目前大盤K值92.29%、D值89.98%已處絕對高檔,若適當降溫使KD修正到50、甚至到30~20更好,所以對KD處高檔的DRAM、SIC相關股及如威剛、群聯、中美晶、環球晶、原相、南電、欣興…須作適度降溫,但有部分個股還會展現強勢,如華邦、南亞科只適合當沖,可是之所以大漲是因輝達投資OPEN AI一千億美金,先前甲骨文獲大廠投資而還未出貨的訂單約三千五百億美金、加上CSP的ASIC對AI伺服器的總需求大增,兼以台灣8月外銷訂單600億美金,以電子產品訂單達248.8億美金、年增39.5%最大,顯示AI、高效能運算及雲端服務商機仍強勁,所以布局的首選在AI。
今天大盤雖然再度大漲創新高,族群走勢卻十分分歧。記憶體族群還是一枝獨秀。在之前我們已經把記憶體族群上、中、下游族群都跟大家說清楚了。我再次跟大家說,記憶體製造三家公司上漲的是不同原因:華邦電(2344)受惠輝達SOCAMM的新規格,南亞科(2408)是DDR4漲價的效應,昨天公布8月自結0.26元,就是營運開始轉虧為盈最有利的證據,力積電(6770)則是兼具記憶體、第三代半導體的想像,此次記憶體族群大擴散,從通路、模組與封測無一不漲,趨勢就是力量。
中美晶集團旗下半導體特氣供應商台特化於6月27日宣布將以近30億元,併購乾式蝕刻製程設備清潔服務的弘潔科技,取得65.22%股權,預計交割日暫定為8月5日。台特化董事長徐秀蘭6月30日特別舉行線上說明會,進一步向外界說明該併購案未來的綜效。預計台特化入主弘潔科技之後,營收與獲利表現將大幅躍進,將可望分別「長胖」70%與80%。
虧損累累、瀕臨倒閉的彰濱特殊化學氣體廠,如何變身「併購女王」中美晶董事長徐秀蘭手中的小金雞? 文/黃亦筠 9月中的彰濱工業區,海風陣陣吹,不遠處是台灣關鍵化工產業聚落。隸屬中美晶集團
台股從23406下跌到6/25的22503,是對19291上漲以來的修正,估修正到22503對(A)低估AI伺服器(金像電、台光電、國巨、貿聯、奇鋐、台燿、金居、聯茂、廣達、勤城、健鼎、光寶科、神達、台星科、矽格…),車電(堤維西、東陽、帝寶、興勤、朋程、德微、佳邦、立隆…),業績股(聯電、中美晶、環球晶、神基、中磊、臻鼎、精成科、台表科、億光、玉晶光、大立光、聯陽、聯詠、迅得、瑞昱…)的最低點已經出現了。
由此看來,大股東賣股後的股價變化,還是要看營收與獲利能否持續成長,如果成長動能竭盡,大股東處分價格確實容易成為天險,值得留意。 《財訊》統計近期大股東公告持股的概況,緯創周邊的故事最多。除了大股東宏碁處分緯創,緯創本身也趁著旗下雲端設備大廠緯穎股價突破2千元大關之際,公告旗下兩家子公司將合計出售620張緯穎,預計交易金額不低於10億元,等於是均價要在1千6百元以上。另外,緯創自己也於8月4日公告已處分明泰7498張,進帳2.95億元,未來還要持續處分1萬1829張。 無獨有偶,《財訊》也發現,受惠AI伺服器訂單的廣達,股價從兩位數飆漲到271元之際,炎洲7月28日公告,3個月內已處分廣達2490張,平均成本122.51元;元大金也出脫廣達3千張,平均價格為131.51元。 其他如中美晶、東元、科妍、長榮、陽明也都有大股東公告處分持股,但是否會影響股價走勢,還是要觀察業績的長線動能,投資人應多加關注。
代號名稱成交價(元)成交張數成交金額3260威剛102929,384,0003374精材151.5456,817,5003707漢磊68.5855,822,5006237驊訊120.5404,820,0004736泰博212.5214,462,5006182合晶51.5864,429,0006150撼訊161.5274,360,5003293鈊象93032,790,0006488環球晶85232,556,0003141晶宏80.6312,498,6005483中美晶172.5142,415,0003362先進光92.4262,402,4008924大田158152,370,0008299群聯4
名次股票名稱買賣超張數收盤價漲跌100888永豐台灣ESG2,28815.500.1326182合晶1,13552.702.0038358金居47776.800.704020023元大櫃買半導體N3355.890.145020021統一恒生科技N30210.250.0265483中美晶276173.008.0076261久元27580.902.0086509聚和24131.500.7098027鈦昇23976.105.60106187萬潤218138.505.50118069元太20465.801.50128942森鉅15471.903.20133264欣銓15142.600.05140073
名次股票名稱買賣超張數收盤價漲跌13707漢磊4,10972.703.9026182合晶3,48852.702.0035483中美晶3,213173.008.0046015宏遠證2,41428.400.60500877FH中國5G2,31812.370.1766509聚和1,96031.500.7076261久元1,89480.902.0083141晶宏1,34582.307.4096138茂達1,341143.009.00103260威剛1,326101.501.00113078僑威99352.700.50125603陸海81932.951.35136488環球晶721850.0034.00
