玉山晨讯：台股晨讯

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋Ρࡼ៊ӶजӁڟឋ֊஡᛬ॐпІݷቌӲໂழ୞୾ር޷Ҁ੊ݦᙾ஽௒ݸίȂѯ޷ӶႬφᇅߝᒋຶዻӲ᠗௱ЁȂࡿ኶ಥൠαᅜ412.2ᘉȂᅜൾ0.91%Վ45,809.19ᘉȄѯ޷Ԟඉܛԥְጤйഎᙛඵ܂αȂѬजϜϛ٘ޠ໕૗ٯґଢαϟࠊାᘉޠ1.5ӑϰпαȂпІᒋၦϛᘟଢቌആԚ᝱ጇ८ె༅Ȃђα຺௦ߗᆓЀഀ୆ࠊഈା።࿾Зᄙђ२ȂܛпӶ46,000ᘉпαޠᔇΩཽၷ࣐ؗ२Ȃ฼ጤя౫Ꭻᕞᐡ౦ၷାȄ |ݚϸ޷ঐ „Ⴢٶ(3413)ȈAI஽ࠑሰؒὠݨॐ൑૗ُ࡚αঔȂ੏୾ኆᘘ౱Ӽߞޫ฼ |२्ུݚᆹϸ „ݱसࡅᕋၽባึ(3163)(Ϗ୧B1)„AIᆘΩ៯୞PMICᅜᖑ៫(Ϗ୧A12)„׭Ӡ૗ऌ5ᗉ޷Уؑ4.62ϰ(Ϗ୧B3)„τҴӏCPO ൣۊ௧τᡚ׭೛ስӒҀൠήঐзхτҴӏ(3008) (စᔽA1) |ݚᖃစϸ „ज୾༇ଡ଼๗ᄻᇅଓ࢈ᔇΩ„ᖓྦཽၦ౱॓༇ߓ౫ݸ„๽೩ᕼߓ๋౲ᇅȶᕼߓਉ፤ȷॴᓏ„Ⴒ෉๽೩ޠᔗᄈၰ৸ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „໋Ρज޷ѳτࡿ኶ᅜЎໂӼȂၿᛞࡿ኶αᅜ0.64%Ȃໍາљίໂ5.71%ȂѯᑗႬADRίໂ3.51%Ȅ„໋Ρࡼ៊ӶजӁڟឋ֊஡᛬ॐпІݷቌӲໂழ୞୾ር޷Ҁ੊ݦᙾ஽௒ݸίȂѯ޷ӶႬφᇅߝᒋຶዻӲ᠗௱ ЁȂࡿ኶ಥൠαᅜ412.2ᘉȂᅜൾ0.91%Վ45,809.19ᘉȂԚһߝ᚟࣐12,621.86ቈϰȄαҀѵၦຶົ407.98ቈϰȂ׺߭ຶົ118.24ቈϰȂՍᕋ୧ຶົ60.89ቈϰȂήτݳ΢Ӭॏຶົ587.11ቈϰȄαҀᒋၦ෶Ў5.97ቈϰȂᒋၦᎸ᚟࣐5,713.08ቈϰȇαᘤᒋၦቩђ11.09ቈϰȂᒋၦᎸ᚟࣐2,003ቈϰȄ „ዻ८ఋထР८ȂႬφαᅜ2.97%ȃߝᒋαᅜ2.76%ႬαᅜߝߩІ1.30%ȄөఋထϜп༮ጳഷ࣐஽༗αᅜົႇ7%ȂڐԪӏႬȃљᏳᡞȃႬφႮಣӈІႬφ๊ߓ౫ၷٺαᅜົႇ3%пαȄ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑෶Ў399πȂґ҂ঙӼ൑ژٿ2,219πȇ׺߭Ӽ൑෶Ў808πȂґ҂ژٿঙӼ൑56,894πȇѵၦޫ൑ቩђ3,113ژٿ൑ޫπȂґ҂ঙ69,847πȂήτݳ΢ޫ൑ቩђ4,320πȂژٿ൑ޫґ҂ঙ10,734πȄ ⠘␱㗌㜆Ɲ2026/6/17 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 ᵪ淌341377 $,ⷵ ⅿ斾㬀ㇷ㮦壀⑬侻塉ⵤ᳈Ậ濕㮮◉⶞㎲䏠䚫䤸搵⟘ ㅓ宅夓ᾷ僅ⶸ娮 $,⼞⊨曧㰩㌠㳏:)(曧㰩恨⅌ㇷ敞⑏㜆Ə⏳㭌㌠㳏⅓⏟姩▕僤奲⺍㋨乳ᷱ῕ƞ凚㖣㳗⛲⻇奶≪暽㛰∐㖣⅓⏟㐝㔢㜑Ὥ⹥⹛:)(ㇷ敞┭㩆ƏἭ䟔㜆Ẵ⯮⽘柦⅓⏟䍙∐塏䏥Ə㔬ㇸῸ䵍ṯῴ3(Ə䳫嘼✏怵⽧⏯䏭⌧敺 aῴ ḲḔᷱ䷊˛ 悋涜夓妔⃄㙎 壀⑬侻塉ⵤㆿ䵊᳈Ậ濕㣀塾䗉⹃ᶈ㓌ⴲ䂝㏴圦䊼濣ⰼ㜂⅏⹛Ə⟡㖣Ɲ  $,㙝䈮曧㰩⼞⊨ḍ㎏⌮⑏恱㙝䈮曧㰩Ə⊇ᷱ$,㎏媽˚$JHQWLF$,曧㰩凯嵞⸝⊼ἡ㛴♏&38曧㰩Əὦ⽾ℯ怙壤䧲˚姿㆝檻˚ℯ怙⯨壄曧㰩⼞⊨Ə⸝⊼㙝⛺⻇㋨乳㓛ℬ䄈 ⡜ ⮋ 䔉 僤 Ə 㔬 䟻 媦 㩆 㦲ᷱ ῕ ằ ⹛ ⅏ 䏪 :)( ⹛ ⢅ ⸬ ⺍ 总 a ⎆ ἗a ƞ  ⅓⏟䛕∴姩▕僤奲⺍ᷱ῕凚aῲ㛯 ∴㬈㲼媑塏䤡䳫aῲ㛯 Ə⅝Ḕ₀⒨⎾デ㖣㙝⛺⻇㓛䔉Əὦ⽾姩▕僤奲⺍ⷙ总㗵⹛Ḕǡ⹼˛䶃ᷱ㈧志ƏㇸῸᷱ῕ằ⹛䇆㔝凚⃫KƏ⹛⢅䳫Ə䧬⽳(36K˛ 㮮◉⶞䂝弉⃛㗝᳋⃧㪙⃧䉅圦䊼濕搵䲘⫅㗇⃧㑺⊶㋴㏹㗨Ṅ :)( ノ搵␄㤝Ɲ柷㜆⅓⏟㯂∐䍮⯮㋨乳⎾∗㳗⛲⻇∄㜆廪檿䇆怲岢䔏⢺㉸Ə䟔㜆〷曊Ọ⛅∗怵⽧䴷㦲『䛕㨀 ˛䄝俳Ə暏吾 $, ㉼岮曧㰩⻝乳᷻㙝䈮壤䧲壮曃⺍㎷⌮˚⌱⯵檻⑳姿㆝檻壤䧲⌮䴁⸝⊼ :)( 恨⅌ㇷ敞怘㜆Ə俳㳗⛲⻇Ḳ䔉僤奶≪∮㛰∐㖣⅓⏟㐝㔢 a ⹛䙫娔₀┭㩆ƏⰋ⅝㘌㭍憳⻇Ẵ㛰䩡敺⏖䔏㖣㓛ℬ䔉僤㻦嶚  ⹛⽳乳曧㰩˛ ㅓ宅杦敨 &63ᷲ῕岮㜓㔖⇡˚㙝⛺⻇㓛䔉㘩䧲恅⻝˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 晚㳚⥩ NDWH#HVXQVHFFRPWZ  / „(3163)(B1) (3163) 16AI(Shuffle Module) CPO(Fiber Shuffle)PM-Type FAUOptical Engine FAUFAUCPOHigh Channel Count FAUPluaggable TrransceiverFAU2040 60 72Multi-Row FAUDRFRPM2026800G/1.6T800G/1.6T JumperMMC JumperCPO1H263Q264Q261Q2720262~3Scale-Out2026/2027/202831.2%/68.1%/114.9%29.2/49.1/105.5EPS9.66/11.27/25.211,250 „AIPMIC(A12) AIAI(PMIC)ICPMIC AIPMIC*-KYOSAT7/12H2620261)1Q26YoY>+90%15%202620%2)dollar content2025150202625020%20262027EPS8.9113.4 „54.62(B3) 7734124.151115%82.1%14.68 52.926.3%482.04Q251H265EPS 