{"allowContribute":false,"item":{"activeCommit":"c79d722aef8514adf03ac4d450663d03c54640ca","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"8e19d11d04c10f05","createdAt":1787820839469,"displayName":"台股行情面板","gitCommit":"c79d722aef8514adf03ac4d450663d03c54640ca","id":"2de9f16af659fb16f865a699","isPublic":true,"itemType":"PLUGIN","name":"台股行情面板","pluginDir":"2de9f16af659fb16f865a699","repositoryID":"repo_56b6c224f449a94c5e3c52e3","status":"active","updatedAt":1788148660161,"updatedBy":{"userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":15},"ownerMemberId":"6a8ff8980123bafb300880","ownerName":"Levi","publicPlugins":{"PLUGIN":{"pluginItemId":"2de9f16af659fb16f865a699","pluginDir":"2de9f16af659fb16f865a699","bundleHash":"8e19d11d04c10f05","live":true}},"subtree":[{"activeCommit":"c79d722aef8514adf03ac4d450663d03c54640ca","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"8e19d11d04c10f05","createdAt":1787820839469,"displayName":"台股行情面板","gitCommit":"c79d722aef8514adf03ac4d450663d03c54640ca","id":"2de9f16af659fb16f865a699","isPublic":true,"itemType":"PLUGIN","name":"台股行情面板","pluginDir":"2de9f16af659fb16f865a699","repositoryID":"repo_56b6c224f449a94c5e3c52e3","status":"active","updatedAt":1788148660161,"updatedBy":{"userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":15},{"createdAt":1787881220187,"id":"3c2929cd93c7d3bc57b657ca","itemType":"INVEST_FOLDER","name":"台股投資建議","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"investment":1787881220187},"updatedAt":1787881220187,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210588914,"id":"abe05420a07cdfa8f0621be2","itemType":"SUGGESTED_STOCK","name":"3026 禾伸堂 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210589014},"reason":"【其他建議（當沖隔日不留倉）】被動元件MLCC，與國巨、華新科同族群連動。試撮768漲約1%健康可操作，隔日不留倉。","referencePrice":768,"stockCode":"3026","stockName":"禾伸堂","tradeDate":"2026-09-24","updatedAt":1790210588914,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210588914,"id":"ccafc0a583e26b294d81671c","itemType":"SUGGESTED_STOCK","name":"2884 玉山金 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210588914},"reason":"【其他建議（當沖隔日不留倉）】金融防禦當沖；09-23投信轉賣、自營接手，金融抗震。試撮45.5跌約3.8%健康壓回，殺低可短接反彈、隔日不留倉。","referencePrice":45.5,"stockCode":"2884","stockName":"玉山金","tradeDate":"2026-09-24","updatedAt":1790210588914,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210588914,"id":"c8516b53dcfe1dd2dcb1313f","itemType":"SUGGESTED_STOCK","name":"3443 創意 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210589214},"reason":"【其他建議（當沖隔日不留倉）】ASIC超級週期＋博通AI展望點火，09-23盤中8540再創新高、外資首評目標12000元。但試撮7980超漲停7150約11.6%疑似假單僅供波動參考，開盤勿追、等搓合壓回。","referencePrice":7980,"stockCode":"3443","stockName":"創意","tradeDate":"2026-09-24","updatedAt":1790210588914,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210588914,"id":"bd96cee769c862c29c3c0cb2","itemType":"SUGGESTED_STOCK","name":"3661 世芯-KY - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210589314},"reason":"【其他建議（當沖隔日不留倉）】ASIC鏈、大摩看多AI。但試撮3850超漲停3624.5約6.2%疑似假單僅供波動參考，跳空大僅做波動、嚴設停損。","referencePrice":3850,"stockCode":"3661","stockName":"世芯-KY","tradeDate":"2026-09-24","updatedAt":1790210588914,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210588914,"id":"85a3909aab51a47f67e75deb","itemType":"SUGGESTED_STOCK","name":"3231 緯創 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210589114},"reason":"【其他建議（當沖隔日不留倉）】AI組裝鏈，與鴻海、廣達連動。試撮181.5跌約2.7%健康壓回，壓回接、隔日不留倉。","referencePrice":181.5,"stockCode":"3231","stockName":"緯創","tradeDate":"2026-09-24","updatedAt":1790210588914,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210578368,"id":"09fbec86b5f2ef4ba2c1d550","itemType":"SUGGESTED_STOCK","name":"2603 長榮 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210578768},"reason":"【其他建議（當沖隔日不留倉）】航運＋美伊交火油價題材。試撮248漲2.3%健康可操作，隔日不留倉。","referencePrice":248,"stockCode":"2603","stockName":"長榮","tradeDate":"2026-09-24","updatedAt":1790210578368,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210578368,"id":"44d53baad697d7c140b9abaa","itemType":"SUGGESTED_STOCK","name":"2492 華新科 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210578668},"reason":"【其他建議（當沖隔日不留倉）】被動元件＋MLCC漲價題材。試撮301漲1.3%健康可操作，隔日不留倉。","referencePrice":301,"stockCode":"2492","stockName":"華新科","tradeDate":"2026-09-24","updatedAt":1790210578368,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210578368,"id":"4e7fb89e6001de99099a8fe6","itemType":"SUGGESTED_STOCK","name":"2449 京元電子 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210578568},"reason":"【其他建議（當沖隔日不留倉）】封測＋AI晶片放量。試撮296超漲停291.5約1.5%疑似假單僅供波動參考，跳空大只看波動不追價。","referencePrice":296,"stockCode":"2449","stockName":"京元電子","tradeDate":"2026-09-24","updatedAt":1790210578368,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210578368,"id":"3effaf3a4b1073887883cbda","itemType":"SUGGESTED_STOCK","name":"2327 國巨 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210578368},"reason":"【其他建議（當沖隔日不留倉）】被動元件＋村田停產MLCC（信昌電光頡漲停、國巨翻紅）。試撮558漲5.5%健康可操作，隔日不留倉。","referencePrice":558,"stockCode":"2327","stockName":"國巨","tradeDate":"2026-09-24","updatedAt":1790210578368,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790210578368,"id":"0e3b0f3e7bd930c48c3b2d15","itemType":"SUGGESTED_STOCK","name":"2368 金像電 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210578468},"reason":"【其他建議（當沖隔日不留倉）】PCB＋AI伺服器板。試撮1230超漲停1045約17.7%疑似假單僅供波動參考，跳空大等搓合壓回再做多、嚴設停損。","referencePrice":1230,"stockCode":"2368","stockName":"金像電","tradeDate":"2026-09-24","updatedAt":1790210578368,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210560153,"id":"d0da98b198936516df04d568","itemType":"SUGGESTED_STOCK","name":"2881 富邦金 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210560453},"reason":"【長期持有】金融防禦＋央行連10凍息利差穩定；09-23投信轉賣42億時自營接手58億，金融抗震。