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【量大强涨股整理】台股下杀取量,台股会跌到甚么时候?

2026-09-12 05:18:43 网络 阅读(51)

台股会跌到甚么时候? 台股下杀取量,主力竟然在偷吃货【4976 佳凌】涨停⊕的背后惊人内幕!

【量大强涨股整理】台股下杀取量,台股会跌到甚么时候?

影片中分享给你知道

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再来看一下今天的台股!

加权指数今日开低走低,终场下跌 1564.18 点,收在 40039.18,成交量 10835.70 亿。

观察三大法人今天筹码动向,外资卖超 222.51 亿元,投信买超 90.93 亿元,自营商卖超 185.99 亿元,三大法人合计卖超 317.57 亿元,其中,外资连卖二日,自营商连卖四日,投信则连买二十六日共买超 2549.16 亿元。

美股周二四大指数涨跌互见,道琼工业指数劲扬 537 点,主要受消费、金融及传产类股带动,展现资金由大型科技股转向防御型与景气循环族群的迹象,费城半导体指数重挫 4.49%,那斯达克指数同步承压,反映市场对 AI 产业高资本支出及半导体竞争加剧仍抱持审慎态度,晶片股成为市场卖压中心,(NVDA-US) 辉达,(AMD-US) 超微,(AVGO-US) 博通,及多档半导体个股同步走弱,使科技股表现明显落后大盘,市场目前将焦点集中在超级星期三,包括联准会最新利率决策、(MSFT-US) 微软,与 (META-US)Meta 即将公布财报,以及管理层对 AI 投资与资本支出的最新展望,投资人期待科技巨头能进一步说明 AI 投资回收时程与获利模式,若财测优于市场预期,将有助于改善近期科技股偏弱的市场情绪,反之若资本支出持续扩大却未能带动获利同步成长,短线恐持续压抑高本益比族群表现。

受到美股科技股修正影响,加权指数今日开低走低,台股周三面临沉重卖压,电子权值股成为指数下跌主因,(2330-TW) 台积电,(2317-TW) 鸿海,(2454-TW) 联发科,等权值股同步走弱,拖累加权指数失守 4 万点整数关卡,终场下跌 1564.18 点,收在 40039.18,成交量 10835.70 亿,今日收量增黑 K 棒,台股回测半年线附近有撑,下档半年线上扬,有一定的支撑力道,市场弥漫去杠杆与高评价修正气氛,筹码面观察,上市与上柜融资共减少 490.27 亿元 (上市连续四日融资共减少 372.67 亿元、上柜连续三日融资共减少 117.6 亿元),显示市场浮额持续清洗,有助筹码沉淀,短线反而有利于台股酝酿技术性反弹。

从盘面观察,资金已开始由电子股转向非电子族群,包括光学、AI 应用、航运、金融、营建及观光类股均见买盘承接,显示市场资金正透过类股轮动降低投资组合波动,其中,光学镜头、机器视觉及 AI 边缘运算相关个股仍受惠 AI 终端应用需求升温,成为市场关注焦点;而航运及金融股则在资金避险需求增加下,相对展现抗跌力道。另一方面,记忆体与封测族群受到国际同业股价回档及企业财报影响同步走弱,市场担忧 AI 相关企业持续扩大资本支出,可能压缩短期自由现金流与获利表现,使高本益比个股面临估值修正压力。

从产业基本面来看,AI 需求并未出现降温迹象,(META-US)Meta(AMZN-US) 亚马逊,等云端服务业者仍持续加码 AI 资料中心建置,(ASML-US) 艾司摩尔 ,亦再度上修全年营运展望,显示全球半导体设备需求依旧强劲,AI 基础建设投资仍维持长线成长趋势,在 AI 正式进入商业化与落地应用阶段后,高速运算、AI 伺服器、网通设备、高速传输、散热、先进封装及关键零组件需求可望持续扩大,台湾供应链凭借完整制造能力与全球领先的半导体优势,仍将是全球 AI 浪潮的重要受惠者,包括 (2330-TW) 台积电,(2382-TW) 广达,(3231-TW) 纬创,(6669-TW) 纬颖,及 (3017-TW) 奇𬭎,等 AI 供应链中长期成长动能仍值得期待。

