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"description": "【警告散户】台股大反弹你又被洗下车了?【6505 台塑化】⊕!【1810 和成】⊕【3576 联合再生】+6%,轧空手行情才刚开始吗? 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 1783.17 点,收在 44232.87,成交量 8356.25 亿。 观察三大法人今天筹码动向,外资卖超 43.31 亿元,投信买超 172.32 亿元,自营商买超 35.07 亿元,三大法人合计买超 164.07 亿元,其中,外资连卖",
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"content": "<p>【警告散户】台股大反弹你又被洗下车了?【6505 台塑化】⊕!【1810 和成】⊕【3576 联合再生】+6%,轧空手行情才刚开始吗?</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6541661/l/7148cb1b3e4a017045b40c6685c0366c.jpg\" alt=\"【量大强涨股整理】【警告散户】台股大反弹你又被洗下车了?【6505台塑化】⊕!【1810和成】⊕【3576联合再生】+6%,轧空手行情才刚开始吗?\" 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/X-MDGw0JtM8\" 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<br>\n(按赞订阅打开小铃铛)<br>\n<strong><em>再来看一下今天的台股!</em></strong></p>\n\n<p><strong>加权指数今日开高走高,终场上涨</strong><strong> 1783.17</strong><strong> 点,收在</strong><strong> 44232.87</strong><strong>,成交量</strong><strong> 8356.25</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> 43.31</strong><strong> 亿元,投信买超</strong><strong> 172.32</strong><strong> 亿元,自营商买超</strong><strong> 35.07</strong><strong> 亿元,三大法人合计买超</strong><strong> 164.07</strong><strong> 亿元,其中,外资连卖十三日,自营商由卖转买,投信则连买二十日共买超</strong><strong> 2149.57</strong><strong> 亿元。</strong></p>\n\n<p><strong>美股周一四大指数涨跌互见,道琼工业指数、标普</strong><strong> 500</strong><strong> 指数及那斯达克指数同步收黑,不过费城半导体指数逆势上涨</strong><strong> 0.6%</strong><strong>,显示半导体与</strong><strong> AI</strong><strong> 族群买盘仍具支撑力,其中</strong><strong> (AMD-US)</strong><strong> 超微,</strong><strong>(MSFT-US)</strong><strong> 微软,</strong><strong>(INTC-US)</strong><strong> 英特尔,</strong><strong>(MU-US)</strong><strong> 美光,等科技股表现相对强势,带动市场风险偏好回升,市场仍须留意中东地缘政治风险持续升温,以及国际油价走高可能推升通膨压力,影响全球股市波动。</strong></p>\n\n<p><strong>受到美股科技股止稳及筹码改善激励,台股今日展开强劲反攻,在电子权值股领军下开高走高,盘中一度大涨,最高来到</strong><strong> 44,232.87</strong><strong> 点,终场上涨</strong><strong> 1783.17</strong><strong> 点,收在</strong><strong> 44232.87</strong><strong>,成交量</strong><strong> 8356.25</strong><strong> 亿,重新站回季线之上,市场信心明显回温,上市融资已连续两个交易日大幅减少</strong><strong> 465</strong><strong> 亿,上柜融资连续三两个交易日减少</strong><strong> 222.96</strong><strong> 亿,台股上市上柜融资余额减共减少</strong><strong> 687.96</strong><strong> 亿元,市场浮额有效清洗,筹码面逐渐沉淀,为短线跌深反弹奠定有利基础,权值股,</strong><strong>(2330-TW)</strong><strong> 台积电,大涨带动半导体族群全面走强,</strong><strong>(2317-TW)</strong><strong> 鸿海,</strong><strong>(2454-TW)</strong><strong> 联发科,</strong><strong>(2308-TW)</strong><strong> 台达电,及</strong><strong> (2303-TW)</strong><strong> 联电,同步走高,成为推升指数的主要动能,电子权值股重新扮演盘面主流。