試撮153.5漲1.3%健康，歷史新高＋夜盤挫403點時的防禦核心。","referencePrice":153.5,"stockCode":"2881","stockName":"富邦金","tradeDate":"2026-09-24","updatedAt":1790210560153,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210560153,"id":"9fdf6eb5c9a2d0d24fa0a3bc","itemType":"SUGGESTED_STOCK","name":"2382 廣達 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210560153},"reason":"【短期持有】8月營收4239.71億首破4000億創歷史新高，AI伺服器出貨爆發；09-23收盤新高48157、日K連六紅。試撮340小跌1.2%健康壓回，短線營收題材續抱。","referencePrice":340,"stockCode":"2382","stockName":"廣達","tradeDate":"2026-09-24","updatedAt":1790210560153,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210560153,"id":"07fe2fb079932e48397091da","itemType":"SUGGESTED_STOCK","name":"2408 南亞科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210560253},"reason":"【短期持有】8月營收446.9億再創歷史新高＋外資09-23大買2.9萬張（151.86億、收515元+3.62%），記憶體接棒核心。試撮518漲約6%跳空大，開盤勿追、等壓回再接、嚴設停損。","referencePrice":518,"stockCode":"2408","stockName":"南亞科","tradeDate":"2026-09-24","updatedAt":1790210560153,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210560153,"id":"fd251dfaee2424758f1705be","itemType":"SUGGESTED_STOCK","name":"6770 力積電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210560553},"reason":"【短期持有】外資09-23再買約2.4萬張、連日掃貨王，成熟製程＋記憶體雙題材。試撮73.1漲2.7%健康，短線跟外資單、嚴設停損。","referencePrice":73.1,"stockCode":"6770","stockName":"力積電","tradeDate":"2026-09-24","updatedAt":1790210560153,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210560153,"id":"8abf1ca598457ba9bbb57e19","itemType":"SUGGESTED_STOCK","name":"2454 聯發科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210560353},"reason":"【短期持有】營收創高＋2奈米新品＋大摩點名、外資連5加碼（09-23再加49.6萬股）。試撮4980超漲停4950約10.7%疑似假單僅供波動參考，開盤勿追高、等搓合壓回再接。","referencePrice":4980,"stockCode":"2454","stockName":"聯發科","tradeDate":"2026-09-24","updatedAt":1790210560153,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210542876,"id":"502e675f33c96425b0913983","itemType":"SUGGESTED_STOCK","name":"2330 台積電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210543176},"reason":"【長期持有】09-23漲40元收2500貢獻約317點、9月營收上看5200億，外資09-23回補712萬股；但夜盤挫403點＋美債19年高點警訊。試撮2465較昨日收2500回檔約1.4%健康壓回，長線續抱、等守穩2500。","referencePrice":2465,"stockCode":"2330","stockName":"台積電","tradeDate":"2026-09-24","updatedAt":1790210542876,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210542876,"id":"c117f781ad21287d7a1c1ad1","itemType":"SUGGESTED_STOCK","name":"2303 聯電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210542976},"reason":"【短期持有】成熟製程回溫＋外資先前掃貨標的；09-23外資換股加碼記憶體＋傳產，聯電聯動受惠。試撮159.5漲8.1%逼近漲停162.25但未超，跳空大開盤勿追、等壓回再接。","referencePrice":159.5,"stockCode":"2303","stockName":"聯電","tradeDate":"2026-09-24","updatedAt":1790210542876,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210542876,"id":"1764bb7ee4df738b1a58e8ea","itemType":"SUGGESTED_STOCK","name":"2317 鴻海 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210543076},"reason":"【長期持有】AI伺服器鏈核心，與廣達8月營收4239億新高連動，大摩看多AI 23檔之一；09-23加權首度站上48K、日K連六紅。試撮256漲2.2%健康，長線續抱。","referencePrice":256,"stockCode":"2317","stockName":"鴻海","tradeDate":"2026-09-24","updatedAt":1790210542876,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210542876,"id":"9d3ea7119ce3ba8d216971f8","itemType":"SUGGESTED_STOCK","name":"2344 華邦電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210543276},"reason":"【短期持有】記憶體族群＋英飛凌356億併購案效益，外資09-23大買南亞科2.9萬張連動；惟華邦電先前曾遭提款2.5萬張分歧。試撮170平盤健康，短打快進快出、嚴設停損。","referencePrice":170,"stockCode":"2344","stockName":"華邦電","tradeDate":"2026-09-24","updatedAt":1790210542876,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790210542876,"id":"b1b308c44b9a625b3e80de5d","itemType":"SUGGESTED_STOCK","name":"1303 南亞 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790210542876},"reason":"【短期持有】台塑四寶8月營收全增、南亞創50個月新高＋7月EPS 0.4元；09-23收48157收盤新高、外資連5買373億，塑化補漲鏈續強。試撮234.5小跌0.6%健康，短線續抱。","referencePrice":234.5,"stockCode":"1303","stockName":"南亞","tradeDate":"2026-09-24","updatedAt":1790210542876,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124135606,"id":"f839cc4510978a667988ea9f","itemType":"SUGGESTED_STOCK","name":"3026 禾伸堂 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124135706},"reason":"【其他建議（當沖隔日不留倉）】被動元件MLCC。試撮787漲3.6%健康可操作，隔日不留倉。","referencePrice":787,"stockCode":"3026","stockName":"禾伸堂","tradeDate":"2026-09-23","updatedAt":1790124135606,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124135606,"id":"56461dcfc81d0621c5e41afe","itemType":"SUGGESTED_STOCK","name":"3231 緯創 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124135806},"reason":"【其他建議（當沖隔日不留倉）】AI組裝鏈。試撮182.5小跌2.1%健康可操作，壓回接、隔日不留倉。","referencePrice":182.5,"stockCode":"3231","stockName":"緯創","tradeDate":"2026-09-23","updatedAt":1790124135606,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124135606,"id":"b314f5abac88a1e8639eb7e8","itemType":"SUGGESTED_STOCK","name":"2884 玉山金 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124135906},"reason":"【其他建議（當沖隔日不留倉）】金融防禦當沖。試撮45跌4.9%健康可操作，殺低可短接反彈、隔日不留倉。","referencePrice":45,"stockCode":"2884","stockName":"玉山金","tradeDate":"2026-09-23","updatedAt":1790124135606,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124135606,"id":"c8f9d7d9c5b9436e77ccfe10","itemType":"SUGGESTED_STOCK","name":"2492 華新科 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124135606},"reason":"【其他建議（當沖隔日不留倉）】被動元件+MLCC漲價題材。試撮308漲3.7%健康可操作，隔日不留倉。","referencePrice":308,"stockCode":"2492","stockName":"華新科","tradeDate":"2026-09-23","updatedAt":1790124135606,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124135606,"id":"79d1d0a97706c096aac44d6d","itemType":"SUGGESTED_STOCK","name":"2603 長榮 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124136006},"reason":"【其他建議（當沖隔日不留倉）】航運+美伊交火油價題材。