台股晨讯

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋ΡҦࠊܼఐज޷ໍາљίໂኈ៫Ȃѯ޷໡մࡤᗷя౫ܸܝȂпІዻϜࠓᗻ޷Ҁᙛकழ୞ଅᏺᡞఋထτᅜȂկӶѯᑗႬߓ౫ઁ৶ᔇ׼ዻ༗Ȃࡿ኶ಥൠϬίໂ25.75ᘉȂໂൾ0.06%Վ43,360.66ᘉȄѯࢆ޷᏾Уጤґ૗Ԟඉ੽αኈጤȂկԉӶ10Сְጤϟα൸ᗚԥᐡཽ܂αࢆ᏾Ȃसࡤ៊Уጤԛܱঅ܂ίᔇΩ෶ሇࡤȂࡿ኶૗пၱޫРԓԞඉйְጤᙾ࣐αඵȂԫ࣐ᙾӼଊဵȂՅҭࠊᔇ׼ѯᑗႬၦߝᙾӪϜϊ࠯ঐ޷၅ᅜȂᄃር๗ᄻαၷ࣐୒ӼԥւȄ |ݚϸ޷ঐ „ႁึ(6526)Ȉӏ೾ଊᕋԞ2026ߞԒԚ4ॼȂ2027ԒӕණЁ3ॼ„зࣩ(5347)Ȉ3QଓขτयಓӬႲ෉ȂࣽԂ݃ԒᕋԞᡘ຀ණЁԥւᕖւ݃ᡘԚߞ„ᕘ౩ශ(6488)ȈAI௱୞ශ༬ሰؒ๗ᄻܓԚߞȂ2027Ԓᕋၽ୞૗ഃؐᡘ౫ |२्ུݚᆹϸ „ᎄႁ֚ࡈӔӤࡍ၇ӏᏱໍΤ໕౱ӏ೾ଊ҉஽Зଭ(Ϗ୧B2)„ ҅༮(3131)αљԒนւ ؑτᗉ޷27.27ϰٺӤ෉ഷ(စᔽC1) |ݚᖃစϸ „6Уᙜ՞ޫુȞJob OpeningsȟޠᡑϾᗎ༗„Ӎཿܤޠဓࣁ୞ȞHiresȟᇅ໳ңཏ᜺„ഽϏࢻ୞Ї࢏ഽ୞Ҁൠ„ҐԪJOLTS֚ൣޠຠզᇅᄈᖓྦཽೳᄍ࢈๋ޠఃұ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ „1.71%6.55%ADR2.72%„ 25.750.06%43,360.6610,870.4657.32271.65194.2920.0563.795,211.3619.671,689.75„0.14%0.54%0.9% 4%1% „ ⠘␱㗌㜆Ɲ2026/8/5 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 弒䔺652677 廘壈䂝㏴  ⴲノ搵  ị濕 ⴲ⁋㊎∅  ị