玉山晨訊：台股晨訊

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋ΡҦܼӁਮኸ୅ᇅज୾ፚցޠ੒ਁፑᔟѯ޷ዻϜ፳ᔇя᠗ȂആԚΚ࡚ໂખ45,000ᘉτᜱȂ۸ܛӶљᏳᡞѯᑗႬࠊఐADRτᅜ4.11%ޠᐮᓿМእίȂѯ޷Ҧ༄ᙛकಥൠαᅜ219.4ᘉȂᅜൾ0.48%Վ45,557.31ᘉȄѯ޷л्ӱ࣐ᇅԒጤٰᚕпІݱࢳᒋၦቩൾႇτৡܿӱ࣐੒ਁ८я౫ቒ੩ᎫᕞȂկҭࠊഎᆱࡼӶܛԥְጤϟαޠӼРੀ׌ґя౫װᙾӪίȂѬ्੽ཏस໕૗ࡼ៊ӕᆱࡼ1.5ӑϰпαпІࡿ኶ࠔґُα׿ାᘉܝяޫ໣ȂࠍৡܿЖ୞ᕖւ።࿾፳ᔇӲขְጤМእȄ |ݚϸ޷ঐ |२्ུݚᆹϸ „ᘘ౱ࡩ ຸᖓ2026ᕋၽ۠۠ܲቩ(3665)(Ϗ୧B1)„ ۠۠ᅜȊུভශ༬хϏέ።ቌӕ༉Ԃ੒ਁ҉Τཌྷ೻ུΚхAI ASICᔗᜧٽᏣ݉ժ(Ϗ୧B5)„ශᆉ5УᕋԞٺӤ෉ഷ(စᔽC6)„СУӏ஡яೳ๞ᗛࡅᅮ(စᔽA3)„ΫሠȈH2ቌੀϬࡼαᅜᗎ༗(Ϗ୧B3) |ݚᖃစϸ „4Уज୾ഽ୞Ҁൠᙜ՞ޫુཏѵӲЁȂկ൸ཿࢻ୞ࡼܓ៊७ྤ„໳ңᇅᚕᙜӤؐίྥȂӍཿܤဓᄙ࡚ᙾᗎߴԉ„Ս᜺ᚕᙜᇅນসᆱࡼմᔭȂഽ୞Ҁൠ֖౫մࢻ୞੬ኊ„ഽ୞ҀൠϬڏ໶ܓȂᖓྦཽ฼෉७ਁࡩय़ܓί७ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „໋Ρज޷ѳτࡿ኶αᅜȂၿᛞࡿ኶αᅜ0.45%Ȃໍາљαᅜ5.87%ȂѯᑗႬADRαᅜ2.54%Ȅ„໋ΡҦܼӁਮኸ୅ᇅज୾ፚցޠ੒ਁፑᔟѯ޷ዻϜ፳ᔇя᠗ȂആԚΚ࡚ໂખ45,000ᘉτᜱȂ۸ܛӶљᏳᡞѯ ఐࠊᑗႬADRτᅜ4.11%ޠᐮᓿМእίȂѯ޷Ҧ༄ᙛकಥൠαᅜ219.4ᘉȂᅜൾ0.48%Վ45,557.31ᘉȂԚ᚟࣐ߝһ16,963.98ቈϰȄαҀѵၦຶົ108.43ቈϰȂ׺߭ຶົ28.2ቈϰȂՍᕋ୧፳ົ157.68ቈϰȂήτݳ΢Ӭॏ፳ົ21.05ቈϰȄαҀᒋၦቩђ11.92ቈϰȂᒋၦᎸ᚟࣐5,669.71ቈϰȄ „ዻ८ఋထР८ȂႬφαᅜ0.37%ȃߝᒋαᅜ2.2%ႬαᅜߝߩІ0.23%ȄөఋထϜп኶՞໵ᆓȃၦଊ݉ଡ଼ȃၽ୞Ӆ໤ȃ༮ጳ๊ߓ౫ၷٺαᅜົႇ3%пαȇߓ౫৶༗ޠఋထ࣐࣡ዮഞ౯ȃҢ׭ᚃᕜ๊ίໂົႇ2%Ȅ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑ቩђ108πȂґ҂ঙӼ൑ژٿ2,564πȇ׺߭Ӽ൑ቩђ1,346πȂґژٿ҂ঙӼ൑49,765πȇѵၦޫ൑ቩђ2,345ژٿ൑ޫπȂґ҂ঙ67,018πȂήτݳ΢ޫ൑ቩђ891πȂژٿ൑ޫґ҂ঙ14,689πȄ / „2026(3665)(B1) -KY(3665)FAU()-KY2027-KY 2026-KY(1)800G AEC1H261.6T AEC4Q26(2)Vera RubinPower Whip60A100ABusbar1,400A5,000ARubin UltraPower RackPower WhipASP2(3)CorningShuffle Module42026/202740.1%/45.2%998.3/1,449.5EPS68.16/114.823,445 AI ASIC(B5) 20267120303041 