整体而言,短线市场虽受到联准会利率决策、美国科技龙头财报及半导体族群修正影响,盘势波动仍将加剧,但随着融资持续下降、筹码逐步沉淀,加上 AI 长期需求未变,预期台股在震荡整理后,仍有机会重回基本面主导行情,操作上建议投资人避免追高高本益比个股,可留意 AI 供应链、光学、高速传输、金融及具基本面支撑的非电子族群,采分批布局、逢低承接策略,以因应短线震荡并掌握中长期成长契机。

权值股方面,(2330-TW) 台积电,下跌 3.51%,收在 2200 元,市场传出将调涨晶圆代工价格,7 奈米以下先进制程涨幅约 5% 10%HPC 高阶运算订单可能再加收 10% 15%,成熟制程亦有调价空间,此次涨价反映台积电凭借技术领先、产能稀缺与高交付能力,逐步提升市场定价权,随着海外扩产、设备、人力及折旧成本增加,价格调整有助于维持获利水准,展望 2026 2027 年,AI Generative AI 迈向 Agentic AI,带动运算需求持续攀升,搭配先进制程与 HPC 需求成长,持续看好台积电长期营运动能

(2317-TW) 鸿海,下跌 0.42%,收在 237 元,《华尔街日报》报导,辉达拟提供 OpenAI 高达 2,500 亿美元融资担保,协助租用软银于美国俄亥俄州兴建中的超大型资料中心,整体 AI 基础建设投资规模可望突破 5,000 亿美元,成为全球最大 AI 资料中心计划,市场看好,鸿海身为 OpenAI 与软银的重要合作伙伴,可望受惠 AI 伺服器、机柜及资料中心硬体需求大幅成长,成为主要供应商,不过辉达同时承担融资担保,也引发市场对 AI 产业循环融资及信用风险的疑虑,若未来 AI 投资放缓,相关企业恐面临更大的财务压力

(2454-TW) 联发科,下跌 4.98%,收在 3150 元,2026 年第二季营运展望显示,智慧手机需求疲弱,但云端 AI ASIC 业务正快速起飞,预期第三季将成为转型关键低点,第四季起 TPU 晶片营收可望迎来强劲成长,并于 2027 年底占公司营收逾半,受到中国手机市场疲软影响,预估第三季营收季减约 5%,毛利率维持 45% 46%,市场关注即将公布的法说会,重点包括 2027 TPU 营收指引,法人预期联发科 AI ASIC 市占提升,若以全球百亿美元级市场估算,长期 AI 业务将成为主要成长引擎,此外,2 奈米 TPU 量产进度、CoWoS 布局及下一代 AI 晶片竞争态势,也将成为市场观察焦点。

个股方面,(2332-TW) 友讯,成功切入全球低轨卫星通讯供应链,旗下 D-Link 取得 Starlink 地面站网路交换器订单,首批约 2 万台产品预计 9 月开始出货,初期每周出货约 500 台,后续可望随建置进度逐步放量。此次产品凭借高性价比、台湾制造及符合美国 NDAATAA 规范,顺利取得客户认证,未来有望扩大卫星通讯布局,此外,公司也携手 (3380-TW) 明泰积极布局高速网路、光通讯及 AI 资料中心商机,受惠 AI、高速传输及低轨卫星需求同步成长,法人预期新业务将自下半年起逐步发酵,并延续至明年,成为推升营运成长的重要新动能。

(6226-TW) 光鼎,亮灯涨停! 受惠 AI 资料中心、高效电源及储能需求成长,积极转型布局碳化矽 SiC 功率半导体,正式推出 1200V ThermaFlat SiC MOSFET,锁定 AI 伺服器电源、太阳能逆变器及储能市场,第二季营收季增 15.5%,毛利率回升至 30.15%,营运逐步走出谷底,近期股价也吸引资金追捧并攻上涨停,不过目前功率半导体营收占比仍低,获利尚处转型阶段,公司也澄清市场对全年财测的乐观预期并非官方说法,后续 SiC 产品放量、获利改善及现金流表现,将是市场观察营运成长能否延续的关键。