試撮241小跌0.6%健康可操作，隔日不留倉。","referencePrice":241,"stockCode":"2603","stockName":"長榮","tradeDate":"2026-09-23","updatedAt":1790124135606,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124128951,"id":"428d84cb2f443cd05b3b9761","itemType":"SUGGESTED_STOCK","name":"3443 創意 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124128951},"reason":"【其他建議（當沖隔日不留倉）】ASIC超級週期+博通2300億美元AI展望點火。但試撮9210超漲停7150約28.9%疑似假單僅供波動參考，開盤勿追、等搓合回落再短打。","referencePrice":9210,"stockCode":"3443","stockName":"創意","tradeDate":"2026-09-23","updatedAt":1790124128951,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124128951,"id":"6d175896c99477ded65d5887","itemType":"SUGGESTED_STOCK","name":"3661 世芯-KY - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124129051},"reason":"【其他建議（當沖隔日不留倉）】ASIC鏈、大摩看多AI。試撮3890超漲停3624約7.4%疑似假單僅供波動參考，跳空大僅做波動、嚴設停損。","referencePrice":3890,"stockCode":"3661","stockName":"世芯-KY","tradeDate":"2026-09-23","updatedAt":1790124128951,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124128951,"id":"04206049a6df18614e27e7b0","itemType":"SUGGESTED_STOCK","name":"2449 京元電子 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124129151},"reason":"【其他建議（當沖隔日不留倉）】封測+AI晶片放量。試撮326超漲停291.5約11.8%疑似假單僅供波動參考，跳空王只看波動不追價。","referencePrice":326,"stockCode":"2449","stockName":"京元電子","tradeDate":"2026-09-23","updatedAt":1790124128951,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124128951,"id":"138201a7d1be1e366295c7c9","itemType":"SUGGESTED_STOCK","name":"2327 國巨 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124129351},"reason":"【其他建議（當沖隔日不留倉）】被動元件+村田停產MLCC（信昌電光頡漲停、國巨翻紅）。試撮571漲7.9%健康可操作，隔日不留倉。","referencePrice":571,"stockCode":"2327","stockName":"國巨","tradeDate":"2026-09-23","updatedAt":1790124128951,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790124128951,"id":"93864e7b29db7ddecb5b6313","itemType":"SUGGESTED_STOCK","name":"2368 金像電 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124129251},"reason":"【其他建議（當沖隔日不留倉）】PCB+AI伺服器板。試撮1095超漲停1045約4.8%疑似假單僅供波動參考，跳空大等壓回再做多。","referencePrice":1095,"stockCode":"2368","stockName":"金像電","tradeDate":"2026-09-23","updatedAt":1790124128951,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124117113,"id":"13f66e73cc1e00a5bc897913","itemType":"SUGGESTED_STOCK","name":"2344 華邦電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124117213},"reason":"【短期持有】外資先前掃4.2萬張、記憶體族群，但昨日反遭提款2.5萬張轉弱。試撮175.5漲3.2%健康，短打快進快出。","referencePrice":175.5,"stockCode":"2344","stockName":"華邦電","tradeDate":"2026-09-23","updatedAt":1790124117113,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124117113,"id":"425394f736cf88848aba9c3f","itemType":"SUGGESTED_STOCK","name":"6770 力積電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124117513},"reason":"【短期持有】外資先前狂掃7.7萬張買超王，成熟製程+記憶體雙題材。試撮72.7漲2.1%健康，短線跟外資單。","referencePrice":72.7,"stockCode":"6770","stockName":"力積電","tradeDate":"2026-09-23","updatedAt":1790124117113,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124117113,"id":"0baf8834e75baf87454f133e","itemType":"SUGGESTED_STOCK","name":"2303 聯電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124117113},"reason":"【短期持有】外資掃貨標的（先前掃2.8萬張），成熟製程回溫。但試撮163.5超漲停162.25約10.8%疑似假單僅供波動參考，開盤勿追、等回測再接。","referencePrice":163.5,"stockCode":"2303","stockName":"聯電","tradeDate":"2026-09-23","updatedAt":1790124117113,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124117113,"id":"48f5c0939281914239cdcd84","itemType":"SUGGESTED_STOCK","name":"1303 南亞 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124117313},"reason":"【短期持有】台塑四寶8月營收全增、南亞創50個月新高+7月EPS0.4元。試撮232小跌1.7%健康，塑化補漲續抱。","referencePrice":232,"stockCode":"1303","stockName":"南亞","tradeDate":"2026-09-23","updatedAt":1790124117113,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124117113,"id":"c7a725213b08008674c7750e","itemType":"SUGGESTED_STOCK","name":"2881 富邦金 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124117413},"reason":"【長期持有】金融防禦+外資逆勢買金融，央行連10凍息利差穩定。試撮156漲3%健康，歷史新高震盪逾800點時的防禦核心。","referencePrice":156,"stockCode":"2881","stockName":"富邦金","tradeDate":"2026-09-23","updatedAt":1790124117113,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124102430,"id":"db48efef5ae4749d275ba150","itemType":"SUGGESTED_STOCK","name":"2317 鴻海 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124102530},"reason":"【長期持有】AI伺服器鏈核心，與廣達8月營收4239億新高連動，大摩看多AI23檔之一。試撮255.5漲2%健康，長線AI組裝續抱。","referencePrice":255.5,"stockCode":"2317","stockName":"鴻海","tradeDate":"2026-09-23","updatedAt":1790124102430,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124102430,"id":"10432e429d495448da490cee","itemType":"SUGGESTED_STOCK","name":"2330 台積電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124102430},"reason":"【長期持有】台股09-22收47800歷史新高、成交1.02兆，外資連4買447億，台積ADR+0.71%、夜盤48555、那指新高；9月營收上看5200億、大摩60頁看多AI點名。試撮2450小漲1%健康，長線AI核心續抱。","referencePrice":2450,"stockCode":"2330","stockName":"台積電","tradeDate":"2026-09-23","updatedAt":1790124102430,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124102430,"id":"8bec2c0a4e2df7ba80bbdb59","itemType":"SUGGESTED_STOCK","name":"2408 南亞科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124102830},"reason":"【短期持有】8月營收446.9億再創歷史新高，DRAM漲價循環。試撮505漲3.5%健康；惟外資昨日砍南亞科3.4萬張、華邦電遭提款2.5萬張族群分歧，短打嚴設停損。","referencePrice":505,"stockCode":"2408","stockName":"南亞科","tradeDate":"2026-09-23","updatedAt":1790124102430,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124102430,"id":"b22d4771a3110e8d03678d7c","itemType":"SUGGESTED_STOCK","name":"2454 聯發科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124102630},"reason":"【短期持有】營收創高+2奈米新品+大摩點名、外資掃聯發科182億。