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【量大强涨股整理】台股连二日反弹,下一波主流,没上车的看过来!

2026-09-11 21:19:09 网络 阅读(50)

台股连二日反弹,下一波主流,没上车的看过来!

【量大强涨股整理】台股连二日反弹,下一波主流,没上车的看过来!

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高,终场上涨 266.66 点,收在 43386.41,成交量 8445.31 亿。

观察三大法人今天筹码动向,外资卖超 191.90 亿元,投信买超 210.68 亿元,自营商卖超 206.53 亿元,三大法人合计卖超 187.76 亿元,其中,外资由买转卖,自营商连卖七日,投信则连买二十九日共买超 3233.66 亿元。

美股上周五在大型科技股财报激励下全面收高,市场风险情绪明显回温,美国总统川普宣布取消对伊朗的军事攻击计划,并传出美、伊双方已就两项框架条件达成初步共识,中东地缘政治风险降温,也进一步提振市场信心,终场道琼工业指数上涨 0.53%,标普 500 指数同步走高,那斯达克指数劲扬约 1%,费城半导体指数则小涨 0.07%,延续科技股强势表现,个股方面,(AMZN-US) 亚马逊,公布最新财报后,营收与获利皆优于市场预期,并释出乐观展望,市场认为 AI 投资已逐步转化为实际营收与获利成长,激励股价单日大涨逾 15%,成为推升美股的重要功臣,(AAPL-US) 苹果,虽然整体营收优于市场预估,但高毛利的服务业务成长不如预期,引发市场失望性卖压,股价重挫约 7%,此外,南韩记忆体龙头 SK 海力士,受惠 HBM 需求强劲,南韩股价一度攻上涨停、单周累计涨幅逼近 30%,不过其 (SKHY-US)ADR 却逆势下跌 3.6%,反映短线涨多后市场出现获利调节。

台股方面,加权指数今日开低走高,终场上涨 266.66 点,收在 43386.41,成交量 8445.31 亿,今日收量缩红 K 棒,台股目前待量能放大后将有机会往月季线大关挑战,台股在上周五强弹 3,186 点后,市场情绪快速升温,筹码面观察,融资余额单日大增 167.4 亿元 (上市融资增加 136 亿元、上柜 融资增加 31.4 亿元) 显示短线追价资金快速回流,也代表市场杠杆水位提升,后续震荡恐将加剧,但在美股财报利多支撑下,中长线多头趋势仍未遭破坏,盘面将由个股轮动表现主导,技术面来看,41,610 点仍是台股重要的中期多空分水岭,只要守稳该位置,多头架构仍可望延续,而 43,000 点则是多方下一道重要反压关卡,若能顺利突破,将有机会挑战更高指数区间,此外市场后续仍有约 6,500 亿元股息资金可望逐步回流,形成资金活水,搭配 AI 产业需求持续扩张,仍有利电子权值股与 AI 概念股表现,不过投资人仍须密切留意美国 10 年期公债殖利率、新台币汇率变化,以及国际政经情势发展,若美债殖利率回落、新台币止贬转强,可望吸引外资持续回流,支撑台股维持震荡偏多格局,短线以高档震荡、个股轮动表现为主。

展望本周,美国经济数据与企业财报仍是全球市场关注焦点,其中周五即将公布的美国 7 月非农就业报告,将牵动市场对联准会后续政策预期,企业财报方面,(AMD-US) 超微,将公布最新季度财报,市场聚焦 AI GPU 出货与 MI400 系列产品进展,(SNDK-US)Sandisk,也将公布财报,记忆体市场需求复苏力道备受关注,此外,(SPACEX-US)SpaceX,预计发布上市后首份季度财报,亦将成为市场焦点,同时,台股上市柜公司 8 月营收与半年报也将陆续揭晓,可望成为个股走势的重要催化剂。

权值股方面,(2330-TW) 台积电,下跌 2.27%,收在 2370 元,第二季毛利率与每股盈余同步优于市场预估,并上修 2026 年美元营收成长至逾 40%,资本支出也提高至 600 亿至 640 亿美元,凸显 AI 需求持续强劲,AI 加速器与 Agentic AI 将同步带动 CPU 及高效能运算需求,先进制程与先进封装产能仍供不应求,A14 制程将于 2027 年试产、2028 年量产,并持续推进 A13A12 技术布局,法人看好 AI 带动出货与产品单价提升,预估未来三年获利成长可望优于市场预期,中长期营运展望维持乐观;

