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"description": "台股创新高后回档下,下一波表现的主角是谁?! 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低,终场下跌 119.03 点,收在 43525.37,成交量 14732.23 亿。 观察三大法人今天筹码动向,外资买超 355.49 亿元,投信买超 69.34 亿元,自营商买超 49.09 亿元,三大法人合计买超 473.94 亿元,其中,外资连买四日共买超 2214.84 亿元、自营商连买四日共买超 508.67 亿元,投信连买七日共买超 628.84 ",
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"content": "<p>台股创新高后回档下,下一波表现的主角是谁?!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6470822/l/09c027d990f0074f624fef7092ceecb4.jpg\" alt=\"\" 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/TFa8lx9pIFg\" 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>加权指数今日开高震荡走低,终场下跌</strong><strong> 119.03</strong><strong> 点,收在</strong><strong> 43525.37</strong><strong>,成交量</strong><strong> 14732.23</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> 355.49</strong><strong> 亿元,投信买超</strong><strong> 69.34</strong><strong> 亿元,自营商买超</strong><strong> 49.09</strong><strong> 亿元,三大法人合计买超</strong><strong> 473.94</strong><strong> 亿元,其中,外资连买四日共买超</strong><strong> 2214.84</strong><strong> 亿元、自营商连买四日共买超</strong><strong> 508.67</strong><strong> 亿元,投信连买七日共买超</strong><strong> 628.84</strong><strong> 亿元。</strong></p>\n\n<p><strong>美伊谈判再度传出正面进展,加上华许正式接任联准会主席后,市场对后续降息预期快速升温,虽然美国周一因「阵亡将士追悼日」休市,美股与美债市场同步暂停交易,但上周五美股四大指数全面收红,道琼工业指数与费城半导体指数双双改写历史新高,显示市场风险偏好依旧强劲,科技权值股持续扮演领涨核心,</strong><strong>(NVDA-US)</strong><strong> 辉达,</strong><strong>(AMD-US)</strong><strong> 超微,</strong><strong>(AVGO-US)</strong><strong> 博通,等</strong><strong> AI</strong><strong> 概念股维持强势,加上市场看好</strong><strong> AI</strong><strong> 伺服器、高速运算与资料中心需求持续爆发,也进一步带动半导体族群评价同步上修。</strong></p>\n\n<p><strong>台股方面,今日盘势呈现高档剧烈震荡格局,加权指数早盘在电子权值股领军下强势开高,盘中一度大涨超过</strong><strong> 450</strong><strong> 点,指数成功突破</strong><strong> 44,000</strong><strong> 点整数关卡,最高来到</strong><strong> 44,097</strong><strong> 点,市场多头气势一度沸腾,不过随着指数成功突破</strong><strong> 44,000</strong><strong> 点后,高档获利了结卖压也快速出笼,</strong><strong>(2330-TW)</strong><strong> 台积电、</strong><strong>(2317-TW)</strong><strong> 鸿海、</strong><strong>(3711-TW)</strong><strong> 日月光投控、</strong><strong>(2383-TW)</strong><strong> 台光电,等指标股涨势迅速收敛,部分</strong><strong> AI</strong><strong> 概念股甚至由红翻黑,拖累加权指数盘中一度翻黑,最低下探</strong><strong> 43,349</strong><strong> 点,显示市场在创高后追价态度转趋保守,终场下跌</strong><strong> 119.03</strong><strong> 点,收在</strong><strong> 43525.37</strong><strong>,成交量</strong><strong> 14732.23</strong><strong> 亿;台股近期屡创波段新高,加上融资增幅太快,导致台股在创新高后呈现回档,指数进入整理格局,但下档军现有守之下,无碍长多格局。</strong></p>\n\n<p><strong>整体来看,在美股持续强势、</strong><strong>AI</strong><strong> 产业趋势明确以及市场资金重新回流电子权值股带动下,多头架构仍具延续空间,随着黄仁勋来台后,每年黄仁勋来台必掀高潮、万众瞩目的「兆元宴」,预计将于本周四(</strong><strong>28</strong><strong> 日)重磅登场!市场高度关注,黄仁勋届时是否会释出更多关于</strong><strong> AI </strong><strong>伺服器与资料中心的「超级大单」讯息,这将成为牵动台湾科技产业后续爆发力与资本市场动能的最强催化剂。</strong></p>\n\n<p><strong>市场焦点再度回到</strong><strong> AI</strong><strong> 伺服器、高速运算与半导体供应链,另一方面,美伊谈判持续传出正面进展,市场预期中东地缘政治风险有望逐步降温,国际油价与通膨压力同步获得舒缓,也进一步强化市场对联准会后续降息的期待,在此背景下,只要</strong><strong> (2330-TW)</strong><strong> 台积电,维持强势整理,台股中长线偏多格局仍可望延续,后续可持续关注半导体测试、光通讯、</strong><strong>CoWoS</strong><strong> 先进封装以及半导体设备等具成长题材的相关族群表现。