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【量大强涨股整理】台股震荡加剧,除权息四大关键 + 辉达「暗光纤」隐藏下一波主流?!

2026-08-16 15:02:17 钜亨网 阅读(11)

【6505 台塑化】涨停再创新高!+48%⊕⊕⊕、【3374 精材】会员 + 96%,除权息四大关键 + 辉达「暗光纤」隐藏下一波主流?!

【量大强涨股整理】台股震荡加剧,除权息四大关键 + 辉达「暗光纤」隐藏下一波主流?!

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!

加权指数今日开高震荡,终场上涨 25.03 点,收在 44850.81,成交量 8925.16 亿。

观察三大法人今天筹码动向,外资买超 69.57 亿元,投信买超 53.36 亿元,自营商买超 41.93 亿元,三大法人合计买超 164.88 亿元,其中,外资连买二日共买超 243 亿元,自营商由卖转买,投信则连买二十二日共买超 2372.85 亿元。

美股周三涨跌互见,市场持续等待大型科技企业财报,观察庞大的 AI 资本支出是否能进一步转化为企业获利,受到国际油价走高、美债殖利率攀升影响,市场对通膨与联准会后续政策仍保持戒心,投资气氛略趋保守,道琼工业指数小跌 0.01%,标普 500 指数下跌 0.14%,那斯达克指数回落 0.57%,不过费城半导体指数逆势上涨 0.44%,连续三个交易日收红,显示半导体族群仍具相对强势表现,个股方面,(NVDA-US) 辉达,上涨 2.30%(AVGO-US) 博通,上涨 2.67%(TSM-US) 台积电 ADR,小跌 0.8%(GOOGL-US)Alphabet,公布第二季财报后,营收优于市场预期,并同步上调 2026 年资本支出,全年最高将达 2,050 亿美元,再度展现持续扩大 AI 基础建设的决心,(TSLA-US) 特斯拉,虽然营收优于市场预估,但获利未达市场期待,盘后股价承受压力,(SMCI-US) 美超微,大涨逾 19%,受惠公司宣布第四季新增订单突破 600 亿美元,反映 AI 伺服器需求依旧强劲,另一方面,(TXN-US) 德州仪器,虽然最新财测优于市场预估,但市场期待更高,股价仅小涨 0.99%,显示目前市场对科技股评价标准仍相当严格,受到大型科技股财报与联准会政策预期交互影响,美股短线震荡幅度仍可能加大,不过整体 AI 投资循环并未改变,全球云端服务商持续提高资本支出,加上企业 AI 应用需求快速扩散,半导体、高速运算、先进封装与高速传输等供应链仍是市场资金长线布局焦点,中长期多头架构依然完整。

加权指数今日开高后震荡,早盘一度突破 45000 点整数关卡,指数盘中最高来到 45089 点,但面临月线约 45301 点反压,开高后卖压涌现,最低下探 44340 点,高低震荡达 749 点,随着尾盘买盘涌入,指数快速收复跌幅,终场收在 44850.81 点,守住红盘,终场上涨 25.03 点,成交量 8925.16 亿;今日指数呈现震荡格局,主要在于量能不够,要冲高也不易,加上近期上市与上柜连续二日融资共增加 183 亿元 (上市连续二日融资增加 137.88 亿元、上柜连续二日融资增加 45.13 亿元),短线若成交量未能同步放大,指数将持续维持持高档震荡整理格局,整体而言,加权指数历经前波急跌后已展开技术性反弹,但 45000 点整数关卡与月线附近仍具明显压力,待量能放大后,将有机会在上。

后续市场仍须持续关注联准会利率政策、大型 AI 企业财报、国际油价变化及地缘政治风险,随着 AI 需求持续成长,台湾上市柜企业第三季营运展望仍偏正向,基本面并未出现明显改变,因此操作策略建议采逢回分批布局,不宜过度追高,可持续留意 AI 供应链、光通讯、PCB、高速传输、半导体设备材料、机器人、自动驾驶及高殖利率等具基本面支撑族群。

权值股方面,(2330-TW) 台积电,上涨 0.21%,收在 2405 元,传出将自 2027 年起调涨晶圆代工价格,先进制程涨幅约 5% 10%,高速运算 HPC 晶片订单甚至可能再加收 10% 15% 费用,成熟制程最高亦有望调升 10%,以反映材料、设备及海外扩产成本增加,对此,台积电表示不评论价格议题,强调定价采策略导向,持续与客户共同创造价值,在 AI 需求强劲、CoWoS 先进封装产能吃紧下,涨价有助提升获利能力,并支撑长期资本支出与营运成长

