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"description": "错过【合晶】+293%、【2484 希华】+97%?七月最强「翻倍黑马」已经浮出水面!现在卡位还来得及!!! 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走高,终场上涨 255.30 点,收在 45734.41,成交量 9583.47 亿。 观察三大法人今天筹码动向,外资卖超 379.48 亿元,投信买超 119.61 亿元,自营商卖超 169.42 亿元,三大法人合计卖超 429.30 亿元,其中,外资、自营商连卖五日,投信则连买十二日共买超 113",
"img": "https://cimg.cnyes.cool/prod/news/6527602/l/2d17e8a5082694b94ae99c35e2a91314.jpg",
"content": "<p>错过【合晶】+293%、【2484 希华】+97%?七月最强「翻倍黑马」已经浮出水面!现在卡位还来得及!!!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6527602/l/2d17e8a5082694b94ae99c35e2a91314.jpg\" alt=\"【量大强涨股整理】错过【合晶】+293%、【2484希华】+97%?七月最强「翻倍黑马」已经浮出水面!现在卡位还来得及!!!\" 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/_Vqqer0RnW8\" 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走高,终场上涨</strong><strong> 255.30</strong><strong> 点,收在</strong><strong> 45734.41</strong><strong>,成交量</strong><strong> 9583.47</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> 379.48</strong><strong> 亿元,投信买超</strong><strong> 119.61</strong><strong> 亿元,自营商卖超</strong><strong> 169.42</strong><strong> 亿元,三大法人合计卖超</strong><strong> 429.30</strong><strong> 亿元,其中,外资、自营商连卖五日,投信则连买十二日共买超</strong><strong> 1137.02</strong><strong> 亿元。</strong></p>\n\n<p><strong>美股周二全面收黑,市场避险情绪升温,主要受到半导体族群卖压涌现拖累,道琼工业指数下跌</strong><strong> 130</strong><strong> 点,那斯达克指数下跌</strong><strong> 1.1%</strong><strong>,标普</strong><strong> 500</strong><strong> 指数同步收低,费城半导体指数更重挫</strong><strong> 4.65%</strong><strong>,成为四大指数中表现最弱,个股方面,</strong><strong>(MU-US)</strong><strong> 美光,股价下跌</strong><strong> 4.7%</strong><strong>,</strong><strong>(SNDK-US)Sandisk</strong><strong>,大跌</strong><strong> 7.3%</strong><strong>,晶片族群成为市场主要卖压来源,另一方面,南韩三星电子公布优于市场预期的第二季财报,但仍无法满足市场对</strong><strong> AI</strong><strong> 记忆体需求的高度期待,股价不涨反跌,也进一步影响全球半导体投资信心,此外市场传出中国</strong><strong> AI</strong><strong> 新创</strong><strong> DeepSeek</strong><strong> 正积极研发自家</strong><strong> AI</strong><strong> 晶片,希望降低对</strong><strong> (NVDA-US)</strong><strong> 辉达,及华为</strong><strong> AI</strong><strong> 晶片的依赖,也让投资人重新评估</strong><strong> AI</strong><strong> 晶片供应链未来竞争态势,值得留意的是,南韩记忆体龙头</strong><strong> SK</strong><strong> 海力士预计将于本周五正式透过</strong><strong> ADR</strong><strong> 在那斯达克挂牌交易,可望成为近期全球半导体市场另一项重要焦点,国际局势方面,中东地缘政治风险再度升温,市场传出伊朗在荷姆兹海峡附近袭击一艘卡达液化天然气运输船,引发市场担忧能源供应受阻,带动国际油价走扬,也使全球金融市场避险情绪升高。</strong></p>\n\n<p><strong>受到美股回档与国际情势干扰,加权指数今日开高震荡走高,终场上涨</strong><strong> 255.30</strong><strong> 点,收在</strong><strong> 45734.41</strong><strong>,成交量</strong><strong> 9583.47</strong><strong> 亿,台股整体多头架构并未遭到破坏,今日加权指数早盘一度大涨逾</strong><strong> 350</strong><strong> 点,反映低接买盘仍相当积极,虽然盘中受到获利了结卖压影响而由红翻黑,但整体跌幅相对有限,展现台股相较国际股市更具抗跌韧性,盘面资金则持续朝具产业题材与基本面支撑的族群轮动,包括</strong><strong> PCB</strong><strong>、载板、</strong><strong>CCL</strong><strong> 材料以及军工无人机概念股均有明显买盘进驻,显示市场资金并未撤离,而是持续寻找具成长性的投资方向,在</strong><strong> AI</strong><strong>、高效能运算</strong><strong> HPC</strong><strong>、先进制程、高速传输及</strong><strong> AI</strong><strong> 伺服器需求持续扩大的带动下,电子产业中长期成长趋势仍未改变,也将持续成为支撑台股的重要力量。