台股晨讯

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋ήࠊژڨఐजӁѠగڸፚІज޷ໍາљτᅜᐮᓿȂࡤ໡ା޷ѯࡼ៊ Ꭻᕞ܂αᘘτᅜൾȂӶљᏳᡞᅜ༗ழ୞ίȂഷାژٿ44,980ᘉࡤᅜൾϘ౲࣐ԞᔨȂࡿ኶ಥൠτᅜ1,250.94ᘉȂᅜൾ2.88%Վ44,611.60ᘉȄѯ޷τᅜԞඉУ۠ጤٯયӲܛԥְጤϟαȂᗷดґ૗ໍΚؐऐખ45,000ᘉȂϛႇӶӵጣݾ࢈ॴᓏІӓ౩џᄺఝ๊ፑᔟ֚ΚࢳဤࡤȂҀൠᆺฑஆҐ८Ȃ௒༗ᄈӼРԥւȂѠࢆᒶज޷ଓൣᓻܼႲ෉ޠࣻᜱٽᔗᜧໍൠҁ׌Ȅ |ݚϸ޷ঐ „ဏ໫(2458)Ȉ2H26༊ᒧณ΢ᐡМእᕋၽȂ୞૗ڨ४„ ུভ(4919)Ȉ౱૗ϛ٘ᇅٽᔗᜧԚҐαЁȂ2H26ԉߴ৥గ„ᜋ࿆-KY(4966)ȈᕋၽᇅPCା࡚ࣻᜱȂ2H26ᐍᡞԚߞ୞૗ԥ४ |२्ུݚᆹϸ „зࣩ(5347)ҭዀቌ΢െݳ2Ԇᓟ(Ϗ୧B3)„ ഻ཏ(3443)7ࡅУึཿᕽԒቩႊ158ʦ(Ϗ୧B3)„ٴᖓ(3081)൑УᕋԞॷખ5ቈϰ(Ϗ୧B3)„Ҳիஇ(3026)H1 EPS 6.73ϰ(Ϗ୧B3)„᛿๽᛿(6446)7УᕋԞ഻ା(စᔽC4 )„ऌٴࠓ(2408)ᘘ౱4Ԓઔ3,466ቈ(Ϗ୧A3)„ӓུ(2455)7УᕋԞᛈ৬ॷႊ4ቈϰ(Ϗ୧B2) |ݚᖃစϸ „݉ ଡ଼ཿPMIᡘұज୾ϲሰ୞૗ࡼߴ໶ܓ„೾ᑸࡿዀା՞ᎫᕞȂٽᔗᜧ౮ᓜ۾៊„൸ཿҀൠ֖౫KϸϾ࠯„ષԥϊߩၼϟᆏޠADP൸ཿൣ֚ηᡘұяӤኻၭຬ„ᄈᖓྦཽೳᄍ࢈๋ޠఃұ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ „0.49%1.40%ADR0.76%„ 44,9801,250.942.88%44,611.6012,002.13903.08112.6614.571,030.3123.585,234.9210.301,700.05„3.28%0.83%1.55% 4%0.5% „ ⠘␱㗌㜆Ɲ2026/8/6 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 乧敄245877 + ᾃ宲㿟ᵸ㤝㏭㍎䂝弉濕↓侻⊕攎 ㅓ宅夓ᾷ僅ⶸ娮 + 1%⮉㈝㊰岏⊂怺弰⼘⯮⢺㉸㕛檻䇆怲⊼僤Ə⅓⏟ⷙ态怵+愴䙣KƏ柷἗⹛愴䙣KƏ㭽∐䍮䳫Ə⅞ᷲ㩻ῄ孞⎱ℑ剖敞㉼㨀䙫˛ 悋涜夓妔⃄㙎 41%ㆇ学屦䲧濕䂝弉⫅ㆿ䵊⨡㳙Ɲ⮉㈝杉减伡㖀┶栳Ə㊰岏⯮嶏䷐Ə䇆怲⯮廪+徂勍Ə柷἗䇆㔝⃫KƏ4R4Ə暽⅏杉㼙⃠Ə㼙⸬䳫aƏ䄝Ẵ㋨乳杉减ᾂㆰ掯ㇷ㜓⢺⊂Ə柷἗㯂∐䍮Ə(36K˛ ᾃ宲昜1%䏠⍿㏭㍎䂝弉濕+↓侻㗇攎Ɲⰼ㜂+Ə1%⮉㈝杉减㛛⤎䙫&38凮姿㆝檻伡㖀┶栳Ə俳侐晭䇆㔝䳫Ọᷱ凮1%䛟旃Ə⛇㭋䇆怲Ṇ⯮⎾⽘柦ƏḢ奨⊼僤Ὥ凑杅1%䔉⒨䙫䄈ạ㩆Ɲ⅓⏟凮Ḕ䟻晉⏯ὃƏ∐䔏凑庒㻻䭾㲼ℑ⋉Ə㎏⇡0LQL /(' ORFDO GLPPLQJ ⌧⟆媦ℰ 凮,63䔉⒨Ə+⇡岏Ọ,63䂡ḢƏ$63䳫a併KƏ㛯ⷙ敲⦲⇡岏$,%R[Ə$63䳫a併KƏⷙ态怵曞嘵㸓婍ḍ敲⦲⇡岏Ə+$63⯮㗵桖㎷⌮Ə⯮ㇷ䂡⹛㛧ㇷ敞⊼僤Ə㛛㛰㜂㎏⌮⹛$,䔉⒨䷁㋸㈗曀ἴ㕟䇆㔝⍇㮻˛㕛檻俳姧Ə+䇆怲€ỗ峛杅1%䔉⒨㔖㑷Ə䄝1%㊰岏⊂怺嶏䷐Ẵ⯮⢺㉸㕛檻䇆怲⊼僤Əⰼ㜂⹛Ə暏吾伡㖀┶栳忷㭌㔠╫Ə1%㛰㜂忷㭌⛅⾐㊰岏⊼僤Ə㐔愴⟡㜆廪ἵ䙫䄈ạ㩆䔉⒨㋨乳ㇷ敞Ə䇆怲ㇷ敞『⯮ℑ㖣⹛˛ ㅓ宅杦敨 1%曧㰩怙ᷧ㭌ᷲ㺸ㇽ杅1%岉䍢ᷴ⥩柷㜆˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 唈⾾㗮 GDQLHO#HVXQVHFFRPWZ  ⠘␱㗌㜆Ɲ2026/8/6 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 㑮⏎491977 䏠侻᳋山僅ṙょ抆ノ㗪᳈∅濕+ ⬓㗙ẛ⩆ ㅓ宅夓ᾷ僅ⶸ娮 +⎾䔉僤ᷴ嶚凮ᾂㆰ掯ㇷ㜓㎷⌮Ə䇆怲ⰼ㜂ῄ⭯Əテ⽳乳⏖㜆⽬㗌㜓⬷⅓⏟⇡┕⽳䙫㸂⯸噎㏴婴⇾⎱⹛䇆怲㗵桖⥤弰Ə䵍ṯῴ3%5 ⹛㷏‣娼⃠˛ 悋涜夓妔⃄㙎 ⊕攎ṙょ抆䏠侻᳋山濕4䂝㏴⫅圮庾Ɲ暽曧㰩Ẵ὚Ə᷻䨴㥜姊㱡ᾂㆰ掯䓝栟Əテ⎾昷䔉僤⎽⽾ᷴ嶚Ə柷἗4䇆㔝⃫KƏ4R4Ə⛇ᾂㆰ掯ㇷ㜓㋨乳㎷⌮Ə柷἗㯂∐䍮ᷲ㺸凚Ə(36K˛ 䏠侻⊕攎濕+䂝弉⬓㗙ẛ⩆Ɲⰼ㜂+Ə暏吾0&8晟乳㼙⃠⎱Ḕ⛲㙝⛺⻇∻晋ἵ⃠㉼䈮Əὦ⽾姩▕⛅㴨⅓⏟ƏỌ⎱$,㎏⌮㛛⤁0&8凮%/'&0&8曧㰩Ə㖗⓷⯮⏖⏳㭌⎾デƏ㭋⣽Ə怵⽧%0&⇡岏Ḣ奨䂡ᷧ刓6HUYHUƏ暏吾$,䙣ⰼƏ䛕∴⇮⅌⮝&63⮉㈝凑壤$6,& 6HUYHUƏ⹛⇡岏憶廪⹛㗵桖㎷⌮Ə俳⹛⯮㛛ℑ㖣⹛Ə᷻Ḣ奨Ὥ凑&63⮉㈝Ə䄝㙝⛺Ịⷌ凮26$7䔉僤䶱伡᷻㼙⃠Ə⅓⏟⏳㭌杉减䔉僤ᷴ嶚凮ㇷ㜓㎷檿曀憴㋸㈗Əῄ⭯䛲⽬䇆怲ㇷ敞『˛Ἥ17&-噎㏴⋬墘⎢晋⽳Ə⯮䄈柯婴⇾⤎䬭噎㏴Ə᷻暏吾䔉僤┶栳㔠╫⎱$,䛟旃䇆㔝忷㭌䙣慜Ə⛅㭟㜓㥔䙫䍙∐⯮㗵桖⥤弰Ə⹛䇆怲⅞ㇷ敞㽂⊂˛ ㅓ宅杦敨 ᾂㆰ掯ㇷ㜓㎷⌮凮䔉僤⎽⽾䄈㲼㻦嶚姩▕˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 唈⾾㗮 GDQLHO#HVXQVHFFRPWZ  ⠘␱㗌㜆Ɲ2026/8/6 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 娚䌜.