(2317-TW) 鸿海,上涨 2.39%,收在 257.5 元,受惠 AI 伺服器需求强劲、云端与网通业务持续成长,第 2 季营收优于市场预期,并预估 8 月法说将释出更乐观展望,随着 AI 伺服器、ASIC 伺服器、LPU 机柜及新一代平台出货放量,外资同步上修 20262027 年营收与每股盈余预估,认为高毛利业务占比提升,有助获利能力持续改善,显示对鸿海 AI 布局与长期成长动能深具信心;

(2454-TW) 联发科,上涨 0.65%,收在 3875 元,受惠市场传出 Google 积极布局新一代 AI 推论晶片「Frozen v2」,市场关注联发科是否有望再度切入 ASIC 供应链,带动股价跌深反弹,联发科除已参与 Google TPU 相关 I/O die 供应外,明年亦可望受惠 ASIC 晶片代工与后段封测投片需求提升,推升营收成长动能,短线技术面来看,股价出现反弹第一根确认 K 棒,市场气氛改善,后续若能站稳 3936 20 日均线并突破 4000 元,且成交量同步放大,有机会进一步挑战波段高点,AI ASIC 布局将成为中长期重要成长引擎。

个股方面,(3229-TW) 晟钛,主要从事磷铜球等 PCB 上游材料制造与销售,并提供印刷电路板钻孔代工服务,具备材料与加工垂直整合优势,受惠 AI 伺服器、高速网通及高阶多层板需求持续升温,公司近月营收维持五成以上年增幅,基本面稳健回升,近期市场资金亦持续聚焦 PCB 供应链,法人买盘有回流迹象,后续仍需观察 AI 相关订单是否持续挹注、营收与获利能否同步成长,以及法人筹码是否延续偏多布局,若成交量持续放大并守稳短期均线,配合产业景气回升,股价仍有机会延续波段反弹走势。

2026.7.13 股市期皇后领先预告 (6505-TW) 台塑化

(6505-TW) 台塑化,63.1=>93.6,领先预告后 +48%

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 亿元,上半年累计获利 411.8 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 2027 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。

(6141-TW) 柏承,强势亮灯涨停,主要从事印刷电路板 PCB 制造,产品涵盖半导体测试板及 HDI 高密度连接板,应用于手机、耳机、相机及 LED 等消费电子领域,受惠订单回温与产能配置优化,公司自 3 月起营收连续成长,6 月营收更创近 27 个月新高,基本面持续改善,市场看好 PCB 与半导体测试板需求,加上公司先前重大讯息引发营运转型期待,吸引资金积极进驻,推升今日股价攻上涨停。

(3229-TW) 晟钛,从事磷铜球等 PCB 上游原材料制造买卖,并提供下游印刷电路板钻孔代工,属电子零组件产业链中游供应商,具有材料加上代工整合的营运特色,PCB 全制程:与鸿海、宏碁、Garmin3MNippon Steel 等国内外大厂合作,并获台湾大学、清华大学等学术机构认可,磷铜球与钻孔:客户包含敬鹏、金像电、华通、楠梓电等国内主要 PCB 上市公司,近月营收维持明显年成长,反映 AI 伺服器、多层板与钻孔需求扩张对公司订单的挹注,晟钛受惠 AI 伺服器、高速网通带动多层板需求扩张的题材, 2026 Q1 营运表现强劲,已连续两季实现季度获利,正式摆脱过去几年的转型期亏损,受惠于全球半导体景气回温及 AI 自动化需求增加,公司营收与获利均创新高。2026Q1 财务亮点:单季营收达 新台币 3.43 亿元,季增 11.84%;毛利率为 10.96%;税后净利为 新台币 3,532 万元,季增 333%;单季 EPS 达到 0.55 元,创下近期单季最佳获利纪录。