(2317-TW) 鸿海,上涨 1%,收在 253 元,积极布局量子运算领域,近年持续深化研发能量,2020 年成立量子计算研究所,2023 年启用离子阱实验室,并规划于 2027 年完成 5 10 个量子位元的可编程量子电脑原型,随着 IBM 宣布迈入「量子优势」时代,象征量子运算逐步走向商业化应用,也为相关供应链带来新一波成长契机,鸿海凭借庞大的制造能力、AI 伺服器与高效能运算布局,未来有望结合量子技术拓展新商机,随着全球量子运算投资持续升温,中长期营运成长动能值得持续关注;

(2454-TW) 联发科,上涨 9.99%,收在 3910 元,于最新法说会释出多项利多讯息,全面上修营运展望,强化市场对 AI 布局的信心,公司将 2026 年美元营收成长预估,由原先中至高个位数提升至高个位数成长,同时预估资料中心业务营收将突破 20 亿美元,高于先前预期。此外,联发科看好 AI ASIC 需求持续扩大,并预估 2027 年资料中心可服务市场规模将达 800 亿美元,市占率目标也由 10% 15% 提高至 15% 20%,显示公司积极抢攻 AI 晶片市场,未来随高效能运算与云端需求持续增长,可望成为推升营运的新成长引擎

(LITE-US)Lumentum 示警磷化铟恐比记忆体更缺,AI 光通讯供应链掀涨停潮,(4991-TW) 环宇 - KY、(3081-TW) 联亚,(4979-TW) 华星光,(3363-TW) 上诠,(2455-TW) 全新,(3163-TW) 波若威,(6442-TW) 光圣,(3450-TW) 联钧,(6451-TW) 讯芯 - KY,(6830-TW) 泛铨等逾 10 档亮灯涨停,(4971-TW)IET-KY、(3234-TW) 光环同步强势表态,市场聚焦 AI 资料中心高速传输需求爆发,磷化铟(InP)材料供应吃紧,有望成为继 HBM 记忆体后另一项关键瓶颈,带动光通讯族群全面升温。

另外我们强调的 AI 自动化的族群锁定的光学、AI 心脏,相关个股持续表态!

2026.7.28 股市期皇后领先预告 (3441-TW) 联一光

(3441-TW) 联一光77.2=>92.4,领先预告后 +20%
联一光受惠光学镜头需求回升与高毛利产品比重提升,营运表现持续增温,公司 6 月营收 4,138
万元、年增 73.63%,单月税后纯益 1,024 万元,每股纯益 0.26 元,较去年同期由亏转盈,第一季营收 1.13 亿元、年增 24.51%,EPS 达 0.47 元,获利同步成长,展望后市,联一光积极布局车载、无人机、医疗、机器人及工业检测等新兴应用,在欧洲光学客户订单放量带动下,管理层预期今年各季营运均优于去年同期,2026 年营收与获利可望维持双位数成长,AI 管理与产能优化也将持续提升竞争力。

2026.7.31 股市期皇后领先预告 (3231-TW) 纬创

(3231-TW) 纬创172=>188,会员获利 ING
纬创,受惠 AI 伺服器需求持续升温,带动营运动能增强,近期月营收维持高档,年增幅度亮眼,显示 AI
伺服器、算力中心及高效能运算订单持续放量,市场对未来获利成长与评价提升抱持乐观态度,后续可持续观察 AI 智慧工厂、算力中心建置进度,以及 AI 伺服器出货与产品组合变化,若基本面持续改善,仍有助支撑中长线营运表现。

欢迎免费订阅
股市期皇后 庄佳萤

https://lin.ee/9cyliMq

8/3
强势股分享
【上市 量大上涨股】
(2344-TW) 华邦电

(3006-TW) 晶豪科

(3090-TW) 日电贸

(2408-TW) 南亚科

(2454-TW) 联发科

(3443-TW) 创意

(1718-TW) 中纤

(2399-TW) 映泰

(8110-TW) 华东

(2337-TW) 旺宏

(6226-TW) 光鼎

(2455-TW) 全新

(3017-TW) 奇𬭎

(3037-TW) 欣兴

(8021-TW) 尖点

(6213-TW) 联茂

8/3

强势股分享

【上柜 量大上涨股】
(3441-TW) 联一光

(3498-TW) 阳程

(6173-TW) 信昌电

(1815-TW) 富乔

(3374-TW) 精材

(8042-TW) 金山电

(5392-TW) 能率

(6274-TW) 台燿

(5351-TW) 钰创

(4939-TW) 亚电

(6187-TW) 万润

(3363-TW) 上诠

(4973-TW) 广颖

(4931-TW) 新盛力

(3707-TW) 汉磊

(8299-TW) 群联

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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文章来源: 摩尔投顾庄佳萤分析师