<496677 䂝弉僅 3& 榖ⵤ䖶撚濕+ 㐲榒ノ搵↓侻㗇攎 ㅓ宅夓ᾷ僅ⶸ娮 暽3&⎾伡㖀⽘柦Ə䄝⅓⏟✏W7('⇡岏὚Əὦ⽾4䇆㔝㋨乳㎷⌮Ə婙䔉⒨✏⹛Ṇ⯮㋨乳ㇷ敞Ə᷻䄈䫝䈔⯴㈲Ə⯮㘖⅓⏟㛧὚ㇷ敞⊼僤Əテ㕛檻⊼僤Ẵ㛰昷Ə᷻㲼媑㛪ⅎ⮠ẍ伡Ḷẕ滅˛ 悋涜夓妔⃄㙎 4孟㳪㽸乌䂝㏴4R4aƝḢ奨ㇷ敞⊼僤㋨乳Ὥ凑77('Ə俳 庱 䔏 ⇡ 岏 Ṇ ㎷ ⌮ Ə 㕛 檻 併 K 岈 㸓 䂡 䇆 㔝 a⃫ 併 K ˚ 㯂 ∐ 䍮a˚䇆㥔岢䔏a⃫併K˛ 斔ⴲ3&₸学圮庾濕ヾⴶW7('₸学⺩廝㊎∅濕㿴㐲榒↓侻ᶋ⊕攎Ɲⰼ㜂+Ə姿㆝檻凮&38伡岏㋨乳⢺㉸3&⇡岏ㇷ敞『Ə㈧⹟ 77('䔉⒨凑4敲⦲㔥憶Əㇷ䂡㖗ㇷ敞⊼僤Ə䔘㖣檿晵$, 3&奨㰩㛛檿∞㖗䍮˚敞曢⊂乳刑䍮凮㥜䩫恱㠭Ə⤁㕟⮉㈝⯵⅌ヶ栿὚Ə⇡岏㩆䨕㋨乳㎷⌮Ə柷㜆⅏⹛⇡岏㛰㜂嵬怵吓栭Ə᷻䛕∴䄈䫝䈔⯴㈲Ə⊼僤⯮㋨乳凚⹛ƞ 庱䔏䔉⒨⥩庱ⅎ㛰⤁杉㝦曧㰩凮'3+XE䬰䔉⒨ⷙ⇡岏凚併⛲凮Ḕ⛲曢⊼庱⤎⻇Ə+䇆㔝⯮䩐⮁ㇷ敞Ə㯂∐䍮惏⇭Ə晋ṭ⏸⮉㈝⎴㘇Ṇ㛪㎈⎽㛛⅞ㇷ㜓㔯䚱䙫姊㱡㖠㠯⎱㛛⤁ᾂㆰ┭Əテ徸⹛㯂∐䍮㋨乳ᷲ㺸ガ⽉Ⰱ㜑奲㔠╫Ə⛇㭋ῄ⭯䛲⽬⛅⌮⸬⺍˛ ㅓ宅杦敨 ⎾姿㆝檻伡岏㼙⃠⽘柦Ə3&⇡岏㋨乳ᷲ㺸˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 唈⾾㗮 GDQLHO#HVXQVHFFRPWZ  / (5347)2(B3) AI20272028AI200 3Q261~3%ASP2~4%4Q263Q264Q26153.3154.97.6%1%(1)128(2)10%EPS 5.9 „(3443)7158(B3) CSP757.6917.1158.38 7CSP2H26(2330)2H261H26CSP4Tape outNRE2027AI2026TK120262027EPS50.36108.99 „(3081)5(B3) AI(3081) 75.0119.19176.545(CW Laser) 719.25.0130%CW Laser3Q26%EPS2026~20272026103.2TCW Laser2H262026/2027156%/121%56.4/125EPS22.18/542700 (3026)H1 EPS 6.73(B3) (3026)40.9726.2%EPS 3.8745%22%15%18% EPS(2Q26 EPS3.1)2H26AINP0AIAI2026/2027EPS15.4/30.7710 „(6446)7(C4 ) 57257.5%92.6%144.877.4% 25MoM+7.5%RopegFDARopeg3Q2612%76ETETRopegPVET30005000202680%281.4EPS 29.09 „(2408)43,466(A3) 55A202620293,4661B1C 1D1E10EUV 