台股晨讯

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋ήѯ޷໡մٗմȂႬφߝᒋӤؐӲᔭܵತࡿ኶ໂખ5ጤְСӲขٯ46,000ژٿ࡚኶ഷմΚࡿᘉȂ45,819ᘉȂ۸ܛഈմຶዻໍൠԞᔨໂൾȂࡿ኶ࠏ஽ԉ՟46,000ᘉȂಥൠίໂ1,057.05ᘉȂໂൾ2.24%Վ46,043.60ᘉȂѯࡼ޷៊৶༗ᗷໂખ5ְСጤ۸ܛኸਣԉ՟46,000ᘉᐍ኶ᜱћȂดӶѵၦ፳ዻۧґ୅ЦࠊȂ฼ጤᎫᕞӲᔭٗ༗ϛᡑȂᐈձۤࡠЦໂଊဵя౫ӕໍൠҁȄ׌ |ݚϸ޷ঐ „ᑲݙ(5471)ȈᓻϾ౱ࠣಣӬȂ2026ԒᕋԞᚗ՞኶Ԛ敞 |२्ུݚᆹϸ „ᚙߝӏဒӬဒ6У26Сีᑺᘤ(6442)(စᔽC4)„஽׿CPOτҴӏяКᘘ౱τҴӏ(3008) (Ϗ୧B3)„ጿ݃ϮථұЋޫၽᆘུзхޠίΚԪٿߕ೩Ҕܗȶѭ඾Ѽջȷڔਣ(စᔽA3)„τુೳഛMLCCൣቌݱ୞ቒ੩(Ϗ୧A12) |ݚᖃစϸ „ज୾ུܙຶ੊ܜᔇȃ৳ԇஃᑗ„ज୾ܙҀ֖౫໕ᕼȃቌ҂„ज୾6Уዀ඾ӓ౩ᆤӬPMIЁՎ52.2অࠊȞ51.5ȟȂ഻5ঐУུା„೾ᑸᔇΩ฼෉ࡼߴႳڿȂ൸ཿҀൠϛԇӶႇዦஆᙄ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „໋ήज޷ѳτࡿ኶ໂӼᅜЎȂၿᛞࡿ኶αᅜ0.35%Ȃໍາљίໂ0.18%ȂѯᑗႬADRαᅜ1.02%Ȅ„໋ήѯڨ޷ज޷ίໂኈ៫໡մٗմȂႬߝ᠍অӤؐٗ৶ܵತࡿ኶ໂખ5ӲขٯጤְС46,000ᘉᜱћȂಥൠί ໂ1,057.05ᘉȂໂൾ2.24%Վ46,043.60ᘉȂԚһߝ᚟࣐15,390.46ቈϰȄαҀѵၦ፳ົ1,774.03ቈϰȂ׺߭ຶົ33.00ቈϰȂՍᕋ୧፳ົ364.86ቈϰȂήτݳ΢Ӭॏ፳ົ2,105.90ቈϰȄαҀᒋၦቩђ135.26ቈϰȂᒋၦᎸ᚟࣐6,074.56ቈϰȂαᘤᒋၦቩђ17.73ቈϰȂᒋၦᎸ᚟࣐2,101.06ቈϰȄ „ዻ८ఋထР८ȂႬφίໂ2.63%ȃߝᒋίໂ2.08%ႬαᅜߝߩІ0.83%ȄөఋထϜп༮ጳȃҢ׭ᚃᕜȃϾᏱҢ׭ᚃᕜȃӏႬ๊ߓ౫ၷٺαᅜົႇ1%пαȇߓ౫৶༗ఋထ࣐љᏳᡞȃႬφȃߝᒋߴᓏࣲ๊ίໂົႇ2%Ȅ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑ቩђ2,347πȂґ҂ঙӼ൑ژٿ3,277πȇ׺߭Ӽ൑ቩђ577πȂґژٿ҂ঙӼ൑60,757πȇѵၦޫ൑ቩђ7,103ژٿ൑ޫπȂґ҂ঙ83,605πȂήτݳ΢ޫ൑ቩђ4,179πȂژٿ൑ޫґ҂ঙ19,571πȄ ⠘␱㗌㜆Ɲ2026/6/25 