名次股票名稱買賣超張數收盤價漲跌18938明安21974.200.7026488環球晶205850.0034.0033707漢磊17972.703.9045274信驊1242,275.00100.0053529力旺113987.0048.0065483中美晶107173.008.0078924大田63159.004.5088044網家59108.502.5096679鈺太30343.506.00103567逸昌2832.250.35113374精材21157.00-0.50124966譜瑞-KY161,480.0035.00133131弘塑4352.0032.00146147頎邦368.300
名次股票名稱增減張數收盤價漲跌融資餘額昨日餘額13511矽瑪-1,84031.45-1.153,3985,23826015宏遠證-82428.400.6030,98231,80636219富旺-54824.05-0.0511,38111,92944121優盛-50834.550.606,0376,54555483中美晶-493173.008.0012,11012,60368044網家-428108.502.506,5056,93371815富喬-40617.600.2530,16930,57583285微端-35521.35-0.502,3362,69196173信昌電-29461.400.4
代號名稱成交價(元)成交張數成交金額3631晟楠51.230415,564,8006182合晶52.71899,960,3003260威剛101.5656,597,5005483中美晶173274,671,0006150撼訊173.5244,164,0006589台康生技143.5263,731,0008086宏捷科137.5263,575,0003218大學光313113,443,0006488環球晶85043,400,0003707漢磊72.7362,617,2003169亞信128202,560,0004736泰博215112,365,0005530龍巖54.6422,293,20041
單位:張名稱外/陸(不含外自)外資自營投信自營商(自行)自營商(避險)三大法人6182合晶3,48800761,0594,6233707漢磊4,1090179-6104,2275483中美晶3,2130107572193,59600877FH中國5G2,3180001242,4426015宏遠證2,41400002,41400888永豐台灣ESG10002,2882,2896509聚和1,9600002412,2016261久元1,8940002752,1696138茂達1,3410049761,4663141晶宏1,34500-101301,4653260威剛1,32600-28231,32
代號名稱最高最低成交股數成交金額(元)6547高端疫苗256256146,28137,447,9366589台康生技149143.572,22310,556,5873707漢磊74.770.457,4004,154,1175483中美晶17216734,2905,858,0868044網家110.510833,5683,668,4516488環球晶84682633,34628,011,6908299群聯474.546830,56714,359,1614121優盛35.532.926,575920,1954123晟德7371.325,5591,838,4513260威剛10299.723,185
簡稱代號標的最後交易日終止上櫃日履約價行使比例台燿日盛07購01717470台燿110.07.05110.07.08144.190.104精材日盛07購01717578精材110.07.08110.07.132350.05穩懋日盛07購01717744穩懋110.07.15110.07.205200.06雙鴻日盛07購01717829雙鴻110.07.15110.07.202600.025原相日盛07購01717981原相110.07.22110.07.272350.05中美晶日盛07購01718236中美晶110.07.26110.07.292000.08
名次股票名稱買賣超張數收盤價漲跌100888永豐台灣ESG-95915.37-0.1328358金居-74676.10-3.4035457宣德-47770.70-1.3043260威剛-465100.50-4.5056509聚和-25230.80-0.3568069元太-24964.300.3076187萬潤-215133.00-4.0088436大江-177239.00-4.0096182合晶-16750.70-0.90105483中美晶-150165.00-3.00113680家登-143257.50-9.50126261久元-13578.90-1.40138182加高-12637.90-
