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"title": "【量大强涨股整理】【独家揭秘】 抓出下一波主升段!冠军股【1303南亚】、【3374精材】、【5351钰创】+167%暴赚秘辛大公开... 2026下半年「四大选股方向」你跟上了吗?!",
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"description": "【独家揭秘】 抓出下一波主升段!冠军股【1303 南亚】、【3374 精材】、【5351 钰创】+167% 暴赚秘辛大公开... 2026 下半年「四大选股方向」你跟上了吗?! 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! 加权指数今日开高走高,终场上涨 893.64 点,收在 45631.59,成交量 9840.81 亿。 观察三大法人今天筹码动向,外资卖超 14.15 亿元,投信买超 114.81 亿元,自营商买超 101.26 亿元,三大法人合计买超 201.92 亿",
"img": "https://cimg.cnyes.cool/prod/news/6535952/l/10b9dad7428a785a8a07384e3120a72d.jpg",
"content": "<p>【独家揭秘】 抓出下一波主升段!冠军股【1303 南亚】、【3374 精材】、【5351 钰创】+167% 暴赚秘辛大公开... 2026 下半年「四大选股方向」你跟上了吗?!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6535952/l/10b9dad7428a785a8a07384e3120a72d.jpg\" alt=\"【量大强涨股整理】【独家揭秘】 抓出下一波主升段!冠军股【1303南亚】、【3374精材】、【5351钰创】+167%暴赚秘辛大公开... 2026下半年「四大选股方向」你跟上了吗?!\" 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/vaWFX8C-VFc\" 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>再来看一下今天的台股!</p>\n\n<p>加权指数今日开高走高,终场上涨 893.64 点,收在 45631.59,成交量 9840.81 亿。</p>\n\n<p>观察三大法人今天筹码动向,外资卖超 14.15 亿元,投信买超 114.81 亿元,自营商买超 101.26 亿元,三大法人合计买超 201.92 亿元,其中,外资自营商连卖九日,自营商由卖转买,投信则连买十六日共买超 1650.26 亿元。</p>\n\n<p>美股周二全面收高,市场对通膨与利率前景转趋乐观,科技股再度扮演领涨主角,带动风险性资产全面回温,其中,费城半导体指数大涨 2.54%,那斯达克指数同步走强,标普 500 指数与道琼工业指数也全面收红,反映投资人对 AI 与半导体产业后市信心持续提升,个股方面,(NVDA-US) 辉达、(AMD-US) 超微、(AVGO-US) 博通、(MU-US) 美光,等 AI 概念股同步走扬,(SKHY-US)SK 海力士 ADR 亦大幅上涨,带动全球半导体族群买盘回流,经济数据方面,美国 6 月 CPI 年增率 3.5%,低于市场预期,市场解读通膨压力持续降温,联准会短期升息疑虑进一步缓解,资金重新流向科技成长股。</p>\n\n<p>受到美股与韩股同步走强激励,今日适逢台指期结算,台股今日开高走高,盘中一举收复 45000 点整数关卡及 5 日均线,最高来到 45881.91 点,终场上涨 893.64 点,收在 45631.59,成交量 9840.81 亿,目前台股就是维持高档震荡格局。</p>\n\n<p>市场信心明显回温,电子权值股全面回神,由 (2330-TW) 台积电、领军上攻,(2454-TW)联发科、(2303-TW)联电、(2308-TW)台达电、(2317-TW)鸿海、(3711-TW)日月光投控、同步走扬,带动电子类股成为盘面主流,盘面焦点则落在记忆体族群,在 AI 伺服器、高频宽记忆体 HBM 需求持续增温下,(2408-TW)南亚科、大幅走高,(2344-TW)华邦电、与 (6770-TW) 力积电、强攻涨停,(2327-TW)国巨、同步走强,显示资金重新聚焦半导体供应链</p>\n\n<p>此外,AI 伺服器、IC 设计及高速运算相关概念股同步表现强势,电子成交比重持续提升,市场追价意愿明显回温,传产族群同样有所表现,台塑四宝在油价回稳及低档买盘进场带动下同步反弹,生技股则受惠亚洲生技大展即将登场,市场提前布局展览题材,高价股同步回神,也带动 OTC 指数涨幅超过 2%,中小型电子股人气明显升温,形成电子、传产与生技三大族群轮动上攻的格局,技术面来看,昨日台股留下逾千点长下影线,代表低档承接买盘相当积极,今日再度放量收复重要均线及整数关卡,有助短线技术面转强。</p>\n\n<p>整体而言,美股科技股转强、通膨降温,加上 AI 与半导体族群重新吸引资金进驻,有助台股短线延续跌深反弹格局,若台积电法说会释出正向展望,并带动 AI 供应链获利预期持续上修,电子股可望成为领涨重心,推升大盘维持震荡偏多走势,不过在外资期货空单仍偏高及国际政经变数尚未完全消除之下,操作上仍建议以偏多但不追高的策略因应,优先布局 AI 伺服器、半导体、记忆体及基本面稳健的电子族群。</p>\n\n<p>本周市场仍有多项重要事件牵动后续行情,包括 7 月 15 日公布的美国生产者物价指数 PPI,7 月 16 日举行的 (2330-TW) 台积电、法说会更是市场关注焦点,法人将聚焦 AI 晶片、先进制程、CoWoS 产能与全年营运展望,同时,美国首次申请失业救济人数、6 月零售销售数据及密西根大学消费者信心指数也将陆续公布,另外 ASML 财报及 7 月 16 日至 19 日登场的亚洲生技大展,皆可能成为市场下一波资金轮动的重要观察指标。</p>\n\n<p>权值股方面,(2330-TW) 台积电,上涨 0.83%,收在 2440 元,将于 16 日举行法说会,市场聚焦 AI 需求、2 奈米制程、先进封装、资本支出及海外扩产等六大议题,近期外资同步调升目标价至 3,800 元,展现对后市信心,预期在 AI、高效能运算 HPC 需求持续增温带动下,台积电可望释出更积极的 2027 至 2028 年扩产规画,2 奈米与 A16 制程客户导入进度也将成为法说焦点,市场期待正向展望能进一步推升股价表现。 </p>\n\n<p>(2317-TW) 鸿海,上涨 1.49%,收在 239 元,第二季营收达 2.51 兆元,季增 19%、年增 40%,创历年同期新高,优于市场预期,显示 AI 伺服器与高附加价值产品持续推升营运动能,法人认为,虽然辉达 Kyber 平台传出延后至 2028 年推出,但不影响 AI 伺服器长期需求展望,另一方面,下半年折叠 iPhone 量产进度、出货规模及初期毛利率,将成为影响获利的重要关键,仍看好 AI 基础建设需求持续成长,预估 2026、2027 年每股盈余将优于市场共识 ;</p>\n\n<p>(2454-TW) 联发科,上涨 2.19%,收在 3740 元,6 月营收达 580 亿元,月增 22%、年增 3%,带动第二季营收达 1,520 亿元,季增 2%,优于公司财测及市场预期,主要受惠 AI ASIC 晶片提前放量,推升营收表现优于预估,展望后市,预期第三季营收可望季增约 10%,AI ASIC 仍是主要成长动能,不过,随市场已提前反映 AI 题材,股价评价偏高,联发科第二季获利仍有上修空间,但后续仍须观察 AI ASIC 实际出货速度与营收贡献,是否持续优于市场预期。</p>\n\n<p>(6695-TW) 芯鼎,受惠 AI 边缘运算与车用影像题材发酵,今日强势攻上涨停,公司深耕智慧影像处理 SoC 与 ISP 晶片,产品涵盖车用 AI、ASIC 及 ThetaEye 边缘 AI 视觉平台,并积极拓展日本客户与 AI 应用市场,市场焦点则在华硕集团旗下祥硕再度参与私募,持股提升至 13.43%,外界看好双方可整合高速传输与影像运算技术,抢攻智慧车载、安防及边缘 AI 商机。</p>\n\n<p>(3685-TW) 元创精密,受惠绿能转型题材发酵,今日股价表现强势,公司原以车用导光板及汽车金属零组件为主,近年积极布局能源事业,并与国瑞绿能签署投资备忘录,规划透过收购国瑞能源股权,跨足大型光电案场、EPC 工程及能源控股领域,市场看好未来成长潜力,基本面方面,公司近期单月营收维持年增,第一季也成功转亏为盈,带动市场信心回升,后续仍须观察并购案是否顺利完成、案场建置及订单能否如期贡献营收。</p>\n\n<p>2026.5.10 经济日报领先预告 (3374-TW) 精材</p>\n\n<figure><img data-height=\"363\" data-mime=\"image/jpeg\" data-ratio=\"1.5261707988980717\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6535952/m/e41ed5a8cd33c56ba2ab4cfa44f61947.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6535952/l/e41ed5a8cd33c56ba2ab4cfa44f61947.jpg\"></figure>\n\n<p>(3374-TW) 精材,212.5=>402,领先预告后 + 90%,</p>\n\n<p>精材受惠晶圆测试业务持续扩张,2026 年营运展望维持正向,第四季虽受 3D 感测器改版影响部分营收,但测试新产能挹注下,毛利率提升至 32.8%,每股纯益达 1.89 元,优于市场预期,展望今年,测试新厂将持续贡献营收,预计年底测试产能较去年增加约 50%,下半年在旺季效应带动下,毛利率可望优于上半年,虽然大幅扩产将推升折旧费用,但法人仍看好全年获利成长,预估 EPS 达 7.34 元。</p>\n\n<figure><img data-height=\"340\" data-mime=\"image/jpeg\" data-ratio=\"1.638235294117647\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6535952/m/01caff6414ecccdc4987384acb5a8494.jpg\" data-width=\"557\" src=\"https://cimg.cnyes.cool/prod/news/6535952/l/01caff6414ecccdc4987384acb5a8494.jpg\"></figure>\n\n<p><strong>2026.4.26</strong><strong> 经济日报领先预告</strong><strong> (5351-TW)</strong><strong> 钰创</strong></p>\n\n<figure><img data-height=\"362\" data-mime=\"image/png\" data-ratio=\"1.5303867403314917\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6535952/m/a4761664d69dd61a49e0ab72c5fef9fe.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6535952/l/a4761664d69dd61a49e0ab72c5fef9fe.jpg\"></figure>\n\n<p><strong>(5351-TW)</strong><strong> 钰创,</strong><strong>39.15=>104.5</strong><strong> 元,领先预告后</strong><strong> +167%</strong><strong>,</strong></p>\n\n<p><strong>钰创主要从事利基型记忆体 IC 设计及半导体产品研发,受惠 AI、HPC 及边缘 AI 应用快速发展,带动记忆体需求持续升温,公司近期月营收连续改写历史新高,反映出货动能与产品价格同步走强,市场看好后续获利表现,随着记忆体供需持续吃紧、报价维持上扬,加上市场资金聚焦 AI 与记忆体族群,带动相关个股表现强势,钰创在基本面与产业趋势双重支撑下,吸引买盘积极进驻,股价维持偏多格局。