</strong></p>\n\n<p><strong>整体而言,全球股市在历经修正后陆续回测重要技术支撑,美股科技股止稳、南韩股市同步反弹,加上台股融资快速降温、筹码有效沉淀,均有助于短线反弹延续,不过在国际政经变数及超级财报周结果尚未完全揭晓之前,预期大盘仍将以区间震荡整理为主,若</strong><strong> (2330-TW)</strong><strong> 台积电,持续稳盘,并带动</strong><strong> AI</strong><strong> 供应链扩散,指数仍有机会挑战更高压力区,操作策略上,建议持续聚焦半导体、</strong><strong>AI</strong><strong> 伺服器、记忆体、</strong><strong>PCB</strong><strong>、</strong><strong>CCL</strong><strong>、低轨卫星、高价电子股及军工概念股,把握资金轮动带来的波段投资机会,此外,本周迎来美股超级财报周,市场焦点集中在</strong><strong> AI</strong><strong> 投资、云端服务需求及企业资本支出展望,</strong><strong>(TSLA-US)</strong><strong> 特斯拉,与</strong><strong> (GOOGL-US)Alphabet</strong><strong>,将于</strong><strong> 7</strong><strong> 月</strong><strong> 22</strong><strong> 日公布第二季财报,外界高度关注</strong><strong> AI</strong><strong> 布局、云端业务成长及获利能力,</strong><strong>(INTC-US)</strong><strong> 英特尔,则将于</strong><strong> 7</strong><strong> 月</strong><strong> 23</strong><strong> 日公布财报,市场将借此观察半导体景气循环与</strong><strong> PC</strong><strong> 市场需求复苏情况,同日,欧洲央行也将公布最新利率决策,市场普遍预期维持利率不变,但对后续货币政策的谈话内容仍将左右全球资金流向。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong> 台积电,上涨</strong><strong> 3.88%</strong><strong>,收在</strong><strong> 2410</strong><strong> 元,法说会缴出优于预期的成绩单,第二季营收</strong><strong> 1.27</strong><strong> 兆元、每股纯益</strong><strong> 27.3</strong><strong> 元,毛利率提升至</strong><strong> 67.7%</strong><strong>,同步优于市场预估,受惠</strong><strong> AI</strong><strong> 伺服器、高效能运算及</strong><strong> Agentic AI</strong><strong> 需求持续升温,公司将</strong><strong> 2026</strong><strong> 年美元营收成长目标上修至</strong><strong> 40%</strong><strong> 以上,资本支出提高至</strong><strong> 600</strong><strong> 亿至</strong><strong> 640</strong><strong> 亿美元,并加码投资亚利桑那州,管理层表示,</strong><strong>A14</strong><strong> 制程将于</strong><strong> 2027</strong><strong> 年试产、</strong><strong>2028</strong><strong> 年量产,</strong><strong>2</strong><strong> 奈米与海外扩产对毛利率影响可控,在</strong><strong> AI</strong><strong> 需求持续强劲带动下,后续营运展望维持乐观;</strong> </p>\n\n<p><strong>(2317-TW)</strong><strong> 鸿海,上涨</strong><strong> 4.90%</strong><strong>,收在</strong><strong> 246</strong><strong> 元,传出首度拿下</strong><strong> SpaceX AI</strong><strong> 伺服器订单,双方合作可望进一步延伸至太空</strong><strong> AI</strong><strong> 资料中心,抢攻新一代太空运算商机,市场看好,鸿海凭借全球</strong><strong> AI</strong><strong> 伺服器制造领先地位,加上多年低轨卫星与太空整合经验,具备跨足</strong><strong> AI</strong><strong> 与航太的竞争优势,旗下鸿佰科技已携手</strong><strong> Ramon.Space</strong><strong> 布局太空资料中心,并参与低轨卫星「珍珠号」开发,未来随着</strong><strong> SpaceX</strong><strong> 加速部署</strong><strong> AI</strong><strong> 卫星,鸿海有望受惠于</strong><strong> AI</strong><strong> 伺服器、卫星整合及太空基础建设需求同步成长</strong> <strong>;</strong></p>\n\n<p><strong>(2454-TW)</strong><strong> 联发科,上涨</strong><strong> 9.88%</strong><strong>,收在</strong><strong> 3670</strong><strong> 元,</strong><strong>AI</strong><strong> 布局持续开花结果,除了智慧手机旗舰晶片天玑</strong><strong> 9500</strong><strong> 销售表现亮眼,带动高阶市占率提升外,也积极拓展</strong><strong> AI</strong><strong> 运算版图,公司携手辉达开发车用晶片、</strong><strong>ARM</strong><strong> 架构</strong><strong> CPU</strong><strong> 及</strong><strong> GB10</strong><strong> 超级电脑平台,未来成长动能可期,市场更看好联发科取得</strong><strong> Google TPU</strong><strong> 大单,预估</strong><strong> 2026</strong><strong> 年可贡献约</strong><strong> 20</strong><strong> 亿美元营收,</strong><strong>2027</strong><strong> 年有望进一步放大至数十亿美元,随着</strong><strong> AI</strong><strong> 伺服器与云端运算需求持续升温,将成为未来营运成长的重要引擎。