2026.7.28 股市期皇后领先预告 (3441-TW) 联一光

(3441-TW) 联一光77.2=>84.9,领先预告后 +10%

联一光,属光学元件供应链上游,主要生产光学玻璃、镜片、透镜及棱镜等产品,应用涵盖相机、车载、医疗、安控与无人机等领域,受惠高阶光学需求升温,近期营收维持年增表现,基本面具成长动能,今日股价逆势走强,主要反映光学族群及矽光子、CPO 等题材持续吸引市场资金,加上技术面转强,带动买盘进驻。

2026.7.28 股市期皇后领先预告 (4976-TW) 佳凌

(4976-TW) 佳凌34.3=>37.7,领先预告后 +10%佳凌为光学镜头厂,产品涵盖车载相机、安控、工业辨识、医疗及穿戴装置等应用,受惠车用电子、AI 视觉及智慧安控需求持续升温,6 月营收创近 22 个月新高,显示营运动能逐步回升,佳凌营运题材多元,除既有光学镜头在车载、安控,及 AI 视觉辨识应用等核心业务外,机器人、无人载具等视觉感测相关应用亦为其带来新商机,基本面转佳。

欢迎免费订阅
股市期皇后 庄佳萤

https://lin.ee/9cyliMq

7/29

强势股分享

【上市 量大上涨股】
(6226-TW) 光鼎

(3504-TW) 扬明光

(4976-TW) 佳凌

(6668-TW) 中扬光

(1526-TW) 日驰

(2923-TW) 鼎固 - KY

(8271-TW) 宇瞻

(1598-TW) 岱宇

(4967-TW) 十铨

(6243-TW) 迅杰

7/29

强势股分享

【上柜 量大上涨股】
(5299-TW) 杰力

(3441-TW) 联一光

(6517-TW) 保胜光学

(3630-TW) 新巨科

(3260-TW) 威刚

(5328-TW) 华容

(6538-TW) 仓和

(5490-TW) 同亨

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 2026 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

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LINE ID 搜寻: @win1788 (@不可省略)

