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台股收復波段高點Taiwan Equities Reclaim Swing Highs加權指數 9 月 7 日收 47,326.27 點，上漲 775.14 點、漲幅 1.67%，距 7 月 6 日高點 47,395 點僅一步之遙。The Taiex rose 775.14 points, or 1.67%, to close at 47,326.27 on September 7, just shy of the July 6 high of 47,395. 讀全文 →Read →

三大法人買超逾 1,000 億，期貨空單卻沒動Institutional Buying Exceeds NT$100 Billion, Yet Futures Shorts Hold Firm三大法人單日合計買超 1,127.19 億元，外資現貨買超 883.08 億元；外資期貨未平倉空單仍有 79,399 口，1 週前是 82,389 口。The three major institutional categories bought a combined net NT$112.7 billion in a single day, with foreign institutions buying a net NT$88.3 billion in the spot market. However, foreign institutional open short positions in futures remained at 79,399 contracts, compared with 82,389 contracts a week ago. 讀全文 →Read →

3 大央行本週接力表態Three Major Central Banks to Deliver Decisions This Week歐洲央行 9 月 10 日、聯準會 9 月 17 日、日本央行 9 月 18 日將陸續公布利率決策，市場緊盯 9 月 11 日美國 8 月CPI。The European Central Bank on September 10, the Federal Reserve on September 17, and the Bank of Japan on September 18 will announce interest rate decisions, as markets closely watch U.S. August CPI on September 11. 讀全文 →Read →

官股單日賣超逾 200 億元State-Owned Banks Sell Over NT$20 Billion in a Single Day八大公股銀行單日賣超 212.63 億元，近 20 個交易日累計賣超 553 億元，這波反彈沒有看到官股資金進場的痕跡。The eight major state-owned banks sold a net NT$21.2 billion in a single day, bringing cumulative net selling over the past 20 trading days to NT$55.3 billion, showing no signs of state-backed capital entering during this rebound. 讀全文 →Read →

大立光遭外資調降評等Largan Downgraded to Sell by Foreign Brokerage理由分兩層：CPO題材認證仍早、評價已跑得太前面；智慧型手機鏡頭業務同時受記憶體成本上升壓抑，是近年對這檔股王最直白的一次看空。The downgrade rests on two factors: it is too early to validate CPO themes, and valuations have run too far ahead. Meanwhile, the smartphone lens business is squeezed by rising memory costs, marking the most direct bearish call on the former stock king in recent years. 讀全文 →Read →

友達、群創同遭維持評等AUO and Innolux Maintained at Neutral法人示警記憶體與零組件成本轉嫁，恐讓下半年IT面板市場「旺季不旺」，2 檔面板廠評等原地不動。Institutional analysts warn that the pass-through of memory and component costs could lead to a disappointing peak season for the IT panel market in the second half of the year, leaving ratings for both panel makers unchanged.

華邦電第 2 季每股盈餘創單季新高Winbond Q2 EPS Hits Single-Quarter Record High實際每股盈餘 5.40 元、毛利率 66.25%，法人圈同步看好南亞科、旺宏與群聯，記憶體缺口延續是共同理由。Winbond reported EPS of NT$5.40 and a gross margin of 66.25%. Institutional analysts are simultaneously bullish on Nanya Technology, Macronix, and Phison, citing the prolonged memory supply deficit as a shared catalyst. 讀全文 →Read →

群光 8 月營收年減逾 2 成Chicony August Revenue Falls Over 20% Year-on-Year公司給出的理由是原料價格走高、關鍵半導體零件缺貨，客戶端採購普遍放緩，是記憶體漲價鏈上少數自認受害的公司之一。The company cited rising raw material prices and shortages of key semiconductor components, which slowed customer procurement, making it one of the few firms in the memory supply chain to acknowledge being negatively impacted. 讀全文 →Read →

蘋果 9 月 9 日發表首款摺疊iPhoneApple to Unveil First Foldable iPhone on September 9市場預估頂規機種零售價上看 2,399 美元，較現有Pro Max機種貴出 600 美元，2 奈米晶圓與記憶體成本是主要推手。Market estimates put the retail price of the top-tier model at up to USD 2,399, which is USD 600 more expensive than the current Pro Max model, driven primarily by 2nm wafer and memory costs. 讀全文 →Read →