台股晨讯

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ α໋ϥѯژڨ޷जӁ֊஡ႁԚڟឋޠ੒ਁᐮᓿӕ࡚໡ା኶ࡿȂτᅜၑშࢆ᏾ུାȂӶ׏ዻMSCI᠍२።ᐍҢਞᛗ໕ίȂಥൠαᅜ1,096.50ᘉȂᅜൾ2.51%Վ44,732.94ᘉȄѯ޷ᛗяུЉژٿ໕1.8ӑϰȂϛႇࡿ኶२ུӲژ5СְጤϟαȂᡘұߗ෉Ҁൠ௒ᆲৡژڨܿӵጣݾ࢈ӱષኈ៫Ї᙮ᎫᕞȂसя໕կࡿ኶ґ૗τൾα׿Ȃࠍ्ණ٪ାᔭᐍ౪ႇࡤя౫።࿾፳ᔇໍΚؐӲข10ጤȄְС |ݚϸ޷ঐ |२्ུݚᆹϸ „ᆡขᘘ౱཮AI୧ᐡ(စᔽC1)„ᑺ֎ݡAI୧ᐡཿᕽെፑᑺݡ(3037) (စᔽB3)„ॐ൑ᅗКԐࡈȃٛે఻਽Э(Ϗ୧B6)„MCUᅜቌዙᘘය ུভ(4919)ၮໍ(Ϗ୧B1)„ᝌᙵ׿AIහኌजཿϭԒᕋၽԥࣽᓟ(Ϗ୧B4) |ݚᖃစϸ „࿌ࠊज୾ؾ༔ູ߭Ҁൠ୞ᕞޠήτл्ਰЗᔇΩ„࡚ഀ๗โޠقᇅ༉ಜማ՘ᡞڐ೤ዂІޠູҀൠ߭༔ؾ„ज୾л्ማ՘ᄈؾ༔ູ߭ޠᛋᓏโ࡚࣐եȉ֐ԇӶጦፑᐡȉښ„ݳࣽޠູҀൠ߭༔ؾᄈ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „α໋ϥज޷ѳτࡿ኶αᅜȂၿᛞࡿ኶αᅜ0.72%Ȃໍາљϊᅜ௦ࡼߗ҂ȂѯᑗႬADRίໂ1.51%Ȅ„α໋ϥѯژڨ޷जӁ֊஡ႁԚڟឋޠ੒ਁᐮᓿӕ࡚໡ାȂࡿ኶τᅜၑშࢆ᏾ུାȂӶ׏ዻMSCI᠍२።ᐍҢ ਞᛗ໕ίȂಥൠαᅜ1,096.50ᘉȂᅜൾ2.51%Վ44,732.94ᘉȂԚһߝ᚟࣐19,169.52ቈϰȄαҀѵၦຶົ801.45ቈϰȂ׺߭ຶົ70.18ቈϰȂՍᕋ୧ຶົ156.07ቈϰȂήτݳ΢Ӭॏຶົ1,027.71ቈϰȄαҀᒋၦቩђ213.34ቈϰȂᒋၦᎸ᚟࣐5,563.60ቈϰȄ „ዻ८ఋထР८ȂႬφαᅜ2.62%ȃߝᒋαᅜ1.19%ႬαᅜߝߩІ2.53%ȄөఋထϜп༮ጳȃႬဟІ໋ᜟ೪റȃႬᏣႬᢠȃڐуႬφȃ኶՞໵ᆓ๊ߓ౫ၷٺαᅜົႇ5%пαȇߓ౫৶༗ޠఋထ࣐Ⴌφ೾ၰ֖౫ίໂȄ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑෶Ў1,810πȂґ҂ঙӼ൑ژٿ2,074πȇ׺߭Ӽ൑ቩђ2,159πȂґ҂ঙӼ൑ژٿ46,926πȇѵၦޫ൑ቩђ2,454ژٿ൑ޫπȂґ҂ঙ60,650πȂήτݳ΢ޫ൑ቩђ2,105ژٿ൑ޫπȂґ҂ঙ11,650πȄ / „AI(C1) AI8AI AIAI GPUAI CPU70%AI2H288(1)AI GPUCPU2H26repeat order(2)AI ASIC2Q26~3Q26(3)(4)Load boardEPS 59.464,320(38PER*2027EPS(F)) „łŊġġĩĴıĴĸĪġĩŃĴĪġ AI PCBABFAI60% 4EPS 1.85Q245%Nvidia GPUCSP2026ABFBT10-15%2H262026/2027/2028EPS18.4/41.3/67.5Forward PER20~302028EPS201,350 „(B6) AI61963583 1Q2631.26.110.9EPS 4.141Q264Q26(30%)2027250202642550~55%35.6%2026/2027EPS 19.46/28.56PER 34(2027EPS)971 „MCU(4919)(B1) MCUIDMMCUAI AIMCUOSAT7/1MCUAIMCUBLDC MCUAIBMC2CSPASIC ServerBMCCSPASIC20262027EPS0.731.98 „AI(B4) -KY4137AI4,0004,09695%4Q251.71Q262.32Q2610.6QoQ+15.3%5001501Q2682.2%82.5%19%23.7%20268.8%\42.282%EPS 9.54 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „ູ߭༔ؾज୾ࠊ࿌Ҁൠ୞ᕞޠήτл्ਰЗᔇΩȈ࿌ࠊ୞ᕞл्ҦήτᔇΩ᠓ђՅԚȄॷӒւ౦ፑᔟȂӶᖓྦཽᆱࡼାւ౦ޠᕘძίȂؾ༔ູ߭Ӽ௵ңޠȶਜ਼୞ւ౦๗ᄻȷٻӍཿւਁ॓ᐋᐮቩȂᏳयႃङॴᓏᜟርᛈЁȇڐԪ߭ңࠣ፵ᅹኍȂႇџቷᚭᕘძίึޠܺȶմङູ෢ȷȂӶစᔽܺጦᇅ౱ཿᡑ᎑ίȂ዗Ӷ߭ңॴᓏ໡ۗਜ਼౫ȇಒήࢻ୞ܓᔇΩȂ׺ၦ΢ᠠӲ्ؒαЁȂഌϸஆߝೞय़४ښණ෢ȂЇ࢏Ҁൠ߭Зᙾ৶Ȅ „ູ߭༔ؾҀൠޠ೤ዂІڐᇅ༉ಜማ՘ᡞޠقഀ࡚๗โȈູӶ߭༔ؾ2008Ԓࡤӱማ՘ᆀᆔᗎᝓՅٟഁநକȂҭࠊҀൠ೤ዂզॏङ࣐1.8ӑजϰȄࣻၷܼज୾ᐍᡞማ՘ङ12ʂ14ӑजϰܺޠ෢೤ዂȂؾ༔ູ߭ङќማ՘ᡞقޠ10ʂ15%ȄᏒᆔ೤ዂϛІማ՘Ȃկڐኈ៫Ωϛৡ܈ຝȂлӱڐၦߝ໲Ϝܼᄺఝၷା߭ܗңၷ৶ޠӍཿȂᏳयॴᓏஞ࡚ၷାȄԫѵȂ၏Ҁൠഇႇᄺఝᒋၦȃၦ౱ܬູܱ෢ᇅማ՘ᡞقԇӶ໣௦ഀ๗ȂםԚ዗Ӷޠॴᓏ༉ᏳᆔၿȄҦܼҀൠҦτ࠯ၦ౱ᆔ౪ᐡᄻлᏳй໲Ϝ࡚ାȂΚҎя౫ୱᚡȂѠ૗ٟഁኈ៫Ҁൠ߭ЗȄ „ज୾л्ማ՘ᄈؾ༔ູ࣐࡚߭ᛋᓏโޠեȉ֐ԇӶጦፑᐡښȉඈീಜॏ๽ᅮຘτ࠯ማ՘ᄈؾ༔ູ߭ᐡᄻޠᛋᓏᖃॏङ࣐1,000ʂ1,800ቈजϰȄڏᡞՅّȂኟ਴τ೾ङ࣐500ቈȃ൳୾ማ՘362ቈȃ߇ᄰ໲ყ220ቈȂज୾ማ՘ࠍङ200ቈजϰȄҭࠊԇӶᡘ຀ޠጦፑᐡښȈማ՘ޠᛋᓏӼ࣐ȶᄈؾ༔ູ߭ஆޠߝᒋၦȷՅޣߩ௦ࡼԥାॴᓏູ෢Ȃйள೪ԥࠣܬܱᇅ׸ቌᐡښȄپԄഌϸູ෢ڏറङ40%ޠ཭ѷጦፑȂཏک຀ஆߝ҇໹Ӓܜᐋ२τ཭ѷȂማ՘Ϙཽژڨᄃ፵ኈ៫Ȅ „ູ߭༔ؾᄈࣽޠҀൠݳȈ፵ᇅܓڐȷ Ȃлӱܓಜقߩ୞ᕞೞຠզ࣐ȶޠࠊҭ2008ԒߝᒋӡᐡІ2023Ԓማ՘ٲӈԥҐ፵ϛӤȄᇅ2008ԒࣻЩȂؾ༔ູ߭ુнା࡚ᜍڕϾȞCDOȟ๗ᄻȂॴᓏࣻᄈࡍഗӶߩማ՘ᐡᄻϜȂՅߩኅހϸයܼማ՘॓༇ߓȄᇅ2023Ԓْޥማ՘ٲӈࣻЩȂؾ༔ູ߭ୱᚡึҢӶၦ౱ᆓ߭ޠңॴᓏՅߩ॓༇ᆓޠԇ෢ᔡպȂйڐࢻ୞ܓၷմȂॴᓏមܺഁ࡚ၷᄛȄԫѵȂ౫ϭማ՘ޠၦҐᇅࢻ୞ܓ्ؒᡘ຀ାܼпၷ஽Ȅܓ໶قᒋᡞߝȂ܂ ၦਠٿྜȈඈീȃҞύ׺៬(2026/06/01) αҀᘤࠊΫτ᠍অ޷ᅜໂൾ ӓ౩޷ҀІ୧ࠣቌੀၦଊ኶ࡿዊज Ҟύᜍڕ׺ၦ៬ୱ޷ӌԥ४ϵѨȞпίᙐᆏȶҞύ׺៬ȷȟ࣐ҞύߝᒋٲཿထϟԚসȄ ःفൣ֚ѠՍҐϵѨᆪય( www.esunconsulting.com.tw )ᎨȄڦ ෉ೳһڏܿറା࡚ଓଡ଼ᄺఝਞݏȂॴᓏࣻၷ޷ܼಊҼၷାȂһܿ΢໹ڏറЩၷାޠॴᓏڨܜโ࡚Ȅ ݃΢সᖑفः ᢏᘉȄܗឋ࡛ޠ֚ൣفҐःܼՍٿঐ΢ൣႎڐณӉե݃΢সᖑفः ݃ռೱᖑ Ҟύ׺៬ϑଭᄈൣ֚ϲৡΩؒҔጃȂٯ࣐ःف΢স൸ڐ஠ཿ૗Ωණٽϟ๢ཏϸݚȂଓଡ଼ႲզІ׺ၦຠ๊߾൸ൣ֚ึ՘࿌ਣȂܛԞ໲ϟၦଊໍ՘Ӭ౪ϟցᘟȂСࡤसԥၦଊུȂҞύ׺៬஡ϛଭᄈԫൣ֚яڏུ೾ޤȄҐൣ֚༊ٽ׺ၦ΢୥ՄȂҞύ׺៬ϛ॓Ӊե׺ၦࣵᖬϟࡢݳೱӉȂԄЖңҐНȂ໹စҐϵѨӤཏȄ හኌଓ౱᠍݃ᖑ Ґၦਠө໷ϲৡϟө໷᠍ւІහኌଓ౱᠍Ȟєࢃկϛ४ܼ຀ձ᠍ȃ஠ւ᠍ȃ୧ዀ᠍๊ȟְ឵Ҟύ׺៬ܛԥȄଷߩᕖூҞύ׺៬ࠊٲਫ८ӤཏѵȂְϛூ᏿ՍпӉեםԓፓᇨȃ२ᇨȃঔ׾ȃึ՘ȃα༉ȃ஼ຯȃ༉ଛȃයոȃϵ໡༉ክȃ೰୶ڐܗуٻݳߩңҐၦਠȄଷߩԥ݃ጃߓұȂҐၦਠϟණٯٽณ݃ұܗཱུұ௳᠍ີРӉե຀ձ᠍ȃ஠ւ᠍ȃ୧ዀ᠍ȃ୧ཿᐡஞܗӉեڐуහኌଓ౱᠍Ȅ