或是点击下方网址加入
https://lin.ee/9cyliMq

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文章来源: 摩尔投顾庄佳萤分析师

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      "name": "外汇开户",
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          "pid": 10,
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              "pid": 34,
              "name": "保险入门",
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          "id": 35,
          "pid": 10,
          "name": "贵金属",
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              "pid": 35,
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      "seoTitle": "",
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      "id": 32,
      "pid": 10,
      "name": "外汇平台排名",
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      "pid": 0,
      "name": "广告招商",
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      "pid": 10,
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      "type": "0",
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          "pid": 34,
          "name": "保险入门",
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          "target": "0",
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    "title": "【量大强涨股整理】台股下杀取量,台股会跌到甚么时候?",
    "shortTitle": "【量大强涨股整理】台股下杀取量,台股会跌到甚么时候?",
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    "description": "台股会跌到甚么时候? 台股下杀取量,主力竟然在偷吃货【4976 佳凌】涨停⊕的背后惊人内幕! 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 1564.18 点,收在 40039.18,成交量 10835.70 亿。 观察三大法人今天筹码动向,外资卖超 222.51 亿元,投信买超 90.93 亿元,自营商卖超 185.99 亿元,三大法人合计卖超 317.57 亿元,其中,外资连卖二日,自营商连卖四日,投信则连买二十六日共买超 2",
    "img": "https://cimg.cnyes.cool/prod/news/6550931/l/0962d796551b822409d45c39926da447.jpg",
    "content": "<p>台股会跌到甚么时候? 台股下杀取量,主力竟然在偷吃货【4976 佳凌】涨停&oplus;的背后惊人内幕!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6550931/l/0962d796551b822409d45c39926da447.jpg\" alt=\"【量大强涨股整理】台股下杀取量,台股会跌到甚么时候?\" 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/vFu6RiZE6hg\" 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> 1564.18</strong><strong> 点,收在</strong><strong> 40039.18</strong><strong>,成交量</strong><strong> 10835.70</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> 222.51</strong><strong> 亿元,投信买超</strong><strong> 90.93</strong><strong> 亿元,自营商卖超</strong><strong> 185.99</strong><strong> 亿元,三大法人合计卖超</strong><strong> 317.57</strong><strong> 亿元,其中,外资连卖二日,自营商连卖四日,投信则连买二十六日共买超</strong><strong> 2549.16</strong><strong> 亿元。</strong></p>\n\n<p><strong>美股周二四大指数涨跌互见,道琼工业指数劲扬</strong><strong> 537</strong><strong> 点,主要受消费、金融及传产类股带动,展现资金由大型科技股转向防御型与景气循环族群的迹象,费城半导体指数重挫</strong><strong> 4.49%</strong><strong>,那斯达克指数同步承压,反映市场对</strong><strong> AI</strong><strong> 产业高资本支出及半导体竞争加剧仍抱持审慎态度,晶片股成为市场卖压中心,</strong><strong>(NVDA-US)</strong><strong> 辉达,</strong><strong>(AMD-US)</strong><strong> 超微,</strong><strong>(AVGO-US)</strong><strong> 博通,及多档半导体个股同步走弱,使科技股表现明显落后大盘,市场目前将焦点集中在超级星期三,包括联准会最新利率决策、</strong><strong>(MSFT-US)</strong><strong> 微软,与</strong><strong> (META-US)Meta</strong><strong> 即将公布财报,以及管理层对</strong><strong> AI</strong><strong> 投资与资本支出的最新展望,投资人期待科技巨头能进一步说明</strong><strong> AI</strong><strong> 投资回收时程与获利模式,若财测优于市场预期,将有助于改善近期科技股偏弱的市场情绪,反之若资本支出持续扩大却未能带动获利同步成长,短线恐持续压抑高本益比族群表现。