名次股票名稱買賣超張數收盤價漲跌13707漢磊1,15468.80-0.2028069元太72464.300.3038924大田286154.50-0.5043218大學光104324.5018.0055263智崴100133.00-3.0066237驊訊78124.50074129聯合5035.250.7586147頎邦3968.20095274信驊332,175.00-50.00106488環球晶31816.00-22.00115483中美晶30165.00-3.00123691碩禾25156.50-8.50133105穩懋20320.00-9.00143374精材9157.502.501
名次股票名稱買賣超張數收盤價漲跌13707漢磊2,20368.80-0.2026182合晶2,06050.70-0.9034123晟德1,93570.502.6045009榮剛1,45221.701.6055483中美晶1,335165.00-3.0061815富喬1,22617.350.0578358金居98676.10-3.4084707磐亞91913.800.6094121優盛90133.953.05103317尼克森76566.40-1.10116219富旺76124.100.15123218大學光537324.5018.00135603陸海53731.60-1.05145351鈺創4
代號名稱成交價(元)成交張數成交金額3169亞信129617,869,0008086宏捷科136537,208,0008299群聯469.5146,573,0003293鈊象91076,370,0003260威剛100.5595,929,5006589台康生技151385,738,0006237驊訊124.5445,478,0006712長聖435125,220,0003374精材157.5253,937,5003707漢磊68.8493,371,2005483中美晶165203,300,0006488環球晶81643,264,0005009榮剛21.71403,038,0006015宏遠證2
單位:張名稱外/陸(不含外自)外資自營投信自營商(自行)自營商(避險)三大法人3707漢磊2,20301,15415303,5104123晟德1,9350014892,4255009榮剛1,45200-505091,9116182合晶2,06000-21-1461,8931815富喬1,2260005541,7805483中美晶1,335030-90-601,2154707磐亞91900079264121優盛90100009016219富旺761000-97523317尼克森765002-337343218大學光537010414557108044網家373001251776755603陸海5
名次股票名稱買賣超張數收盤價漲跌18924大田460155.009.5023707漢磊43669.001.7038069元太41064.002.2046187萬潤160137.002.5056679鈺太159348.006.5063264欣銓15742.800.3075483中美晶70168.00-0.5086488環球晶63838.00-1.0094129聯合5034.501.05108942森鉅4867.700.70113152璟德40491.008.50128299群聯28486.00-2.00133529力旺26966.0024.00143691碩禾25165.0010.0015496
代號名稱成交價(元)成交張數成交金額6589台康生技159.57912,600,5008932宏大18.553506,492,5008299群聯486104,860,0003293鈊象94654,730,0003707漢磊69644,416,0003260威剛105404,200,0006488環球晶83854,190,0006547高端疫苗315.5134,101,5005483中美晶168203,360,0004966譜瑞-KY1,475.0022,950,0004121優盛30.9912,811,9003374精材155182,790,0004736泰博213132,769,000560
代號名稱最高最低成交股數成交金額(元)6589台康生技159.5130.5222,09930,260,3646547高端疫苗315.5315.597,93230,896,9944121優盛33.3531.1553,1141,716,2738299群聯497485.543,46021,361,2693260威剛10910442,3654,512,5025530龍巖55.853.936,7141,996,2423293鈊象94292036,45134,075,0066015宏遠證27.652530,190809,7745483中美晶169.516825,5294,308,0515609中菲行91.
簡稱代號標的最後交易日終止上櫃日履約價行使比例加百裕國票07購01716322加百裕110.06.30110.07.05550.2威剛國票07購01716377威剛110.07.01110.07.061000.3雙鴻國票07購02716378雙鴻110.07.01110.07.062500.024欣銓國票07購01716409欣銓110.07.02110.07.07450.4宣德國票07購01716410宣德110.07.02110.07.071400.05中美晶國票07購02716473中美晶110.07.05110.07.08225.280.163元太國票07購02716474元太110.