</strong> </p>\n\n<p><strong>AI 概念股、电子权值股与部分传产人气股同步点火,包括</strong><strong> (2303-TW)</strong><strong> 联电、</strong><strong>(2345-TW)</strong><strong> 智邦、</strong><strong>(2360-TW)</strong><strong> 致茂,以及</strong><strong> (1303-TW)</strong><strong> 南亚、</strong><strong>(2881-TW)</strong><strong> 富邦金、</strong><strong>(1519-TW)</strong><strong> 华城,等个股全面走强,盘面成交热度快速升温。</strong></p>\n\n<p><strong>高成交量个股方面,</strong><strong>(3481-TW)</strong><strong> 群创、</strong><strong>(2409-TW)</strong><strong> 友达、</strong><strong>(2002-TW)</strong><strong> 中钢,等个股同步吸引市场资金进驻,显示市场除了</strong><strong> AI</strong><strong> 主流之外,资金也开始扩散至低基期与景气循环族群盘面族群则持续呈现快速轮动格局,其中玻陶类股成为今日最强主流,半导体封测与记忆体族群同步转强,</strong><strong>(6239-TW)</strong><strong> 力成,</strong><strong>(2369-TW)</strong><strong> 菱生,</strong><strong>(6147-TW)</strong><strong> 颀邦,盘中亮灯涨停,</strong><strong>(2344-TW)</strong><strong> 华邦电,大涨也带动记忆体股人气同步升温,</strong><strong>IC</strong><strong> 通路与砷化镓族群同样表现强势,</strong><strong>(3209-TW)</strong><strong> 全科,股价持续垫高,即将挑战前波高点;</strong><strong>(8086-TW)</strong><strong> 宏捷科,则亮灯涨停,再创波段新高,公司</strong><strong> 4</strong><strong> 月营收达</strong><strong> 4.48</strong><strong> 亿元,年增率高达</strong><strong> 49.39%</strong><strong>,基本面表现持续受到市场关注。</strong></p>\n\n<p><strong>此外,矽晶圆族群今日也全面转强,</strong><strong>(6488-TW)</strong><strong> 环球晶,</strong><strong>(6182-TW)</strong><strong> 合晶,</strong><strong>(3532-TW)</strong><strong> 台胜科,同步攻上涨停,</strong><strong>(5483-TW)</strong><strong> 中美晶,股价同步走扬,市场看好</strong><strong> AI</strong><strong>、高速运算与先进封装需求持续扩大,将进一步带动矽晶圆与半导体材料需求成长。</strong></p>\n\n<p><strong>2026.5.24</strong><strong> 经济日报领先预告</strong><strong> (6239-TW)</strong><strong> 力成</strong></p>\n\n<figure><img data-height=\"364\" data-mime=\"image/jpeg\" data-ratio=\"1.521978021978022\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6470822/m/17283229d08eb5d89ba868cf79839c50.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6470822/l/17283229d08eb5d89ba868cf79839c50.jpg\"></figure>\n\n<p><strong>(6239-TW)</strong><strong> 力成,</strong><strong>283=>342</strong><strong> 元,领先预告后</strong><strong> +20%</strong><strong>,受惠</strong><strong> AI</strong><strong> 与</strong><strong> HPC</strong><strong> 需求快速升温,先进封测布局持续获市场关注,</strong><strong>AMD</strong><strong> 宣布加码台湾</strong><strong> AI</strong><strong> 供应链投资,并采用力成</strong><strong> FOPLP</strong><strong> 与</strong><strong> 2.5D Panel Level</strong><strong> 先进封装技术验证新一代</strong><strong> CPU</strong><strong> 产品,象征力成技术正式获</strong><strong> Tier-1</strong><strong> 客户认可,市场看好未来有望进一步切入</strong><strong> ASIC</strong><strong> 与高阶</strong><strong> AI</strong><strong> 晶片封装订单,受惠产品组合改善与产能利用率提升,力成第一季毛利率升至</strong><strong> 19.44%</strong><strong>,</strong><strong>EPS</strong><strong> 达</strong><strong> 2.43</strong><strong> 元,法人也预估</strong><strong> 2026</strong><strong> 年资本支出将大增至</strong><strong> 500</strong><strong> 亿元,全力扩充</strong><strong> FOPLP</strong><strong> 产能,为</strong><strong> 2027</strong><strong> 年后</strong><strong> AI</strong><strong> 封装营收成长提前布局。