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"description": "2026.06.24 广播节目【【紧急警告】台股血腥大屠杀!散户断头潮全面爆发?别傻了!【3481 群创】⊕+233% 狠狠打脸!这档「底部真钻石」正被疯狂锁码!跟着冠军「捡钻石」】# 庄佳萤 #股市期皇后 影片中分享给你知道 (按赞订阅打开小铃铛) 再来看一下今天的台股! 加权指数今日开低走低,终场下跌 1057.05 点,收在 46043.60,成交量 14536.18 亿。 观察三大法人今天筹码动向,外资卖超 1774.18 亿元,投信买超 36.66 亿元,自营商卖超 364",
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"content": "<p>2026.06.24 广播节目【【紧急警告】台股血腥大屠杀!散户断头潮全面爆发?别傻了!【3481 群创】⊕+233% 狠狠打脸!这档「底部真钻石」正被疯狂锁码!跟着冠军「捡钻石」】# 庄佳萤 #股市期皇后</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6510737/l/2d484ad625c78dd38d420adce6009bae.jpg\" alt=\"【量大强涨股整理】台股血腥大屠杀!还会继续跌吗?有捡钻石的机会吗?\" 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/Gkq0lGZFS5A\" 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><strong>加权指数今日开低走低,终场下跌</strong><strong> 1057.05</strong><strong> 点,收在</strong><strong> 46043.60</strong><strong>,成交量</strong><strong> 14536.18</strong><strong> 亿。</strong></p>\n\n<p><strong>观察三大法人今天筹码动向,外资卖超</strong><strong> 1774.18</strong><strong> 亿元,投信买超</strong><strong> 36.66</strong><strong> 亿元,自营商卖超</strong><strong> 364.86</strong><strong> 亿元,三大法人合计卖超</strong><strong> 2102.38</strong><strong> 亿元,其中,外资、自营商连卖二日,投信则连买二日共买超</strong><strong> 108.82</strong><strong> 亿元。</strong></p>\n\n<p><strong>美股周二出现明显震荡,市场在记忆体大厂财报公布前选择获利了结,</strong><strong>(MU-US)</strong><strong> 美光,股价重挫,拖累费城半导体指数大跌,科技股卖压同步扩散,使标普</strong><strong> 500</strong><strong> 指数、那斯达克指数及道琼工业指数涨跌互见,相较于半导体族群承压,</strong><strong>(IBM-US)IBM</strong><strong>,则逆势大涨逾</strong><strong> 5%</strong><strong>,主要受惠于获得摩根大通调升投资评等至「加码」,显示市场资金开始由短线涨幅过大的</strong><strong> AI</strong><strong> 概念股,转向具备稳定企业服务与软体成长题材的个股,市场关注焦点聚焦于美光即将公布的最新财报,由于其被视为</strong><strong> AI</strong><strong> 伺服器与高频宽记忆体需求的重要风向球,投资人正借此检视</strong><strong> AI</strong><strong> 资本支出热潮是否仍具延续性,事实上本波科技股修正并非单一利空消息所造成,而是过去数周市场涨幅过大、评价面偏高以及短线筹码过度拥挤后所引发的正常获利调节。</strong></p>\n\n<p><strong>受到美股半导体族群回档影响,台股今日开盘后也出现大幅震荡,盘中一度重挫逾千点,指数回测</strong><strong> 46,000</strong><strong> 点整数关卡,不过随着低接买盘进场,跌幅逐步收敛,终场下跌</strong><strong> 1057.05</strong><strong> 点,收在</strong><strong> 46043.60</strong><strong>,成交量</strong><strong> 14536.18</strong><strong> 亿,显示市场并未出现恐慌性杀盘,从盘面结构观察,本次下跌较偏向急涨后的技术性修正,而非中长期趋势反转讯号。</strong></p>\n\n<p><strong>基本面部分则持续提供台股强力支撑,经济部公布</strong><strong> 5</strong><strong> 月外销订单金额逼近</strong><strong> 900</strong><strong> 亿美元,创历年单月次高纪录,累计前</strong><strong> 5</strong><strong> 月外销订单达</strong><strong> 4,088</strong><strong> 亿美元,年增幅接近五成,写下连续</strong><strong> 16</strong><strong> 个月正成长纪录,显示全球</strong><strong> AI</strong><strong>、高效运算及云端基础建设需求仍相当强劲,台湾科技产业接单动能稳健,企业获利展望并未出现明显下修风险。</strong></p>\n\n<p><strong>筹码面来看,昨日融资余额减少</strong><strong> 111.3</strong><strong> 亿元,筹码持续进行健康整理,有助降低市场过热风险,若融资持续瘦身,反而有利后续行情发展,让市场重新回到以基本面主导的轨道。</strong></p>\n\n<p><strong>国际局势方面,美伊冲突降温带动国际油价回落,有助于降低全球通膨压力,也提升市场对后续货币政策转向宽松的期待,若美光财报优于市场预期,并释出</strong><strong> AI</strong><strong> 伺服器、高频宽记忆体及资料中心需求持续成长的正面展望,将有机会重新点燃市场对</strong><strong> AI</strong><strong> 产业链的投资信心。