台股晨讯

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋ѳҦܼዻϜ༉яѯᑗႬ௣Τज୾஠ւ߮᠍੒ਁȂ࡚Κ޷ᏳयѯίໂξᘉпαӲข42,000ᘉτᜱȂ۸ܛӶϵѨҔ८ӲᔗίȂࡿ኶τൾԞᔨໂൾȂಥൠ༊ϊໂ76.08ᘉȂໂൾ0.18%Վ43,149.46ᘉȄѯ޷ᗷໂખУጤկя౫ߞίኈጤȂ฼ጤस૗Ҵ֊я౫कKԞඉȂପӬᒋၦस૗ࡼ៊τ෶Ȃ൸ԥᐡཽџࢆ᏾10СְጤЇᔇȂկसࡤ៊ЇኇژᔇΩୣࠍ्੽ཏϬཽпᎫᕞРԓϾ၍፳ᔇȂ᜹޷ᎉ୞ཽၷ࣐ץഁȄ |ݚϸ޷ঐ „7751ṬឣȈAIශб༌ҢڎбԓְዦбȂߞጤڨඐᗎ༗ጃҴ„ᆌᔛऌ(8131)ȈଅᏺᡞٽሰѷᒌȂӤؐ௱Ёࡍขሰؒ |२्ུݚᆹϸ „හ٥(2345)ђഁ୾ϲѵ౱૗ҁ׌(Ϗ୧B3)„τҴӏ(3008)ᅜӼᄟ᎐ኟ೾७ຠ(Ϗ୧A3)„यུ(8081)ᚭπ౱ࠣഛ៊ᅜቌ(စᔽC3) |ݚᖃစϸ „ज୾ॷԪҨስѷཿఀᔽ΢኶ၷڻࠊαЁմ՞ࡼߴկϬ„ज୾PPIቌੀ഻ႊήԒٿഷץቩഁ„ߗዊѶ3ԒॷЁਁ„ECB஽።ϛཽႲӒ೪ۢЁਁܗ७ਁၰ৸ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „໋ѳज޷ѳτࡿ኶ӓഌαᅜȂၿᛞࡿ኶αᅜ1.86%Ȃໍາљαᅜ7.91%ȂѯᑗႬADRαᅜ3.01%Ȅ„໋ѳҦܼዻϜ༉яѯᑗႬ௣Τज୾஠ւ߮᠍੒ਁȂᏳयѯ޷Κ࡚ίໂξᘉпαӲข42,000ᘉτᜱȂ۸ܛӶϵ ѨҔ८ӲᔗίȂࡿ኶τൾԞᔨໂൾȂಥൠ༊ϊໂ76.08ᘉȂໂൾ0.18%Վ43,149.46ᘉȂԚһߝ᚟࣐13,385.17ቈϰȄαҀѵၦ፳ົ357.79ቈϰȂ׺߭ຶົ132.45ቈϰȂՍᕋ୧፳ົ124ቈϰȂήτݳ΢Ӭॏ፳ົ349.35ቈϰȄαҀᒋၦቩђ23.65ቈϰȂᒋၦᎸ᚟࣐5,491.77ቈϰȇαᘤᒋၦ෶Ў21.12ቈϰȂᒋၦᎸ᚟࣐1,927.71ቈϰȄ „ዻ८ఋထР८ȂႬφίໂ3.70%ȃߝᒋίໂ2.04%ႬίໂߝߩІ1.07%ȄөఋထϜпᕋߓ࡛౫ၷٺαᅜົႇ4.5%пαȇߓ౫৶༗ఋထ࣐ႬφႮಣӈȃڐуႬφȃႬᐡȃႬဟІ໋ᜟ೪റȃ༮ጳ๊ίໂົႇ3.6%Ȅ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑෶Ў698πȂґ҂ঙӼ൑ژٿ4,155πȇ׺߭Ӽ൑ቩђ1,126πȂґژٿ҂ঙӼ൑55,312πȇѵၦޫ൑ቩђ1,219ژٿ൑ޫπȂґ҂ঙ63,168πȂήτݳ΢ޫ൑ቩђ791πȂژٿ൑ޫґ҂ঙ3,701πȄ 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 䦏森775177 $, 㔴䄅Ὢ䏝‧䄅ⷍ★䁯䄅濕䦏森搵䲘⊕⾞屦↠䝸䦉 ㅓ宅夓ᾷ僅ⶸ娮 ⅓⏟怵⽧)RUZDUG 3(5吤✏aῴƏ俪憶䪸樗⹛䇆㔝㛰㜂俢ῴƏ䶔㋨˥岞怙˦娼䬰Ə䵍ṯ3(5ῴ Ọ⹛(36娼⃠ ˛ 悋涜夓妔⃄㙎 Ⳁ⛲奢⃢7,0垻䣉僅䦏森撚伭⻥濕6WLIIHQHU⊔㱆ᾃ⬪䚫㗝㎼↓濣19,',$⎆㜓柷姯5XELQ㙝䈮䙫7,0ὦ䔏⯵䆘㔯㞃廪὚Ḳ㶙ㄲ憸ⱓ 抍凮掜壮⏯㜷㖀 Ə✮䆘䈮㎈䔏⅐䈮⻶娔姯 6WLIIHQHU/LG㖠㠯 Ə䄝俳⛇/LG凮⅝ẽKờ䙫⯵䆘ᾩ㕟ᷴ⏳俳⯵凛俠㛙Ə怙俳⯵凛㕊䆘ᷴ὚Ə䂡ṭ嵼ᷱ憶䔉㘩敺⏑⥤㔠⛅凱䈯娔姯Ə7,0㔠⛅䟚⢏䃖Ə✮䆘䈮㔠ㇷ▕/LG䈯㜓ḍ⎽㵯6WLIIHQHU˛䪸樗滅冇㣴㕊䆘䈮娔₀䔏㖣7,0壤䧲Ə7,0䙫娔姯㛛㔠ᷴ⽘柦䪸樗䇆㔝Ə⎽㵯6WLIIHQHU娔姯柷἗⏑怇ㇷ䟔㜆⽘柦ƏẴ㛰⅝ẽ$,㙝䈮⮉㈝⯵⅌6WLIIHQHU˛ ⴲ䂝㏴廎⨡ノ搵濕ⴲ䂝㏴㗇㗙亹ị濣 ✏㈲姩▕ⷙ嵬怵⃫KƏ㱹㛰⮉㈝⎽㵯姩▕Ə▕ᷧ⮉㈝⎽㵯6WLIIHQHU娔姯€怇ㇷ䟔㜆⽘柦Ə⯨㸓⮉㈝曧奨媦㕛䔉僤ℯ⽳柭⹶˚⻇㈦愴何Ə䛕∴䪸樗䨴㥜愴⏯⯨㸓⮉㈝⁁媦㕛Ə⎆㜓ẋ㜆嵬怵ῲ㛯᷻㽂✏弰▕梏暑䙫姩▕⏖Ọ奶≪㎷㗐ẋ岏⅝ẽ⮉㈝ƏḔ敞㜆俳姧两檻曧㰩ᷴ孱˛  +抍䈮壤䧲娔₀⇡岏㔥憶Ə㜑Ὥ檿晵怲䭾㙝䈮䙫7,0㉧堺㛰㜂䔘䟚⢏䃖弰⏸抍䈮˛  㙝䈮䴁㕊䆘凮廰㝦俠㛙㎎∝ⷙㇷ䂡旃捜Ə㜑Ὥ&32凮䎢䑪⟡㝦Ṇ⯮樬⊼6WLIIHQHU㻙忶䍮怙ᷧ㭌㓧⌮˛ ㅓ宅杦敨 ℯ怙⯨壄曧㰩㔥䷐˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 㜵Ⰱ⧨ WUR\#HVXQVHFFRPWZ  䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 䡍ら䢏813177 壖ぴ榒ṙ斾⟯土濕⋊㨣㉦∅⪿㳪斾㬀 ㅓ宅夓ᾷ僅ⶸ娮 ⛲ⅎ姿㆝⻇䨴㥜㓛ℬ''5䔉僤Ə⯮⏳㭌⯨㸓Ịⷌ曧㰩Ə⊇ᷱℯ怙⯨壄曧㰩⌮㺒Ə㧩妧䛲⽬㕛檻姿㆝檻⯨㸓䔉㥔ⷩ㲨˛柷἗⹛䧬⽳(36KƏ⎪俪䛟旃⯨㸓⏳㥔3%5Ẳ㖣aῴƏ⟡㖣⹛㷏‣Ə䵍ṯῴ3%5˛ 悋涜夓妔⃄㙎 ⊋㓞方孹⊈㘎㑗ノ㗪᳈㷰濕$63⫅廎⨡㶼↓好㐲濣徸㜆⎾∗⟡㝦˚溪憸˚⣶⭊曢岢ᷱ㼙˚䶇曢䬰䛟旃ㇷ㜓⢅⊇Ə䮈䏭晵ⱋ塏䤡⯮忷⭊㻥⊼媦㕛⃠㠣Ə㛰⊐$63㔠╫Ə㎏἗4䇆㔝⃫KƏ㯂∐䍮Ə䧬⽳(36K˛ 曎㗝壖ぴ榒ṙょ䲈ẍ傱⹊ⴲ濕䣺↓䉅䱫ㆿᴛノᶣ᳈濣ⰼ㜂⹛Ə$,䙫䙣ⰼ㔠孱姿㆝檻ᾂ曧䴷㦲Ə✏+%0曧㰩⼞⊨ᷲƏḢ奨姿㆝檻⤎⻇䔉僤憴⾪✏㖣+%0˚''5䬰ℯ怙壤䧲䂡ḢƏ㔬⯴ᷧ刓❲'5$0ᾂ䵍䔉䔆⚛憴㍹㓇Əẍ䂡⏗⻇⸝Ὥ''5ㇷ敞⤸㩆Ə柷㜆䟔伡䊧㲨凚⽳⹛曊Ọ䷐姊˛䛕∴⅓⏟䨣⊼䍮䶔㋨✏aỌᷱƏ䂡⛇ㆰ姿㆝檻⯨㸓Ịⷌ曧㰩ㇷ敞Ə⅓⏟ⷙ怙堳䏥㛰⻇㈦ ˚˚$⻇ 䙫䓝栟娔₀䔉僤㎷⌮Ə㗵⹛奶≪娔₀㱗凱㏂㖗Ə⯮䏥㛰⻇㈦ %⻇ ẍ怙堳㖗䔉僤㓛ℬ姯䕒Ọ㻦嶚⮉㈝曧㰩Ə㗵⹛Ḕ%⻇䔉僤㛰㜂ⅴ⢅˛㭋⣽Ə䂡ℯ怙⯨壄曧㰩ㇷ敞Ə㖗⻡⻇㩆曢凮䄈⡜⮋ⷌ䧲㖣4⭳ㇷƏ䛕∴㭊怙堳娔₀壄㩆⎱樾嬰Ə柷姯4⯶憶憶䔉Ə⅝⻇Ḣ奨ᾩỌ奭㙝⯨壄䂡Ḣƞằ⹛⹛岮㜓㔖⇡柷἗⃫Ə柷㜆㗵⹛岮㜓㔖⇡⯮䶔㋨㕟⌨⃫K˛ ㅓ宅杦敨 㖗⻇娔₀㗵⹛∄㜆㉿凱㔋㎷⢺⊂˚⮉㈝㖗⻇⭳ⷌ㘩䧲恅⻝ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 嗮〈䥵 V\M#HVXQVHFFRPWZ  / „(2345)(B3) (2345) 11AIAI 2026(1)AWS20267Trainium 31H26CSP(2)L6L11AI2023L11(Rack)1Q262Q263Q26(3)224G/lane224G/448G SerDes(WSS)(OWS)Scale-Across2026/202746%/30%3,626/4,722EPS83.61/116.663,600 „ġġĩĴııĹĪġĩłĴĪġ iPhoneCPOCPO CPOPICFAU9Pilot LineFAFAPMLAFAFAU1-220262027EPS189.51200.13forward PE11-17PE16-18CPOCPOEPS204,000 (8081)(C3) IC 20261)PCPCclientPC1H262H26DDR5MPSRenesas2)OSAT3Q26202620262027EPS12.4913.58 _ „„ „ „ EIA(2026/06/12) 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