</strong></p>\n\n<figure><img data-height=\"336\" data-mime=\"image/png\" data-ratio=\"1.6636904761904763\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6535952/m/c92187af35ef1f7f0ea995235575c12f.jpg\" data-width=\"559\" src=\"https://cimg.cnyes.cool/prod/news/6535952/l/c92187af35ef1f7f0ea995235575c12f.jpg\"></figure>\n\n<p>欢迎免费订阅<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>7/15</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】</p>\n\n<p>(6446-TW) 药华药</p>\n\n<p>(2313-TW) 华通</p>\n\n<p>(6451-TW) 讯芯 - KY</p>\n\n<p>(6670-TW) 复盛应用</p>\n\n<p>(1560-TW) 中砂</p>\n\n<p>(6695-TW) 芯鼎</p>\n\n<p>(3006-TW) 晶豪科</p>\n\n<p>(2486-TW) 一诠</p>\n\n<p>(2344-TW) 华邦电</p>\n\n<p>(8150-TW) 南茂</p>\n\n<p>(2303-TW) 联电</p>\n\n<p>(1303-TW) 南亚</p>\n\n<p>(2408-TW) 南亚科</p>\n\n<p>(6505-TW) 台塑化</p>\n\n<p>(3583-TW) 辛耘</p>\n\n<p>(6257-TW) 矽格</p>\n\n<figure><img data-height=\"500\" data-mime=\"image/png\" data-ratio=\"1.108\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6535952/m/c0332f789d8f8a1ac52061c8da97db25.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6535952/l/c0332f789d8f8a1ac52061c8da97db25.jpg\"></figure>\n\n<p>7/15</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】</p>\n\n<p>(4534-TW) 庆腾</p>\n\n<p>(8932-TW) 智通 *</p>\n\n<p>(3374-TW) 精材</p>\n\n<p>(4939-TW) 亚电</p>\n\n<p>(6147-TW) 颀邦</p>\n\n<p>(4153-TW) 钰纬</p>\n\n<p>(5351-TW) 钰创</p>\n\n<p>(6207-TW) 雷科</p>\n\n<p>(3685-TW) 元创精密</p>\n\n<p>(5347-TW) 世界</p>\n\n<p>(3360-TW) 尚立</p>\n\n<p>(3680-TW) 家登</p>\n\n<p>(3479-TW) 安勤</p>\n\n<p>(5443-TW) 均豪</p>\n\n<p>(6274-TW) 台燿</p>\n\n<p>(6903-TW) 巨汉</p>\n\n<figure><img data-height=\"502\" data-mime=\"image/png\" data-ratio=\"1.1035856573705178\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6535952/m/bfc3d612e7ba2463b707d4193a85f870.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6535952/l/bfc3d612e7ba2463b707d4193a85f870.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></p>\n\n<figure><img data-height=\"361\" data-mime=\"image/png\" data-ratio=\"1.4155124653739612\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6535952/m/803e2407d952251d40ad7fb139034a2a.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6535952/l/803e2407d952251d40ad7fb139034a2a.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-6272.html\" title=\"盘中速报 - 集中市场加权指数上涨912.64点至46267.25点,涨幅2.01%\">盘中速报 - 集中市场加权指数上涨912.64点至46267.25点,涨幅2.01%</a></li>\n <li><a href=\"/new/tw/article-798.html\" title=\"旺宏今天出最高!!爆天量!请系好安全带\">旺宏今天出最高!!爆天量!请系好安全带</a></li>\n <li><a href=\"/new/tw/article-3709.html\" title=\"巨亨速报 - Factset 最新调查:美利达(9914-TW)EPS预估下修至4.85元,预估目标价为77.5元\">巨亨速报 - Factset 最新调查:美利达(9914-TW)EPS预估下修至4.85元,预估目标价为77.5元</a></li>\n <li><a href=\"/new/tw/article-7379.html\" title=\"国产南港企业总部完成上梁 预计2027年底完工\">国产南港企业总部完成上梁 预计2027年底完工</a></li>\n <li><a href=\"/new/tw/article-11210.html\" 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