</strong></p>\n\n<p><strong>整体而言,台股短线虽因涨多后获利了结而出现剧烈震荡,但</strong><strong> AI</strong><strong> 伺服器、高速传输、先进封装、矽光子及</strong><strong> CPO</strong><strong> 等长线成长趋势并未改变,只要</strong><strong> (2330-TW)</strong><strong> 台积电,守稳关键支撑区,且外资未出现连续性大幅调节,本波拉回仍可视为多头行情中的正常整理,预期短线指数将维持高档震荡格局,但中期在</strong><strong> AI</strong><strong> 需求持续扩张、高效运算渗透率提升及先进制程需求成长带动下,盘势仍以震荡偏多、强势整理格局看待。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong> 台积电,</strong><strong>(2454-TW)</strong><strong> 联发科,</strong><strong>(2308-TW)</strong><strong> 台达电,及</strong><strong> (2317-TW)</strong><strong> 鸿海,同步走弱,成为压抑指数的主要因素,然而市场资金并未全面撤出电子股,而是转向评价相对偏低且具基本面支撑的族群避险,盘面上,</strong><strong>(2303-TW)</strong><strong> 联电,受惠下半年涨价预期与合作题材带动,股价逆势强势表态,面板双虎</strong><strong> (3481-TW)</strong><strong> 群创,及</strong><strong> (2409-TW)</strong><strong> 友达,同步走扬,成为今日盘面撑盘重心,反映资金正由高基期</strong><strong> AI</strong><strong> 概念股转向低基期电子股进行轮动。</strong></p>\n\n<p><strong>此外,重电族群表现同样相对抗跌,包括 (1503-TW) 士电,及 (1519-TW) 华城,均展现稳健走势,显示市场资金仍持续寻找具备产业成长性与获利能见度的标的,整体而言,虽然指数波动加剧,但成交量仍维持高档水准,代表市场承接力道依然存在,多头资金尚未明显退场。</strong></p>\n\n<figure><img data-height=\"328\" data-mime=\"image/png\" data-ratio=\"1.6310975609756098\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6510737/m/fdd6b960fd93ec49d1c0669a2504a87f.jpg\" data-width=\"535\" src=\"https://cimg.cnyes.cool/prod/news/6510737/l/fdd6b960fd93ec49d1c0669a2504a87f.jpg\"></figure>\n\n<p><strong>今日盘中的焦点强势股,集中在佳萤之前一再强调的集团作帐股身上,领先预告的</strong> <strong>台塑集团、及联电集团的联家军</strong> <strong>通通发动大涨</strong><strong>!</strong></p>\n\n<p> </p>\n\n<p><strong>台塑四宝今日逆势走扬,其中</strong><strong> (1301-TW)</strong><strong> 台塑,亮灯涨停</strong><strong>!</strong><strong> 领军上攻,股价来到</strong><strong> 54.5</strong><strong> 元,涨幅</strong><strong> 9.99%</strong><strong>,今日除息的</strong><strong> (1326-TW)</strong><strong> 台化,强势亮灯涨停至</strong><strong> 57.7</strong><strong> 元,顺利完成填息,而</strong><strong> (6505-TW)</strong><strong> 台塑化,于</strong><strong> 23</strong><strong> 日除息,今日股价上涨至</strong><strong> 55.2</strong><strong> 元,也同步达成填息。</strong></p>\n\n<p><strong>另一方面,</strong><strong>(1303-TW)</strong><strong> 南亚,因近期股价波动幅度过大,遭证交所列为处置股,不过今日仍维持强势表现,此外,同属台塑集团的</strong><strong> (8046-TW)</strong><strong> 南电,也同步走扬,涨幅达</strong><strong> 5.06%</strong><strong>,整体而言,在市场资金回流传产与高殖利率题材带动下,台塑集团个股表现相对强势,成为盘面焦点。</strong></p>\n\n<p> </p>\n\n<p><strong>2026.5.27</strong><strong> 股市期皇后领先预告</strong><strong> (1303-TW)</strong><strong> 南亚</strong></p>\n\n<figure><img data-height=\"358\" data-mime=\"image/png\" data-ratio=\"1.5\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6510737/m/48df9c61f157f598611cbae3d89361ee.jpg\" data-width=\"537\" src=\"https://cimg.cnyes.cool/prod/news/6510737/l/48df9c61f157f598611cbae3d89361ee.jpg\"></figure>\n\n<p><strong>(1303-TW)</strong><strong> 南亚,</strong><strong>79=>169.5</strong><strong>,领先预告后</strong><strong> +114%</strong><strong>,</strong></p>\n\n<p><strong>南亚近年积极转型朝高附加价值电子材料发展,受惠 AI 伺服器、高速运算及高阶封装需求持续升温,电子材料事业成长动能强劲,营收占比已突破五成,并有机会进一步提升至六成以上,成为未来获利核心引擎,此外转投资南亚科及台塑化获利同步回升,也为业外收益带来挹注,法人看好随着 AI 应用扩大、高阶材料需求增加,南亚 2026 年营运表现可望优于市场预期,获利成长动能延续,后续营运展望维持正向。