玉山晨訊：台股晨訊

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋Ρѯژڨ޷ໍາљαᅜᐮᓿȂ໡ዻ۾ࡤ៊ࠊΚС഻ାٗ༗Ȃഷژٿା48,218.87ᘉࡤ᎐ႅ።࿾፳ᔇҦकᙛ༄ȂҦ׏ܼዻᔇմᏳयໂൾᘘτȂಥൠίໂ640.86ᘉȂໂൾ1.34%Վ47,100.65ᘉȄѯ޷഻ାץ࡟ࡤᙛ༄ȂଷΠӒࠊӲขУጤࡤഀ៊αᅜӕ࡚םԚᇅְጤٰᚕႇτȂђα໋ΚᒋၦτൾቩђȂӶѵၦҦຶᙾ፳ޠ௒ݸίৡܿЖึ።࿾፳ᔇȂҦ࢓ܼఐໍາљ२ਚȂ໡ዻࡤϛ௷ଷѷԉ5СְጤȂ࡛ឋ๊ࡠЦໂଊဵя౫ӕໍൠҁ׌Ȅ |ݚϸ޷ঐ „۩ߝ(8358)ȈӤਣڨඐ೤ੀЁ઼ІુೳᅜቌඊᕘȂᕖւ๗ᄻٺᙾ |२्ུݚᆹϸ „ѯᑗႬၦҐҁ׌๋౲ڨᢚ༉ᖓึऌ(2454)ᔤ๗࿘഻ཏӕܲASIC (Ⴌφ)„IET 2026Ԓᕋၽܲᛈ৬(စᔽC3)„SK੖Ως༉Ӳᓟ཮׿DRAMҀൠ(Ϗ୧A3) |ݚᖃစϸ „Ᏻय೼Ԫज޷ऌ׭᜹޷ঔҔޠ঩ӱ„Ҁൠᄈ೼Ԫቒ੩ঔҔܓۢޠпІ฼෉ࡤ៊ցᘟऌ޷׭૗֐ЦᛨӲЁޠȶᜱᗥॴӪ౩ȷ„जማႲ෉ϭԒЁਁ3ԪȂשউႲ෉ϛᡑޠᐡ౦ା |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „໋Ρज޷ѳτࡿ኶ӓ኶ίໂȂၿᛞࡿ኶ίໂ0.09%Ȃໍາљ२ਚ7.87%ȂѯᑗႬADRτໂ6.69%Ȅ„໋Ρѯژڨ޷ໍາљαᅜᐮᓿȂ໡ዻ۾ࡤ៊ࠊΚС഻ାٗ༗Ȃഷାژٿ48,218.87ᘉࡤ᎐ႅ።࿾፳ᔇҦकᙛ༄Ȃ Ҧ׏ܼዻᔇմᏳयໂൾᘘτȂಥൠίໂ640.86ᘉȂໂൾ1.34%Վ47,100.65ᘉȂԚһߝ᚟࣐16,723.55ቈϰȄαҀѵၦ፳ົ385.92ቈϰȂ׺߭ຶົ72.36ቈϰȂՍᕋ୧፳ົ169.84ቈϰȂήτݳ΢Ӭॏ፳ົ483.41ቈϰȄαҀᒋၦ෶Ў111.13ቈϰȂᒋၦᎸ᚟࣐5,939.29ቈϰȄ „ዻ८ఋထР८ȂႬφίໂ1.51%ȃߝᒋαᅜ0.36%ႬίໂߝߩІ1.24%ȄөఋထϜпຸܿԼೳȃॶࠣȃߝᒋ๊ߓ౫ၷٺଜ༗αᅜȇߓ౫৶༗ఋထ࣐࣡ዮഞ౯ȃႬᏣႬᢠȃႬφႮಣӈȃၦଊ݉ଡ଼ȃആિ๊ίໂົႇ3%Ȅ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑ቩђ1,493πȂґ҂ঙӼ൑ژٿ930πȇ׺߭Ӽ൑෶Ў1,016πȂґژٿ҂ঙӼ൑60,180πȇѵၦޫ൑ቩђ6,212ژٿ൑ޫπȂґ҂ঙ76,502πȂήτݳ΢ޫ൑ቩђ5,735πȂژٿ൑ޫґ҂ঙ15,392πȄ ⠘␱㗌㜆Ɲ2026/6/24 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ方⨎斴䰂ᶴ 