欢迎免费订阅
股市期皇后 庄佳萤

https://lin.ee/9cyliMq

7/23

强势股分享

【上市 量大上涨股】

(6166-TW) 凌华

(6947-TW) 台镕科技

(6715-TW) 嘉基

(6579-TW) 研扬

(8039-TW) 台虹

(6505-TW) 台塑化

(3665-TW) 贸联 - KY

(3017-TW) 奇𬭎

(8271-TW) 宇瞻

(4764-TW) 双键

(3231-TW) 纬创

(1325-TW) 恒大

(8476-TW) 台境 *

(1229-TW) 联华

(8476-TW) 台境 *

(3026-TW) 禾伸堂

7/23

强势股分享

【上柜 量大上涨股】

(3081-TW) 联亚

(8111-TW) 立碁

(4979-TW) 华星光

(3441-TW) 联一光

(3088-TW) 艾讯

(6163-TW) 华电网

(8383-TW) 千附

(8155-TW) 博智

(3163-TW) 波若威

(3363-TW) 上诠

(5227-TW) 立凯 - KY

(4991-TW) 环宇 - KY

庄佳萤分析师:
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!

股市期皇后 证期双分析师 庄佳萤

LINE 官方帐号

LINE ID 搜寻: @win1788 (@不可省略)

或是点击下方网址加入
https://lin.ee/9cyliMq

Youtube 影音频道 精彩解盘影片不容错过!