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 㘼亮547177 Ῠ⇔䏠⍿䰂⋆濕 ⴲ䂝㏴斗ḋ㐶ノ搵 ㅓ宅夓ᾷ僅ⶸ娮 ⅓⏟怵⽧)RUZDUG3(5吤✏aῴƏ䛕∴娼⃠ἴ嘼㭞⏙㜓䚱㮻⌧敺Ḳᷱ䷊Ə䟔㜆ⅎᷱ㩻䩡敺〷䛟⯴⎾昷Ə᷻⅓⏟䛕∴㼙⃠䏭䔘㘖Ὥ凑㖣㙝⛺Ịⷌ凮⯨㸓⻇媦㼙⠘⃠Əḍ杅曧㰩䫖⼞⊨Ə⛇㭋䵍ṯ3(5ῴ Ọ⹛(36娼⃠ ˛ 悋涜夓妔⃄㙎 斔映傦㔴◑ᶡⲣ僅⪿㳪ノ㗪᳈㷰濕Ḅ䤋㠳好㷰⛯ᾷ僅Ῠ⇔䏠⍿䰂⋆濣⛂㛯嵞杉减㙝⛺Ịⷌ凮⯨㸓⻇媦㼙⠘⃠⢺⊂ ⸚⃠⸬⺍䳫 Ə晋ṭ䫝䈔㾧䂯䙫态䔏❲0&8䄈㲼㼙⃠Ḳ⣽Ə⅓⏟ⷙ晟乳凮⮉㈝⌻┭媦㼙┕⃠Ọ弰⪨ㇷ㜓Əᷲ⌱⹛⤁⩹檻䔉⒨⇡岏㮻憴⯮怙ᷧ㭌㊰檿Ə⊇ᷱ媦㼙┕⃠䙫㔯䚱Ə柷἗ᷲ⌱⹛㯂∐䍮塏䏥ℑ㖣ᷱ⌱⹛˛ ⴲ䂝㏴斗ḋ㐶ノ搵濕2,'㔴䄅僅昜嶋䏦㿟ᵸ㤝㽸㖾⟥ノ搵↓侻濣 2,'㙝䈮㛰㜂ㇷ䂡㛧⤎ㇷ敞⊼僤2,'㙝䈮⯵⅌⅏䏪㛧⤎冇⚱⑽╈㩆Ə䔏㖣孧⎽䒗ῄ䴀冇⚱ᷱ䙫䷏䢣岮姱ḍ昙徏嬿Ə柷἗ằ⹛⯮徵Ὥ䇭䙣Ə⸝⊼2,'㙝䈮Ἳ㕛檻䇆㔝㮻憴ᷱ⌮凚䳫˛  杅庴䔏䄈ạ㩆 ⛽ₚ䳢䵘 㛧⿒㖣4㔥憶杅庴䔏䄈ạ㩆 懊歁㎉㸓删 㛧⿒㖣4㛰aῲ⯯㠯㭊⻶怙⅌憶䔉晵㮜Ə㭋䂡檿▕⃠䔉⒨ ᷧ ⯴㙝䈮䳫㕟⌨併K Ə㮶ῲ⯯㠯∄㜆䙫⇡岏憶⤎䳫a吓⤾Ə⯴⅓⏟䇆㔝䍙∐岉䍢㛰㜂桖吾㎷⌮˛ ㅓ宅杦敨 ⮉㈝䫖㊹䴼㎌⎾㼙⃠Ə冇⚱⑽╈㩆択憶ᷴ⥩柷㜆˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 㜵Ⰱ⧨ WUR\#HVXQVHFFRPWZ  / „626(6442)(C4) (6442)(7928)(26)FAU3 2026(1)288864 1,7283,4566,91213,824CSP(2)CPO(ELS)(FAU)2026(3)2026/202725.5%/63.5%132.1/216.1EPS31.32/53.592,500 „CPO(3008) (B3) 246.3CPO9Pilot LineFA 800G1.6TFA80PMLA6.4TFA20262027EPS189.51200.13forward PE11-17PE20-25CPOCPOEPS255,000 „(A3) 24MARCMARC Workshop 2026 400G SerDes64G3.5DIPASIC4Q262020272027AI ASIC700~80010~15%202720282027AI ASICSOCAI ASICAI2Q2620262027EPS63.4106.18 MLCC(A12) AIMLCC20 BB RatioAI15%MLCC2026/2027EPS 