但試撮5435超漲停4950約20.8%疑似假單僅供波動參考，開盤勿追高、等壓回再接。","referencePrice":5435,"stockCode":"2454","stockName":"聯發科","tradeDate":"2026-09-23","updatedAt":1790124102430,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790124102430,"id":"93a763e8d6c10010db873357","itemType":"SUGGESTED_STOCK","name":"2382 廣達 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790124102730},"reason":"【短期持有】8月營收4239.71億首破4000億創歷史新高，AI伺服器出貨爆發。試撮348小漲1.2%健康，短線營收題材續抱。","referencePrice":348,"stockCode":"2382","stockName":"廣達","tradeDate":"2026-09-23","updatedAt":1790124102430,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037794198,"id":"9ecdc63da51494ef2d76d7a4","itemType":"SUGGESTED_STOCK","name":"2884 玉山金 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037794498},"reason":"【其他建議（當沖隔日不留倉）】金融跟漲富邦金、大盤挑戰歷史高穩盤工具。試撮46.2較參考47.3開低約2.3%逆向。當沖做開低走高反彈波，隔日不留倉。","referencePrice":46.2,"stockCode":"2884","stockName":"玉山金","tradeDate":"2026-09-22","updatedAt":1790037794198,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037794198,"id":"63908c59a347d52a151bd15d","itemType":"SUGGESTED_STOCK","name":"2492 華新科 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037794198},"reason":"【其他建議（當沖隔日不留倉）】被動元件族群跟漲國巨。試撮318較參考297小高約7.1%偏強但未超漲停326.5屬可操作區間。當沖跟隨族群氣氛短打，隔日不留倉。","referencePrice":318,"stockCode":"2492","stockName":"華新科","tradeDate":"2026-09-22","updatedAt":1790037794198,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037794198,"id":"d19016f2f62ced81007534be","itemType":"SUGGESTED_STOCK","name":"3231 緯創 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037794398},"reason":"【其他建議（當沖隔日不留倉）】AI組裝跟廣達連動。試撮188貼近參考186.5溫和平盤開。當沖做區間186-190來回價差，隔日不留倉。","referencePrice":188,"stockCode":"3231","stockName":"緯創","tradeDate":"2026-09-22","updatedAt":1790037794198,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037794198,"id":"643f9b0a9c0d94f001e6a433","itemType":"SUGGESTED_STOCK","name":"2603 長榮 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037794598},"reason":"【其他建議（當沖隔日不留倉）】航運傳產補漲+大盤挑戰歷史高類股輪動。試撮250較參考242.5小高約3.1%溫和開。當沖看250整數關卡支撐反彈力道，隔日不留倉。","referencePrice":250,"stockCode":"2603","stockName":"長榮","tradeDate":"2026-09-22","updatedAt":1790037794198,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037794198,"id":"3151592df40bec614deb9b01","itemType":"SUGGESTED_STOCK","name":"3026 禾伸堂 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037794298},"reason":"【其他建議（當沖隔日不留倉）】被動元件MLCC漲價題材。試撮800較參考760開高約5.3%強勢。當沖看800整數關卡得失，假跌破即反手，隔日不留倉。","referencePrice":800,"stockCode":"3026","stockName":"禾伸堂","tradeDate":"2026-09-22","updatedAt":1790037794198,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037786862,"id":"afe0afa2badcba042ad381a7","itemType":"SUGGESTED_STOCK","name":"2327 國巨 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037787262},"reason":"【其他建議（當沖隔日不留倉）】被動元件村田停產MLCC轉單題材+信昌電漲停連動。試撮550較參考529小高約4%健康開。當沖看能否帶量突破555，隔日不留倉。","referencePrice":550,"stockCode":"2327","stockName":"國巨","tradeDate":"2026-09-22","updatedAt":1790037786862,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037786862,"id":"aa67c93f732bb2c74e66d778","itemType":"SUGGESTED_STOCK","name":"3661 世芯-KY - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037786962},"reason":"【其他建議（當沖隔日不留倉）】ASIC跟創意連動+外資由賣轉買；試撮3850較參考3295跳空約16.8%已超漲停3624疑似試撮假單，僅供波動參考。當沖看開盤是否站穩3750，量縮即跑，隔日不留倉。","referencePrice":3850,"stockCode":"3661","stockName":"世芯-KY","tradeDate":"2026-09-22","updatedAt":1790037786862,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037786862,"id":"b0997a5b8892bc22f05aa131","itemType":"SUGGESTED_STOCK","name":"3443 創意 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037786862},"reason":"【其他建議（當沖隔日不留倉）】ASIC妖股博通超級週期+費半+4.29%助攻；試撮8375較參考6500暴衝約28.8%已遠超漲停7150疑似試撮假單，僅供波動參考。當沖只做開盤五分鐘確認方向，隔日不留倉。","referencePrice":8375,"stockCode":"3443","stockName":"創意","tradeDate":"2026-09-22","updatedAt":1790037786862,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037786862,"id":"76fe20ac012e128cb822d274","itemType":"SUGGESTED_STOCK","name":"2368 金像電 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037787162},"reason":"【其他建議（當沖隔日不留倉）】PCB族群AI伺服器拉貨；試撮1080較參考950跳空約13.7%已超漲停1045疑似試撮假單，僅供波動參考。當沖沿五分K多空線操作，跌破開盤低點即停損，隔日不留倉。","referencePrice":1080,"stockCode":"2368","stockName":"金像電","tradeDate":"2026-09-22","updatedAt":1790037786862,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1790037786862,"id":"9cc5bac8ce256c535c938df8","itemType":"SUGGESTED_STOCK","name":"2449 京元電 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037787062},"reason":"【其他建議（當沖隔日不留倉）】封測受惠AI晶片放量+大摩點名；試撮312較參考265暴衝約17.7%已超漲停291.5疑似試撮假單，連兩日跳空王僅供波動參考。當沖必等開盤冷靜期再出手，隔日不留倉。","referencePrice":312,"stockCode":"2449","stockName":"京元電","tradeDate":"2026-09-22","updatedAt":1790037786862,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037777261,"id":"2683148c584a73bfa0cde5ff","itemType":"SUGGESTED_STOCK","name":"2881 富邦金 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037777561},"reason":"【長期持有】金融防禦+升息受惠：Fed首升後利差擴大，大盤挑戰歷史高金融穩盤必備；外資連3買回補金融。試撮155.5較參考151.5小高約2.6%穩健開，長線持有領息。","referencePrice":155.5,"stockCode":"2881","stockName":"富邦金","tradeDate":"2026-09-22","updatedAt":1790037777261,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037777261,"id":"77c408746291ee2fc0ada8ae","itemType":"SUGGESTED_STOCK","name":"2344 華邦電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037777361},"reason":"【短期持有】砸356億全現金收購英飛凌記憶體事業、大摩點名；但09-21遭外資提款2.5萬張轉弱留意。