台股晨讯

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋ήѯ޷໡ାԞඉ10Сְጤ֖౫Ꭻᕞᐍ౪ٗ༗Ȃࡿ኶۾៊໋Ρ஽ࠑЇኇ୞૗Κ࡚τᅜႊξᘉȂկӶѯᑗႬᅜൾԞᔨٯᙛ༄ȃॗϏ๊ఋထ፳ᔇ෱౫ίȂಥൠᅜൾԞᔨȂτዻಥൠαᅜ592.91ᘉȂᅜൾ1.34%Վ44,825.78ᘉȂѯ޷ᗷ໸ւԞඉ10ְСጤȂด45,000ᘉՎУጤ໣৉ر፳ᔇϬࡠ੒ϾȂ฼ጤЇኇٗ༗Ϭґ๗ȂӶࡿ኶ґયӲУጤࠊȂዻ༗Ϭ࣐ୣ໣Ꭻᕞᐡ౦ၷାȂᐈձпڏཿᕽᚡ؆᜹޷ఋထ࣐лȄ |ݚϸ޷ঐ -- |२्ུݚᆹϸ „Ϝंᇰᗋ⵱(Ϗ୧B7)„IFSშޏЙࡋᘘM31(6643)༛(Ϗ୧B3)„ήРӬձ ҅༮཮׿८ݗ઼ࡍ၇(Ϗ୧B3)„Ᏹӫ᛿፟100%ᜱใ(စᔽA2)„ ۢᑘ׿AIᚡ؆H2ᕋၽЁྤ ۢᑘ׺௢(3715) (Ϗ୧B1) |ݚᖃစϸ „ᖓྦཽϥτ׺ಊېসፚၘᡘұȂϲഌᄈ೾ᑸၰ৸ޠདྷݳϛΚ„AIӶ௱Ё೾ᑸᗚᔇ׼೾ᑸȉ„AIѠ૗௱ЁϜܓւ౦„ᄈւ౦Ь՞ցᘟ֖౫ϸݣ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ „0.01%0.44%ADR0.80%„10 592.911.34%44,825.7810,259.58173.44189.0323.98338.4963.275,828.2424.141,927.04„1.50%0.96%0.48% 2.5% „ / „(B7) AI 3270%80%2H26ABUDBU2H26 A16IDMSBU6402H26EPS 12.39 „IFSM31(6643)(B3) Intel FoundryIFSFortinet 21Fortinet Security Processor 6SP6 M31IntelIntelM3112/16nm8nm2H25202622~28nmAI2nm202620%EDAYoY<+10%20%20262027EPS4.488.44 „(B3) Singulus Technologies Singulus TechnologiesPVD/PECVDGlass SubstrateTGVSingulus Technologies25%~30%202743%SoIC2027ASPCoWoS20~50%2027EPS 103.96PER 383952 „100%(A2) 2120288100%20298200%6472 80%7060%9%Lipo-AB84%B2B202682%373EPS 19.92 „AIH2(3715) (B1) PCBAIGPUCSP ASIC