</strong></p>\n\n<p><strong>受到美股科技股修正影响,加权指数今日开低走低,台股周三面临沉重卖压,电子权值股成为指数下跌主因,</strong><strong>(2330-TW)</strong><strong> 台积电,</strong><strong>(2317-TW)</strong><strong> 鸿海,</strong><strong>(2454-TW)</strong><strong> 联发科,等权值股同步走弱,拖累加权指数失守</strong><strong> 4</strong><strong> 万点整数关卡,终场下跌</strong><strong> 1564.18</strong><strong> 点,收在</strong><strong> 40039.18</strong><strong>,成交量</strong><strong> 10835.70</strong><strong> 亿,今日收量增黑</strong><strong> K</strong><strong> 棒,台股回测半年线附近有撑,下档半年线上扬,有一定的支撑力道,市场弥漫去杠杆与高评价修正气氛,筹码面观察,上市与上柜融资共减少</strong><strong> 490.27</strong><strong> 亿元</strong><strong> (</strong><strong>上市连续四日融资共减少</strong><strong> 372.67</strong><strong> 亿元、上柜连续三日融资共减少</strong><strong> 117.6</strong><strong> 亿元</strong><strong>)</strong><strong>,显示市场浮额持续清洗,有助筹码沉淀,短线反而有利于台股酝酿技术性反弹。</strong></p>\n\n<p><strong>从盘面观察,资金已开始由电子股转向非电子族群,包括光学、</strong><strong>AI</strong><strong> 应用、航运、金融、营建及观光类股均见买盘承接,显示市场资金正透过类股轮动降低投资组合波动,其中,光学镜头、机器视觉及</strong><strong> AI</strong><strong> 边缘运算相关个股仍受惠</strong><strong> AI</strong><strong> 终端应用需求升温,成为市场关注焦点;而航运及金融股则在资金避险需求增加下,相对展现抗跌力道。另一方面,记忆体与封测族群受到国际同业股价回档及企业财报影响同步走弱,市场担忧</strong><strong> AI</strong><strong> 相关企业持续扩大资本支出,可能压缩短期自由现金流与获利表现,使高本益比个股面临估值修正压力。</strong></p>\n\n<p><strong>从产业基本面来看,</strong><strong>AI</strong><strong> 需求并未出现降温迹象,</strong><strong>(META-US)Meta</strong><strong>、</strong><strong>(AMZN-US)</strong><strong> 亚马逊,等云端服务业者仍持续加码</strong><strong> AI</strong><strong> 资料中心建置,</strong><strong>(ASML-US)</strong><strong> 艾司摩尔</strong> <strong>,亦再度上修全年营运展望,显示全球半导体设备需求依旧强劲,</strong><strong>AI</strong><strong> 基础建设投资仍维持长线成长趋势,在</strong><strong> AI</strong><strong> 正式进入商业化与落地应用阶段后,高速运算、</strong><strong>AI</strong><strong> 伺服器、网通设备、高速传输、散热、先进封装及关键零组件需求可望持续扩大,台湾供应链凭借完整制造能力与全球领先的半导体优势,仍将是全球</strong><strong> AI</strong><strong> 浪潮的重要受惠者,包括</strong><strong> (2330-TW)</strong><strong> 台积电,</strong><strong>(2382-TW)</strong><strong> 广达,</strong><strong>(3231-TW)</strong><strong> 纬创,</strong><strong>(6669-TW)</strong><strong> 纬颖,及</strong><strong> (3017-TW)</strong><strong> 奇𬭎,等</strong><strong> AI</strong><strong> 供应链中长期成长动能仍值得期待。</strong></p>\n\n<p><strong>整体而言,短线市场虽受到联准会利率决策、美国科技龙头财报及半导体族群修正影响,盘势波动仍将加剧,但随着融资持续下降、筹码逐步沉淀,加上</strong><strong> AI</strong><strong> 长期需求未变,预期台股在震荡整理后,仍有机会重回基本面主导行情,操作上建议投资人避免追高高本益比个股,可留意</strong><strong> AI</strong><strong> 供应链、光学、高速传输、金融及具基本面支撑的非电子族群,采分批布局、逢低承接策略,以因应短线震荡并掌握中长期成长契机。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong> 台积电,下跌</strong><strong> 3.51%</strong><strong>,收在</strong><strong> 2200</strong><strong> 元,市场传出将调涨晶圆代工价格,</strong><strong>7</strong><strong> 奈米以下先进制程涨幅约</strong><strong> 5%</strong><strong> 至</strong><strong> 10%</strong><strong>,</strong><strong>HPC</strong><strong> 高阶运算订单可能再加收</strong><strong> 10%</strong><strong> 至</strong><strong> 15%</strong><strong>,成熟制程亦有调价空间,此次涨价反映台积电凭借技术领先、产能稀缺与高交付能力,逐步提升市场定价权,随着海外扩产、设备、人力及折旧成本增加,价格调整有助于维持获利水准,展望</strong><strong> 2026</strong><strong> 至</strong><strong> 2027</strong><strong> 年,</strong><strong>AI</strong><strong> 由</strong><strong> Generative AI</strong><strong> 迈向</strong><strong> Agentic AI</strong><strong>,带动运算需求持续攀升,搭配先进制程与</strong><strong> HPC</strong><strong> 需求成长,持续看好台积电长期营运动能</strong> <strong>;</strong> </p>\n\n<p><strong>(2317-TW)</strong><strong> 鸿海,下跌</strong><strong> 0.42%</strong><strong>,收在</strong><strong> 237</strong><strong> 元,《华尔街日报》报导,辉达拟提供</strong><strong> OpenAI</strong><strong> 