試撮180較參考170小高約5.9%偏強開，短線持有、跌破5日線即出。","referencePrice":180,"stockCode":"2344","stockName":"華邦電","tradeDate":"2026-09-22","updatedAt":1790037777261,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037777261,"id":"f767ecf0a6ae11905a095dfd","itemType":"SUGGESTED_STOCK","name":"2303 聯電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037777261},"reason":"【短期持有】外資9/18大買2.8萬張、投信大買87億，成熟製程龍頭+大摩點名；夜盤大漲728點權值補漲可期。試撮161.5較參考147.5跳空約9.5%強勢，開高分批承接，短線持有。","referencePrice":161.5,"stockCode":"2303","stockName":"聯電","tradeDate":"2026-09-22","updatedAt":1790037777261,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037777261,"id":"94566445b6167f6e74c23537","itemType":"SUGGESTED_STOCK","name":"1303 南亞 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037777461},"reason":"【短期持有】台塑四寶營收全增南亞創50個月新高、塑化超跌反彈+中秋後傳產補漲；09-21大盤量縮外資轉買傳產。試撮242較參考236小高約2.5%溫和開，短線持有。","referencePrice":242,"stockCode":"1303","stockName":"南亞","tradeDate":"2026-09-22","updatedAt":1790037777261,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037777261,"id":"c8c134f9ef60dab050f5f780","itemType":"SUGGESTED_STOCK","name":"6770 力積電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037777661},"reason":"【短期持有】外資9/18買超張數王掃7.7萬張、投信連買，成熟製程+記憶體雙題材、大摩點名；夜盤+728權值中小齊揚。試撮74.4較參考71.2開高約4.5%健康，短線持有。","referencePrice":74.4,"stockCode":"6770","stockName":"力積電","tradeDate":"2026-09-22","updatedAt":1790037777261,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037768301,"id":"101249d38f8b17d297b6d15b","itemType":"SUGGESTED_STOCK","name":"2330 台積電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037768301},"reason":"【長期持有】護國神山基本面接棒：9月營收上看5200億、大摩AI首選；09-21收2480大漲20元、ADR創2個月新高441美元、費半飆4.29%+夜盤大漲728點挑戰歷史高。試撮2470較參考2425小高約1.9%溫和開，長線持有。","referencePrice":2470,"stockCode":"2330","stockName":"台積電","tradeDate":"2026-09-22","updatedAt":1790037768301,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037768301,"id":"d6ca705a836400eee703a40f","itemType":"SUGGESTED_STOCK","name":"2382 廣達 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037768601},"reason":"【短期持有】8月營收4239億首破4000億創歷史新高，AI伺服器拉貨+9月營收行情接棒；費半+4.29%助攻AI鏈。試撮345貼近參考344平穩開，位置穩健短線續航。","referencePrice":345,"stockCode":"2382","stockName":"廣達","tradeDate":"2026-09-22","updatedAt":1790037768301,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037768301,"id":"9b8537d070f4faaa0920ae9b","itemType":"SUGGESTED_STOCK","name":"2317 鴻海 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037768401},"reason":"【長期持有】長線AI組裝龍頭，GB200/ASIC拉貨旺季+年底作帳題材；09-21大盤+538站47718、外資連3買，電子重返主流。試撮248較參考250.5小低約1%平穩開，逢低長線持有。","referencePrice":248,"stockCode":"2317","stockName":"鴻海","tradeDate":"2026-09-22","updatedAt":1790037768301,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037768301,"id":"3154351acab3ef1799c03b6e","itemType":"SUGGESTED_STOCK","name":"2454 聯發科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037768501},"reason":"【短期持有】上週外資金額買超王掃182億、8月營收新高、輝達ECB、大摩點名；09-21外資續買超聯發科+投信買盤回頭。試撮5260較參考4500暴衝約16.9%已超漲停上限疑似試撮假單，僅供波動參考，開盤以實際開價為準，短線持有勿追高。","referencePrice":5260,"stockCode":"2454","stockName":"聯發科","tradeDate":"2026-09-22","updatedAt":1790037768301,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1790037768301,"id":"b288141033afb96d70c32bac","itemType":"SUGGESTED_STOCK","name":"2408 南亞科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790037768701},"reason":"【短期持有】記憶體三雄之首：外資連日大買、美光HBM題材+費半+4.29%助攻，DRAM報價續揚；但09-21華邦電反遭提款2.5萬張族群分歧留意。試撮528較參考488跳空約8.2%強勢，追高宜分批，短線持有。","referencePrice":528,"stockCode":"2408","stockName":"南亞科","tradeDate":"2026-09-22","updatedAt":1790037768301,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951423554,"id":"7739f7b56e38c27469a08a2e","itemType":"SUGGESTED_STOCK","name":"2884 玉山金 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951423854},"reason":"【其他建議（當沖隔日不留倉）】金融跟漲富邦金、大盤挑戰48K穩盤工具，試撮46較參考47.3開低約2.7%逆向。當沖做開低走高反彈波，隔日不留倉。","referencePrice":46,"stockCode":"2884","stockName":"玉山金","tradeDate":"2026-09-21","updatedAt":1789951423554,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951423554,"id":"18e4b2860df51732f5cf753e","itemType":"SUGGESTED_STOCK","name":"2492 華新科 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951423554},"reason":"【其他建議（當沖隔日不留倉）】被動元件族群跟漲國巨，試撮301.5較參考297小高約1.5%。代號symbols核驗為華新科無誤。當沖跟隨族群氣氛短打，隔日不留倉。","referencePrice":301.5,"stockCode":"2492","stockName":"華新科","tradeDate":"2026-09-21","updatedAt":1789951423554,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951423554,"id":"112570eff293cf8c05c210d7","itemType":"SUGGESTED_STOCK","name":"3026 禾伸堂 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951423654},"reason":"【其他建議（當沖隔日不留倉）】被動元件MLCC漲價題材，試撮799較參考760開高約5.1%強勢。當沖看800整數關卡得失，假跌破即反手，隔日不留倉。","referencePrice":799,"stockCode":"3026","stockName":"禾伸堂","tradeDate":"2026-09-21","updatedAt":1789951423554,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951423554,"id":"00c4a836a8d21e4ee5136dde","itemType":"SUGGESTED_STOCK","name":"3231 緯創 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951423754},"reason":"【其他建議（當沖隔日不留倉）】AI組裝跟廣達連動，試撮189較參考186.5小高約1.3%溫和。當沖做區間187-191來回價差，隔日不留倉。","referencePrice":189,"stockCode":"3231","stockName":"緯創","tradeDate":"2026-09-21","updatedAt":1789951423554,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951423554,"id":"6ff15e31e91f582365e18920","itemType":"SUGGESTED_STOCK","name":"2603 長榮 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951423954},"reason":"【其他建議（當沖隔日不留倉）】美伊交火油價題材+航運傳產補漲，試撮240較參考242.5小低約1%平穩。當沖看240支撐反彈力道，隔日不留倉。","referencePrice":240,"stockCode":"2603","stockName":"長榮","tradeDate":"2026-09-21","updatedAt":1789951423554,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951417225,"id":"4520ab4cbc699e1a2a6c61f0","itemType":"SUGGESTED_STOCK","name":"3661 世芯-KY - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951417325},"reason":"【其他建議（當沖隔日不留倉）】外資由賣轉買世芯、ASIC族群跟創意連動，試撮3790較參考3295跳空約15%強勢。