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"content": "<p>台股今(1)日迎接9月首个交易日，今开高走高气势如虹，包括电子权值股及千金股表现强势，加上光通讯、IC设计、晶圆等族群各拥题材激励下，盘中强涨超过700点，最后一盘在台积电(2330-TW)、联电(2303-TW)等晶圆双雄大单敲进下，激励指数再攀高逼近4万7千点，终场收46,948.72点，大涨820.25点或1.78％，单日成交量则略减为1.08兆元。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6593954/l/35221ca583b33d34c168157a8ca1e055.jpg\" alt=\"〈台股盘后〉联发科涨停领权值股大涨820点收最高 直逼4万7关前\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>OTC柜买指数同为开高走高，终场涨2.26％表现优于集中市场。</p>\n\n<p>电子权值股今日扮演领头羊，权王台积电(2455-TW)开低走高，最后一单受惠5,004大单敲进，涨1.46％；IC设计龙头联发科(2454-TW)受惠辉达斥资35亿美元，认购海外可转债激励，开盘后迅速攻上涨停价4,315元，一路锁涨停到尾盘；联电(2303-TW)涨2.71％，纬颖(6669-TW)涨停，日月光投控(3711-TW)涨4.45％。</p>\n\n<p>千金高价股今日亦表现亮眼，股王信骅(6515-TW)涨6.57％，颖崴(6515-TW)、精测(6510-TW)、力旺(3529-TW)标涨停板，智邦(6510-TW)涨8％。</p>\n\n<p>IC设计除了联发科，包括晶宏(6510-TW)、亚信(6510-TW)、久阳(6510-TW)、达发(6510-TW)也亮灯收涨停。</p>\n\n<p>受惠苹果本(9)月9日即将发表最新款手机，PA三雄的全新(2455-TW)、稳懋(3105-TW)涨停板。</p>\n\n<p>光通讯族群表现抢眼，前鼎(3450-TW)涨停，IET-KY(4971-TW)，光环(3234-TW)、上诠(3363-TW)大涨超过半根停板。</p>\n\n<p>PCB股欣兴(3037-TW)受到洗产地风波冲击，昨吃跌停板后，今续跌超过2%，转单预期带动其他PCB股走扬，景硕(3189-TW)反弹超过6％，臻鼎-KY(4958-TW)强攻7%。</p>\n\n<p>法人指出，台股今日不受前晚国际股市走低影响，受惠苹果新机即将发表及AI及台积电供应链为核心等题材旺盛，包括ASIC设计、AI伺服器、PCB、CPO矽光子、散热、AI电源暨高速传输，陆续推升股价动能向上，但指数逐渐往上持续攀高成为惊惊涨格局，投资人需留意追高风险。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-7527.html\" title=\"台股盘前｜软板军工防御抗跌，加权柜买量缩防守半年线，大户投主本比排行关注哪些类股?\">台股盘前｜软板军工防御抗跌，加权柜买量缩防守半年线，大户投主本比排行关注哪些类股?</a></li>\n <li><a href=\"/new/tw/article-20297.html\" title=\"巨亨速报 - Factset 最新调查：联茂(6213-TW)目标价调升至660元，幅度约8.2%\">巨亨速报 - Factset 最新调查：联茂(6213-TW)目标价调升至660元，幅度约8.2%</a></li>\n <li><a href=\"/new/tw/article-19311.html\" title=\"玉晶光9月营收26.72亿元年增0.54% 新产品认证进度符预期\">玉晶光9月营收26.72亿元年增0.54% 新产品认证进度符预期</a></li>\n <li><a href=\"/new/tw/article-19364.html\" title=\"营收速报 - 新代(7750)9月营收24.99亿元年增率高达125.09％\">营收速报 - 新代(7750)9月营收24.99亿元年增率高达125.09％</a></li>\n <li><a href=\"/new/tw/article-6081.html\" title=\"巨亨速报 - Factset 最新调查：欣兴(3037-TW)EPS预估上修至15.34元，预估目标价为1000元\">巨亨速报 - Factset 最新调查：欣兴(3037-TW)EPS预估上修至15.34元，预估目标价为1000元</a></li>\n <li><a href=\"/new/tw/article-11133.html\" title=\"巨亨速报 - Factset 最新调查：智伸科(4551-TW)EPS预估下修至10.67元，预估目标价为239元\">巨亨速报 - Factset 最新调查：智伸科(4551-TW)EPS预估下修至10.67元，预估目标价为239元</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-01T06:43:46.000Z",
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