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FB 粉丝团:【股市期皇后】

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文章来源: 摩尔投顾庄佳萤分析师

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          "pid": 10,
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          "id": 61,
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        },
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          "id": 71,
          "pid": 10,
          "name": "经纪商 ",
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      "level": 1
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      "id": 15,
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      "target": "0",
      "status": "0",
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          "pinyin": "AI",
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      "level": 1
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      "pid": 0,
      "name": "外汇平台",
      "pinyin": "whplat",
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      "target": "0",
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      "id": 19,
      "pid": 0,
      "name": "外汇开户",
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      "name": "外汇策略",
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      "name": "外汇入门",
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      "pid": 0,
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      "status": "0",
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      "type": "0",
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      "pid": 0,
      "name": "外汇经纪商",
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          "id": 69,
          "pid": 65,
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          "id": 70,
          "pid": 65,
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          "id": 72,
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      "id": 10,
      "pid": 0,
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      "pinyin": "home",
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          "pid": 10,
          "name": "外汇平台排名",
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          "pid": 10,
          "name": "保险",
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          "target": "0",
          "status": "1",
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              "pid": 34,
              "name": "保险入门",
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              "target": "0",
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          "level": 1
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          "id": 35,
          "pid": 10,
          "name": "贵金属",
          "pinyin": "guijinshu",
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          "orderBy": 0,
          "target": "0",
          "status": "1",
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          "seoTitle": "",
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              "id": 49,
              "pid": 35,
              "name": "贵金属入门",
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              "orderBy": 0,
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              "id": 50,
              "pid": 35,
              "name": "贵金属投资",
              "pinyin": "gjstz",
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              "orderBy": 0,
              "target": "0",
              "status": "1",
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      "pid": 0,
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      "orderBy": 0,
      "target": "0",
      "status": "0",
      "listView": "list.html",
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      "seoTitle": "",
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      "type": "0",
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      "id": 32,
      "pid": 10,
      "name": "外汇平台排名",
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      "status": "1",
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      "type": "0",
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      "id": 33,
      "pid": 0,
      "name": "广告招商",
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      "target": "0",
      "status": "1",
      "listView": "list.html",
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      "seoTitle": "",
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      "id": 34,
      "pid": 10,
      "name": "保险",
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      "target": "0",
      "status": "1",
      "listView": "list.html",
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      "seoTitle": "",
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      "seoDescription": "",
      "type": "0",
      "dataConfig": null,
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          "id": 48,
          "pid": 34,
          "name": "保险入门",
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          "target": "0",
          "status": "1",
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      "level": 1
    },
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      "id": 35,
      "pid": 10,
      "name": "贵金属",
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      "target": "0",
      "status": "1",
      "listView": "list.html",
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    "title": "【量大强涨股整理】台股震荡加剧,除权息四大关键 + 辉达「暗光纤」隐藏下一波主流?!",
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    "description": "【6505 台塑化】涨停再创新高!+48%⊕⊕⊕、【3374 精材】会员 + 96%,除权息四大关键 + 辉达「暗光纤」隐藏下一波主流?! 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! 加权指数今日开高震荡,终场上涨 25.03 点,收在 44850.81,成交量 8925.16 亿。 观察三大法人今天筹码动向,外资买超 69.57 亿元,投信买超 53.36 亿元,自营商买超 41.93 亿元,三大法人合计买超 164.88 亿元,其中",
    "img": "https://cimg.cnyes.cool/prod/news/6544032/l/96f0bf5a016f0763c976b4a69de776bf.jpg",
    "content": "<p>【6505 台塑化】涨停再创新高!+48%&oplus;&oplus;&oplus;、【3374 精材】会员 + 96%,除权息四大关键 + 辉达「暗光纤」隐藏下一波主流?!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6544032/l/96f0bf5a016f0763c976b4a69de776bf.jpg\" alt=\"【量大强涨股整理】台股震荡加剧,除权息四大关键 + 辉达「暗光纤」隐藏下一波主流?!\" 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/CoAenf4PKu4\" 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>加权指数今日开高震荡,终场上涨</strong><strong> 25.03</strong><strong> 点,收在</strong><strong> 44850.81</strong><strong>,成交量</strong><strong> 8925.16</strong><strong> 亿。</strong></p>\n\n<p><strong>观察三大法人今天筹码动向,外资买超</strong><strong> 69.57</strong><strong> 亿元,投信买超</strong><strong> 53.36</strong><strong> 亿元,自营商买超</strong><strong> 41.93</strong><strong> 亿元,三大法人合计买超</strong><strong> 164.88</strong><strong> 亿元,其中,外资连买二日共买超</strong><strong> 243</strong><strong> 亿元,自营商由卖转买,投信则连买二十二日共买超</strong><strong> 2372.85</strong><strong> 亿元。</strong></p>\n\n<p><strong>美股周三涨跌互见,市场持续等待大型科技企业财报,观察庞大的</strong><strong> AI</strong><strong> 资本支出是否能进一步转化为企业获利,受到国际油价走高、美债殖利率攀升影响,市场对通膨与联准会后续政策仍保持戒心,投资气氛略趋保守,道琼工业指数小跌</strong><strong> 0.01%</strong><strong>,标普</strong><strong> 500</strong><strong> 指数下跌</strong><strong> 0.14%</strong><strong>,那斯达克指数回落</strong><strong> 0.57%</strong><strong>,不过费城半导体指数逆势上涨</strong><strong> 0.44%</strong><strong>,连续三个交易日收红,显示半导体族群仍具相对强势表现,个股方面,</strong><strong>(NVDA-US)</strong><strong> 辉达,上涨</strong><strong> 2.30%</strong><strong>,</strong><strong>(AVGO-US)</strong><strong> 博通,上涨</strong><strong> 2.67%</strong><strong>,</strong><strong>(TSM-US)</strong><strong> 台积电</strong><strong> ADR</strong><strong>,小跌</strong><strong> 0.8%</strong><strong>,</strong><strong>(GOOGL-US)Alphabet</strong><strong>,公布第二季财报后,营收优于市场预期,并同步上调</strong><strong> 2026</strong><strong> 年资本支出,全年最高将达</strong><strong> 2,050</strong><strong> 亿美元,再度展现持续扩大</strong><strong> AI</strong><strong> 基础建设的决心,</strong><strong>(TSLA-US)</strong><strong> 特斯拉,虽然营收优于市场预估,但获利未达市场期待,盘后股价承受压力,</strong><strong>(SMCI-US)</strong><strong> 美超微,大涨逾</strong><strong> 19%</strong><strong>,受惠公司宣布第四季新增订单突破</strong><strong> 600</strong><strong> 亿美元,反映</strong><strong> AI</strong><strong> 伺服器需求依旧强劲,另一方面,</strong><strong>(TXN-US)</strong><strong> 德州仪器,虽然最新财测优于市场预估,但市场期待更高,股价仅小涨</strong><strong> 0.99%</strong><strong>,显示目前市场对科技股评价标准仍相当严格,受到大型科技股财报与联准会政策预期交互影响,美股短线震荡幅度仍可能加大,不过整体</strong><strong> AI</strong><strong> 投资循环并未改变,全球云端服务商持续提高资本支出,加上企业</strong><strong> AI</strong><strong> 应用需求快速扩散,半导体、高速运算、先进封装与高速传输等供应链仍是市场资金长线布局焦点,中长期多头架构依然完整。