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          "pid": 34,
          "name": "保险入门",
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      "level": 1
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      "pid": 10,
      "name": "贵金属",
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      "id": 61,
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    "id": 9357,
    "cid": 27,
    "subCid": null,
    "title": "【量大强涨股整理】台股连二日反弹,下一波主流,没上车的看过来!",
    "shortTitle": "【量大强涨股整理】台股连二日反弹,下一波主流,没上车的看过来",
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    "author": "网络",
    "description": "台股连二日反弹,下一波主流,没上车的看过来! 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高,终场上涨 266.66 点,收在 43386.41,成交量 8445.31 亿。 观察三大法人今天筹码动向,外资卖超 191.90 亿元,投信买超 210.68 亿元,自营商卖超 206.53 亿元,三大法人合计卖超 187.76 亿元,其中,外资由买转卖,自营商连卖七日,投信则连买二十九日共买超 3233.66 亿元。 美股上周五在大型科技股财报激励下全面收高",
    "img": "https://cimg.cnyes.cool/prod/news/6557267/l/5d3f3a6f8d4aa1b760aebaa48210afd3.jpg",
    "content": "<p>台股连二日反弹,下一波主流,没上车的看过来!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6557267/l/5d3f3a6f8d4aa1b760aebaa48210afd3.jpg\" alt=\"【量大强涨股整理】台股连二日反弹,下一波主流,没上车的看过来!\" 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/BCGtTPIwwak\" 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>加权指数今日开低走高,终场上涨</strong><strong> 266.66</strong><strong> 点,收在</strong><strong> 43386.41</strong><strong>,成交量</strong><strong> 8445.31</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> 191.90</strong><strong> 亿元,投信买超</strong><strong> 210.68</strong><strong> 亿元,自营商卖超</strong><strong> 206.53</strong><strong> 亿元,三大法人合计卖超</strong><strong> 187.76</strong><strong> 亿元,其中,外资由买转卖,自营商连卖七日,投信则连买二十九日共买超</strong><strong> 3233.66</strong><strong> 亿元。</strong></p>\n\n<p><strong>美股上周五在大型科技股财报激励下全面收高,市场风险情绪明显回温,美国总统川普宣布取消对伊朗的军事攻击计划,并传出美、伊双方已就两项框架条件达成初步共识,中东地缘政治风险降温,也进一步提振市场信心,终场道琼工业指数上涨</strong><strong> 0.53%</strong><strong>,标普</strong><strong> 500</strong><strong> 指数同步走高,那斯达克指数劲扬约</strong><strong> 1%</strong><strong>,费城半导体指数则小涨</strong><strong> 0.07%</strong><strong>,延续科技股强势表现,个股方面,</strong><strong>(AMZN-US)</strong><strong> 亚马逊,公布最新财报后,营收与获利皆优于市场预期,并释出乐观展望,市场认为</strong><strong> AI</strong><strong> 投资已逐步转化为实际营收与获利成长,激励股价单日大涨逾</strong><strong> 15%</strong><strong>,成为推升美股的重要功臣,</strong><strong>(AAPL-US)</strong><strong> 苹果,虽然整体营收优于市场预估,但高毛利的服务业务成长不如预期,引发市场失望性卖压,股价重挫约</strong><strong> 7%</strong><strong>,此外,南韩记忆体龙头</strong><strong> SK</strong><strong> 海力士,受惠</strong><strong> HBM</strong><strong> 需求强劲,南韩股价一度攻上涨停、单周累计涨幅逼近</strong><strong> 30%</strong><strong>,不过其</strong><strong> (SKHY-US)ADR</strong><strong> 却逆势下跌</strong><strong> 3.6%</strong><strong>,反映短线涨多后市场出现获利调节。