玉山晨讯：台股晨讯

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ α໋ϥҦܼώ඾ཱུұजӁ֊஡ႁԚڟឋᐮᓿໍາљτᅜ໡޷Ȃѯ᏾ࢆ࡚Κࡤା10СְጤȂѠ௕᎐ႅ၍৉፳ᔇᅜൾԞᔨȂಥൠαᅜ1,019.58ᘉȂᅜൾ2.36%Վ44,169.04ᘉȄѯߗ޷Κ໋ؑСݱ୞എӶξᘉпαȂดՅҭۧࠊґ಴ᚕᐍ౪ୣ໣Ȃࡤ៊ଷΠजӁ֐ႁԚڟឋޠӱષѵȂᗚԥུ Ӊᖓྦཽ лৱޠॷԪFOMCཽឋηѠ૗ኈ៫Ҁൠ዆ᢏ௒ᆲȂԫѵᆓЀ࿾ഀ୆ࠊຶዻଢቌཏ᜺ࣻᄈᙲབྷȂႲ෉฼ጤϬཽࡼ៊ᎫᕞȄ |ݚϸ޷ঐ „ୋჂ(3044)ȈCPUІଅᏺᡞሰؒ஽ࠑȂᕋၽᕖւᛨୋԚߞ |२्ུݚᆹϸ „ѯᑗႬፑӒໍࡍ၇඲գᘘ౱(စᔽA3)„ٴᖓ5УEPS 1.64ϰԒቩႊ4ॼ(3081)(Ϗ୧B1)„ ۤ੬ৣѳ጑׿AI୧ᐡ࡛ஆ(Ϗ୧B1) |ݚᖃစϸ „ᖓྦཽւ౦؛๋ཽឋ२ᘉ„СҐᇅѯᢋ೼Ԫւ౦؛๋ཽឋ२ᘉ„ӵጣݾ࢈ፑऐᄈ੒ໍາЗ౪።ޠࢦኈ៫„Ϝݎഷུ੒ਁȂजӁᚗРႁԚڟឋ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „α໋ϥज޷ѳτࡿ኶ӓഌαᅜȂၿᛞࡿ኶αᅜ0.70%Ȃໍາљαᅜ1.52%ȂѯᑗႬADRαᅜ0.68%Ȅ„α໋ϥҦܼώ඾ཱུұजӁ֊஡ႁԚڟឋᐮᓿໍາљτᅜȂѯ޷໡ାࡤΚࢆ࡚᏾10СְጤȂѠ௕᎐ႅ၍৉፳ᔇᅜ ൾԞᔨȂಥൠαᅜ1,019.58ᘉȂᅜൾ2.36%Վ44,169.04ᘉȂԚһߝ᚟࣐11,691.87ቈϰȄαҀѵၦຶົ286.90ቈϰȂ׺߭ຶົ142.33ቈϰȂՍᕋ୧ຶົ89.43ቈϰȂήτݳ΢Ӭॏຶົ518.66ቈϰȄαҀᒋၦቩђ78.51ቈϰȂᒋၦᎸ᚟࣐5,570.28ቈϰȇαᘤᒋၦቩђ25.89ቈϰȂᒋၦᎸ᚟࣐1,953.60ቈϰȄ „ዻ८ఋထР८ȂႬφαᅜ2.61%ȃߝᒋαᅜ0.56%ႬαᅜߝߩІ1.76%ȄөఋထϜп࣡ዮഞ౯ȃ༮ጳȃႬᏣႬᢠȃљᏳᡞߓ౫ၷٺαᅜົႇ3%ȇߓ౫৶༗ఋထ࣐኶՞໵ᆓȃၽ୞Ӆ໤ȃٚآ๊ίໂົႇ1.7%Ȅ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑෶Ў587πȂґ҂ঙӼ൑ژٿ3,568πȇ׺߭Ӽ൑ቩђ1,799πȂґژٿ҂ঙӼ൑57,111πȇѵၦޫ൑ቩђ1,871ژٿ൑ޫπȂґ҂ঙ65,039πȂήτݳ΢ޫ൑ቩђ659πȂژٿ൑ޫґ҂ঙ4,360πȄ ⠘␱㗌㜆Ɲ2026/6/15 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ方⨎斴䰂ᶴ ἣ淌304477 &38 ⊈壖ぴ榒斾㬀ⷵⅿ濕䂝弉䈰⃧䤧ἣノ搵 ㅓ宅夓ᾷ僅ⶸ娮 柷἗⁌滵˚⹛䧬⽳(36䂡˚KƏ怵⽧)RUZDUG3(5吤✏ῴ⌧敺Ə娼⃠ᷱ俪憶⅓⏟$,⍇㮻€䳫Ə㜓䚱㮻⯮ἵ㖣$,Ḣ㝦ᾂㆰ掯⏳㥔䙫ῴƏ⟡㖣⁌滵⹛䧬⽳(36Ə䵍ṯῴḲ㜓䚱㮻˛ 悋涜夓妔⃄㙎 +ㆿ䵊⊕⾞*HQHUDO6HUYHU僅'5$00RGXOHⷵⅿ斾㬀濣⅓⏟䛕∴ἡ㛴♏㥔⋀Ọ*HQHUDO6HUYHU&38%RDUG䂡ḢƏ⎾デ$JHQWLF$,⸝⊼&38曧㰩㎷⌮ƏỌ⎱+$0'9HQLFH˚,QWHO2DN6WUHDP⹚⏗⌮䴁凚3&,H˚0&&/凮Ă/㝦ⱋ奶㠣Ə⸝⊼$63㋨乳ᷱ㏁Ə㭋⣽Ə⛇䛕∴3&%∴⹥⤎⻇䔉僤忷㭌弰⏸ *38 凮 $6,& Ḣ 㝦 Ə 㛰 ⊐ ⁌ 滵 㓛 ⤎ &38 %RDUGⷩ ⍇ 䍮 Ə  ⹛6HUYHU1HWZRUNLQJ䇆㔝柷἗⯮⹛⢅Ọᷱ˛姿㆝檻㥔⋀㖠杉Ə⅓⏟䂡⅏䏪∴⅐⤎'5$00RGXOH3&%ᾂㆰ┭Ə⮉㈝⋬㋓姿㆝檻ᷰ⤎⎆⻇Ə⎾デ$,6HUYHU⸝⊼檿晵姿㆝檻曧㰩ㇷ敞Ə柷἗⅓⏟⹛姿㆝檻㥔⋀䇆㔝⯮⹛⢅急˛⊶䱫ㆿ㎲䏠壆䐩濕㉦↓䂝弉䤧ἣノ搵濣⅓⏟䛕∴䔉僤∐䔏䍮ⷙ㎌徸㻦廰Ə⹛岮㜓㔖⇡䙭⯮䩨䠛䙥⃫KƏḢ奨㉼⅌嵱⌾凮㸽⋾⻇䔉僤㓛⻡Ə⅝Ḕ嵱⌾⑏⾞㖗⻇柷姯㖣+㉼䔉Ə⹛䛕㨀岉䍢㛯䔉‣⃫KƏ䳫Ἳ䇆㔝ƞ㸽⋾ᷰ⻇ẍ㋨乳⎢䓝栟⋽Ə⛂⻇∮ῄ䕀⽳乳㓛䔉⼯『Ə暏檿晵6HUYHU˚1HWZRUNLQJ凮'5$00RGXOH曧㰩㋨乳⢅敞Ə䟻䩝惏柷἗⅓⏟㕛檻㛯䔉‣凚⹛⹼㛰㜂㎷⌮⛂ㇷ总⃫KỌᷱƏ㎏⊼䇆㔝凮䍙∐䩐⁌ㇷ敞˛ ㅓ宅杦敨ᷱ 㸟&&/㜷㖀㼙⃠⸬⺍檿㖣柷㜆˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 䧲朽侻 DDURQFKHQJN]#HVXQVHFFRPWZ  / (A3) AI2027 CoWoS12~14SoIC1.6~2CPO AI ASICAIAICPUEPS 97.362,525(7PBR*2027BVPS(F)) „5EPS 1.644(3081)(B1) (3081)51.52407(EPS)1.640.33454.05119 52.52%4.0567%2Q2632.1%11.95EPS4.3720262026103.2TCW Laser2H2613.5MOCVD2027MOCVD2026100%E-beam22025E-beam5DUV6DUV3~5Sumitomo52026/2027/2028169.6%/139.7%/73.4%59.4/142.4/246.8EPS23.58/62.77/117.754,040 „AI(B1) AI 53.863.9%0.257~10%AI/CPO2026CPO/AI2nm36.83%2.43.1ppts30.1%2026EPS 6.8PER 30 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „ᖓྦཽւ౦؛๋ཽឋ२ᘉȈႲ෉ᖓྦཽȞFedȟҐԪཽឋᆱࡼᖓ٥ஆߝւ౦Ӷ3.5ʂ3.75%ϛᡑȂлӱज୾೾ܼᑸϬା2%ҭዀȃഽ୞Ҁൠᆱࡼ໶ܓȂпІϜݎፑऐழޠٿ૗ྜቌੀॴᓏȄᜱݨฑᘉϑ௄ȶ֐७ਁȷᙾӪȶ֐་Ӫ୒ᢂҴൠȷ ȄུӉлৱ๽೩ॷԪлࡼFOMCཽឋȂл्ᢏᄇ࢈ڐ๋ॴੀȄ๽೩л஼७մᄈࠊᙂࡿЖᇅᘉଳშٸޠᒧȂණା࢈๋ኇܓȂӤਣࡼ៊௱୞ᕼ෶ၦ౱॓༇ߓȂᡲᖓྦཽഃؐӲᘫпࡼԥज୾ϵ༇࣐лޠၦ౱๗ᄻȄҦߗܼ෉૗ྜ೾ᑸЁྤІ൸ཿҀൠϬ஽ࠑȂႲ෉๽೩஡ᆱࡼւ౦ϛᡑȄ „СҐᇅѯᢋ೼Ԫւ౦؛๋ཽឋ२ᘉȈႲ෉СҐѶ՘ȞBOJȟҐԪཽឋഷτฑᘉ࣐Ёਁ1ጇՎ1.0%Ȃ഻1995Ԓпٿഷାւ౦ЬྦȄСҐ೾ᑸڨᖡၦԚߞȃС༬୒৶ІϜݎ૗ྜቌੀ௱ЁՅࡼ៊ЁྤȄᖃນෛҥߗعڸ෉ӼԪ஽።Ȃस೾ᑸࡼ៊ାܼҭዀȂ஡ඊז௱୞ೳᄍ࢈๋ҔளϾȄ೼Ԫ՘୞ࡤҭࠊႲ෉ԒࠊۼϬѠ૗ӕЁਁΚԪȄѯᢋѶ՘Р८ȂႲ෉ᆱࡼ२ຯ౫౦2.0%ϛᡑȄл्঩ӱӶܼѯᢋڨඐAI׺ၦᇅяπԚߞȂစᔽߓ౫ᓻܼႲ෉Ȃկᐍᡞ೾ᑸϑഃᅛᗎᛨȄ „ӵጣݾ࢈ፑऐᄈ੒ໍາЗ౪።ޠࢦኈ៫Ȉ2026ԒαљԒȂजӁፑऐІϜ׌ݎ༗ЁྤആԚೊ۔૮੖২ၽᒰॴᓏቩђȂ૗ྜቌੀτൾݱ୞ȂໍΚؐ௱Ёज୾ݷآቌੀᇅ೾ᑸႲ෉Ȅᗷด6Уஞ՚਴τᏱ੒ໍາ߭޲Зࡿ኶Ҧ5Уޠ44.8ӲЁՎ48.9ȂկϬሊմܼџԒӤ෉ȂЇ࢏ҖಁᄈҢࣁԚҐᇅґޑٿቌαᅜޠነኍϬґ੒ଷȄםԚȶ൸ཿᛨۢȃ߭ЗմଝȷޠҮࣾ౫ຬȄ੒ໍາ޲ഷᐋЗ૗ྜቌੀȃ՟ܙԚҐᇅॶࠣቌੀᆱࡼାᔭȂໍՅᔇᕼᗋຶΩȄ„ഷུݎϜ੒ਁȂजӁᚗРႁԚڟឋȈज୾ᇅӁਮϑࡈҁ൸ೊ۔૮੖২໡ܺІ୅Эԋ௷ႁԚڟؐߒឋȂӁਮ୚ܼұႲॏߓߞѵ6У19СҔԓ᛬ဎറנᓄȄڟឋϲৡєࢃᚗР୅Цࡍᚈೊ۔૮੖২ȃᗘռޣ௦ॗٲፑऐȂпІ२ఃӁਮਰॏฬፚցȂӤਣज୾஡ᎍ࡚ܺቷഌϸҰݷяπښນȄԫᖟԥֆ࡯ܼඉӓ౩૗ྜٽᔗᜧᛨۢȂ७մ঩ݷቌੀᇅ೾ᑸᔇΩȄดՅȂڟឋϬԇӶ२τॴᓏȄпՔӗᄈᏎВჹޠॗٲ՘୞ȂпІӁਮ஽฾ࣃᄈፚցޠϛ߭ӉȂഎѠ૗Ᏻयڟឋஉ՘я౫ᡑ኶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