17.07/26.611,065(40PER*2027EPS(F)) ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „ज୾ུຶܙ੊ܜᔇȃ৳ԇஃᑗȈ5Уज୾ུࡑ᎜୶58࿳৉Ȟࠊঅ62.6࿳ȟȂԒ෶ൾ-6.8%অࠊȞ-5.7%ȟȂഀ៊ಒΡঐУ॓ԚߞйմܼႲ෉ȂࠊϥУУְ᎜໕Щ2025অմְԒ10%Ȃུࡑ৳ԇٽᔗУ኶10.3ঐУȞࠊঅ9.4УȟȂҀൠ८ᖞ৳ԇತॏȃሰؒܜᔇᚗ२ࢆ᏾Ȅґٿ৥గ८ࣽȂ6УNAHBུࡑ᎜୶።ࢦҀൠࡿ኶७Վ35Ȃഀ៊14ܼঐУմ40഻2012Ԓٿഷߞഀ៊մଝखᓄȂαљԒज༇෦ւ౦ٗඵӕ࡚௱ЁΠܬູܱ෢ւ౦Ȃޣ௦࣐ࡤ៊ᗋࡑሰؒᇍαജኈȂՅӶሰؒࠊෂઁ৶ȃ؆ਠԚҐାӍί࡛୧ޠ՟Ԋ׺ၦ໡Ϗཏ᜺ηࡼ៊ژڨᔇ׼Ȅ „֖Ҁܙज୾౫໕ᕼȃቌ҂Ȉ5УӓजུܙࡑቌԒቩ౦0%অࠊȞ0.7%ȟȂၷ2022Ԓାᘉϊൾί७3.3%ܙࡑȂԚቌԒቩ౦1.3%ȂᐍᡞܙቌቩഁҼմܼӤ෉CPIȂሰؒܜᔇᇅತ৳ᔇΩٻூᅜቌ୞૗ڨ४Ȃ௚Ӷۢڿւ౦ᚈۢਞᔗίȂࡑлӱϛ᜺ܺతԟ෉ڦூޠմւ౦ܙູȂુн፳ᙠࡑȃඳུޠࡑཏ᜺ȂΚۢโ࡚ᔇ׼Ԛٽࡑ๞មܺޠഁ࡚Ȃ௄ՅМእज୾ӫҭܙቌ๙ᄈߝ᚟ࡼᛨӶାᔭȂկቩഁܗ஡᝸៊ࡼߴົմঐ՞኶ܗ௦ߗႮޠቩߞȄ „ज୾6Уዀ඾ӓ౩ᆤӬPMIЁՎ52.2অࠊȞ51.5ȟȂ഻5ঐУུାȈ၏኶ᐄᡘұȂज୾ᐍᡞ୧ཿࣁ୞ഀ៊ಒήঐУ׾๢Ȃ௚ᐍᡞᘘ஼ΩၿϬ৶ܼԒߒQ1Ȃй๗ᄻα֖౫ϸϾȂڐϜȂᇨആཿPMIЁՎ55.7অࠊȞ55.1ȟ഻ѳԒུାȂᡘұϏኆࣁ୞ෂ੊ޠᘘ஼Ȃկ੽ཏԫᘘ஼Ѡ૗ഌϸྜՍϜݎፑऐȃ7ڸУᜱใUSMCAፚցϛጃۢܓίЖึޠණ֪ࠊೳȄࣻၷϟίȂ݉ଡ଼ཿ୧ཿࣁ୞༊ཌྷൾӲЁՎ51.3অࠊȞ50.7ȟȂٽᔗ୧ࡿя฼෉ጃᄃԥڨз٘ᗊࣻᜱሰؒܝ୞ȂկӶାւ౦ȃା೾ᑸᔇΩίȂᐍᡞ݉ଡ଼ཿॐ൑ሰؒޠቩٸߞᙠᡘூጦᄛᇅྤڸȄ „೾ᑸᔇΩ฼෉ࡼߴႳڿȂ൸ཿҀൠϛԇӶႇዦஆᙄȈᢏᄇڐуಡ໷ࡿዀȂα෭׺ΤԚҐࡿ኶ᗷၷ5Уเ७ȂկϬ഻2023ԒߒпٿಒήାȂ֐ᗎ༗ُޠܓദᙾ׸ϬሰᢏᄇȄՅӶԚҐޠᙾ༻ίȂί෭ᐍᡞ᎜୶ቌੀᅜഁ҂Ӷࡼ᝸៊ࠍ5УାᔭȞџԒ7Упٿུାȟ Ȃ݉ଡ଼ཿ᎜୶ቌੀᛈЁՎ11ঐУུାȄ൸ཿР८ȂӓजӍཿ൸ཿ΢኶Ӷ6Уഀ៊ಒΡঐУί७ȂڐϜȂ݉ଡ଼ཿഽ୞Ωᕼ෶ࣻᄈྤڸȞѠ૗ڨз٘ᗊޠ฼෉МእȟȂᇨആཿϏኆসϏࠍ᎐ژᐮ੩ນ෶ȂᡘұϏኆᄈॐ൑ሰؒӲЁࡼޠ៊ܓԇᅹȂٯӶ८ᄈ঩ਠԚҐᔇΩίᒶᐆນস७ҐȄ ၦਠٿྜȈඈീȃҞύ׺៬(2026/06/25) 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