交易型態代號名稱成交價格(元)成交股數成交值(元)配對交易-組合型5483中美晶148.5399,00059,251,500配對交易-組合型5609中菲行72.2232,00016,750,400配對交易-組合型6290良維55.4268,00014,847,200配對交易-組合型3374精材13967,0009,313,000配對交易-組合型3227原相16556,0009,240,000配對交易-組合型4401東隆興35.7193,0006,890,100配對交易-組合型5530龍巖54117,0006,318,000配對交易-組合型6015宏遠證22.45262,0005,881,900
名次股票名稱買賣超張數收盤價漲跌100888永豐台灣ESG4,21415.440.302020023元大櫃買半導體N1,3835.870.083020021統一恒生科技N4619.90-0.0845483中美晶404168.503.5056182合晶34051.600.8066150撼訊277158.505.00700697B元大美債7-1015938.78-0.12800687B國泰20年美債14540.68-0.1796187萬潤140134.504.50108299群聯121488.0021.50116104創惟11262.402.30126284佳邦11160.701.40136274
名次股票名稱買賣超張數收盤價漲跌18358金居-70079.60-1.3025347世界-522118.001.0038069元太-39161.800.3046223旺矽-286111.001.5056679鈺太-268341.502.5068299群聯-197488.0021.5073260威剛-140102.501.5086435大中-136113.501.5093217優群-130103.502.00106411晶焱-76129.500.50119951皇田-6089.00-0.70125904寶雅-40537.00-5.00135483中美晶-23168.503.50148255朋程-
名次股票名稱買賣超張數收盤價漲跌16182合晶5,09851.600.8028936國統2,35328.000.7033707漢磊2,21267.30-0.4045347世界1,348118.001.0058358金居86379.60-1.3065483中美晶849168.503.5076219富旺82023.750.35800877FH中國5G81712.27-0.0698299群聯721488.0021.50103260威剛693102.501.50116274台燿666105.008.20123511矽瑪64732.000.45136223旺矽574111.001.50143483力致5
名次股票名稱增減張數收盤價漲跌融券餘額昨日餘額12641正德-42818.45-0.405721,00023373熱映-16474.70-0.8072288633323加百裕-14944.800.106321245483中美晶-106168.503.5037047658936國統-9728.000.7034744468358金居-7279.60-1.3091899073362先進光-3288.90-3.1064767988086宏捷科-28140.50-1.0053155993227原相-22184.001.00120142103483力致-2092.703.60440460115223安力-
代號名稱成交股數成交金額成交價格(元)6547高端疫苗17,7926,236,044350.56589台康生技16,5992,406,8551455475德宏8,839193,55921.95820日盛金5,35568,79412.855483中美晶5,089857,480168.54121優盛4,253129,06830.351785光洋科3,818181,92147.655530龍巖3,478210,41260.54126太醫3,452262,68576.18924大田3,266473,5701456015宏遠證3,25381,64325.13707漢磊3,227216,84267.241
單位:張名稱外/陸(不含外自)外資自營投信自營商(自行)自營商(避險)三大法人6182合晶5,0980245-323725,68300888永豐台灣ESG-20004,2144,2128936國統2,35300002,3533707漢磊2,212003202,244020023元大櫃買半導體N00001,3831,3835483中美晶8490-231182861,2306219富旺820000418615347世界1,3480-5220.077-38236274台燿6660071027755609中菲行50501500947496187萬潤512050101307023511矽瑪6470000
代號名稱最高最低成交股數成交金額(元)6547高端疫苗391350.5301,845108,741,2656589台康生技161.5144.5143,40621,247,4565530龍巖65.660.694,7056,044,0446488環球晶84580539,91533,004,62000888永豐台灣ESG15.4315.2137,227570,6675483中美晶170.516634,4145,789,8248299群聯485.5473.532,28815,533,2114105東洋87.580.231,2782,562,2584736泰博21620829,9426,336,8255
代號名稱類型標的原始履約價重設後履約價到期日721239中美晶統一0C購03認購中美晶243.00188.80110/12/30721240威剛統一0B購06認購威剛147.30114.80110/11/30721241威剛統一12購02認購威剛147.30119.80111/02/07721242威剛統一12購03認購威剛147.30147.30111/02/07721251環球晶永豐0B購01認購環球晶1,207.501,033.50110/11/30721252大江國泰12購01認購大江374.25293.00111/02/07721285大江元大0B購01認購大江374.25281.1
簡稱代號標的最後交易日終止上櫃日履約價行使比例鈊象群益07購01717015鈊象110.07.21110.07.267000.022力旺群益07購01717048力旺110.07.22110.07.276880.015新鉅科群益07購01717077新鉅科110.07.23110.07.28600.175精材群益07購01717078精材110.07.23110.07.282200.1美琪瑪群益07購01717176美琪瑪110.07.28110.08.02900.3晶焱群益07購02717223晶焱110.07.01110.07.061280.1中美晶群益07購03717295中美晶110.