悏⬃835877 ⋊㔀⊕⾞塍㛺∅䯘⊈䷸学㷰ᾷ⹨䍮濕䈰⃧䰎㢉帇ḱ ㅓ宅夓ᾷ僅ⶸ娮 柷἗憸Ⱜ˚⹛䧬⽳(36䂡˚KƏ凑⅓⏟䔉⒨䴷㦲弰❲⽳)RUZDUG3(5䙭吤✏ῴ⌧敺Ə娼⃠ᷱ⎪俪⛲⣽檿晵扬䭻潴栔⻇ᷰṼ憸ⱓ-3 Ə⅝㜓䚱㮻ⷙ总ῴỌᷱƏ䵍ṯ憸Ⱜῴ㜓䚱㮻˛ 悋涜夓妔⃄㙎 +9/3慃䩒䏠侻㎲❜㗇攎濕ⴲ庌䰎㢉⻥䷸⊡濣暏$,6HUYHU䬰檿怆ₚ弟ㆰ䔏曧㰩ㇷ敞Ə⛇扬䭻塏杉䱾䳀⺍⯮⽘柦姱噆㏴俾䧲⺍Ə+9/3嵬ἵ䱾䳀⺍扬䭻ⷙㇷ$,ₚ弟旃捜㜷㖀Ə19,',$5XELQ˚$:67UDLQLXP˚*RRJOH738Y䬰⹚⏗ƏỌ⎱*Ọᷱẋ㏂♏䙭敲⦲⯵⅌+9/3扬䭻奶㠣Ə⸝⊼曧㰩凑+嵞桖吾㎷⌮˛ᾂ䵍㖠杉Ə䔘㖣+9/3䱾䳀⺍曧㎎∝✏ʛPỌᷲƏ憶䔉敧㪢㥜檿Ə䛕∴⅞₀憶䔉僤⊂䙫ᾂㆰ┭€ᷰṼ˚⏋㲚⎱憸Ⱜ䬰⯸㕟⻇┭Ə㭋⣽Ə㗉㛰䔉䷁⌮䴁凚+9/3怵䧲Ḕ⯮䔉䔆䔉僤㏴⤘Ə㖗⻡䔉䷁ẍ曧⹛㘩敺Ə䟻䩝惏柷἗⹛+9/3檿晵扬䭻ᾂ䵍伡⏊⯮总˚⎱Ə䔉㥔㜑Ὥ㕟⹛⯮䶔㋨ᾂᷴㆰ㰩㠣Ⱗ˛ 悏⬃䤋㠳㎲䏠榖敌䏠⍿濕㽸+9/3∅䯘屦↠᳹ 堿⊕⾞仃濣憸Ⱜ䛕∴晋ᾂㆰ7UDLQLXP+9/3⣽Əẍ㖣4㭊⻶⇮⅌5XELQᾂㆰ掯Ə⅓⏟柷姯+9/3䔉僤⯮䔘⹛⹼䳫♟㛯㎷⌮凚⹛⹼♟㛯Əḍ凑4嵞㖣㕾⅔ᷰ⻇忷⭊㖗⢅䔉䷁Ə䛕㨀⹛⹼䔉僤俢ῴ总♟㛯Ə᷻⛇+9/3㯂∐䍮⏖总Ə⯮⏳㘩⎾デ奶㠣⌮䴁⎱㼙⃠⾑䒗Ə䍙∐䴷㦲桖吾弰὚˛ ㅓ宅杦敨 檿晵扬䭻䔆䔉剖䍮ᷴ⥩柷㜆˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 䧲朽侻 DDURQFKHQJN]#HVXQVHFFRPWZ  / (2454)ASIC () IC(3443)AI ASICArm ASICASIC4Q262020272027AI ASIC700~80010~15%202720282027AI ASICSOCAI ASICAI2Q2620262027EPS63.4106.18 „IET 2026(C3) IET-KY497123AIInP IET-KY 50.7826.61.07RubinASICIETFreibergerFreiberger2026EPS 8.21 „SKDRAM(A3) SKSK hynixHBM4DRAMDRAM TrendForceHBMconventional DRAMHBM1Q26DDR5 64GB RDIMMHBM1Q26DDR5 64GB RDIMMHBMconventional DRAMHBMAIAIRDIMM server LPDDRconventional DRAMDDR4 16Gb70.631.27%DDR5 