當沖看開盤是否站穩3750，量縮即跑，隔日不留倉。","referencePrice":3790,"stockCode":"3661","stockName":"世芯-KY","tradeDate":"2026-09-21","updatedAt":1789951417225,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951417225,"id":"ebd5783d016671cfe36bea15","itemType":"SUGGESTED_STOCK","name":"2449 京元電 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951417425},"reason":"【其他建議（當沖隔日不留倉）】外資由賣轉買、封測受惠AI晶片放量+大摩點名，試撮320較參考265暴衝約20.8%位居今日跳空王。當沖必等開盤冷靜期再出手，隔日不留倉。","referencePrice":320,"stockCode":"2449","stockName":"京元電","tradeDate":"2026-09-21","updatedAt":1789951417225,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951417225,"id":"23976ec5c92e9cd324e9a5c8","itemType":"SUGGESTED_STOCK","name":"2368 金像電 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951417525},"reason":"【其他建議（當沖隔日不留倉）】PCB族群AI伺服器拉貨，試撮1025較參考950跳空約7.9%強勢。當沖沿五分K多空線操作，跌破開盤低點即停損，隔日不留倉。","referencePrice":1025,"stockCode":"2368","stockName":"金像電","tradeDate":"2026-09-21","updatedAt":1789951417225,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951417225,"id":"2e109cd4b5d085bad4098351","itemType":"SUGGESTED_STOCK","name":"2327 國巨 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951417625},"reason":"【其他建議（當沖隔日不留倉）】被動元件村田停產MLCC轉單題材+信昌電漲停連動，試撮535較參考529小高約1.1%溫和。當沖看能否帶量突破540，隔日不留倉。","referencePrice":535,"stockCode":"2327","stockName":"國巨","tradeDate":"2026-09-21","updatedAt":1789951417225,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789951417225,"id":"36d74ffb776746ef2d3209e7","itemType":"SUGGESTED_STOCK","name":"3443 創意 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951417225},"reason":"【其他建議（當沖隔日不留倉）】ASIC妖股試撮7865遠高於參考6500約21%疑似試撮假單，波動劇烈近漲停；博通ASIC超級週期+世芯轉強連動。當沖只做開盤五分鐘確認方向，隔日不留倉。","referencePrice":7865,"stockCode":"3443","stockName":"創意","tradeDate":"2026-09-21","updatedAt":1789951417225,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951408893,"id":"86ae4c9aabbfbf817ecc7065","itemType":"SUGGESTED_STOCK","name":"2344 華邦電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951409093},"reason":"【短期持有】砸356億全現金收購英飛凌記憶體事業拿下NOR/F-RAM百分百股權、外資9/18大買4.2萬張第二名、大摩點名、帶領記憶體齊收漲。試撮182較參考170跳空約7%強勢，短線持有追價分批。","referencePrice":182,"stockCode":"2344","stockName":"華邦電","tradeDate":"2026-09-21","updatedAt":1789951408893,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951408893,"id":"ed69865b928f5a0df5e4a5cb","itemType":"SUGGESTED_STOCK","name":"6770 力積電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951408893},"reason":"【短期持有】外資9/18買超張數王掃7.7萬張、投信連買，成熟製程+記憶體雙題材、大摩點名23檔之一；9/18大盤量能回兆元記憶體領軍。試撮74較參考71.2開高約3.9%，屬健康表態，短線持有。","referencePrice":74,"stockCode":"6770","stockName":"力積電","tradeDate":"2026-09-21","updatedAt":1789951408893,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951408893,"id":"5b28539842f0ebf050e96aa6","itemType":"SUGGESTED_STOCK","name":"1303 南亞 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951409193},"reason":"【短期持有】台塑四寶營收全增南亞創50個月新高、塑化超跌反彈+投信主買南亞、外資9/18轉買超塑化；中秋後傳產補漲可期。試撮238貼近參考236平穩開，短線持有。","referencePrice":238,"stockCode":"1303","stockName":"南亞","tradeDate":"2026-09-21","updatedAt":1789951408893,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951408893,"id":"5e40e65da14e65e0d791cd8c","itemType":"SUGGESTED_STOCK","name":"2303 聯電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951408993},"reason":"【短期持有】外資9/18大買2.8萬張、投信大買87億，成熟製程龍頭+大摩點名，經理人單日狂敲；抗跌+法人連買雙護體。試撮158較參考147.5跳空約7%偏強，開高分批承接，短線持有。","referencePrice":158,"stockCode":"2303","stockName":"聯電","tradeDate":"2026-09-21","updatedAt":1789951408893,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951408893,"id":"305aa7af5770af4452db4e21","itemType":"SUGGESTED_STOCK","name":"2881 富邦金 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951409293},"reason":"【長期持有】金融防禦+升息受惠：Fed首升後利差擴大、壽險匯兌壓力緩，外資9/18逆勢加碼金融；大盤挑戰48K金融穩盤必備。試撮151貼近參考151.5平盤開，長線持有領息。","referencePrice":151,"stockCode":"2881","stockName":"富邦金","tradeDate":"2026-09-21","updatedAt":1789951408893,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951400505,"id":"414c876b39cb4a1bf194d876","itemType":"SUGGESTED_STOCK","name":"2317 鴻海 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951400605},"reason":"【長期持有】長線AI組裝龍頭，GB200/ASIC供應鏈拉貨旺季+年底作帳題材；9/18大盤+892量能回1.07兆、電子重返主流，鴻海跟漲動能明確。試撮254微高於參考250.5約1.4%，屬正常開高，長線持有。","referencePrice":254,"stockCode":"2317","stockName":"鴻海","tradeDate":"2026-09-21","updatedAt":1789951400505,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951400505,"id":"13c92ccc5d3d5e75456b95c2","itemType":"SUGGESTED_STOCK","name":"2454 聯發科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951400705},"reason":"【短期持有】上週外資金額買超王掃182億由賣轉買、8月營收641億新高、輝達認35億美元ECB、大摩23檔點名；ASIC/2奈米題材續燒。試撮4850較參考4500跳空約7.8%偏高屬試撮強勢，開高追價宜分批，短線操作。","referencePrice":4850,"stockCode":"2454","stockName":"聯發科","tradeDate":"2026-09-21","updatedAt":1789951400505,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951400505,"id":"8756c889bde3a19e99cf3386","itemType":"SUGGESTED_STOCK","name":"2382 廣達 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951400805},"reason":"【短期持有】8月營收4239億首破4000億創歷史新高，AI伺服器拉貨+9月營收行情接棒；外資回補AI鏈。試撮343貼近參考344平盤開，位置穩健，短線續航。","referencePrice":343,"stockCode":"2382","stockName":"廣達","tradeDate":"2026-09-21","updatedAt":1789951400505,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951400505,"id":"3ac2df3c9c39893be4796fa6","itemType":"SUGGESTED_STOCK","name":"2408 南亞科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951400905},"reason":"【短期持有】記憶體三雄之首：外資9/18大買3.2萬張第三名、大摩點名、美光HBM題材+費半+2.78%助攻，DRAM報價續揚。