%</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=\"1.652694610778443\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6661792/m/e674695ff129cf5cddd49091105d3f1c.jpg\" data-width=\"552\" src=\"https://cimg.cnyes.cool/prod/news/6661792/l/e674695ff129cf5cddd49091105d3f1c.jpg\"></img></p>\n\n<p><strong>(NVDA-US)</strong><strong>辉达,面临高层人事变动,市场重新评估</strong><strong>AI</strong><strong>晶片产业版图,台股</strong><strong>ASIC</strong><strong>概念股却意外成为资金追捧焦点,晶片股在黄仁勋宣布去职后走势出现明显分歧,(</strong><strong>AMD-US</strong><strong>)超微、</strong><strong>(AVGO-US)</strong><strong>博通,博通逆势走强,激励台股今</strong><strong>ASIC</strong><strong>族群全面点火,</strong><strong>IC</strong><strong>设计大厂</strong><strong>(2454-TW) </strong><strong>联发科开盘直攻涨停,股价来到</strong><strong>4,235</strong><strong>元;</strong><strong>ASIC</strong><strong>设计服务厂</strong><strong>(3443-TW) </strong><strong>创意也攻上涨停价</strong><strong>8,645</strong><strong>元;此外,</strong><strong>(3661-TW) </strong><strong>世芯</strong><strong>-KY</strong><strong>、</strong><strong>(3035-TW) </strong><strong>智原、</strong><strong>(2401-TW) </strong><strong>凌阳、</strong><strong>(8054-TW) </strong><strong>安国、</strong><strong>(6643-TW) M31</strong><strong>及</strong><strong>(6533-TW) </strong><strong>晶心科等相关个股也同步亮灯,盘面形成一波</strong><strong>ASIC</strong>涨停潮;也验证佳萤昨日在短影音公开预告的逻辑。</p>\n\n<p><img data-height=\"352\" data-ratio=\"1.5284090909090908\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6661792/m/ff1f875e0ee227a3b2a04a24d55cec4a.jpg\" data-width=\"538\" src=\"https://cimg.cnyes.cool/prod/news/6661792/l/ff1f875e0ee227a3b2a04a24d55cec4a.jpg\"></img></p>\n\n<p><strong>尤其在</strong><strong>AI</strong><strong>晶片市场竞争持续升温之际,</strong><strong>ASIC</strong><strong>客制化晶片族群同步获得资金青睐,反映市场对大型云端服务商自研晶片、</strong><strong>AI</strong><strong>伺服器及高速运算需求仍抱持高度期待。</strong></p>\n\n<p> </p>\n\n<p>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> </p>\n\n<p>11/13</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br></br>\n(4956-TW)光𬭎</p>\n\n<p>(7765-TW)中华资安</p>\n\n<p>(2468-TW)华经</p>\n\n<p>(6689-TW)伊云谷</p>\n\n<p>(6533-TW)晶心科</p>\n\n<p>(2471-TW)资通</p>\n\n<p>(6949-TW)沛尔生医*-创</p>\n\n<p>(6526-TW)达发</p>\n\n<p>(2401-TW)凌阳</p>\n\n<p>(3035-TW)智原</p>\n\n<p>(2476-TW)巨祥</p>\n\n<p>(3049-TW)精金</p>\n\n<p>(3533-TW)嘉泽</p>\n\n<p>(4916-TW)事欣科</p>\n\n<p>(2323-TW)中环</p>\n\n<p>(2349-TW)铼德</p>\n\n<p><img data-height=\"494\" data-ratio=\"1.0870445344129556\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6661792/m/f0dec384899449385fd185af2024b8fd.jpg\" data-width=\"537\" src=\"https://cimg.cnyes.cool/prod/news/6661792/l/f0dec384899449385fd185af2024b8fd.jpg\"></img></p>\n\n<p>11/13</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br></br>\n(8155-TW)博智</p>\n\n<p>(6234-TW)高侨</p>\n\n<p>(8227-TW)巨有科技</p>\n\n<p>(4743-TW)合一</p>\n\n<p>(8099-TW)大世科</p>\n\n<p>(3374-TW)精材</p>\n\n<p>(6697-TW)东捷资讯</p>\n\n<p>(7767-TW)仁大资讯</p>\n\n<p>(6190-TW)万泰科</p>\n\n<p>(4533-TW)协易机</p>\n\n<p>(6708-TW)天擎</p>\n\n<p>(5475-TW)德宏</p>\n\n<p>(6163-TW)华电网</p>\n\n<p>(6140-TW)讯达</p>\n\n<p>(3105-TW)稳懋</p>\n\n<p>(5314-TW)世纪*</p>\n\n<p> </p>\n\n<p><img data-height=\"497\" data-ratio=\"1.0764587525150906\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6661792/m/451ae91376b4a6c40713a8d2903e2fcf.jpg\" data-width=\"535\" src=\"https://cimg.cnyes.cool/prod/news/6661792/l/451ae91376b4a6c40713a8d2903e2fcf.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/6661792/m/a0bb3a4a15b590bf67c6edcb8596f8f2.jpg\" data-width=\"543\" src=\"https://cimg.cnyes.cool/prod/news/6661792/l/a0bb3a4a15b590bf67c6edcb8596f8f2.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-13045.html\" title=\"9月配息ETF首发!00939近一年涨逾7成、00400A单月涨逾1成,除息日与配息一次看\">9月配息ETF首发!00939近一年涨逾7成、00400A单月涨逾1成,除息日与配息一次看</a></li>\n <li><a href=\"/new/tw/article-22578.html\" title=\"台湾美光发放FY26奖酬 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