ㅓ宅夓ᾷ僅ⶸ娮 +䇆怲⎾デ䛟旃㥔⋀俳ℑ㖣柷㜆Ə+✏㛛⤁㖗⒨岉䍢ᷲƏ䇆怲⊼僤⯮㋨乳⢅⼞Ə᷻㛰㜂⻝乳凚⹛Ə䵍ṯῴ3(5 ⹛(36娼⃠˛ 悋涜夓妔⃄㙎 ‧⟥䏠⍿䲘㑮⍿㏼悍濕4䂝弉⬓㗙㽸䤧ἣノ搵Ɲ⎾デ$,⟡⻡䛟旃䔉⒨⎱喴劤┭⋀倚㩆䬰㖗䔉⒨㔥憶Ə4䇆㔝䩐⁌ㇷ敞Ə᷻⯮恐⺍㼙⃠⎴㘇ㇷ㜓Ə柷἗䇆㔝⃫KƏ4R4Ə㯂∐䍮Ə(36K˛ +廘壈僅ᴗ⟨䱰岭摉⢉䔺怳濕㉦∅䂝弉ノ搵㿟唜Ɲ 3$0'63㐔愴7,$姊㱡㖠㠯⇡岏塏䏥ℑ㖣柷㜆Ə姩▕僤奲⺍廪ᷱᷧ⭊㎷⌮Ə⹛䇆㔝⯮廪⹛ㇷ敞ῴ ∴㬈㲼媑䂡ῴ Əㇷ敞⯮㋨乳凚⹛Ə⹛㛰㜂⹛⢅ῴƞ⯓栢㥔⋀Ḣ奨⎾デ㬷併ⷩ⠛ⷪⰧ㋨乳䙣慜Ə⸝⊼⇡岏䩐⁌ㇷ敞ƏỌ*321ㇷ敞㛧䂡⼞⊨ƞ Ṁ⤑䶙㥔⋀✏3+<㙝䈮凮ẋ㏂㩆䔉⒨⸝⊼Ə䇆㔝奶㨈㋨乳㓛⤎Əἵ庳怺塂㘆㥔⋀∮暏吾⮉㈝⊇怆ἯⰧ✗杉㎌㔝娔₀凮㊺ⰼỨ㥔┭䔏柿⟆Ə⸝⊼**3+<㙝䈮⇡岏⢅敞Ə俳杅䮈䏭❲ẋ㏂㩆ⷩ⍇Ụ栴㎷⌮Ə⊇ᷱ廼䮈䏭❲㩆䨕曧㰩⢅㺒Əẋ㏂㩆㙝䈮ẍ㘖ㇷ敞⻼㒵ƞ 䄈䷁恱䷊$,Ḣ奨ㇷ敞⊼僤Ὥ凑㖣檿晵┭⋀喴劤倚㩆Ə+䇆㔝ⷙ廪+俢ῴㇷ敞Ə晋ṭ㛰⊐㖣$63㎷⌮ƏṆ㛰∐䔉⒨䴷㦲Ə㕛檻俳姧Ə⅐⤎䔉⒨䷁✏㖗䔉⒨䙭ἯⰧ㛰ㇷ˛ ㅓ宅杦敨 ℰ态姱㥔⋀⊼僤ἵ㖣柷㜆˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 唈⾾㗮 GDQLHO#HVXQVHFFRPWZ  ⠘␱㗌㜆Ɲ2026/8/5 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 ᳔䐊534777 4 孟㳪⟥傲䧤⋆曎㗝濕䗉⠻㓌ⴲ䂝㏴札匕㊎∅㗇⃧䈰⃧㓌札ノ搵 ㅓ宅夓ᾷ僅ⶸ娮 ⃿䮈4岈㸓⤎凛䬍⏯ㇸῸ柷㜆ƏἭ⟡㖣㗵⹛⏲䔉僤⿒怆㎷⌮˚⃠㠣㼙⸬㓛⤎ƏẴ㛰㜂ὦ䍙∐桖吾ㇷ敞ƏㇸῸ俪憶a⹛䖒ガ㜆敺˚⹛Ḕ⅓⏟⮊ⷪ凯⻡⏲⻇Ḳ娼⃠Ə㔬䵍ṯῴ3%˛ 悋涜夓妔⃄㙎 4⬓㗙⟥傲䧤⋆曎㗝濕䏠侻❜ⴃ㗇攎⫌傲+㔴◑₸学⊕攎Ɲⰼ㜂+Ɲ $,曧㰩䶔㋨⼞⊨Ə㌠㳏30,&˚⇭曉⻶Kờ姩▕䩐⁌ƞ  庱䔏曧㰩⹚䩐Ἥ柷㜆⽳乳㛰㜂⛅⌮Əằ⹛ⷌ㎎曧㰩∮䩐⁌ㇷ敞ƞ  㵯岢『曢⬷⃿䮈曧㰩ᷴ⽗ƏἭ⛇⮉㈝₀岏嬠ㄵƏ᷻⟡㖣VLOLFRQFRQWHQW⢅⊇˚⅓⏟ⷩ⍇㎷⌮Ẵὦằ⹛婙柿⟆㥔严㛰㜂ㇷ敞˛⅓⏟柷἗4㙝⛺⇡岏憶⭊⢅aƏ⹚✮併K$63⭊⢅aƏỌᷱ岮姱⤎凛䬍⏯ㇸῸℯ∴柷἗˛ 䗉⠻㓌ⴲ⋉⶞䏠侻䃪∅廝ⵤ⅞⺩Ʊᾷ㛺㷰ⴃ㎲⟥敯⋩䂝㏴札匕ノ搵ƝㇸῸ妧⯆Ɲ  960&⏲⻇䔉僤ⷙ┕伫᷻㛰㜂㎷∴㻦廰ƏㇸῸ柷἗⹛⹼㛯䔉僤总徸吓䈮ƞ  ⟡㖣$,ἡ㛴♏䛟旃Ḳㆰ䔏⥩30,&˚⇭曉⻶Kờ䬰⏲㙝⛺曧㰩㋨乳ㇷ敞Ə⅓⏟㛰㜂㖣㙝⛺ṻ⻇˚㖗⊇❈⏲⻇Ḳ≐棿䩡敺㓛䔉ƞ  ⃠㠣㖠杉Ə暏吾ㇷ䆆壤䧲ⷩ㲨㔠╫Ə⊇ᷱ$,䛟旃曧㰩䶔㋨⼞⊨ƏㇸῸ㎏἗ằ⹛⅓⏟㼙⃠䳫aƏḍ⟡㖣⅓⏟柷㜆㗵⹛㼙⸬㓛⤎Ə㔬柷㜆㗵⹛⅏⹛㼙⸬总Ọᷱ˛柷἗㗵⹛䇆㔝⹛⢅凚⃫KƏ㯂∐䍮Ə䧬⽳(36K˛ ㅓ宅杦敨 960&⏲⻇怙⺍ᷴ⥩柷㜆˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 晚㳚⥩ NDWH#HVXQVHFFRPWZ  ⠘␱㗌㜆Ɲ2026/8/5 䟻 䩝⠘ ␱               䏠㠫濣方⨎ħ∈⫌榒 䍮䋁㔴648877 $, ㉦↓㔴◑斾㬀䰎㢉⻥ノ搵濕 ⴲ䂝弉↓侻廎㨣札䊼  ㅓ宅夓ᾷ僅ⶸ娮 䟔㜆暽⎾㖗⻇㉿凱凮嫥䓍㊰⻇䁒䁤⽘柦Ə䄝Ḕ敞㜆⎾デ$,⸝⊼⌱⯵檻㙝⛺䔏憶曧㰩Ə暏吾⹛㖗䔉僤岉䍢Ə敞䷁ㇷ敞⊼僤⏖㜆˛ 悋涜夓妔⃄㙎 ₸学▜㵩椃↓䂝㏴⨡❜濕᳔ℳ夓ᾷ⃧䖈ㇷ㮦䈰⃧濣4䇆㔝⭊⢅凚⃫KƏ⹛㸂Ə⎴㘇曧㰩弰⼞⸝⊼⇡岏憶⛅⌮Ə㯂∐䍮Ə⭊㸂ῲ䙥⇭滅˚⹛㸂ῲ䙥⇭滅ƏḢ奨⎾㖗⢅䔉僤䙫䈓❈ㇷ㜓Ọ⎱䛟旃㉿凱惏⇭⽘柦˚䌵慓岢䔏˚怲弟⎱僤㹷ㇷ㜓ὦ䍙∐㉦⢺Ə䇆㥔∐䚱䍮ƏἭ㥔⣽⎾デ᷽≜傈䥏Ḳ娼⃠∐䚱Ə䧬⽳㷏∐⃫KƏ䧬⽳(36KƏℑ㖣柷㜆˛ 䏠侻⃧䏦䉅Ⲱ弒㶽巇濕妼䎤ㆇ⶞㼩㼻ⸯ暽㗇攎濣⎾デ㖣$,⎱ℯ怙壤䧲曧㰩⼞⊨Ə⅝ㇷ䆆壤䧲ㆰ䔏⋬㋓曢㹷凮ⷌ㥔ㆰ䔏ⷩ⠛曧㰩㋨乳㔠╫˛䛕∴⏲㙝⛺䔉䷁䶔㋨㻦廰 ㍹晋㖗䈓❈⻇⌧ Ə⏲䔉䷁䶔㋨檿䨣⊼䍮Ə⾐䔍⊼僤ẍ⻝἟凚⏲䔉⒨ƞ㰕⋽掜䔉䷁㻦廰ƞ䢚⋽䟤䔉僤∐䔏䍮ẍ⊇怆㔠╫˛侐⤎∐嫥䓍㊰⻇䁒䁤ṲờƏ€✏㖣⏲⽳㮜壤䧲⌧⟆Əᷴ⽘柦㕛檻䔉䷁Ə䛕∴ⷙ╆⊼⅏䏪⻇⌧㔖㏛Ə㭋⣽Ə嫥䓍㊰⻇⅞㛰岈㏴⎱䇆㥔Ḕ㖞ῄ暑Ə柷㜆⏖㸂廼岈⋀⽘柦˛㭋⣽Ə䔘㖣⏲䔉䷁䔉僤∐䔏䍮檿˚伡Ḷ䪲⍚⏖䔏Ḳ敹何䔉僤Ə䟔㜆㏴⤘曊Ọ⭳⅏恦ℴƏ⯮⯴䬓ᷰ⭊䇆㔝⭊⢅⸬⺍㛰㈧∱㸂Ə⃿䮈⅓⏟忶怵⅏䏪⻇⌧媦⺍䬰㎑㖤⛇ㆰ˛柷἗4䇆㔝⭊⢅凚Ɯ⃫KƏ㯂∐䍮Ə䧬⽳(36K˛ ㅓ宅杦敨 䇆㥔ㇷ㜓㋨乳ᷱ⌮˚㖗⻇㉿凱凮婴嬰䈓❈⢺⊂˚㥔⣽㋨傈娼⃠㳉⊼˛ 岮㖀Ὥ㹷Ɲ&0RQH\Ə䍰ⱘ㉼桎 嗮〈䥵 V\M#HVXQVHFFRPWZ  / (B2) (NVIDIA)Gilad Shainer(CPO)(Scale-up)(Scale-out) 20262026103.2TCW Laser2H2613.5MOCVD2027MOCVD2026100%E-beam22025E-beam5DUV6DUV3~52026/2027/2028169.6%/139.7%/73.4%59.4/142.4/246.8EPS23.58/62.77/117.754,040 „(3131)27.27(C1) 31314211.1627.27 2Q2617.268.17.238.7%51Q261H26652027202743%2027EPS 103.96PER 383952 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „6Уᙜ՞ޫુȞJob OpeningsȟޠᡑϾᗎ༗Ȉ6Уӓजᙜ՞ޫુ኶७Վ735.9࿳ঐȂၷ5У753.7࿳ঐ෶Ўङ17.8࿳ঐȂᙜ՞ޫુ౦η௄4.5%७Վ4.4%Ȅस๗Ӭ6У709.4࿳ӫѷཿ΢πȂᙜ՞ޫુᇅѷཿ΢኶ޠЩ౦ȞRatioȟङ࣐1.04ȂࣻၷܼႇџڎԒίྥȄᙜ՞ޫુ኶ϑഀ៊ڎঐУίྥȂйȶᙜ՞ޫુ/ѷཿ΢πЩȷϑ७ߗՎ௦1:1ᄙȄޒޠഷ҂ᒌٿԒߗܼሰ๗ᄻҔ೏ٽޠज୾ഽ୞ΩҀൠࠊҭ࢏Ь҂ȂЇޠ „Ӎཿܤޠဓࣁ୞ȞHiresȟᇅ໳ңཏ᜺Ȉ6Уܤޠဓ΢኶࣐534.8࿳΢Ȃၷ5Уཌྷቩ9.6࿳΢Ȃܤဓ౦ᆱࡼӶ3.4%Ȅ௄౱ཿಡ࿾ࣽȂܤဓࣁ୞֖౫ϛְᒌܓȈ࡛ᑟཿȞ+4.1࿳ȟȃᇨആཿȞ+3.3࿳ȟᇅᚃᕜߴୋȞ+6.9࿳ȟܤޠဓ΢኶ԥܛቩђȂկӅ໤ᓢਢཿࠍ෶Ў8.7࿳ӫܤဓ΢সȄᏒᆔᙜ՞ޫુ኶ȞґٿሰؒȟӶ෶ЎȂկᄃርܤޠဓΤᙜ኶Ȟ࿌ࠊ՘୞ȟࠔᆱࡼᛨୋࣦՎཌྷቩȄ೼݃ߓӍཿᗷดӶึҁུᙜુਣᙾᗎᙲབྷȂկᄈܼϑစមяޠᜱᗥᙜ՞Ϭԥ஽੩ޠ၅ુཏ᜺Ȃߩٯӓ८ঞ๗΢ٲȄ „ഽϏࢻ୞Ї࢏ഽ୞ҀൠȈ6УՍ᜺ᚕᙜ΢኶࣐323.2࿳΢Ȃᚕᙜ౦ᛨۢӶ2.0%ȄӶນসР८Ȃນসᇅ၍჎΢኶࣐176.6࿳΢ȂᡑϾ྄ϊȂນস౦ഀ៊ήঐУᆱࡼӶ1.1%ޠմᘉȄϸݚࣽݳȂಒΚȂ ȶմᚕᙜ౦ȷᡘұഽϏᄈඳϏձ߭ޠЗၷ৶Ȃϛӕᓝᖆၱ዁п൷ؒାᖡၦȂ೼ԥֆܼᔇմϏၦቩߞ౦ȄಒΡȂȶ྄մນস౦ȷᡘұӍཿϬ౿՘ȶഽ୞Ω֪ᑗȞLabor HoardingȟȷȂ֊֊߰ෂ੊ܺጦȂӍཿηϛ᜺ሇܿນসȂпռґٿӕԪ८ᖞܤϏᜳȄ೼ᆎȶϛၱ዁ηϛນসȷޠঞ๗੬ኊȂཏک຀൸ཿҀൠԚߞΩၿܺጦȄ„ҐԪJOLTS֚ൣޠຠզᇅᄈᖓྦ๋ཽ࢈ೳᄍఃұȈޠᆤӬ኶ᐄٿࣽȂ ȶᙜ՞ޫુ/ѷཿ΢πЩȷϑ७Վ௦ߗ1:1 ޠЬ҂Ȃђα6Уߩၼ൸ཿ༊ཌྷቩ5.7࿳΢Ȃᡘұ൸ཿҀൠϑໍΤȶմቩߞȃմࢻ୞ȷޠ໧ࢳȄᄈ࢈๋ܼՅّȂᙜ՞ޫુԥזӲဤѠ෶ሇᖡၦழޠٿ೾ᑸᔇΩȂՅ྄մນস౦ࠍᗘռစᔽ૿ଞޠॴᓏȂᡘұज୾ഽ୞Ҁൠϛ೾ᑸࡅޠૐȄҭࠊഽ୞ҀൠᗷӶܺጦȂۧґߓ౫яѷഁၭຬȂկ೾ᑸϬӶ2.0%пαȂႲ෉ᖓྦཽ࢈๋ՎԒۼϬᆱࡼϛᡑȄ ၦਠٿྜȈඈീȃҞύ׺៬(2026/08/05) ( www.esunconsulting.com.tw )