</strong></p>\n\n<p><strong>台股方面,加权指数今日开低走高,终场上涨 266.66</strong><strong> 点,收在</strong><strong> 43386.41</strong><strong>,成交量</strong><strong> 8445.31</strong><strong> 亿,今日收量缩红</strong><strong> K</strong><strong> 棒,台股目前待量能放大后将有机会往月季线大关挑战,台股在上周五强弹</strong><strong> 3,186</strong><strong> 点后,市场情绪快速升温,筹码面观察,融资余额单日大增</strong><strong> 167.4</strong><strong> 亿元</strong><strong> (</strong><strong>上市融资增加</strong><strong> 136</strong><strong> 亿元、上柜</strong> <strong>融资增加</strong><strong> 31.4</strong><strong> 亿元</strong><strong>)</strong><strong> 显示短线追价资金快速回流,也代表市场杠杆水位提升,后续震荡恐将加剧,但在美股财报利多支撑下,中长线多头趋势仍未遭破坏,盘面将由个股轮动表现主导,技术面来看,</strong><strong>41,610</strong><strong> 点仍是台股重要的中期多空分水岭,只要守稳该位置,多头架构仍可望延续,而</strong><strong> 43,000</strong><strong> 点则是多方下一道重要反压关卡,若能顺利突破,将有机会挑战更高指数区间,此外市场后续仍有约</strong><strong> 6,500</strong><strong> 亿元股息资金可望逐步回流,形成资金活水,搭配</strong><strong> AI</strong><strong> 产业需求持续扩张,仍有利电子权值股与</strong><strong> AI</strong><strong> 概念股表现,不过投资人仍须密切留意美国</strong><strong> 10</strong><strong> 年期公债殖利率、新台币汇率变化,以及国际政经情势发展,若美债殖利率回落、新台币止贬转强,可望吸引外资持续回流,支撑台股维持震荡偏多格局,短线以高档震荡、个股轮动表现为主。</strong></p>\n\n<p><strong>展望本周,美国经济数据与企业财报仍是全球市场关注焦点,其中周五即将公布的美国</strong><strong> 7</strong><strong> 月非农就业报告,将牵动市场对联准会后续政策预期,企业财报方面,</strong><strong>(AMD-US)</strong><strong> 超微,将公布最新季度财报,市场聚焦</strong><strong> AI GPU</strong><strong> 出货与</strong><strong> MI400</strong><strong> 系列产品进展,</strong><strong>(SNDK-US)Sandisk</strong><strong>,也将公布财报,记忆体市场需求复苏力道备受关注,此外,</strong><strong>(SPACEX-US)SpaceX</strong><strong>,预计发布上市后首份季度财报,亦将成为市场焦点,同时,台股上市柜公司</strong><strong> 8</strong><strong> 月营收与半年报也将陆续揭晓,可望成为个股走势的重要催化剂。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong> 台积电,下跌</strong><strong> 2.27%</strong><strong>,收在</strong><strong> 2370</strong><strong> 元,第二季毛利率与每股盈余同步优于市场预估,并上修</strong><strong> 2026</strong><strong> 年美元营收成长至逾</strong><strong> 40%</strong><strong>,资本支出也提高至</strong><strong> 600</strong><strong> 亿至</strong><strong> 640</strong><strong> 亿美元,凸显</strong><strong> AI</strong><strong> 需求持续强劲,</strong><strong>AI</strong><strong> 加速器与</strong><strong> Agentic AI</strong><strong> 将同步带动</strong><strong> CPU</strong><strong> 及高效能运算需求,先进制程与先进封装产能仍供不应求,</strong><strong>A14</strong><strong> 制程将于</strong><strong> 2027</strong><strong> 年试产、</strong><strong>2028</strong><strong> 年量产,并持续推进</strong><strong> A13</strong><strong>、</strong><strong>A12</strong><strong> 技术布局,法人看好</strong><strong> AI</strong><strong> 带动出货与产品单价提升,预估未来三年获利成长可望优于市场预期,中长期营运展望维持乐观;</strong> </p>\n\n<p><strong>(2317-TW)</strong><strong> 鸿海,上涨</strong><strong> 1%</strong><strong>,收在</strong><strong> 253</strong><strong> 元,积极布局量子运算领域,近年持续深化研发能量,</strong><strong>2020</strong><strong> 年成立量子计算研究所,</strong><strong>2023</strong><strong> 年启用离子阱实验室,并规划于</strong><strong> 2027</strong><strong> 年完成</strong><strong> 5</strong><strong> 至</strong><strong> 10</strong><strong> 个量子位元的可编程量子电脑原型,随着</strong><strong> IBM</strong><strong> 