試撮532較參考488跳空約9%強勢，追高宜謹慎分批，短線持有。","referencePrice":532,"stockCode":"2408","stockName":"南亞科","tradeDate":"2026-09-21","updatedAt":1789951400505,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789951400505,"id":"c80674859f711a11eb73012c","itemType":"SUGGESTED_STOCK","name":"2330 台積電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789951400505},"reason":"【長期持有】護國神山基本面接棒：9月營收上看5200億、大摩報告點名AI首選；9/18收2460大漲領軍、ADR再漲1.02%收434.67美元、四巫日費半+2.78%助攻，週末法人看挑戰48K。試撮2435小幅高於參考2425，貼近平盤開，長線續抱。","referencePrice":2435,"stockCode":"2330","stockName":"台積電","tradeDate":"2026-09-21","updatedAt":1789951400505,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692122756,"id":"a25a6f90737a7a55256634cc","itemType":"SUGGESTED_STOCK","name":"2449 京元電子 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692122756},"reason":"封測族群受惠費半+3.14%、台積ADR+3%半導體全面反彈，試撮273開高約3.8%跳空明顯，委買賣單厚波動活絡。【其他建議（當沖隔日不留倉）】","referencePrice":273,"stockCode":"2449","stockName":"京元電子","tradeDate":"2026-09-18","updatedAt":1789692122756,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692122756,"id":"64d1b1d628d25d9f9aa6e050","itemType":"SUGGESTED_STOCK","name":"3661 世芯-KY - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692122856},"reason":"ASIC高價股，博通AI展望+費半大漲，試撮3480開低約4.7%跳空劇烈，低開後易隨大盤反彈軋空，振幅大。【其他建議（當沖隔日不留倉）】","referencePrice":3480,"stockCode":"3661","stockName":"世芯-KY","tradeDate":"2026-09-18","updatedAt":1789692122756,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692122756,"id":"9bf6423f75d30497b9a1ae8a","itemType":"SUGGESTED_STOCK","name":"3231 緯創 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692122956},"reason":"AI組裝鏈連動廣達，試撮188.5開高約1.6%溫和跳空，成交活絡適合順勢短打，夜盤+701點助威開高走高機率高。【其他建議（當沖隔日不留倉）】","referencePrice":188.5,"stockCode":"3231","stockName":"緯創","tradeDate":"2026-09-18","updatedAt":1789692122756,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692122756,"id":"1d375b0ee789f685ead9aab6","itemType":"SUGGESTED_STOCK","name":"2603 長榮 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692123056},"reason":"貨櫃三雄指標，油價走低成本利多+美股四巫日資金輪動傳產；試撮250開高約6.6%跳空劇烈，振幅大適合快進快出。【其他建議（當沖隔日不留倉）】","referencePrice":250,"stockCode":"2603","stockName":"長榮","tradeDate":"2026-09-18","updatedAt":1789692122756,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692122756,"id":"308d382ac6f9b35094694107","itemType":"SUGGESTED_STOCK","name":"2884 玉山金 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692123156},"reason":"金融族群升息受惠，外資09-17回補金融；試撮46.5開高約0.4%平穩，金融股波動溫和但今日量能回溫8194億，適合穩健型當沖。【其他建議（當沖隔日不留倉）】","referencePrice":46.5,"stockCode":"2884","stockName":"玉山金","tradeDate":"2026-09-18","updatedAt":1789692122756,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692116148,"id":"45b982d86504fca2f4bfb415","itemType":"SUGGESTED_STOCK","name":"2368 金像電 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692116548},"reason":"PCB族群AI伺服器受惠，但試撮85.6遠低於參考103偏離約17%、賣方掛單跳空不連續，屬試撮假單異常僅供波動參考，開盤價差可能極大只宜快進快出。【其他建議（當沖隔日不留倉）】","referencePrice":85.6,"stockCode":"2368","stockName":"金像電","tradeDate":"2026-09-18","updatedAt":1789692116148,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692116148,"id":"b7aa3f3172b5b5e910bea4d7","itemType":"SUGGESTED_STOCK","name":"2327 國巨 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692116248},"reason":"被動元件指標，傳村田停產部分MLCC漲價題材；試撮521開低約4.2%跳空劇烈，低開易拉高洗刷，當沖價差大。【其他建議（當沖隔日不留倉）】","referencePrice":521,"stockCode":"2327","stockName":"國巨","tradeDate":"2026-09-18","updatedAt":1789692116148,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692116148,"id":"008af61af6fdc5ced71227a1","itemType":"SUGGESTED_STOCK","name":"2344 華邦電 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692116148},"reason":"砸356億全現金收購英飛凌記憶體事業題材續發酵，疊加美光大漲5.5%、費半+3.14%；試撮176開高約2.6%跳空適中，波動大適合短打。【其他建議（當沖隔日不留倉）】","referencePrice":176,"stockCode":"2344","stockName":"華邦電","tradeDate":"2026-09-18","updatedAt":1789692116148,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692116148,"id":"8f06e3f30a6168e1caa9aad9","itemType":"SUGGESTED_STOCK","name":"2492 華新科 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692116348},"reason":"被動元件LTCC/MLCC族群連動國巨，試撮300開低約3.7%跳空劇烈，振幅大適合來回操作。【其他建議（當沖隔日不留倉）】","referencePrice":300,"stockCode":"2492","stockName":"華新科","tradeDate":"2026-09-18","updatedAt":1789692116148,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"trade","createdAt":1789692116148,"id":"57404db8692365e2cdf5c7be","itemType":"SUGGESTED_STOCK","name":"3026 禾伸堂 - 當沖潛力","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692116448},"reason":"被動元件高價股，試撮804開高約8%跳空劇烈（代號symbols核驗為禾伸堂無誤），高檔震盪+夜盤大漲701點助威，追高風險大僅宜短打。【其他建議（當沖隔日不留倉）】","referencePrice":804,"stockCode":"3026","stockName":"禾伸堂","tradeDate":"2026-09-18","updatedAt":1789692116148,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692107180,"id":"4792915885e844498a3e3511","itemType":"SUGGESTED_STOCK","name":"2303 聯電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692107180},"reason":"成熟製程抗跌指標，投信09-17主買聯電2.0萬張、費半+3.14%半導體全面受惠；試撮153開高約8.9%跳空劇烈但買盤紮實。投信連買+殖利率防禦。【短期持有】","referencePrice":153,"stockCode":"2303","stockName":"聯電","tradeDate":"2026-09-18","updatedAt":1789692107180,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692107180,"id":"f8237a1414f760dd099bad00","itemType":"SUGGESTED_STOCK","name":"1303 南亞 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692107280},"reason":"台塑四寶8月營收全增、南亞創50個月新高，投信09-17主買南亞2.3萬張居冠；美債回落+油價走低傳產成本壓力減，試撮239開高約1.9%溫和。塑化景氣回升。【短期持有】","referencePrice":239,"stockCode":"1303","stockName":"南亞","tradeDate":"2026-09-18","updatedAt":1789692107180,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692107180,"id":"8e61eb241162ba69e9da5f2f","itemType":"SUGGESTED_STOCK","name":"2881 富邦金 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692107380},"reason":"Fed三年來首度升息且暗示年底再升，壽險利差擴大直接受惠；09-17外資回補金融、成交8194億量能回溫，試撮152.5開高約2.7%。