16Gb46.50.72%DDR3 4Gb1.07%2026/2027EPS 58.56/84.46590(7PER*2027EPS(F)) ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „Ᏻय೼Ԫज޷ऌ׭᜹޷ঔҔޠ঩ӱȈ௄׊ᢏᇅཌྷᢏڎঐቺ८ᢏᄇȂԫԪऌޠ޷׭ቒ੩Ӳᔭߩٯ൑ΚٲӈܛयȂՅӼ२ӱષһᙒޠ๗ݏȄॷӒȂAlphabetӱAIਰЗ΢ϘࢻѷЖึҀൠᄈڐᝰލᓻ༗Ѡ૗ڨ཭ޠᐋነȂഀழ୞཯Ҁൠᄈτ࠯ऌ׭ᓹᓟៗ߭ޠݭ࠳ЗȂԚ࣐Nasdaqࡿ኶౦ӒӲဤޠᏳЭጤȄᆨ௦຀Ȃࠓᗻ޷Ҁ२ਚԚ࣐೼ݱ፳ᔇޠӓ౩ᎫѶȂKOSPIࡿ኶Ϝ᠍२ഷାޠAIଅᏺᡞ޷ȞԄή࢒ႬφȃSK੖ΩςȟȂϟࠊϑತᑗႇାޠᕖւᇅᄺఝഌ՞ȂӶᆀᆔឍұᇅใښ׾९ଇ፤ޠ༌ϾίȂЖᛗ࡚ڎᅨᘟޠ৽མܓџᄺఝ፳ᔇȄᇅԫӤਣȂज୾ᖓྦཽЁਁႲ෉ЁྤȂ௱Ёज༇෦ւ౦ᆱࡼାᔭȂᄈାຠቌऌם޷׭Ԛ׸౫౦α።ޠᔇΩȄ „Ҁൠᄈ೼Ԫቒ੩ঔҔۢޠܓпІ฼෉ࡤ៊ցᘟऌ޷׭૗֐ЦᛨӲЁޠȶᜱᗥॴӪ౩ȷȈ་ࠊໂȂҭࡩݱ८ᄈ೼࣐ܓۢڐӪ஡AI׺ၦዦዙϜޠΚԪȶᔇΩขၑȷȂՅߩஆҐ८я౫਴Ґܓᙾ׸ȄඳّϟȂ೼Ҁൠ२ུᔯຝAI྆޷܉ႇџΚԒᅜൾ֐ϑȶົࠊЇ࢏ȷґٿԚޠߞ໧ࢳȂ឵्ܼ҇ޠຠቌঔҔᇅџᄺఝႇโȂՅߩᗎ༗ଜᙾޠଊဵȄՎࡤܼ៊૗֐ЦᛨӲЁȂҭࠊᆺฑܼजӏ஡ܼ6/24ዻࡤϵҁޠଓൣȄसଓൣ৥గ૗Ͼ၍ҀൠᄈȶAIၦҐМяُദȷޠᅹኍȂٯᜍᄃAIժ݉Ꮳ׺ၦዦዙϬӶ۾៊Ȃ஡Ԛ࣐љᏳᡞఋထЦໂӲЁ߭ޠЗȇЇϟȂस኶ᐄϛԄႲ෉Ȃऌ޷׭৽८ᖞਣ໣ޠᐍ౪ᇅຠቌ።ᐍᔇΩȄ ၦਠٿྜȈඈീȃҞύ׺៬(2026/06/24) „जማႲ෉ϭԒЁਁ3ԪȂשউႲ෉ϛᡑޠᐡ౦ାȈԄשউϟࠊϸݚώ඾Ӊڽ๽೩࣐ᖓྦཽлৱϛ्уٿЁਁȂ्у७ਁޠȂܛпЁਁ3Ԫᐡ౦ٯϛାȄկ๽೩ӶᖓྦཽېসཽΚбᢂᖑѳକޠᕘძϜȂདྷ्७ਁޠᐡ౦ϛାȂл्୒Ӫ๽೩ޠ΢ϛӼȂӶ2026Ԓᇰ्࣐७ਁޠѬԥ1΢Ȃ֊ώ඾ӉڽFED౪ٲԾ៍Ȃདྷ्ЁਁޠՎЎ6΢Ȃ࣐ٙFEDлৱޠ๽೩ϛЋѠ૗ӶCPIܼϬା2.0%ҭዀί་Ӫቷᚭޠᄙ࡚Ȃܛп२Ҩ௢ښ೾ᑸޠ२्ܓȄկϛ्נଅȂуΚޣ஽።AIᄈҢ౱Ωޠኈ៫Ȃуηᇰ࣐ାԚߞȂմѷཿȂմ೾ᑸޠ௒༗ѠпӔԇȂђαҭࠊҁ៍੬঩ݷ෉ೳቌੀϑໂખໂఞ80जϰȂ࢓ЉԞӶ77जϰȂϑစץ्ӲژजӁ໡᏾ࠊޠЬྦȄܛпҭࠊഷτѠ૗ޠᐡ౦Ȃשউᇰ࣐ᆱࡼւ౦ϛᡑȄ ၦਠٿྜȈඈീȃҞύ׺៬(2026/06/24) 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