台湾CPO涨停20260129

elevated by large caps such as TSMC+2.3% and Delta+2.4%. Funds still centralized in upstreamTech and components, such as PCB (GCE+5%, EMC+4.4%, Kinsus+6.6%,Unimicron+3.8%), Memory (Nanya Tech+7.2%,Winbond+10%, Phison+7.8%, Macronix+10%), and CPO (EZconn+10%, Browave+10%, Luxnet+10%,Landmark+10%), and ODMs (Hon Hai+0%, Wistron+0%, Quanta-0.2%) still acted as laggards. Non-Tech up across the board,with PETROCHEM+2.3% back to the best performing sector. The Desk felt the vibrancy in small and mid caps, especially theMemory names, while foreigners were quiet on additional capex to expand high-end CCL, which will then supply to GCE to ship out AI PCB for ASIC and Nvidia Luxnet (4979)+10%, Ezconn (6442)+10%locked at limit high with optical peer Lumentum(LITE) surged over 10% overnight.Peer broker initiation on the sector also expansion in Singapore. Nanya Tech also hosted analyst meeting yesterday which further boosted the sector(2344)+10%,Macronix (2337)+10%, and Phison(8299)+7.8%up again with Micron’s (MU) news on GS TW WRAP Jan 28 2026 elevated by large caps such as TSMC+2.3% and Delta+2.4%. Funds still centralized in upstreamTech and components, such as PCB (GCE+5%, EMC+4.4%, Kinsus+6.6%,Unimicron+3.8%), Memory (Nanya Tech+7.2%,Winbond+10%, Phison+7.8%, Macronix+10%), and CPO (EZconn+10%, Browave+10%, Luxnet+10%,Landmark+10%), and ODMs (Hon Hai+0%, Wistron+0%, Quanta-0.2%) still acted as laggards. Non-Tech up across the board,with PETROCHEM+2.3% back to the best performing sector. The Desk felt the vibrancy in small and mid caps, especially theMemory names, while foreigners were quiet on additional capex to expand high-end CCL, which will then supply to GCE to ship out AI PCB for ASIC and Nvidia Luxnet (4979)+10%, Ezconn (6442)+10%locked at limit high with optical peer Lumentum(LITE) surged over 10% overnight.Peer broker initiation on the sector also expansion in Singapore. Nanya Tech also hosted analyst meeting yesterday which further boosted the sector(2344)+10%,Macronix (2337)+10%, and Phison(8299)+7.8%up again with Micron’s (MU) news on