</strong></p>\n\n<p><strong>展望后市,短线仍须留意美股科技股波动、外资期货布局以及国际地缘政治发展,但只要月线及重要技术支撑未遭有效跌破,台股仍可维持震荡偏多看待,现阶段操作策略仍以「选股重于选市」为主,可持续聚焦</strong><strong> AI</strong><strong> 供应链、</strong><strong>PCB</strong><strong>、高速传输、记忆体、军工无人机等具资金与基本面优势的族群,本周市场也将迎来</strong><strong> (2408-TW)</strong><strong> 南亚科,与</strong><strong> (3008-TW)</strong><strong> 大立光,法说会,以及上市柜公司</strong><strong> 6</strong><strong> 月营收陆续公布,相关财报与营运展望将成为市场观察焦点,若企业基本面持续优于预期,将有机会带动台股维持高档整理后续再攻表现。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong> 台积电,上涨</strong><strong> 1.02%</strong><strong>,收在</strong><strong> 2465</strong><strong> 元,花旗最新看好台积电后市表现,将目标价由</strong><strong> 2,875</strong><strong> 元大幅调升至</strong><strong> 3,800</strong><strong> 元,并重申「买进」评等,主因</strong><strong> AI</strong><strong> 需求持续升温,带动先进制程与先进封装订单能见度提升,法人预期,</strong><strong>2</strong><strong> 奈米、</strong><strong>3</strong><strong> 奈米制程需求强劲,晶圆代工价格明年仍有调涨空间,加上</strong><strong> CoWoS</strong><strong>、</strong><strong>SoIC</strong><strong> 等先进封装产能持续扩充,将进一步强化获利动能,花旗同步上修资本支出预估,认为台积电凭借制造规模、产能利用率及定价能力优势,可望持续受惠</strong><strong> AI</strong><strong> 基础建设投资热潮,维持长期成长趋势。</strong> </p>\n\n<p><strong>(2317-TW)</strong><strong> 鸿海,上涨</strong><strong> 0.21%</strong><strong>,收在</strong><strong> 237.5</strong><strong> 元,</strong><strong>6</strong><strong> 月合并营收达</strong><strong> 8,217.6</strong><strong> 亿元,年增</strong><strong> 52.1%</strong><strong>,创历年同期新高,第二季营收</strong><strong> 2.51</strong><strong> 兆元、上半年累计</strong><strong> 4.64</strong><strong> 兆元,双双改写同期新纪录,受惠</strong><strong> AI</strong><strong> 伺服器、</strong><strong>AI</strong><strong> 机柜需求持续强劲,以及相关零组件出货成长,带动云端网路产品表现亮眼,随着下半年资通讯产品步入传统旺季,鸿海预期第三季营运将延续成长动能,营收可望呈现季增、年增走势,不过公司也提醒仍须留意全球政经情势及供应链变化对营运带来的影响;</strong></p>\n\n<p><strong>(2454-TW)</strong><strong> 联发科,下跌</strong><strong> 0.87%</strong><strong>,收在</strong><strong> 3995</strong><strong> 元,昨日除息每股配发现金</strong><strong> 24.5</strong><strong> 元,迅速完成填息,展现市场对后市高度信心,近期多家外资同步上调联发科目标价,最高喊上</strong><strong> 10000</strong><strong> 元,主要看好</strong><strong> AI ASIC</strong><strong> 业务将成为未来成长引擎,外资预估,联发科</strong><strong> 2027</strong><strong> 年</strong><strong> AI ASIC</strong><strong> 营收可望由</strong><strong> 123</strong><strong> 亿美元大幅上修至</strong><strong> 203</strong><strong> 亿美元,占总营收比重近五成,</strong><strong>2028</strong><strong> 年更可望进一步攀升至</strong><strong> 525</strong><strong> 亿美元,占比逼近七成,随着云端服务供应商需求持续升温,以及新一代</strong><strong> AI ASIC</strong><strong> 专案陆续放量,联发科未来获利成长动能备受市场期待。</strong><strong> </strong></p>\n\n<p><strong>2026.5.10 经济日报领先预告 (3374-TW) 精材</strong><br>\n </p>\n\n<figure><img data-height=\"361\" data-mime=\"image/png\" data-ratio=\"1.5346260387811634\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6527602/m/16cba09586a961fe293201a83754807d.