AIGPUASIC SwitchNvidia VRVersion 8SINvidia4Q26ASIC20262027EPS4.1812.75forward PE10-202027AI40%ASIC10-152027EPS13165 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „ᖓྦཽϥτ׺ಊېসፚၘᡘұȂϲഌᄈ೾ᑸၰ৸ޠདྷݳϛΚȈWilliamsᇰ࣐೾ᑸϑစُദȂႲ෉Ԓۼԥగ७Վ3.25%ȂٯഷಥӶ2028ԒႁԚ2%ҭዀȄJeffersonηᇰ࣐Ӷᜱใᇅ૗ྜቌੀޠኸਣܓኈ៫੒ଞࡤȂ೾ᑸ஡࡯ඉί՘Ȅկഌϸಊېᄈ೾ᑸϬࡼߴឍ௘ȂWallerߓႁΠᄈਰЗPCEޑቌᛈЁޠነኍȂᇰ࣐೾ᑸ⊖ٻܓᐍᡞ೾ᑸٗӪ྄ڏϛጃۢܓȂCookࡿяতଷ૗ྜޠࡤਰЗ୧ࠣ೾ᑸϬด୒ାȂЇ࢏೾ᑸᔇΩϛ༊ٿՍݷቌȂڐϲӶ⊖ܓϛৡ܈ຝȂ࣐ᢂࣃޠLoganࣦՎᄈ೾ᑸ֐૗Ӳᘫ2%ҭዀණя፵ᅹȂᇰ࣐೾ᑸ༊૗ӲဤՎ2.5%Ȅ„AIӶ௱Ё೾ᑸᗚᔇ׼೾ᑸȉAIഷಥޠጃཽழٿҢ౱ΩቩߞȂӶٽ๞ᆓණା౱яȃᔇ׼೾ᑸȇկӶሰؒ୐Ȃ ᄈAIᄹෂޠ዆ᢏႲ෉Ѡ૗ཽӶҢ౱Ωᄃ౫ࠊȂ൸Ӓණਐ࿌ࠊ׺ၦሰؒٯ௱Ё೾ᑸȂ೼Κൠٽ๞ቩڸߞሰؒቩޠߞᗊແȂՅ౫໧ࢳሰؒᡘดແӶΠࠊ८ȄWallerឍұႇџऌ׭౱ࠣ೾ளӱ׭೛ໍؐՅ७ቌȂ௄Յᄈ೾ᑸ౱Ң॓ଔᝧȂկAIሰؒᐮቩѠ૗Їᙾ೼Κᗎ༗ȄCookҁົࡈϑࠊ៪Ӎཿҭܥ1.5ӑजϰၦਠϜЗ׺ၦॏฬȂկ౫໧ࢳ༊ᄃ౫྄ϊഌϸȂ೼ཏک຀ґٿ኶Ԓϲࡼ៊෱ΤޠၦҐМяȂѠ૗ٻ೾ᑸၰ৸ЩႲ෉ڏޠ໶ܓȄ „AIѠ૗௱ЁϜܓւ౦ȈϜܓւ౦ᒌ໕ೳᄍ࢈๋ȶቷᚭȷܗȶᆨᕼȷޠஆྦȂसւ౦ାܼϜܓւ౦ࠍᇴ࢈๋݃Ȅܓښ४ڏϛࠍȂЇϟܓښറ४ڏJeffersonٿяӶᄈґࡿAIණЁւዝޠႲ෉ίȂӍཿཽτൾቩ஽׺ၦཏ᜺ڸᒋၦሰؒȂঢ়৴ηཽӱґٿႲ෉ԞΤቩߞՅ෶ЎᓾᇌȂ೼ٳӱષഎѠ૗௱ЁϜܓւ౦ȂJeffersonᇰ࣐सϜܓւ౦઎ޠӱԫՅαЁȂ֊߰Ӷϛ७ਁޠ௒ݸίȂηѠ૗Ᏻयஆྦւ౦ᡑூȶϛڏ४ܓښȷȂໍՅࠉ෶ᖓྦཽȄݏਞޠ೾ᑸ׫ᄈ „ᄈւ౦Ь՞ցᘟ֖Ȉݣ౫ϸӲᘫژᄈ౫՘ஆྦւ౦ޠຠզȂWilliamsᇅJeffersonᇰ࣐࿌࢈ࠊ๋Ҵൠȶۢ՞ًԂȷ Ȃ٘пӶМࡼ൸ཿޠӤਣ஡೾ᑸᏳӲ2%ȄWallerᇅCookӶ6УཽឋηМࡼւ౦ϛᡑȂկΚयឍ֚सਰЗ೾ᑸ฼෉ณݳ७ྤȂ஡ᄈЁਁࡼߴ໡ܺᄙ࡚Ȃ஽።ȶ኶ᐄᏳӪȷȄLogan݃ࠍጃл஼ᔗᎍ࡚ණାւ౦Ȃᇰ࣐ϛ٘ȷܓښ๋ȶ४࢈ࠊ࿌ܓښ४ޠ࡚ᎍࡼߴᆨᕼȂ౫Ӷ൸ᔗ໡ۗޠᐮໍڦೞय़௵ٿȂ࣐ᗘռґȼ ( www.esunconsulting.com.tw )