</strong><strong> </strong></p>\n\n<p><strong>族群方面,昨日重挫的被动元件股全面展开反弹,</strong><strong>(3026-TW)</strong><strong> 禾伸堂,大涨</strong><strong> 9.82%</strong><strong>,</strong><strong>(2327-TW)</strong><strong> 国巨,同步走扬,</strong><strong>PCB</strong><strong> 与高阶材料族群再度吸引资金进驻,</strong><strong>(3037-TW)</strong><strong> 欣兴,</strong><strong>(3189-TW)</strong><strong> 景硕,皆亮灯涨停,</strong><strong>(8046-TW)</strong><strong> 南电,涨幅也有</strong><strong> 7.69%</strong><strong>,另外</strong><strong> (6274-TW)</strong><strong> 台燿,</strong><strong>(2383-TW)</strong><strong> 台光电,皆亮灯涨停,反映</strong><strong> AI</strong><strong> 伺服器、高速传输及高阶</strong><strong> PCB</strong><strong> 需求持续看旺,市场资金重新聚焦</strong><strong> AI</strong><strong> 供应链。</strong></p>\n\n<p><strong>军工与无人机概念股也开始转强,</strong><strong>(2634-TW)</strong><strong> 汉翔,有望取得相关无人机标案,或协助其他得标厂商量产制造无人机,后续初教机专案若成立,预估量能可达高教机专案</strong><strong> 60</strong><strong>~</strong><strong>70%</strong><strong>,挹注军用业务业绩成长新动能;</strong><strong>(1810-TW)</strong><strong> 和成,为台湾卫浴市场龙头,近期积极布局装甲车及无人载具复合材料外壳受惠国防自主、国舰国造及国机国造政策,加上市场聚焦无人载具供应链,反映美伊局势升温带动军工题材发酵,和成近期切入的无人载具产业,目前有配合客户做无人载具的外壳研发设计,</strong><strong>Q1EPS</strong><strong> 由亏转盈,加上政府积极推动无人载具国产化之下,看好未来相关军工领域的发展潜力,未来爆发力值得期待。</strong></p>\n\n<p><strong>(8033-TW)</strong><strong> 雷虎,大涨</strong><strong> 4.65%</strong><strong>,</strong><strong>(7402-TW)</strong><strong> 邑锜,及</strong><strong> (6829-TW)</strong><strong> 千附精密,涨幅皆相当亮眼,显示市场对国防自主及无人机产业成长题材仍具高度期待,后续若量能持续增温,相关个股仍有进一步表现空间。</strong></p>\n\n<p><strong>2026.7.17</strong><strong> 股市期皇后领先预告</strong><strong> (3576-TW)</strong><strong> 联合再生</strong></p>\n\n<figure><img data-height=\"335\" data-mime=\"image/jpeg\" data-ratio=\"1.5462686567164179\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6541661/m/5c1edd8aef8e4a335a3fe62cc4dacf5f.jpg\" data-width=\"518\" src=\"https://cimg.cnyes.cool/prod/news/6541661/l/5c1edd8aef8e4a335a3fe62cc4dacf5f.jpg\"></figure>\n\n<p><strong>(3576-TW)</strong><strong> 联合再生,</strong><strong>17.6=>19.75</strong><strong>,领先预告后</strong><strong> +12%</strong><strong>,<br>\n联合再生为国内太阳能电池与模组重要供应商,业务涵盖太阳能电池、模组制造及电厂系统建置,受惠全球净零碳排与绿电需求持续升温,产业长期发展趋势明确,近期市场资金聚焦太阳能结合卫星通讯与太空能源等新兴应用题材,带动股价表现转强,基本面方面,公司 5</strong><strong> 月营收明显回升,年增逾两成,显示接单与出货动能改善,市场也期待营运逐步走出先前低谷,随着国内绿电政策推进、高效能太阳能产品需求增加,加上未来新应用市场持续拓展,联合再生有望受惠再生能源产业成长契机,吸引资金提前布局。</strong></p>\n\n<figure><img data-height=\"362\" data-mime=\"image/jpeg\" data-ratio=\"1.5303867403314917\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6541661/m/72948084cf2ce06b9ad4bc6272fd39cb.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6541661/l/72948084cf2ce06b9ad4bc6272fd39cb.jpg\"></figure>\n\n<p><strong>2026.7.13</strong><strong> 股市期皇后领先预告</strong><strong> (6505-TW)</strong><strong> 台塑化</strong></p>\n\n<figure><img data-height=\"357\" data-mime=\"image/jpeg\" data-ratio=\"1.5518207282913166\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6541661/m/e09b160fdcac6f35836caa1de8c6b075.