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6527602/l/16cba09586a961fe293201a83754807d.jpg\"></figure>\n\n<p><strong>(3374-TW)</strong><strong> 精材,</strong><strong>212.5=>324.5</strong><strong>,领先预告后</strong><strong> +52%</strong><strong>,</strong></p>\n\n<p><strong>精材受惠晶圆测试业务持续扩张,</strong><strong>2026</strong><strong> 年营运展望维持正向,第四季虽受</strong><strong> 3D</strong><strong> 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</strong><strong> 32.8%</strong><strong>,每股纯益达</strong><strong> 1.89</strong><strong> 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</strong><strong> 50%</strong><strong>,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</strong><strong> EPS</strong><strong> 达</strong><strong> 7.34</strong><strong> 元。</strong></p>\n\n<figure><img data-height=\"338\" data-mime=\"image/png\" data-ratio=\"1.5976331360946745\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6527602/m/e18337f6d30f57c575964473f4e368a0.jpg\" data-width=\"540\" src=\"https://cimg.cnyes.cool/prod/news/6527602/l/e18337f6d30f57c575964473f4e368a0.jpg\"></figure>\n\n<p><strong>2026.5.27</strong><strong> 股市期皇后领先预告</strong><strong> (1303-TW)</strong><strong> 南亚</strong></p>\n\n<figure><img data-height=\"365\" data-mime=\"image/jpeg\" data-ratio=\"1.5178082191780822\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6527602/m/610d0f3356066d90b2b8155158628019.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6527602/l/610d0f3356066d90b2b8155158628019.jpg\"></figure>\n\n<p><strong>(1303-TW)</strong><strong> 南亚,</strong><strong>79=>182</strong><strong>,领先预告后</strong><strong> +130%</strong><strong>,</strong></p>\n\n<p><strong>南亚近年积极转型朝高附加价值电子材料发展,受惠 AI 伺服器、高速运算及高阶封装需求持续升温,电子材料事业成长动能强劲,营收占比已突破五成,并有机会进一步提升至六成以上,成为未来获利核心引擎,此外转投资南亚科及台塑化获利同步回升,也为业外收益带来挹注,法人看好随着 AI 应用扩大、高阶材料需求增加,南亚 2026 年营运表现可望优于市场预期,获利成长动能延续,后续营运展望维持正向。</strong></p>\n\n<figure><img data-height=\"346\" data-mime=\"image/jpeg\" data-ratio=\"1.5809248554913296\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6527602/m/e4512332da567ea71919b7c1336375a7.jpg\" data-width=\"547\" src=\"https://cimg.cnyes.cool/prod/news/6527602/l/e4512332da567ea71919b7c1336375a7.jpg\"></figure>\n\n<p><strong>2026.5.22</strong><strong> 经济日报领先预告</strong><strong> (2484-TW)</strong><strong> 希华</strong></p>\n\n<figure><img data-height=\"367\" data-mime=\"image/jpeg\" data-ratio=\"1.5095367847411445\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6527602/m/3648ab716791e9c9f0d36d489b464e23.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6527602/l/3648ab716791e9c9f0d36d489b464e23.jpg\"></figure>\n\n<p><strong>石英元件厂</strong><strong> (2484-TW)</strong><strong> 希华,</strong><strong>48.45=>95.8</strong><strong>,领先预告后</strong><strong> +97%</strong><strong>,</strong></p>\n\n<p><strong>希华为国内重要石英晶体与石英振荡器供应商,产品广泛应用于通讯设备、网通产品及消费性电子市场,受惠于</strong><strong> AI</strong><strong> 伺服器、高速传输及终端电子产品需求回温,公司近期营运表现明显改善,最新单月营收创下近</strong><strong> 42</strong><strong> 个月新高,展现接单动能回升迹象,市场看好石英元件在高速运算与通讯应用中的需求持续增长,加上法人近期偏多布局,推升股价维持强势表现,随着产业景气逐步复苏及订单能见度提升,市场对希华下半年营收与获利成长抱持乐观期待,吸引资金持续关注。