台股晨訊

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋ήѯ޷໡մٗմȂӶႬφ᠍অӲᔭȂߝᒋ᜹޷ηӤؐٗ৶Ȃࡿ኶ϛկໂખУጤٯѷԉ43,300ᘉȂಥൠίໂ1,478.90ᘉȂໂൾ3.31%Վ43,225.54ᘉȂѯ޷ໂખУጤय׭ٻ೛८αґя౫݃ጃЦໂଊਁȂ֚ѯᑗႬϵࡤ۸ዻܛ5УᕋԞᗷϑழٿԂ੒ਁȂѠᄈ฼ጤ৶༗ޠѯ޷ழٿւӼМእȂዻ༗ԥᐡཽᙾ࣐ୣ໣ᐍ౪ȂᐈձϬп؝৶੽஽࣐лȂܝӲໍൠпڏஆҐ८Мእޠఋထঐ޷࣐ۤȄ |ݚϸ޷ঐ |२्ུݚᆹϸ „ѯᑗႬ5УᕋԞܧԍQ2ፑାዀ(Ϗ୧A3)„ᖓึऌ(2454)ίљԒᕋၽᛗึ(Ϗ୧A3)„PCBኆ5УᕋԞ୯ା። ۢᑘ׺௢(3715) (Ϗ୧B3)„Ϋሠ5УᕋԞԒቩႊΚॼܽࣽ H2 (Ϗ୧B3)„जਣࠊϥУᕋԞቹӤ෉ུା(Ϗ୧B4)„࿳ዝ5УEPSႁ2.07ϰԒቩ55ʦ(Ϗ୧B3) |ݚᖃစϸ „ज୾CPIԄ෉ᛈЁȂ૗ྜቌੀϬ៯୞лΩ„ਰЗ೾ᑸࡼߴᛨۢ„5УCPI၍᠟„ί໋஡ߕ๽೩ॷؿȂڐስᏳίޠFEDཽԄեׯᐆȉ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „໋ήज޷ѳτࡿ኶ӓഌίໂȂၿᛞࡿ኶ίໂ1.87%Ȃໍາљίໂ3.57%ȂѯᑗႬADRίໂ4.48%Ȅ„໋ήѯ޷໡մٗմȂႬφ᠍অӲᔭܵತߝᒋηӤؐٗ৶Ȃࡿ኶ໂખУጤٯѷԉ43,300ᘉȂಥൠίໂ1,478.90 ᘉȂໂൾ3.31%Վ43,225.54ᘉȂԚһߝ᚟࣐14,240.70ቈϰȄαҀѵၦ፳ົ935.74ቈϰȂ׺߭ຶົ166.96ቈϰȂՍᕋ୧፳ົ405.51ቈϰȂήτݳ΢Ӭॏ፳ົ1,174.29ቈϰȄαҀᒋၦ෶Ў170.65ቈϰȂᒋၦᎸ᚟࣐5,468.12ቈϰȇαᘤᒋၦ෶Ў79.05ቈϰȂᒋၦᎸ᚟࣐1,948.83ቈϰȄ „ዻ८ఋထР८ȂႬφίໂ3.70%ȃߝᒋίໂ2.04%ႬίໂߝߩІ1.07%ȄөఋထϜпᕋߓ࡛౫ၷٺαᅜົႇ4.5%пαȇߓ౫৶༗ఋထ࣐ႬφႮಣӈȃڐуႬφȃႬᐡȃႬဟІ໋ᜟ೪റȃ༮ጳ๊ίໂົႇ3.6%Ȅ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑ቩђ776πȂґ҂ঙӼ൑ژٿ4,853πȇ׺߭Ӽ൑෶Ў1,067πȂґژٿ҂ঙӼ൑54,186πȇѵၦޫ൑ቩђ78ژٿ൑ޫπȂґ҂ঙ61,949πȂήτݳ΢ޫ൑ቩђ369πȂґ҂ژٿ൑ޫঙ2,910πȄ / 5Q2(A3) AI54,169.7530.14,000AIHPC 51.5%4,169.866%10.4%1.25AIAI4/533CoWoS28~10A16 2H26EPS 97.362,525(7PBR*2027BVPS(F)) „(2454)(A3) 5474.341.494.992,433.211.59Wi-Fi 7AI ASIC ASIC4Q26102020272027AI ASIC700~80010~15%202720282027AI ASICSOCAI ASICAI2Q2620262027EPS63.4106.18 „PCB5(3715) (B3) 525.1621.8169.11Q2AI 525.1621.8169.11Q270.6%476Q1Q320262027EPS4.9815.75forward