高达</strong><strong> 2,500</strong><strong> 亿美元融资担保,协助租用软银于美国俄亥俄州兴建中的超大型资料中心,整体</strong><strong> AI</strong><strong> 基础建设投资规模可望突破</strong><strong> 5,000</strong><strong> 亿美元,成为全球最大</strong><strong> AI</strong><strong> 资料中心计划,市场看好,鸿海身为</strong><strong> OpenAI</strong><strong> 与软银的重要合作伙伴,可望受惠</strong><strong> AI</strong><strong> 伺服器、机柜及资料中心硬体需求大幅成长,成为主要供应商,不过辉达同时承担融资担保,也引发市场对</strong><strong> AI</strong><strong> 产业循环融资及信用风险的疑虑,若未来</strong><strong> AI</strong><strong> 投资放缓,相关企业恐面临更大的财务压力</strong> <strong>;</strong></p>\n\n<p><strong>(2454-TW)</strong><strong> 联发科,下跌</strong><strong> 4.98%</strong><strong>,收在</strong><strong> 3150</strong><strong> 元,</strong><strong>2026</strong><strong> 年第二季营运展望显示,智慧手机需求疲弱,但云端</strong><strong> AI ASIC</strong><strong> 业务正快速起飞,预期第三季将成为转型关键低点,第四季起</strong><strong> TPU</strong><strong> 晶片营收可望迎来强劲成长,并于</strong><strong> 2027</strong><strong> 年底占公司营收逾半,受到中国手机市场疲软影响,预估第三季营收季减约</strong><strong> 5%</strong><strong>,毛利率维持</strong><strong> 45%</strong><strong> 至</strong><strong> 46%</strong><strong>,市场关注即将公布的法说会,重点包括</strong><strong> 2027</strong><strong> 年</strong><strong> TPU</strong><strong> 营收指引,法人预期联发科</strong><strong> AI ASIC</strong><strong> 市占提升,若以全球百亿美元级市场估算,长期</strong><strong> AI</strong><strong> 业务将成为主要成长引擎,此外,</strong><strong>2</strong><strong> 奈米</strong><strong> TPU</strong><strong> 量产进度、</strong><strong>CoWoS</strong><strong> 布局及下一代</strong><strong> AI</strong><strong> 晶片竞争态势,也将成为市场观察焦点。</strong></p>\n\n<p><strong>个股方面,</strong><strong>(2332-TW)</strong><strong> 友讯,成功切入全球低轨卫星通讯供应链,旗下</strong><strong> D-Link</strong><strong> 取得</strong><strong> Starlink</strong><strong> 地面站网路交换器订单,首批约</strong><strong> 2</strong><strong> 万台产品预计</strong><strong> 9</strong><strong> 月开始出货,初期每周出货约</strong><strong> 500</strong><strong> 台,后续可望随建置进度逐步放量。此次产品凭借高性价比、台湾制造及符合美国</strong><strong> NDAA</strong><strong>、</strong><strong>TAA</strong><strong> 规范,顺利取得客户认证,未来有望扩大卫星通讯布局,此外,公司也携手</strong><strong> (3380-TW)</strong><strong> 明泰积极布局高速网路、光通讯及</strong><strong> AI</strong><strong> 资料中心商机,受惠</strong><strong> AI</strong><strong>、高速传输及低轨卫星需求同步成长,法人预期新业务将自下半年起逐步发酵,并延续至明年,成为推升营运成长的重要新动能。</strong></p>\n\n<p><strong>(6226-TW)</strong><strong> 光鼎,亮灯涨停! </strong><strong>受惠 AI</strong><strong> 资料中心、高效电源及储能需求成长,积极转型布局碳化矽 SiC</strong><strong> 功率半导体,正式推出 1200V ThermaFlat SiC MOSFET</strong><strong>,锁定 AI</strong><strong> 伺服器电源、太阳能逆变器及储能市场,第二季营收季增 15.5%</strong><strong>,毛利率回升至 30.15%</strong><strong>,营运逐步走出谷底,近期股价也吸引资金追捧并攻上涨停,不过目前功率半导体营收占比仍低,获利尚处转型阶段,公司也澄清市场对全年财测的乐观预期并非官方说法,后续 SiC</strong><strong> 产品放量、获利改善及现金流表现,将是市场观察营运成长能否延续的关键。 </strong></p>\n\n<p><strong>2026.7.28 股市期皇后领先预告 (3441-TW) 联一光</strong></p>\n\n<figure><img data-height=\"358\" data-mime=\"image/png\" data-ratio=\"1.5223463687150838\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6550931/m/d98aad152db74a98a5cdc3ae55a292f8.jpg\" data-width=\"545\" src=\"https://cimg.cnyes.cool/prod/news/6550931/l/d98aad152db74a98a5cdc3ae55a292f8.jpg\"></figure>\n\n<p><strong>(3441-TW)</strong><strong> 联一光</strong><strong>,</strong><strong>77.2=>84.9</strong><strong>,领先预告后</strong><strong> +10%</strong><strong>,</strong></p>\n\n<p><strong>联一光,属光学元件供应链上游,主要生产光学玻璃、镜片、透镜及棱镜等产品,应用涵盖相机、车载、医疗、安控与无人机等领域,受惠高阶光学需求升温,近期营收维持年增表现,基本面具成长动能,今日股价逆势走强,主要反映光学族群及矽光子、CPO</strong><strong> 等题材持续吸引市场资金,加上技术面转强,带动买盘进驻。