</strong></p>\n\n<figure><img data-height=\"318\" data-mime=\"image/jpeg\" data-ratio=\"1.7327044025157232\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6527602/m/5ce273bb2afc16d6f34b1e49b3f38d8d.jpg\" data-width=\"551\" src=\"https://cimg.cnyes.cool/prod/news/6527602/l/5ce273bb2afc16d6f34b1e49b3f38d8d.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>7/8</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】</p>\n\n<p>(6259-TW) 百徽</p>\n\n<p>(6712-TW) 长圣</p>\n\n<p>(6617-TW) 共信 - KY</p>\n\n<p>(8071-TW) 能率网通</p>\n\n<p>(4513-TW) 福裕</p>\n\n<p>(4166-TW) 友霖</p>\n\n<p>(5351-TW) 钰创</p>\n\n<p>(3176-TW) 基亚</p>\n\n<p>(3363-TW) 上诠</p>\n\n<p>(3556-TW) 禾瑞亚</p>\n\n<p>(4966-TW) 谱瑞 - KY</p>\n\n<p>(5392-TW) 能率</p>\n\n<p>(3625-TW) 西胜</p>\n\n<p>(3078-TW) 侨威</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/6527602/m/3fef6dfb2bc40a2006634c9e7b4f7336.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6527602/l/3fef6dfb2bc40a2006634c9e7b4f7336.jpg\"></figure>\n\n<p>7/8</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】</p>\n\n<p>(3374-TW) 精材</p>\n\n<p>(6182-TW) 合晶</p>\n\n<p>(4127-TW) 天良</p>\n\n<p>(4923-TW) 力士</p>\n\n<p>(3211-TW) 顺达</p>\n\n<p>(4931-TW) 新盛力</p>\n\n<p>(6727-TW) 亚泰金属</p>\n\n<p>(7402-TW) 邑锜</p>\n\n<p>(8096-TW) 擎亚</p>\n\n<p>(3363-TW) 上诠</p>\n\n<p>(8234-TW) 新汉</p>\n\n<p>(6174-TW) 安碁</p>\n\n<p>(6274-TW) 台燿</p>\n\n<p>(6126-TW) 信音</p>\n\n<p>(3362-TW) 先进光</p>\n\n<p>(5425-TW) 台半</p>\n\n<figure><img data-height=\"501\" data-mime=\"image/png\" data-ratio=\"1.1057884231536925\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6527602/m/85db8498b474c9ca0a1430debeb4d3b0.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6527602/l/85db8498b474c9ca0a1430debeb4d3b0.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/6527602/m/86becd2d554e4e6b43b3174f3942de89.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6527602/l/86becd2d554e4e6b43b3174f3942de89.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-3756.html\" title=\"利关人疏失!国泰投信8档基金从优补偿逾5万人、4.9亿元 6/29起入帐\">利关人疏失!国泰投信8档基金从优补偿逾5万人、4.9亿元 6/29起入帐</a></li>\n <li><a href=\"/new/tw/article-430.html\" title=\"洪丽寗:AI时代下电力与产能密不可分 纬颖已将电力布局至2028年\">洪丽寗:AI时代下电力与产能密不可分 纬颖已将电力布局至2028年</a></li>\n <li><a href=\"/new/tw/article-7726.html\" title=\"巨亨速报 - Factset 最新调查:中砂(1560-TW)EPS预估上修至13.73元,预估目标价为805元\">巨亨速报 - Factset 最新调查:中砂(1560-TW)EPS预估上修至13.73元,预估目标价为805元</a></li>\n <li><a href=\"/new/tw/article-8434.html\" title=\"《价值型投资 最新产业研究报告》联亚(3081-TW)AI资料中心升级, 矽光雷射需求持续放大\">《价值型投资 最新产业研究报告》联亚(3081-TW)AI资料中心升级, 矽光雷射需求持续放大</a></li>\n <li><a href=\"/new/tw/article-8295.html\" title=\"存货为王!宇瞻库存攀升至124亿元,提前备货迎战2027年DRAM缺货\">存货为王!宇瞻库存攀升至124亿元,提前备货迎战2027年DRAM缺货</a></li>\n <li><a href=\"/new/tw/article-8309.html\" title=\"巨亨速报 - Factset 最新调查:川湖(2059-TW)EPS预估上修至239.41元,预估目标价为9000元\">巨亨速报 - Factset 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