</strong></p>\n\n<figure><img data-height=\"341\" data-mime=\"image/png\" data-ratio=\"1.5894428152492668\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6510737/m/ef8676544412d76f3e595c56a2e702a4.jpg\" data-width=\"542\" src=\"https://cimg.cnyes.cool/prod/news/6510737/l/ef8676544412d76f3e595c56a2e702a4.jpg\"></figure>\n\n<p><strong>联电集团今日逆势走高,市场聚焦外媒报导指出,</strong><strong>(2303-TW)</strong><strong> 联电,将与美国半导体大厂</strong><strong> (INTC-US)</strong><strong> 英特尔,展开更深度合作,激励买盘积极进驻,盘中股价一度冲上</strong><strong> 185.5</strong><strong> 元、改写历史新高,涨幅超过</strong><strong> 8%</strong><strong>,虽然尾盘涨势略为收敛,仍稳守</strong><strong> 178</strong><strong> 元附近高档震荡,集团个股同步受到资金追捧,</strong><strong>(3550-TW)</strong><strong> 联颖,盘中强势攻上涨停,成为盘面焦点,</strong><strong>(3094-TW)</strong><strong> 联杰,亮灯涨停</strong><strong>!</strong><strong> 股价来到</strong><strong> 45.25</strong><strong> 元,</strong><strong>(2363-TW)</strong><strong> 矽统,及</strong><strong> (3014-TW)</strong><strong> 联阳,受惠</strong><strong> IC</strong><strong> 设计族群买盘回流,股价同步走扬,</strong><strong>(6168-TW)</strong><strong> 宏齐,也有不错涨幅表现,在</strong><strong> AI</strong><strong>、高效能运算</strong><strong> HPC</strong><strong> 与成熟制程需求回温带动下,市场对联电集团后市展望转趋乐观,加上资金持续寻找具转机与低基期题材个股,使集团相关成员成为今日盘面逆势强势指标。</strong></p>\n\n<p> </p>\n\n<p><strong>2026.6.8</strong><strong> 股市期皇后领先预告</strong><strong> (3550-TW)</strong><strong> 联颖</strong></p>\n\n<figure><img data-height=\"360\" data-mime=\"image/png\" data-ratio=\"1.5194444444444444\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6510737/m/af0c4f34803b377d928253f2a378c130.jpg\" data-width=\"547\" src=\"https://cimg.cnyes.cool/prod/news/6510737/l/af0c4f34803b377d928253f2a378c130.jpg\"></figure>\n\n<p><strong>(3550-TW)</strong><strong> 联颖,</strong><strong>22.9=>38.5</strong><strong>,领先预告后</strong><strong> +68%</strong><strong>,</strong></p>\n\n<p><strong>联颖,成为盘面焦点之一,联颖为联电集团的子公司,为国内连接线材厂,产品涵盖资讯、通讯、消费性电子、伺服器、医疗、工业自动化及车用线束等领域,近年积极布局</strong><strong> AI</strong><strong> 伺服器高速传输线、医疗用线及高阶影音线市场,受惠高阶应用需求持续增温,加上近月营收维持双位数年增,营运明显改善,市场看好获利有望由亏转盈,在产品组合优化与高毛利产品占比提升带动下,吸引资金积极进驻。</strong></p>\n\n<figure><img data-height=\"359\" data-mime=\"image/png\" data-ratio=\"1.543175487465181\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6510737/m/715836b45db146d6e05edb93b5225df7.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6510737/l/715836b45db146d6e05edb93b5225df7.jpg\"></figure>\n\n<p><strong>2026.2.25</strong><strong> 股市期皇后领先预告</strong><strong> (3481-TW)</strong><strong> 群创</strong></p>\n\n<figure><img data-height=\"363\" data-mime=\"image/png\" data-ratio=\"1.4297520661157024\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6510737/m/f7b65a16ba6b591ab5380846c3665c1d.jpg\" data-width=\"519\" src=\"https://cimg.cnyes.cool/prod/news/6510737/l/f7b65a16ba6b591ab5380846c3665c1d.jpg\"></figure>\n\n<p><strong>(3481-TW)</strong><strong> 群创,</strong><strong>21.8=>72.6</strong><strong>,领先预告后</strong><strong> +233%</strong><strong>,</strong></p>\n\n<p><strong>群创</strong><strong> 