簡稱代號標的最後交易日終止上櫃日履約價行使比例波若威群益07購01715598波若威110.07.08110.07.13700.07萬潤群益07購01715703萬潤110.07.08110.07.131000.07佳邦群益07購01715754佳邦110.07.13110.07.16680.1雙鴻群益07購01715767雙鴻110.07.14110.07.193500.035佳邦群益07購02716066佳邦110.07.22110.07.27600.078中美晶群益07購01716328中美晶110.06.30110.07.05210.590.153金居群益07購01716415金居11
MoneyDJ新聞 2021-05-31 11:05:00 記者 萬惠雯 報導中美晶(5483)營運模式往控股公司發展,並在各個轉投資公司中進行資源的互補,創造最大集團的價值,目前中美晶除了本業太陽能事業之外,其它包括環球晶(6488)、台特化、朋程(8255)、兆遠(4944)以及宏捷科(8086)今年都可望全數獲利,營運往正面發展。中美晶目前旗下最大金雞為環球晶,持股51%,也是中美晶主要的營收和獲利來源;環球晶雖然今年首季受到美國德州停電、日本地震等天災衝擊,但第二季起此類不利因素即消失,營運可望回升;朋程去年係受到傳統油車車市不佳衝擊,今年營運則可望回升;宏捷科今年也加大擴產腳步,對未
名次股票名稱買賣超張數收盤價漲跌13264欣銓61042.551.6028924大田581145.005.5034105東洋50086.50-1.6045347世界441117.000.5056147頎邦18968.202.2065483中美晶181165.001.5078406金可-KY179175.506.0088086宏捷科135141.503.5096187萬潤100130.000.50103105穩懋99326.005.00115274信驊952,205.00-145.00123324雙鴻82167.006.50133374精材65154.005.00148436大江64244.00
名次股票名稱買賣超張數收盤價漲跌15820日盛金-2,31912.90-0.0528069元太-1,05861.500.7035530龍巖-1,05759.905.4043317尼克森-87462.800.4056182合晶-83150.800.8065483中美晶-823165.001.5074126太醫-69180.602.2084105東洋-67986.50-1.6093105穩懋-659326.005.00103552同致-613212.008.50116509聚和-59930.951.85123707漢磊-56467.701.10133260威剛-558101.002.2014473
認購/售歐/美式代號簡稱標的數量(仟單位)存續期間履約價認售歐式73941P威剛國票12售03威剛5,0008個月50.00認購美式721252大江國泰12購01大江8,0008個月374.25認購美式721253中美晶群益0C購01中美晶5,0007個月195.00認購美式721254宏捷科群益0C購01宏捷科5,0007個月178.00認購美式721255威剛群益0B購05威剛5,0006個月118.88認購美式721256威剛群益0B購06威剛5,0006個月128.88認購美式721257鈊象群益12購01鈊象5,0008個月1,200.00認購美式721245佳邦凱基0B購02佳邦5
認購/售歐/美式代號簡稱標的數量(仟單位)存續期間履約價認購美式721239中美晶統一0C購03中美晶5,0007個月243.00認購美式721240威剛統一0B購06威剛5,0006個月147.30認購美式721241威剛統一12購02威剛5,0008個月147.30認購美式721242威剛統一12購03威剛6,0008個月147.30認購美式721243威剛統一13購02威剛5,00010個月130.00認購美式721244茂達統一0C購04茂達5,0007個月188.00認購美式721273大田元富13購01大田5,0009個月160.00認購美式721274大江元富13購02大江5,0