610%AIMCUOSAT7/1MCUAIMCUBLDC MCUAIBMC2CSPASIC ServerBMCCSPASIC20262027EPS0.731.98 „5(C6) 6491257.166.23%36.71%32.7622.26% 65%52Q2650%1,50060%8002H26202615%81EPS 24.6 „(A3) Marvell AICoWoS-like20~25k45kAI ASIC AI CPUCoWoS-likeAI(CPU)LEAP(1)AMDCPU VeniceAICPUAMD2030CPU1,200(2)AMDAICoWoS-likePCCPUEPS 15.51 „H2(B3) 49672COMPUTEX 2026AIAI PC20272030 Gaming70~80%B2B652027SMTGamingSK68.5~153Q26 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „4Уज୾ഽ୞Ҁൠᙜ՞ޫુཏѵӲЁȂկ൸ཿࢻ୞ࡼܓ៊७ྤȈ4Уज୾JOLTSᙜ՞ޫુ኶ཏѵЁՎ761.8࿳΢ȂၷࠊУቩђ73.1࿳΢Ȃᙜુ౦ӤؐӲЁՎ4.6%Ȃ݃ᡘᓻܼҀൠႲ෉Ȃ๗ࠊУίྥٗ༗ȄᏒᆔӍཿңϏሰؒϬڏΚۢ໶ܓȂկसпѷཿ΢π737.3࿳΢ॏᆘȂᙜુᇅѷཿ΢πЩঅ༊ङ1.03Ȃሊմܼ࣬௒ࡤା৬ਣߗ෉௦2ॼޠЬྦȄ೼ᡘұഽ୞Ҁൠٽሰѷᒌ௒ݸϑτൾ׾๢ȂӍཿܤϏᔇΩ݃ᡘጦ၍Ȃᐍᡞ൸ཿҀൠҔഃؐӲᘫၷְ࣐ᒌйᛨۢޒޠᄙȂϛӕ֖౫ࡤ࣬௒ਣ෉ȶΚϏᜳؒȷޠႇዦෂຬȄ „໳ңᇅᚕᙜӤؐίྥȂӍཿܤဓᄙ࡚ᙾᗎߴԉȈᗷดᙜ՞ޫુ኶ᡘ຀ቩђȂկᄃር໳ңࣁ୞ࡼࠔ៊७ྤȄ4У໳ң΢኶७Վ511.6࿳΢ȂၷࠊУ෶Ў41.9࿳΢Ȃ໳ң౦ίྥՎ3.2%ȇӤ෉ᖃᚕᙜ΢኶Ҽ७Վ497.8࿳΢ȂၷࠊУ෶Ў39.9࿳΢Ȃᚕᙜ౦७Վ3.1%Ȅ໳ңᇅᚕᙜӤؐί७ȂЇ࢏ഽ୞Ҁൠࢻ୞ࡼܓ៊෶৶ȄڐϜȂؾ΢ഌߟ໳ң΢኶݃ᡘӲဤȂᡘұӍཿᗷϬមяᙜુȂկᄃርቩဓ΢Ωޠཏ᜺ࣻᄈߴԉȄ „Ս᜺ᚕᙜᇅນসᆱࡼմᔭȂഽ୞Ҁൠ֖౫մࢻ୞੬ኊȈ௄ᚕᙜ๗ᄻᢏᄇȂՍ᜺ᚕᙜᇅߩՍ᜺ນসְᆱࡼࣻᄈᛨۢȄ4УՍ᜺ᚕᙜ΢኶ङ300࿳΢Ȃᚕᙜ౦ᆱࡼ1.9%ȇນস΢኶ࠍङ170࿳΢Ȃນস౦ࡼ҂ܼ1.1%ȄՍ᜺ᚕᙜ౦ߞ෉೏ܼմᔭȂЇ࢏ഽϏᄈᙾᙜᇅ൷ٺ׳Ϗձᐡཽ߭ޠЗϬ୒ߴԉȂҀൠґя౫݃ᡘޠၱ዁ዦዙȄѫΚР८Ȃນস೤ዂٯґᡘ຀ᘘτȂᡘұӍཿ֊ܺٻᄛܤဓؐ።ȂϬ་Ӫߴ੽౫ԥসϏȂпᗘռґٿഽ୞Ω฼ુॴᓏȄᐍᡞՅّȂज୾ഽ୞Ҁൠҭ֖ࠊ౫ȶմᚕᙜȃմນসȃմ໳ңȷޠմࢻ୞ܓੀ׌Ȅ„ഽ୞ҀൠϬڏ໶ܓȂᖓྦཽ฼෉७ਁί७Ȉܓय़ࡩᄈܼᖓྦཽՅّȂᗷดᙜુʝѷཿ΢πЩϑ७Վ1.03Ȃᡘ ұഽ୞Ҁൠٽሰѷᒌ݃ᡘ׾๢Ȃկᙜ՞ޫુ኶ࠔཏѵτൾЇኇՎ761.8࿳΢ȂᡘұӍཿഽ୞ሰؒϬڏ໶ܓȄԫѵȂմນস౦ᇅᛨۢޠ൸ཿҀൠҼхߓഽ୞Ҁൠۧґя౫݃ᡘඍϾၭຬȄ೼ᆎȶሰؒϬ஽ȃࢻ୞ܓ୒৶ȷޠ๗ᄻȂѠ૗ٻᖡၦԚߞᇅ݉ଡ଼ཿ೾ᑸ७ྤഁ࡚ܺጦȄ4УJOLTS֚ൣӶմນসᇅᛨۢ൸ཿМእίȂഽ୞Ҁൠ໶ܓϬӶȂ೼஡ٻᖓྦཽᆱࡼᢏగȂٯ७մ฼෉ϲః୞७ਁޠѠ૗ܓȄ 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