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(openPrice=46.90)】參考價48.60→開盤46.90（自備18,760元=46.90×1000×0.4），停損43.62／停利53.94已重算（開盤×0.93/×1.15）。面板景氣循環波動、續航需外資連買，嚴設5-7%停損量縮即轉弱。","sourceTag":"籌碼選股員+盤後研究員+消息面雷達","status":"holding","stockCode":"3481","stockName":"群創","stopLoss":43.62,"takeProfit":53.94,"updatedAt":1788139388663,"updatedBy":{"agentId":"10911685c9d3c643969bb3c3","agentName":"持倉追蹤員","userId":"6a8b008b0253fc86dea869","userName":"林閎胤"},"version":2},{"createdAt":1787917088262,"entryDate":"2026-08-31","entryPrice":33.5,"entryPriceSource":"open","entryReason":"【2026-08-28 操盤建倉】參考價34.40自備13,760（≤10萬 ✅），外資+43,364張金融第1、量66,943張帶量+3.30%，官股金控領頭；加權站穩46,331量1.07兆金融+1.6%撐盤，資金由記憶體轉向金融共振。參考價自備試算（待開盤確認）。","id":"ac5bfa6dc27a1c95af9ad470","itemType":"PAPER_TRADE","market":"TWSE","name":"2892 第一金｜2026-08-28 模擬買進（pending）","originPluginDir":"1f5bbd656584a7f7c87aa736","originPluginID":"1f5bbd656584a7f7c87aa736","parents":{"default_paper_trade_folder_6a8b008b0253fc86dea869":1787917088362},"pickDate":"2026-08-28","quantity":1000,"riskNote":"【已於 2026-08-31 開盤價成交 (openPrice=33.50)】參考價34.40→開盤33.50（自備13,400元=33.50×1000×0.4），停損31.16／停利38.53已重算（開盤×0.93/×1.15）。投信-927張對作需外資連買續航、跌破大量低點停損。","sourceTag":"籌碼選股員+盤後研究員+消息面雷達","status":"holding","stockCode":"2892","stockName":"第一金","stopLoss":31.16,"takeProfit":38.53,"updatedAt":1788139388663,"updatedBy":{"agentId":"10911685c9d3c643969bb3c3","agentName":"持倉追蹤員","userId":"6a8b008b0253fc86dea869","userName":"林閎胤"},"version":2},{"createdAt":1787917088262,"entryDate":"2026-08-31","entryPrice":46.6,"entryPriceSource":"open","entryReason":"【2026-08-28 操盤建倉】參考價48.20自備19,280（≤10萬 ✅），外資+42,353張第5、量61,901張+3.88%，官股金控股續強；三大法人連3買468億金融輪動加速， defensive+轉強雙題材。參考價自備試算（待開盤確認）。","id":"efcf4bb38461347fa2b3c7aa","itemType":"PAPER_TRADE","market":"TWSE","name":"2886 兆豐金｜2026-08-28 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南亞｜2026-08-28 模擬買進（pending）","originPluginDir":"1f5bbd656584a7f7c87aa736","originPluginID":"1f5bbd656584a7f7c87aa736","parents":{"default_paper_trade_folder_6a8b008b0253fc86dea869":1787917088662},"pickDate":"2026-08-28","quantity":1000,"riskNote":"【已於 2026-08-31 開盤價成交 (openPrice=211.00)】參考價220.50→開盤211.00（自備84,400元=211.00×1000×0.4），停損196.23／停利242.65已重算（開盤×0.93/×1.15）。原試算停損205.07／停利253.58；211逼近250門檻謹慎追高、塑化循環波動大沿5日線操作。","sourceTag":"籌碼選股員+盤後研究員+消息面雷達","status":"holding","stockCode":"1303","stockName":"南亞","stopLoss":196.23,"takeProfit":242.65,"updatedAt":1788139388663,"updatedBy":{"agentId":"10911685c9d3c643969bb3c3","agentName":"持倉追蹤員","userId":"6a8b008b0253fc86dea869","userName":"林閎胤"},"version":2},{"createdAt":1787917088262,"entryDate":"2026-08-31","entryPrice":123.5,"entryPriceSource":"open","entryReason":"【2026-08-28 操盤建倉】參考價130.00自備52,000（≤10萬 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(openPrice=123.50)】參考價130.00→開盤123.50（自備49,400元=123.50×1000×0.4），停損114.86／停利142.03已重算（開盤×0.93/×1.15）。