4</strong><strong> 月自结获利亮眼,税后纯益</strong><strong> 21.59</strong><strong> 亿元,年增</strong><strong> 2654%</strong><strong>,</strong><strong>EPS 0.27</strong><strong> 元,优于首季</strong><strong> 0.2</strong><strong> 元,受面板报价回升与资产处分利益挹注,加上</strong><strong> AI</strong><strong> 带动</strong><strong> FOPLP</strong><strong> 与</strong><strong> CoPoS</strong><strong> 先进封装题材升温,法人看好切入台积电次世代供应链,预估</strong><strong> 2026/27</strong><strong> 年</strong><strong> EPS2.25/1.06</strong><strong> 元。</strong></p>\n\n<figure><img data-height=\"360\" data-mime=\"image/png\" data-ratio=\"1.5305555555555554\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6510737/m/3c55999d02b8b460c1ef7f135cb96918.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6510737/l/3c55999d02b8b460c1ef7f135cb96918.jpg\"></figure>\n\n<p><a name=\"_Hlk165906386\"></a><a name=\"_Hlk173510460\">欢迎免费订阅</a><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>6/24</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】</p>\n\n<p>(3588-TW) 通嘉</p>\n\n<p>(5285-TW) 界霖</p>\n\n<p>(6243-TW) 迅杰</p>\n\n<p>(2312-TW) 金宝</p>\n\n<p>(2302-TW) 丽正</p>\n\n<p>(6573-TW) 虹扬 - KY</p>\n\n<p>(3094-TW) 联杰</p>\n\n<p>(6213-TW) 联茂</p>\n\n<p>(6141-TW) 柏承</p>\n\n<p>(2460-TW) 建通</p>\n\n<p>(1326-TW) 台化</p>\n\n<p>(3055-TW) 蔚华科</p>\n\n<p>(2483-TW) 百容</p>\n\n<p>(6834-TW) 天二科技</p>\n\n<p>(2351-TW) 顺德</p>\n\n<p>(4722-TW) 国精化</p>\n\n<figure> </figure>\n\n<p>6/24</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】</p>\n\n<p>(3441-TW) 联一光</p>\n\n<p>(5464-TW) 霖宏</p>\n\n<p>(5011-TW) 久阳</p>\n\n<p>(4707-TW) 磐亚</p>\n\n<p>(5489-TW) 彩富</p>\n\n<p>(6829-TW) 千附精密</p>\n\n<p>(8234-TW) 新汉</p>\n\n<p>(6683-TW) 雍智科技</p>\n\n<p>(6620-TW) 汉达</p>\n\n<p>(6129-TW) 普诚</p>\n\n<p>(3114-TW) 好德</p>\n\n<p>(5328-TW) 华容</p>\n\n<p>(8040-TW) 九旸</p>\n\n<p>(8054-TW) 安国</p>\n\n<p>(6684-TW) 安格</p>\n\n<p>(6234-TW) 高侨</p>\n\n<figure><img data-height=\"500\" data-mime=\"image/png\" data-ratio=\"1.1\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6510737/m/4a800e84a5b9ed476886fb31a33d63e2.jpg\" data-width=\"550\" src=\"https://cimg.cnyes.cool/prod/news/6510737/l/4a800e84a5b9ed476886fb31a33d63e2.jpg\"></figure>\n\n<p>庄佳萤分析师:<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 2025 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>\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!</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>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>\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/6510737/m/aa393544730b1b538508255a5eb1822d.jpg\" data-width=\"509\" src=\"https://cimg.cnyes.cool/prod/news/6510737/l/aa393544730b1b538508255a5eb1822d.jpg\"></figure>\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>\n无不当之财务利益关系 以往之绩效不保证未来获利<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-9097.html\" title=\"【光宝科法说会 AI 摘要】2026/7/31\">【光宝科法说会 AI 摘要】2026/7/31</a></li>\n <li><a href=\"/new/tw/article-16266.html\" title=\"M31扩大与Rambus技术合作 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