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6541661/l/e09b160fdcac6f35836caa1de8c6b075.jpg\"></figure>\n\n<p><strong>(6505-TW)</strong><strong> 台塑化,</strong><strong>63.1=>85.4</strong><strong>,领先预告后</strong><strong> +35%</strong><strong>,<br>\n台塑化,受惠国际油价走扬及石化原料价格反弹,第三季营运展望转趋乐观,公司第二季税后纯益 207.7</strong><strong> 亿元,上半年累计获利</strong><strong> 411.8</strong><strong> 亿元,较去年同期由亏转盈,近期乙烯、丙烯及丁二烯价格同步上涨,可望挹注轻裂解事业获利,展望后市,中东及俄罗斯炼厂供给受限,加上夏季需求旺盛,柴油与汽油价差可望维持高档,另公司积极导入乙烷裂解制程,预计</strong><strong> 2027</strong><strong> 年投产,可望降低原料成本,进一步提升获利能力与竞争优势。</strong></p>\n\n<figure><img data-height=\"358\" data-mime=\"image/jpeg\" data-ratio=\"1.547486033519553\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6541661/m/73ac93c32f43ce4bf3acdd513f940753.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6541661/l/73ac93c32f43ce4bf3acdd513f940753.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><em>7/21</em></p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】</p>\n\n<p>(2634-TW) 汉翔</p>\n\n<p>(3037-TW) 欣兴</p>\n\n<p>(3653-TW) 健策</p>\n\n<p>(6166-TW) 凌华</p>\n\n<p>(6414-TW) 桦汉</p>\n\n<p>(6531-TW) 爱普 *</p>\n\n<p>(6451-TW) 讯芯 - KY</p>\n\n<p>(2312-TW) 金宝</p>\n\n<p>(8105-TW) 凌巨</p>\n\n<p>(3694-TW) 海华</p>\n\n<p>(1810-TW) 和成</p>\n\n<p>(3605-TW) 宏致</p>\n\n<p>(2630-TW) 亚航</p>\n\n<p>(2454-TW) 联发科</p>\n\n<p>(8039-TW) 台虹</p>\n\n<p>(1710-TW) 东联</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/6541661/m/25c78d380379bde949bb58b13a13251a.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6541661/l/25c78d380379bde949bb58b13a13251a.jpg\"></figure>\n\n<p><em>7/21</em><br>\n强势股分享</p>\n\n<p>【上柜 量大上涨股】</p>\n\n<p>(4939-TW) 亚电<br>\n(8069-TW) 元太<br>\n(3680-TW) 家登<br>\n(3088-TW) 艾讯<br>\n(4991-TW) 环宇 - KY<br>\n(3230-TW) 锦明<br>\n(4541-TW) 晟田<br>\n(5328-TW) 华容<br>\n(6138-TW) 茂达<br>\n(3577-TW) 泓格<br>\n(8050-TW) 广积<br>\n(3324-TW) 双鸿<br>\n(5371-TW) 中光电<br>\n(8358-TW) 金居<br>\n(3264-TW) 欣铨<br>\n(7402-TW) 邑锜</p>\n\n<figure><img data-height=\"499\" data-mime=\"image/png\" data-ratio=\"1.1102204408817635\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6541661/m/b3864287b1dd84527be25d38d5292eed.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6541661/l/b3864287b1dd84527be25d38d5292eed.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<br>\nLINE ID 搜寻: @win1788 (@不可省略)<br>\n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!<br>\n(记得按赞,订阅并打开小铃铛)</p>\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/lnLmKx3dlUo\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\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/6541661/m/ffbe719c13b6beade442547814adfb04.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6541661/l/ffbe719c13b6beade442547814adfb04.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-19092.html\" 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