</strong></p>\n\n<p><strong>加权指数今日开高后震荡,早盘一度突破</strong><strong> 45000</strong><strong> 点整数关卡,指数盘中最高来到</strong><strong> 45089</strong><strong> 点,但面临月线约</strong><strong> 45301</strong><strong> 点反压,开高后卖压涌现,最低下探</strong><strong> 44340</strong><strong> 点,高低震荡达</strong><strong> 749</strong><strong> 点,随着尾盘买盘涌入,指数快速收复跌幅,终场收在</strong><strong> 44850.81</strong><strong> 点,守住红盘,终场上涨</strong><strong> 25.03</strong><strong> 点,成交量</strong><strong> 8925.16</strong><strong> 亿;今日指数呈现震荡格局,主要在于量能不够,要冲高也不易,加上近期上市与上柜连续二日融资共增加</strong><strong> 183</strong><strong> 亿元</strong><strong> (</strong><strong>上市连续二日融资增加</strong><strong> 137.88</strong><strong> 亿元、上柜连续二日融资增加</strong><strong> 45.13</strong><strong> 亿元</strong><strong>)</strong><strong>,短线若成交量未能同步放大,指数将持续维持持高档震荡整理格局,整体而言,加权指数历经前波急跌后已展开技术性反弹,但</strong><strong> 45000</strong><strong> 点整数关卡与月线附近仍具明显压力,待量能放大后,将有机会在上。</strong></p>\n\n<p><strong>后续市场仍须持续关注联准会利率政策、大型</strong><strong> AI</strong><strong> 企业财报、国际油价变化及地缘政治风险,随着</strong><strong> AI</strong><strong> 需求持续成长,台湾上市柜企业第三季营运展望仍偏正向,基本面并未出现明显改变,因此操作策略建议采逢回分批布局,不宜过度追高,可持续留意</strong><strong> AI</strong><strong> 供应链、光通讯、</strong><strong>PCB</strong><strong>、高速传输、半导体设备材料、机器人、自动驾驶及高殖利率等具基本面支撑族群。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong> 台积电,上涨</strong><strong> 0.21%</strong><strong>,收在</strong><strong> 2405</strong><strong> 元,传出将自</strong><strong> 2027</strong><strong> 年起调涨晶圆代工价格,先进制程涨幅约</strong><strong> 5%</strong><strong> 至</strong><strong> 10%</strong><strong>,高速运算</strong><strong> HPC</strong><strong> 晶片订单甚至可能再加收</strong><strong> 10%</strong><strong> 至</strong><strong> 15%</strong><strong> 费用,成熟制程最高亦有望调升</strong><strong> 10%</strong><strong>,以反映材料、设备及海外扩产成本增加,对此,台积电表示不评论价格议题,强调定价采策略导向,持续与客户共同创造价值,在</strong><strong> AI</strong><strong> 需求强劲、</strong><strong>CoWoS</strong><strong> 先进封装产能吃紧下,涨价有助提升获利能力,并支撑长期资本支出与营运成长</strong> <strong>;</strong> </p>\n\n<p><strong>(2317-TW)</strong><strong> 鸿海,上涨</strong><strong> 2.39%</strong><strong>,收在</strong><strong> 257.5</strong><strong> 元,受惠</strong><strong> AI</strong><strong> 伺服器需求强劲、云端与网通业务持续成长,第</strong><strong> 2</strong><strong> 季营收优于市场预期,并预估</strong><strong> 8</strong><strong> 月法说将释出更乐观展望,随着</strong><strong> AI</strong><strong> 伺服器、</strong><strong>ASIC</strong><strong> 伺服器、</strong><strong>LPU</strong><strong> 机柜及新一代平台出货放量,外资同步上修</strong><strong> 2026</strong><strong>、</strong><strong>2027</strong><strong> 年营收与每股盈余预估,认为高毛利业务占比提升,有助获利能力持续改善,显示对鸿海</strong><strong> AI</strong><strong> 布局与长期成长动能深具信心;</strong></p>\n\n<p><strong>(2454-TW)</strong><strong> 联发科,上涨</strong><strong> 0.65%</strong><strong>,收在</strong><strong> 3875</strong><strong> 元,受惠市场传出</strong><strong> Google</strong><strong> 积极布局新一代</strong><strong> AI</strong><strong> 推论晶片「</strong><strong>Frozen v2</strong><strong>」,市场关注联发科是否有望再度切入</strong><strong> ASIC</strong><strong> 供应链,带动股价跌深反弹,联发科除已参与</strong><strong> Google TPU</strong><strong> 相关</strong><strong> I/O die</strong><strong> 供应外,明年亦可望受惠</strong><strong> ASIC</strong><strong> 晶片代工与后段封测投片需求提升,推升营收成长动能,短线技术面来看,股价出现反弹第一根确认</strong><strong> K</strong><strong> 棒,市场气氛改善,后续若能站稳</strong><strong> 3936</strong><strong> 元</strong><strong> 20</strong><strong> 日均线并突破</strong><strong> 4000</strong><strong> 元,且成交量同步放大,有机会进一步挑战波段高点,</strong><strong>AI ASIC</strong><strong> 布局将成为中长期重要成长引擎。</strong> </p>\n\n<p><strong>个股方面,</strong><strong>(3229-TW)</strong><strong> 晟钛,主要从事磷铜球等</strong><strong> PCB</strong><strong> 上游材料制造与销售,并提供印刷电路板钻孔代工服务,具备材料与加工垂直整合优势,受惠</strong><strong> AI</strong><strong> 伺服器、高速网通及高阶多层板需求持续升温,公司近月营收维持五成以上年增幅,基本面稳健回升,近期市场资金亦持续聚焦</strong><strong> PCB</strong><strong> 供应链,法人买盘有回流迹象,后续仍需观察</strong><strong> AI</strong><strong> 相关订单是否持续挹注、营收与获利能否同步成长,以及法人筹码是否延续偏多布局,若成交量持续放大并守稳短期均线,配合产业景气回升,股价仍有机会延续波段反弹走势。</strong></p>\n\n<p><strong>2026.7.13 股市期皇后领先预告 (6505-TW) 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/6544032/m/86c4bfce01cb0e9726cc26ff7931d495.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6544032/l/86c4bfce01cb0e9726cc26ff7931d495.jpg\"></figure>\n\n<p><strong>(6505-TW)</strong><strong> 台塑化,</strong><strong>63.1=>93.6</strong><strong>,领先预告后</strong><strong> +48%</strong><strong>,</strong></p>\n\n<p><strong>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 亿元,上半年累计获利 411.8 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 2027 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=\"394\" data-mime=\"image/jpeg\" data-ratio=\"1.4060913705583757\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6544032/m/fc88e26548e06471f2ddf133bbe81d3e.