4.6220262026VTS()70%2027RTS()30~40%2026EPS 65.44PER 50 „CPO(3008) (A1) iPhoneCPOCPO 800G1.6TFA80PMLA6.4TFAAI20262027EPS189.51200.13forward PE11-17PE20-25CPOCPOEPS255,000 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „ज୾༇ଡ଼๗ᄻᇅଓ࢈ᔇΩȈ༇ଡ଼೤ዂᛂτȂᄡՎ 3137 ԒಒΚ۠Ȃजज୾ᖓۻ࢈٥ᖃ༇ଡ଼ϑऐખ 4: ӑजϰȂϵಁࡼԥ༇ଡ଼ќЩႁ91&Ȃ೤ዂႂߗ HEQ 8: ޠ&Ȅଓଓ࢈૓৶ܓȂԒ࡚ււਁМяϑႂ2 ߗ ӑजϰτᜱȂᖓؑۻ࢈٥Ԟ6 ڦ जϰใ෢Ȃ߰ԥ 2 जϰ໹ңܼМрւਁȄււ౦ఄ࡚དାȂଓݸޒ࢈ᄈւ౦ᡑ୞྄࣐ఄདȂ೼ᝓ२ᔇᕼ໣Ȅޫ๋࢈࢈ଓޠٿґ „ᖓྦཽၦ౱॓ݸ౫ߓ༇Ȉၦၦ౱೤ዂᇅಣԚȂᄡՎ 3137 Ԓ 7 УȂᖓྦཽᖃᖃၦ౱ङ࣐7/8 ӑजϰȂڐϜ୾৳ڕȞUsfbtvsjftȟڕູ෢ᜍܬܱᇅϛ୞౱ȞNCTȟӬॏќЩົႇ :7&Ȅ୾༇ಣӬϜȂϜϜߞ෉୾༇ȞOpuftt!boee!CpoetȟќЩङ 91/9&ȂՅ 21 Ԓ෉пαߞ༇ќЩङ 47/2&ȂҀൠᜱݨᕼߓፑᔟޠਰЗܛӶ Ȅ࢈࢈๋ҭࠊ໧ࢳȂGfe ၦ౱॓༇࢈ߓ๋ϑ௄ႇޠ܂໕ϾᆨᕼȞRUȟ໧ࢳȂᙾΤȶҔளϾᇅ೤ዂᛨۢ໧ࢳȷȂҭࠊл्ഇႇژ෉ӕ׺ၦٿᆱࡼၦ౱೤ዂᛨۢȄ „๽೩ᕼߓ๋౲ᇅȶᕼߓਉ፤ȷॴᓏȈ๽೩л஼ᕼߓпᓻϾၦ౱๗ᄻȂҭዀᡲ Gfe Ӳᘫȶ༊ࡼԥ୾༇ȷޠಣӬȂٯ෶Ўᄈູ߭Ҁൠޣޠ௦ϔႲȄसᕼߓႇܼᐮໍȞԄл୞ܨ୶ߞ༇ȟȂ஡Ᏻयߞ෉ւ౦τൾ㗭ЁȂໍՅђђ२ଓ࢈ഌޠւਁ॓ᐋᇅٖԆȂय़ۻ࢈ٻึ՘Ӽ༇ଡ଼ȂםԚȶᕼ ߓʖ ւ౦αЁ ʖٖ Ԇᘘτ ʖ ༇ଡ଼ቩђȷޠඍܓඊᕘȂЇՅٻᖃ༇ଡ଼ϛ෶ЇቩȄ „Ⴒ෉๽೩ޠᔗᄈၰ৸ȈRRU ඳ७ਁȂႲ෉๽೩஡௵ڦȶᅛໍᕼߓɮ୒฼ᆓ७ਁȷޠପ৉Ȃւң७մ฼෉ւ౦ܱٿ᎜ᕼߓᄈߞᆓւ౦ޠαЁᔇΩȄᓻӒ೏౪ NCTȂ๋౲α஡ᓻᓻӒᡲ NCT Սดژ෉ࢻяܗл୞я୶Ȃпᗘռޣ௦ፑᔟ୾༇Ҁൠ ȄଜଜװᙾᐈձȂӶ୾༇ژ෉ࡤᙾӪᗋຶ฼෉୾৳ڕȞU.Cjmmtȟ Ȃпᕼᕼ฼ၦ౱ಣӬޠ҂ְ෉ਣژ໣ȞXBNȟȂӶϛቩђߞ༇ٽᔗᔇΩ௒׈ݸԚ๗ᄻ።ᐍ Ȅၯၯഌཽڟ።Ȃᇅज୾ଓ࢈ഌႁԚӔᜌȂ።ᐍ୾༇ึ՘๗ᄻȞԄቩђ฼༇ЩپȟȂٯഇႇࠊᙂࡿܓЖ஽።Ң౱ΩණЁȂп׼ښ೾ᑸႲ෉Ȅஆྦ௒ძȞᐡ౦71&ȟڦȂ௵ȶᅛໍᕼߓɮ୒฼ᆓ७ਁȷȂᓻӒᕼ෶ NCTȄߞ෉ւ౦ᗷดཽӶୣ໣ᎫᕞȂկϛՎܼѷ௢Ȅ 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