7438.6849.27%719.61%2026520697345A5A45,0001601B/1C/1D/1E10EUV5A2H27202830,000202935,900AIAIHBMRDIMMPC2027DRAM2027EPS 173.61620(3.PBR*2027BVPS(F)) (2455)74(B2) 245574.224 74.2229.486AXT(PDVCSEL LD)20262Q2625~27%202630%39%2026EPS 5.13PER 30 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „݉ ଡ଼ཿPMIᡘұज୾ϲሰ୞૗ࡼߴ໶ܓȈ7Уज୾ISM݉ଡ଼ཿPMI࣐54.1ၷ6УཌྷൾαЁ0.1ȂISMዂ࠯Ⴒզ၏Ь՞ᄈᔗज୾ᄃ፵GDPԒϾԚߞ౦1.9%Ȃ୧ཿࣁ୞ࡿ኶τቩ3.7Վ59.1഻2024Ԓ5ԪٿУпାȂུॐ൑αЁ2.1Վ57.2ഀ៊14ঐУᘘ஼Ȃᜱใኈ៫ᇅϜݎፑऐණІᓝ౦ၷࠊං෉෶ЎȂႮ୶ཿȃၽᒰᇅঙᓾཿпІ״ึཿߓ౫ഷ࣐஽ࠑȂשউցᘟзࣩࣷΚۢโ࡚ழ୞Π୧ࠣࢻ೾ᇅৈ۠੒ໍາዦዙȄ„೾ᑸࡿዀା՞ᎫᕞȂٽᔗᜧ౮ᓜ۾៊Ȉ݉ଡ଼ཿPMIዀࡿቌੀ70.3ၷ6УαЁ2.6Ȃഌϸ঩ӱѠ૗ٿՍ7 УϜݎፑऐЇඉᄈݷቌആԚݱޠ୞Ȅٽᔗ୧һೳࡿ኶52.8ၷ6Уί७1.6Ȃ೼ᡘұٽᔗᜧ౮ᓜ౲ԥጦ၍կۧґ׈ӓҔளϾȂڐϜȂႬφϰӈ(6ঐУ)ᇅଅᏺᡞ(7ঐУ)ᆱߞࡼ෉๗ᄻܓ฼ુȂၦਠϜЗңႬࣻᜱޠႬΩᏣ؆ሰؒାӍȂϵңٲཿϵѨ໡ۗލჵ౱૗Ȃٻூٽᔗ୧໡्ۗؒМрໍ࡚෢ܗႲр෢Ȅ „൸ཿҀൠ֖౫KϸϾ࠯ଡ଼ཿ݉ȈPMI኶ࡿ჎༆7Уίໂ3.8Վ47.4Ȃᘘ஼ΚঐУࡤӕ࡚ໂΤຉᕼୣȂڨ೥޲ණІນসᇅAIՍ୞ϾᏳΤԥᜱȂկ׭೛ഽϏࠔ८ᖞഀ៊2ঐУޠԚҐαЁٯໍΤٽᔗ฼ુఽ൑Ȅ„ષԥϊߩၼϟᆏޠADP֚൸ཿൣηᡘұяӤኻၭຬȈ7Уज୾ؾ΢൸ཿ΢኶ུቩ4.4࿳մܼҀൠႲ෉ȂҼϭԒпٿഷմЬྦȂӶᖡၦഌϸȂᒶᐆ᝸៊੽ӉޠসϏᖡၦԒቩ౦ᆱࡼ4.4%៊೏Ӷࡼ҂Ȃࡼঅࠊڸ2021Ԓ7УпٿഷմቩഁȇดՅȂᄈෂ੊ݱ୞ఄདޠၱ዁সϏȂуউޠᖡၦԒቩ౦7%഻ίџԒ8ٿУഷץቩߞȂ೼ཱུұᅿᆔᐍᡞ൸ཿҀൠԥܛ७ྤȂկഌϸା׭೛ስ஀ٸด֖౫яၷାޠ΢ϘሰؒȄ „ᄈᖓྦ๋ཽ࢈ೳᄍఃұȈޠҐУУߒϵոޠᇨആཿ݉ڸଡ଼ཿPMIȂࣲࡿӪ࿌ࠊज୾ϲሰ໶ۧܓԇȂӤਣȂK࠯ϸϾίޠ൸ཿҀൠᗷુнӓ८ඉห୞૗Ȃկηءԥτൾ७ྤܗ૿ଞᅹኍȂADP൸ཿቩߞήঐУಌ୞҂ְঅϬԥ8.7࿳΢ȂାܼџԒԒۼՎϭԒޠߒ3.8-4.4࿳΢Ȃᐍᡞᗎܼ҂ᛨࡼߴٯ຀ϛྤϛЭޒޠᄙȂस໋ϥϵոߩޠၼ኶ᐄ֖౫яӤኻᗎ༗Ȃ஡ԥֆܼᖓྦཽ᝸៊஡ӓഌݨཏΩܺӶᄈ׫೾ᑸαȄ ၦਠٿྜȈඈീȃҞύ׺៬(2026/08/06) ( www.esunconsulting.com.tw )