</strong></p>\n\n<figure><img data-height=\"341\" data-mime=\"image/jpeg\" data-ratio=\"1.6246334310850439\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6470822/m/35978dd96c8aeb1effd46720b5762c09.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6470822/l/35978dd96c8aeb1effd46720b5762c09.jpg\"></figure>\n\n<p><strong>2026.5.24 经济日报领先预告 (6695-TW) 芯鼎</strong></p>\n\n<figure><img data-height=\"364\" data-mime=\"image/jpeg\" data-ratio=\"1.521978021978022\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6470822/m/a568df2e853ee5428d0c61b32ca89c84.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6470822/l/a568df2e853ee5428d0c61b32ca89c84.jpg\"></figure>\n\n<p><strong>IC</strong><strong> 设计厂</strong><strong> (6695-TW)</strong><strong> 芯鼎,</strong><strong>56.6=>68.4</strong><strong> 元,领先预告后</strong><strong> +20%</strong><strong>,两天就是喷出两根涨停,近期获</strong><strong> (5269-TW)</strong><strong> 祥硕,参与私募增资,以每股</strong><strong> 40</strong><strong> 元认购</strong><strong> 1,000</strong><strong> 万股、总金额达</strong><strong> 4</strong><strong> 亿元,持股比提升至约</strong><strong> 13.43%</strong><strong>,市场视为策略合作深化的重要讯号,随着</strong><strong> AI</strong><strong> 与车用题材升温,芯鼎正由传统影像处理晶片厂转型为</strong><strong> AI</strong><strong> 视觉</strong><strong> SoC</strong><strong> 供应商,积极布局车载</strong><strong> ADAS</strong><strong>、电子后视镜、智慧监控与</strong><strong> AIoT</strong><strong> 等高成长市场,公司以自研</strong><strong> ISP</strong><strong> 与</strong><strong> NPU</strong><strong> 技术为核心,强调</strong><strong> HDR</strong><strong>、高速低延迟与边缘</strong><strong> AI</strong><strong> 辨识能力,提升产品竞争力,目前车用产品已逐步通过</strong><strong> Tier-1</strong><strong> 认证并进入量产阶段,搭配</strong><strong> AI</strong><strong> 安防需求回温,法人看好后续有望取得更多</strong><strong> AI PC</strong><strong> 与车用平台</strong><strong> design win</strong><strong>,今年营运成长动能值得关注。</strong></p>\n\n<figure><img data-height=\"296\" data-mime=\"image/jpeg\" data-ratio=\"1.8513513513513513\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6470822/m/7e9222f5b6c8a87987e9410286a11477.jpg\" data-width=\"548\" src=\"https://cimg.cnyes.cool/prod/news/6470822/l/7e9222f5b6c8a87987e9410286a11477.jpg\"></figure>\n\n<p><strong>半导体矽晶圆厂</strong><strong> (6488-TW)</strong><strong> 环球晶</strong><strong> 25</strong><strong> 日股东会报喜,董事长徐秀兰表示,今年市况与去年不同,「相对好非常多」,还打铁趁热预告「下半年将调涨售价」,环球晶预告春燕来了,矽晶圆厂喜迎春,</strong><strong>成功点燃矽晶圆多头火种,不仅环球晶直接亮出</strong><strong> 866</strong><strong> 元涨停板价,股价写近</strong><strong> 51</strong><strong> 个月新高,连</strong><strong> (3532-TW)</strong><strong> 台胜科、</strong><strong>(6182-TW)</strong><strong> 合晶、也跟进亮灯,成今(</strong><strong>26</strong><strong>)日最强类股。</strong></p>\n\n<p><strong>2026.4.25</strong><strong> 经济日报领先预告</strong><strong> (6182-TW)</strong><strong> 合晶</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/6470822/m/aed3fe0e8099bcc9324a491561d0545f.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6470822/l/aed3fe0e8099bcc9324a491561d0545f.jpg\"></figure>\n\n<p><strong>(6182-TW)</strong><strong> 合晶,</strong><strong>40.7=>84.4</strong><strong> 元,领先预告后</strong><strong> +107%=</strong><strong> 就是翻倍赚,</strong><strong>(6182-TW)</strong><strong> 合晶,为全球前六大半导体矽晶圆厂,产品以</strong><strong> 8</strong><strong> 吋矽晶圆为主,并积极布局</strong><strong> 12</strong><strong> 吋、</strong><strong>SOI</strong><strong> 与</strong><strong> GaN</strong><strong> 等高阶应用,车用市场占比亦具优势,近期月营收自低档逐步回升,市场看好矽晶圆产业景气有望落底回温,加上</strong><strong> AI</strong><strong> 伺服器、高速运算需求持续扩大,带动矽材料供应链再受关注,近期市场热议</strong><strong> CoPoS</strong><strong> 方形</strong><strong> Panel</strong><strong> 可能导入</strong><strong> silicon</strong><strong> 矽材料,让矽晶圆族群成为资金焦点。