</strong></p>\n\n<figure><img data-height=\"354\" data-mime=\"image/png\" data-ratio=\"1.5593220338983051\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6550931/m/b55a7ed09f90593c1494809b4a545392.jpg\" data-width=\"552\" src=\"https://cimg.cnyes.cool/prod/news/6550931/l/b55a7ed09f90593c1494809b4a545392.jpg\"></figure>\n\n<p><strong>2026.7.28 股市期皇后领先预告 (4976-TW) 佳凌</strong></p>\n\n<figure><img data-height=\"350\" data-mime=\"image/png\" data-ratio=\"1.5371428571428571\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6550931/m/a5c92c64b73b2a3c9d9bf8c1f7cd869f.jpg\" data-width=\"538\" src=\"https://cimg.cnyes.cool/prod/news/6550931/l/a5c92c64b73b2a3c9d9bf8c1f7cd869f.jpg\"></figure>\n\n<p> </p>\n\n<p> </p>\n\n<p><strong>(4976-TW)</strong><strong> 佳凌</strong><strong>,</strong><strong>34.3=>37.7</strong><strong>,领先预告后</strong><strong> +10%</strong><strong>,</strong><strong>佳凌为光学镜头厂,产品涵盖车载相机、安控、工业辨识、医疗及穿戴装置等应用,受惠车用电子、AI</strong><strong> 视觉及智慧安控需求持续升温,6</strong><strong> 月营收创近 22</strong><strong> 个月新高,显示营运动能逐步回升,佳凌营运题材多元,除既有光学镜头在车载、安控,及 AI</strong><strong> 视觉辨识应用等核心业务外,机器人、无人载具等视觉感测相关应用亦为其带来新商机,基本面转佳。</strong></p>\n\n<figure><img data-height=\"341\" data-mime=\"image/png\" data-ratio=\"1.6158357771260996\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6550931/m/fd07bab6b7493ca3349165ac67bd2daa.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6550931/l/fd07bab6b7493ca3349165ac67bd2daa.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>7/29</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】<br>\n(6226-TW) 光鼎</p>\n\n<p>(3504-TW) 扬明光</p>\n\n<p>(4976-TW) 佳凌</p>\n\n<p>(6668-TW) 中扬光</p>\n\n<p>(1526-TW) 日驰</p>\n\n<p>(2923-TW) 鼎固 - KY</p>\n\n<p>(8271-TW) 宇瞻</p>\n\n<p>(1598-TW) 岱宇</p>\n\n<p>(4967-TW) 十铨</p>\n\n<p>(6243-TW) 迅杰</p>\n\n<figure><img data-height=\"494\" data-mime=\"image/png\" data-ratio=\"1.105263157894737\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6550931/m/e4d503e6a297a7907ab39f8746e092e5.jpg\" data-width=\"546\" src=\"https://cimg.cnyes.cool/prod/news/6550931/l/e4d503e6a297a7907ab39f8746e092e5.jpg\"></figure>\n\n<p>7/29</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br>\n(5299-TW) 杰力</p>\n\n<p>(3441-TW) 联一光</p>\n\n<p>(6517-TW) 保胜光学</p>\n\n<p>(3630-TW) 新巨科</p>\n\n<p>(3260-TW) 威刚</p>\n\n<p>(5328-TW) 华容</p>\n\n<p>(6538-TW) 仓和</p>\n\n<p>(5490-TW) 同亨</p>\n\n<figure><img data-height=\"498\" data-mime=\"image/png\" data-ratio=\"1.0903614457831325\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6550931/m/da33eead18cecedc24ba1f2a20e61c1a.jpg\" data-width=\"543\" src=\"https://cimg.cnyes.cool/prod/news/6550931/l/da33eead18cecedc24ba1f2a20e61c1a.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 2026 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/6550931/m/45bb1c07cc89e3feda37a0ae4b6862c6.jpg\" data-width=\"509\" src=\"https://cimg.cnyes.cool/prod/news/6550931/l/45bb1c07cc89e3feda37a0ae4b6862c6.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-7591.html\" title=\"〈焦点股〉研华飙涨停完成填息 站回5日线\">〈焦点股〉研华飙涨停完成填息 站回5日线</a></li>\n    <li><a href=\"/new/tw/article-14939.html\" title=\"宸曜8月营收创单月次高 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    "createdAt": "2026-07-29T10:11:06.000Z",
    "updatedAt": "2026-09-11T21:18:43.000Z"
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