PE10-202027AI50%GPUASIC202027EPS20300 „5H2 (B3) 4967525.5626.84112.59136.1577.272027 525.5626.84%112.59%B2B652027SMTGaming2026EPS50.07 „(B4) 1795Alvogen523.24106140.5467 Alvogen23.2MoM-10.7%60%B2B10NintedanibEnzalutamide2H26Duloxetine/202682%373EPS 19.92 „5EPS2.0755(B3) 5EPS2.071.345557 57.318.8%43.8%CoWoS2026WMCMCoPoS CPOCoPoSCPOCoPoS20282026EPS 24.9PER 30 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „ज୾CPIԄ෉ᛈЁȂ૗ྜቌੀϬ៯୞лΩȈ5Уज୾CPIԒቩ౦4.2%ܼȂା4ޠঅࠊУ3.8%ȇਰЗCPIԒቩཌྷൾٗା0.1ঐԼϸᘉՎ2.9%Ȃ޲ڎࣲಓӬҀൠႲ෉ȄУቩ౦Р८ְࠍԥί७ȂᐍᡞCPI࣐0.5%অࠊȞ0.6%ȟȃਰЗCPI࣐0.2%অࠊȞ0.4%ȟȄᢏᄇಡ໷Ȃխ᠍२7.5%ޠ૗ྜԒቩ23.5%অࠊȞ17.9%ȟȃУቩ3.9%অࠊȞ3.8%ȟȂϸրଔᝧԒቩ౦ȃУቩ౦1.2ȃ0.3ঐԼϸᘉȂ૗ྜ᜹୧ࠣϜݷآቌੀԒቩ40.5%ȂٯӪһ೾ၽᒰ݉ଡ଼ቌੀԄᐡಊȞ26.7%ȟ༉ᏳȂ૗ྜ᜹݉ଡ଼ϜޠႬΩቌੀȞ5.9%ጦȄܺܛԥࠍȟԒቩ౦ „ਰЗ೾ᑸࡼߴᛨۢȈխ᠍२60%ޠਰЗ݉ଡ଼Ԓቩ౦3.4%অࠊȞ3.3%ȟȂУቩ౦ٗմ0.2ঐԼϸᘉՎ0.3%ȂխЩഷାܙޠ઩ҐУԒቩ౦ࡼ҂Ӷ3.3%ȂУቩ౦௄0.6%ί७Վ0.3%ȄਰЗ୧ࠣቌੀԒቩࡼߴ1.1%ϛᡑȃУቩ-0.1%ᙾΤ॓ଔᝧȂ᠍२ၷτޠུٚȞ0.2%ȟȃΡКٚȞ-2.0%ȟԒቩ౦୒৶ၽ՘ȂڨAIᅜቌኈ៫ޠႬဟ೻ᡞІପӈԒቩ౦ᗷᛈЁՎ14.5%ȂկҦܼ᠍२ၷմᄈਰЗ୧ޠࠣଔᝧԥ४Ȅ „5УCPI၍᠟Ȉ5У೾ᑸл्Ҧ૗ྜቌੀ௱୞Ȃᇅ4УࣻЩഷτৰ౵ӶܼਰЗ೾ᑸᔇΩٯґඍϾȂ֖౫ȶѵഌ૗ྜፑᔟ௱ାCPIȂկϲҢܓ೾ᑸ׾๢ȷޠ੬ኊȄݷቌР८ȂEIAӶ6У૗ྜУൣϜޠஆྦ௒ෂᇰ࣐ȂࠣݷၽܼᒰԥగQ3ጦؐ࡯ඉȂஆܼԫ௒ෂ௱፤ίո៍੬ݷቌ஡௄Q2ؑఞ109.8जϰ७ՎQ3ȃQ4ޠ101.1ȃ89जϰȂ1Q27ӓ౩৳ԇ஡ӕ࡚Ҧȶ੒૊ȷᙾ࣐ȶತᑗȷȂ௱୞2027Ԓְቌ२Ӳ79जϰȄӤਣȂܙ઩ӶαঐУΚԪܓᛈାࡤӕ࡚ᗎܼᛨۢȂџԒᜱใᄈਰЗ୧ޠࠣኈ៫ҔӶഃؐసϾȂAIᅜቌዙηኸਣءԥӪᐍᡞޑቌӓ८༉ᏳȂ௚੽ཏࡤ៊ၦਠϜЗңႬሰؒȂ֐ཽԚ࣐ழ୞ႬቌȞCPIϜޠ૗ྜ݉ଡ଼໷ҭȟαᅜޠΚ޷ུΩ໕Ȅ „ί໋ޠስᏳίڐȂؿ๽೩ॷߕ஡FEDཽԄեׯᐆȉα໋ኹᅜՎ17.2࿳΢ߩޠၼ൸ཿቩߞȂᡲҀൠടΤЁਁ௒ძίޠ৽མȂկᢏᄇ๗ᄻαө౱ཿϬด֖౫ϸϾՅߩӓ८ޠܓԂᙾȂԫѵȂᐍᡞ݉ଡ଼ཿ൸ཿቩߞϬմܼႇџڎঐУ҂ְȂᖡၦቩഁࡼޠ៊७ྤȞ3.6Æ3.4%ȟႲॏη஡҉੒ᖓྦཽᄈܼᖡၦ೾ᑸᖴఌޠᐋነȂשউϬดႲ෉Ԓۼᆱࡼւ౦ϛᡑϟᐡ౦ၷାȄ ၦਠٿྜȈඈീȃEIAȃҞύ׺៬(2026/06/11) 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