</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/6470822/m/2475cb135625818325dddd9fe7f22fd6.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6470822/l/2475cb135625818325dddd9fe7f22fd6.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>5/26</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>(6127-TW) 九豪</p>\n\n<p>(8255-TW) 朋程</p>\n\n<p>(6161-TW) 捷波</p>\n\n<p>(6821-TW) 联宝</p>\n\n<p>(4923-TW) 力士</p>\n\n<p>(4939-TW) 亚电</p>\n\n<p>(6234-TW) 高侨</p>\n\n<p>(6147-TW) 颀邦</p>\n\n<p>(5299-TW) 杰力</p>\n\n<p>(6488-TW) 环球晶</p>\n\n<p>(6182-TW) 合晶</p>\n\n<p>(8050-TW) 广积</p>\n\n<p>(6435-TW) 大中</p>\n\n<p>(8086-TW) 宏捷科</p>\n\n<p>(5425-TW) 台半</p>\n\n<p>(6425-TW) 易发</p>\n\n<figure><img data-height=\"497\" data-mime=\"image/png\" data-ratio=\"1.1146881287726358\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6470822/m/b6e05e2f623e94419d816b99c7863726.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6470822/l/b6e05e2f623e94419d816b99c7863726.jpg\"></figure>\n\n<p><em>5/26</em></p>\n\n<p>强势股分享</p>\n\n<p>【上柜量大上涨股】</p>\n\n<p>(6127-TW) 九豪</p>\n\n<p>(8255-TW) 朋程</p>\n\n<p>(6161-TW) 捷波</p>\n\n<p>(6821-TW) 联宝</p>\n\n<p>(4923-TW) 力士</p>\n\n<p>(4939-TW) 亚电</p>\n\n<p>(6234-TW) 高侨</p>\n\n<p>(6147-TW) 颀邦</p>\n\n<p>(5299-TW) 杰力</p>\n\n<p>(6488-TW) 环球晶</p>\n\n<p>(6182-TW) 合晶</p>\n\n<p>(8050-TW) 广积</p>\n\n<p>(6435-TW) 大中</p>\n\n<p>(8086-TW) 宏捷科</p>\n\n<p>(5425-TW) 台半</p>\n\n<p>(6425-TW) 易发</p>\n\n<figure><img data-height=\"498\" data-mime=\"image/png\" data-ratio=\"1.1124497991967872\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6470822/m/c966ae11809625cd0e3175c7e3b09b64.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6470822/l/c966ae11809625cd0e3175c7e3b09b64.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> \n</p><p>FB 粉丝团:【股市期皇后】</p>\n<p></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/6470822/m/338fac723113d9d43eb0de86e5832afb.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6470822/l/338fac723113d9d43eb0de86e5832afb.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-12893.html\" title=\"华擎旗下东擎获证交所通过上市 拟现增6114张暂定不低于130元挂牌\">华擎旗下东擎获证交所通过上市 拟现增6114张暂定不低于130元挂牌</a></li>\n <li><a href=\"/new/tw/article-11694.html\" title=\"【0818台股盘前】外资狂买454亿抗投信卖压 货柜三雄与光通讯携手强攻,「营收亮眼法人买」标的万润、联钧、致茂\">【0818台股盘前】外资狂买454亿抗投信卖压 货柜三雄与光通讯携手强攻,「营收亮眼法人买」标的万润、联钧、致茂</a></li>\n <li><a href=\"/new/tw/article-10786.html\" title=\"『被动』抄底成功!华新科⊕、国巨、世芯-KY\">『被动』抄底成功!华新科⊕、国巨、世芯-KY</a></li>\n <li><a href=\"/new/tw/article-11297.html\" title=\"国泰证8月投资观点看AI投资热潮外溢 看好美、日市场\">国泰证8月投资观点看AI投资热潮外溢 看好美、日市场</a></li>\n <li><a href=\"/new/tw/article-4705.html\" 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"createdAt": "2026-05-26T09:42:46.000Z",
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