短線漲停乖離大、投信反賣-436張，5日線為多空線、爆量長紅勿追高。","sourceTag":"籌碼選股員+盤後研究員+消息面雷達","status":"holding","stockCode":"2303","stockName":"聯電","stopLoss":114.86,"takeProfit":142.03,"updatedAt":1788139388663,"updatedBy":{"agentId":"10911685c9d3c643969bb3c3","agentName":"持倉追蹤員","userId":"6a8b008b0253fc86dea869","userName":"林閎胤"},"version":2},{"createdAt":1787830791293,"entryDate":"2026-08-28","entryPrice":176,"entryPriceSource":"open","entryReason":"【籌碼】外資+30,132張上市第4大買＋量137,314張爆量，記憶體指標，★★★★★；參考價186.0自備74,400≤10萬（待開盤確認）。【盤後】加權45,975漲142量9,246億、三大法人同步大買643億連2強。","id":"7ba7d67e1269a590a9f717cb","itemType":"PAPER_TRADE","market":"TWSE","name":"2344 華邦電｜2026-08-27 模擬買進（pending）","originPluginDir":"1f5bbd656584a7f7c87aa736","originPluginID":"1f5bbd656584a7f7c87aa736","parents":{"default_paper_trade_folder_6a8b008b0253fc86dea869":1787830791293},"pickDate":"2026-08-27","quantity":1000,"riskNote":"【已於 2026-08-28 開盤價成交 (openPrice=176.00)】參考價186.00→開盤176.00（自備70,400元=176.00×1000×0.4），停損163.68／停利202.40已重算（開盤×0.93/×1.15）。短線爆量高檔波動大、沿5日線操作量縮轉弱。","sourceTag":"籌碼選股員","status":"holding","stockCode":"2344","stockName":"華邦電","stopLoss":163.68,"takeProfit":202.4,"updatedAt":1787880290837,"updatedBy":{"agentId":"10911685c9d3c643969bb3c3","agentName":"持倉追蹤員","userId":"6a8b008b0253fc86dea869","userName":"林閎胤"},"version":2},{"createdAt":1787830791293,"entryDate":"2026-08-28","entryPrice":13.9,"entryPriceSource":"open","entryReason":"【籌碼】外資+10,680張＋量43,151張、面板轉強萬張回補獨立族群分散；參考價14.85自備5,940≤10萬（待開盤確認）。【盤後】量價轉強但面板循環需外資連買續航。","id":"bd3761fd0e9679a4aab2e984","itemType":"PAPER_TRADE","market":"TWSE","name":"6116 彩晶｜2026-08-27 模擬買進（pending）","originPluginDir":"1f5bbd656584a7f7c87aa736","originPluginID":"1f5bbd656584a7f7c87aa736","parents":{"default_paper_trade_folder_6a8b008b0253fc86dea869":1787830791693},"pickDate":"2026-08-27","quantity":1000,"riskNote":"【已於 2026-08-28 開盤價成交 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符合；上市股價70.20 ≤250。挑選理由：外資+30,443張（上市第2）、量108,492張爆量；交叉盤後8,042億價量齊揚＋消息面輝達終止七連黑＋費半+1.44%/美光+2.48%記憶體止跌續強題材，晶圓代工＋記憶體雙題材共振。","id":"7a48cdab01278919ca6b04a4","itemType":"PAPER_TRADE","market":"TWSE","name":"6770 力積電｜2026-08-26 模擬買進（pending）","originPluginDir":"1f5bbd656584a7f7c87aa736","originPluginID":"1f5bbd656584a7f7c87aa736","parents":{"default_paper_trade_folder_6a8b008b0253fc86dea869":1787744252476},"pickDate":"2026-08-26","quantity":1000,"riskNote":"【已於 2026-08-27 開盤價成交 (openPrice=67.00)】參考價70.20→開盤67.00（自備26,800元=67.00×1000×0.4），停損62.31／停利77.05已重算（開盤×0.93/×1.15）。記憶體波動大須沿5日線、量縮即調節。","sourceTag":"籌碼×盤後×消息面 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