宣布迈入「量子优势」时代,象征量子运算逐步走向商业化应用,也为相关供应链带来新一波成长契机,鸿海凭借庞大的制造能力、</strong><strong>AI</strong><strong> 伺服器与高效能运算布局,未来有望结合量子技术拓展新商机,随着全球量子运算投资持续升温,中长期营运成长动能值得持续关注;</strong></p>\n\n<p><strong>(2454-TW)</strong><strong> 联发科,上涨</strong><strong> 9.99%</strong><strong>,收在</strong><strong> 3910</strong><strong> 元,于最新法说会释出多项利多讯息,全面上修营运展望,强化市场对</strong><strong> AI</strong><strong> 布局的信心,公司将</strong><strong> 2026</strong><strong> 年美元营收成长预估,由原先中至高个位数提升至高个位数成长,同时预估资料中心业务营收将突破</strong><strong> 20</strong><strong> 亿美元,高于先前预期。此外,联发科看好</strong><strong> AI ASIC</strong><strong> 需求持续扩大,并预估</strong><strong> 2027</strong><strong> 年资料中心可服务市场规模将达</strong><strong> 800</strong><strong> 亿美元,市占率目标也由</strong><strong> 10%</strong><strong> 至</strong><strong> 15%</strong><strong> 提高至</strong><strong> 15%</strong><strong> 至</strong><strong> 20%</strong><strong>,显示公司积极抢攻</strong><strong> AI</strong><strong> 晶片市场,未来随高效能运算与云端需求持续增长,可望成为推升营运的新成长引擎</strong> <strong>。</strong></p>\n\n<p>(LITE-US)Lumentum 示警磷化铟恐比记忆体更缺,AI 光通讯供应链掀涨停潮,(4991-TW) 环宇 - KY、(3081-TW) 联亚,(4979-TW) 华星光,(3363-TW) 上诠,(2455-TW) 全新,(3163-TW) 波若威,(6442-TW) 光圣,(3450-TW) 联钧,(6451-TW) 讯芯 - KY,(6830-TW) 泛铨等逾 10 档亮灯涨停,(4971-TW)IET-KY、(3234-TW) 光环同步强势表态,市场聚焦 AI 资料中心高速传输需求爆发,磷化铟(InP)材料供应吃紧,有望成为继 HBM 记忆体后另一项关键瓶颈,带动光通讯族群全面升温。</p>\n\n<p>另外我们强调的 AI 自动化的族群锁定的光学、AI 心脏,相关个股持续表态!</p>\n\n<p><em><strong>2026.7.28 股市期皇后领先预告 (3441-TW) 联一光</strong></em></p>\n\n<figure><img data-height=\"400\" data-mime=\"image/jpeg\" data-ratio=\"1.385\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6557267/m/87fc93fd46060d039ded15fb05a679c2.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6557267/l/87fc93fd46060d039ded15fb05a679c2.jpg\"></figure>\n\n<p><strong>(3441-TW)</strong><strong> 联一光</strong><strong>,</strong><strong>77.2=>92.4</strong><strong>,领先预告后</strong><strong> +20%</strong><strong>,<br>\n联一光受惠光学镜头需求回升与高毛利产品比重提升,营运表现持续增温,公司 6 月营收 4,138</strong><strong> 万元、年增 73.63%</strong><strong>,单月税后纯益 1,024</strong><strong> 万元,每股纯益 0.26</strong><strong> 元,较去年同期由亏转盈,第一季营收 1.13</strong><strong> 亿元、年增 24.51%</strong><strong>,EPS</strong><strong> 达 0.47</strong><strong> 元,获利同步成长,展望后市,联一光积极布局车载、无人机、医疗、机器人及工业检测等新兴应用,在欧洲光学客户订单放量带动下,管理层预期今年各季营运均优于去年同期,2026</strong><strong> 年营收与获利可望维持双位数成长,AI</strong><strong> 管理与产能优化也将持续提升竞争力。</strong></p>\n\n<figure><img data-height=\"363\" data-mime=\"image/jpeg\" data-ratio=\"1.5261707988980717\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6557267/m/8b66559dff9dbfb57669a4c0ef33c97d.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6557267/l/8b66559dff9dbfb57669a4c0ef33c97d.jpg\"></figure>\n\n<p><strong>2026.7.31 股市期皇后领先预告 (3231-TW) 纬创</strong></p>\n\n<figure><img data-height=\"361\" data-mime=\"image/jpeg\" data-ratio=\"1.5346260387811634\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6557267/m/723d7326878d1004c13eb92cf5309e9c.