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6544032/l/fc88e26548e06471f2ddf133bbe81d3e.jpg\"></figure>\n\n<p><strong>(6141-TW)</strong><strong> 柏承,强势亮灯涨停,主要从事印刷电路板</strong><strong> PCB</strong><strong> 制造,产品涵盖半导体测试板及</strong><strong> HDI</strong><strong> 高密度连接板,应用于手机、耳机、相机及</strong><strong> LED</strong><strong> 等消费电子领域,受惠订单回温与产能配置优化,公司自</strong><strong> 3</strong><strong> 月起营收连续成长,</strong><strong>6</strong><strong> 月营收更创近</strong><strong> 27</strong><strong> 个月新高,基本面持续改善,市场看好</strong><strong> PCB</strong><strong> 与半导体测试板需求,加上公司先前重大讯息引发营运转型期待,吸引资金积极进驻,推升今日股价攻上涨停。</strong></p>\n\n<p><strong>(3229-TW) </strong><strong>晟钛,从事磷铜球等</strong><strong> PCB</strong><strong> 上游原材料制造买卖,并提供下游印刷电路板钻孔代工,属电子零组件产业链中游供应商,具有材料加上代工整合的营运特色,</strong><strong>PCB </strong><strong>全制程:与鸿海、宏碁、</strong><strong>Garmin</strong><strong>、</strong><strong>3M</strong><strong>、</strong><strong>Nippon Steel </strong><strong>等国内外大厂合作,并获台湾大学、清华大学等学术机构认可,磷铜球与钻孔:客户包含敬鹏、金像电、华通、楠梓电等国内主要</strong><strong> PCB </strong><strong>上市公司,近月营收维持明显年成长,反映</strong><strong> AI</strong><strong> 伺服器、多层板与钻孔需求扩张对公司订单的挹注,晟钛受惠</strong><strong> AI</strong><strong> 伺服器、高速网通带动多层板需求扩张的题材,</strong><strong> 2026 </strong><strong>年</strong><strong> Q1</strong><strong> 营运表现强劲,已连续两季实现季度获利,正式摆脱过去几年的转型期亏损,受惠于全球半导体景气回温及</strong><strong> AI </strong><strong>自动化需求增加,公司营收与获利均创新高。</strong><strong>2026Q1 </strong><strong>财务亮点:单季营收达</strong> <strong>新台币</strong><strong> 3.43 </strong><strong>亿元,季增</strong><strong> 11.84%</strong><strong>;毛利率为</strong><strong> 10.96%</strong><strong>;税后净利为</strong> <strong>新台币</strong><strong> 3,532 </strong><strong>万元,季增</strong><strong> 333%</strong><strong>;单季</strong><strong> EPS </strong><strong>达到</strong><strong> 0.55 </strong><strong>元,创下近期单季最佳获利纪录。</strong></p>\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>7/23</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】</p>\n\n<p>(6166-TW) 凌华</p>\n\n<p>(6947-TW) 台镕科技</p>\n\n<p>(6715-TW) 嘉基</p>\n\n<p>(6579-TW) 研扬</p>\n\n<p>(8039-TW) 台虹</p>\n\n<p>(6505-TW) 台塑化</p>\n\n<p>(3665-TW) 贸联 - KY</p>\n\n<p>(3017-TW) 奇𬭎</p>\n\n<p>(8271-TW) 宇瞻</p>\n\n<p>(4764-TW) 双键</p>\n\n<p>(3231-TW) 纬创</p>\n\n<p>(1325-TW) 恒大</p>\n\n<p>(8476-TW) 台境 *</p>\n\n<p>(1229-TW) 联华</p>\n\n<p>(8476-TW) 台境 *</p>\n\n<p>(3026-TW) 禾伸堂</p>\n\n<figure><img data-height=\"503\" data-mime=\"image/png\" data-ratio=\"1.1013916500994037\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6544032/m/7770b71e7e90b60ec06393948da2fb7a.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6544032/l/7770b71e7e90b60ec06393948da2fb7a.jpg\"></figure>\n\n<p>7/23</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】</p>\n\n<p>(3081-TW) 联亚</p>\n\n<p>(8111-TW) 立碁</p>\n\n<p>(4979-TW) 华星光</p>\n\n<p>(3441-TW) 联一光</p>\n\n<p>(3088-TW) 艾讯</p>\n\n<p>(6163-TW) 华电网</p>\n\n<p>(8383-TW) 千附</p>\n\n<p>(8155-TW) 博智</p>\n\n<p>(3163-TW) 波若威</p>\n\n<p>(3363-TW) 上诠</p>\n\n<p>(5227-TW) 立凯 - KY</p>\n\n<p>(4991-TW) 环宇 - KY</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/6544032/m/909c3d3171554d6bd2d8c463aa1b8b74.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6544032/l/909c3d3171554d6bd2d8c463aa1b8b74.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/6544032/m/7594278d5f4ca9ab5b52376735ae1975.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6544032/l/7594278d5f4ca9ab5b52376735ae1975.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-3573.html\" title=\"迎向下个「Sputnik」时刻 联发科蔡明介揭示晶片与应用新世代\">迎向下个「Sputnik」时刻 联发科蔡明介揭示晶片与应用新世代</a></li>\n    <li><a href=\"/new/tw/article-8882.html\" title=\"巨亨速报 - Factset 最新调查:旺宏(2337-TW)EPS预估上修至18.38元,预估目标价为180元\">巨亨速报 - Factset 最新调查:旺宏(2337-TW)EPS预估上修至18.38元,预估目标价为180元</a></li>\n    <li><a href=\"/new/tw/article-4201.html\" title=\"〈房产〉台湾央行信用管制不加码 调查:6月消费者购屋信心回弹1.84点\">〈房产〉台湾央行信用管制不加码 调查:6月消费者购屋信心回弹1.84点</a></li>\n    <li><a href=\"/new/tw/article-3531.html\" title=\"巨亨速报 - Factset 最新调查:臻鼎-KY(4958-TW)目标价调升至560元,幅度约7.69%\">巨亨速报 - Factset 最新调查:臻鼎-KY(4958-TW)目标价调升至560元,幅度约7.69%</a></li>\n    <li><a href=\"/new/tw/article-10222.html\" title=\"营收速报  - 科峤(4542)7月营收1.16亿元年增率高达104.45%\">营收速报  - 科峤(4542)7月营收1.16亿元年增率高达104.45%</a></li>\n    <li><a href=\"/new/tw/article-9915.html\" title=\"史上第3档万金股!股后川湖5天涨逾40% 明日法说会释展望\">史上第3档万金股!股后川湖5天涨逾40% 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    "createdAt": "2026-07-23T09:37:19.000Z",
    "updatedAt": "2026-08-16T07:02:17.000Z"
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