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6557267/l/723d7326878d1004c13eb92cf5309e9c.jpg\"></figure>\n\n<p><strong>(3231-TW)</strong><strong> 纬创</strong><strong>,</strong><strong>172=>188</strong><strong>,会员获利</strong><strong> ING</strong><strong>,<br>\n纬创,受惠 AI 伺服器需求持续升温,带动营运动能增强,近期月营收维持高档,年增幅度亮眼,显示 AI</strong><strong> 伺服器、算力中心及高效能运算订单持续放量,市场对未来获利成长与评价提升抱持乐观态度,后续可持续观察 AI</strong><strong> 智慧工厂、算力中心建置进度,以及 AI</strong><strong> 伺服器出货与产品组合变化,若基本面持续改善,仍有助支撑中长线营运表现。</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/6557267/m/cdc46a14cf0c259b051f2186cd263b13.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6557267/l/cdc46a14cf0c259b051f2186cd263b13.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>8/3</em><br>\n强势股分享<br>\n【上市 量大上涨股】<br>\n(2344-TW) 华邦电</p>\n\n<p>(3006-TW) 晶豪科</p>\n\n<p>(3090-TW) 日电贸</p>\n\n<p>(2408-TW) 南亚科</p>\n\n<p>(2454-TW) 联发科</p>\n\n<p>(3443-TW) 创意</p>\n\n<p>(1718-TW) 中纤</p>\n\n<p>(2399-TW) 映泰</p>\n\n<p>(8110-TW) 华东</p>\n\n<p>(2337-TW) 旺宏</p>\n\n<p>(6226-TW) 光鼎</p>\n\n<p>(2455-TW) 全新</p>\n\n<p>(3017-TW) 奇𬭎</p>\n\n<p>(3037-TW) 欣兴</p>\n\n<p>(8021-TW) 尖点</p>\n\n<p>(6213-TW) 联茂</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/6557267/m/6a1add43ca8aa4304b98238b66a38b26.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6557267/l/6a1add43ca8aa4304b98238b66a38b26.jpg\"></figure>\n\n<p><em>8/3</em></p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】<br>\n(3441-TW) 联一光</p>\n\n<p>(3498-TW) 阳程</p>\n\n<p>(6173-TW) 信昌电</p>\n\n<p>(1815-TW) 富乔</p>\n\n<p>(3374-TW) 精材</p>\n\n<p>(8042-TW) 金山电</p>\n\n<p>(5392-TW) 能率</p>\n\n<p>(6274-TW) 台燿</p>\n\n<p>(5351-TW) 钰创</p>\n\n<p>(4939-TW) 亚电</p>\n\n<p>(6187-TW) 万润</p>\n\n<p>(3363-TW) 上诠</p>\n\n<p>(4973-TW) 广颖</p>\n\n<p>(4931-TW) 新盛力</p>\n\n<p>(3707-TW) 汉磊</p>\n\n<p>(8299-TW) 群联</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/6557267/m/c8327aa4e6c0d8663649ad3121fe5fee.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6557267/l/c8327aa4e6c0d8663649ad3121fe5fee.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>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/6557267/m/0a1b63571e8c1573536875f1f1eab205.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6557267/l/0a1b63571e8c1573536875f1f1eab205.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-3775.html\" title=\"巨亨速报 - Factset 最新调查:金像电(2368-TW)EPS预估上修至37.83元,预估目标价为1660元\">巨亨速报 - Factset 最新调查:金像电(2368-TW)EPS预估上修至37.83元,预估目标价为1660元</a></li>\n    <li><a href=\"/new/tw/article-14461.html\" title=\"营收速报  - 颖崴(6515)8月营收17.06亿元年增率高达233.37%\">营收速报  - 颖崴(6515)8月营收17.06亿元年增率高达233.37%</a></li>\n    <li><a 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    "createdAt": "2026-08-03T09:28:54.000Z",
    "updatedAt": "2026-09-11T13:19:09.000Z"
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