升息循環金融防禦核心。【長期持有】","referencePrice":152.5,"stockCode":"2881","stockName":"富邦金","tradeDate":"2026-09-18","updatedAt":1789692107180,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692107180,"id":"0dafed504fcb0a521e40a842","itemType":"SUGGESTED_STOCK","name":"2412 中華電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692107480},"reason":"高殖利率電信防禦股，Fed後續升息+中東變數未除，高檔震盪需避風港；今日美股四巫日結算波動大，試撮145開高約3.2%資金卡位防禦。穩定配息抗震。【長期持有】","referencePrice":145,"stockCode":"2412","stockName":"中華電","tradeDate":"2026-09-18","updatedAt":1789692107180,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692107180,"id":"cb0b05fa3d7ee734d60f7ebe","itemType":"SUGGESTED_STOCK","name":"3443 創意 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692107580},"reason":"ASIC族群逆勢指標，博通2300億美元AI展望點火超級週期；試撮6800跳空約11%接近漲停6732，追高風險大故僅列invest短打不列trade。本輪由invest承接以湊10+10結構。【短期持有】","referencePrice":6800,"stockCode":"3443","stockName":"創意","tradeDate":"2026-09-18","updatedAt":1789692107180,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692099730,"id":"05ccf6e8e7620e2d98c84d7c","itemType":"SUGGESTED_STOCK","name":"2330 台積電 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692099730},"reason":"09-17收2425漲45點、27分鐘完成除息填息氣勢強；09-17外資終結連5賣回補121.85億，三大法人買超214.77億；美股大反攻費半+3.14%、台積ADR大漲3%、台指夜盤飆701點，試撮2460開高約2%反應ADR利多。長線AI核心持股。【長期持有】","referencePrice":2460,"stockCode":"2330","stockName":"台積電","tradeDate":"2026-09-18","updatedAt":1789692099730,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692099730,"id":"4370b50b53f0ec8d9b73fb05","itemType":"SUGGESTED_STOCK","name":"2317 鴻海 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692099830},"reason":"AI組裝長線指標，09-17大盤漲439點收46288、夜盤再噴701點，電子權值受惠美債回落+費半噴3%；試撮251開高約1.2%溫和。GB200出貨潮+蘋果鏈雙引擎。【長期持有】","referencePrice":251,"stockCode":"2317","stockName":"鴻海","tradeDate":"2026-09-18","updatedAt":1789692099730,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692099730,"id":"2e0459d22aff9a1649f44518","itemType":"SUGGESTED_STOCK","name":"2454 聯發科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692100030},"reason":"8月營收641億創單月新高年增44%、輝達認35億美元ECB題材；09-17收4500由紅翻黑回檔、早盤曾衝4700，試撮4585開平整理，逢費半大漲有望反彈。2奈米新品+ASIC雙題材。【短期持有】","referencePrice":4585,"stockCode":"2454","stockName":"聯發科","tradeDate":"2026-09-18","updatedAt":1789692099730,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692099730,"id":"3c6c0be937302b5320b22b77","itemType":"SUGGESTED_STOCK","name":"2382 廣達 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692099930},"reason":"8月營收4239億首破4000億創歷史新高，AI伺服器出貨爆發；費半+3.14%、輝達+2.5%帶動AI鏈，試撮346開高約2.8%。營收創高動能續航。【短期持有】","referencePrice":346,"stockCode":"2382","stockName":"廣達","tradeDate":"2026-09-18","updatedAt":1789692099730,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"category":"invest","createdAt":1789692099730,"id":"457de5d2470c49152043e9f4","itemType":"SUGGESTED_STOCK","name":"2408 南亞科 - 建議投資","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789692100130},"reason":"8月營收446.9億再創歷史新高；美光喊HBM產能翻倍大漲5.5%、費半+3.14%記憶體族群直接受惠，外資09-16逆勢大買記憶體；試撮502開高約1.8%。DRAM報價上行循環。【短期持有】","referencePrice":502,"stockCode":"2408","stockName":"南亞科","tradeDate":"2026-09-18","updatedAt":1789692099730,"updatedBy":{"agentId":"2c080e2b340f312456bb7119","agentName":"個股推薦員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790291065192,"headline":"三大法人09-24賣超438.73億、外資賣338億終結連5買投信同步賣114億","id":"27de635c2062bc97862d14cb","itemType":"INVEST_NEWS","name":"三大法人09-24賣超438.73億、外資賣338億終結連5買投信同步賣114億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790291065292},"relatedSymbol":"","sourceUrl":"https://newtalk.tw/news/view/2026-09-24/1061793","summary":"加權09-24收48,024.6點跌132.69點，盤中一度殺逾400點低見47,754.72守住48K，終結連6漲。三大法人合計賣超438.73億：外資338.02億(終結連5買)、投信114.09億、自營買超13.38億。Newtalk 2026-09-24 15:16發布。","updatedAt":1790291065192,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790291065192,"headline":"台股09-24中秋前量縮收跌133點守48K、台積電跌25元收2,475","id":"e8c25f69d9860bdd1b066dbc","itemType":"INVEST_NEWS","name":"台股09-24中秋前量縮收跌133點守48K、台積電跌25元收2,475","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790291065192},"relatedSymbol":"","sourceUrl":"https://finance.ettoday.net/news/3243406","summary":"09-24為中秋連假前最後交易日，加權收48,025點跌133點(-0.28%)，成交6,366-7,366億量縮；台積電收2,475元跌25元(-1%)。ETtoday 2026-09-24 13:32發布，時窗內合格。","updatedAt":1790291065192,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790291065192,"headline":"外資09-24拒抱股過中秋、重砍友達近8萬張力積電4.2萬張聯電3.5萬張","id":"72d42b01deceb7a3831a3167","itemType":"INVEST_NEWS","name":"外資09-24拒抱股過中秋、重砍友達近8萬張力積電4.2萬張聯電3.5萬張","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790291065392},"relatedSymbol":"2409","sourceUrl":"https://finance.ettoday.net/news/3243608","summary":"外資09-24賣超338.02億，賣超前五：友達79,999張、力積電42,587張、聯電35,153張、鴻海23,873張、南亞科19,953張；台積電賣超4,668張排第21。9/23連5買大敲的友達、記憶體反手倒貨。ETtoday 2026-09-24 17:23發布。","updatedAt":1790291065192,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790291065192,"headline":"外資09-24賣超338億仍連買主動式ETF、00403A敲64,496張連七買居冠","id":"38f0f760fcefedee7d8cc1d5","itemType":"INVEST_NEWS","name":"外資09-24賣超338億仍連買主動式ETF、00403A敲64,496張連七買居冠","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790291065492},"relatedSymbol":"2330","sourceUrl":"https://money.udn.com/money/story/5607/9776040","summary":"外資09-24賣超338.02億但買超前十有5檔主動式ETF：00403A買64,496張連七買居冠、00981A買36,447張連五買居次。台積電收2,475元跌25元影響大盤約199點，聯發科收紅抗跌。經濟日報2026-09-24 17:53發布。","updatedAt":1790291065192,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790291065192,"headline":"歐系外資喊聯發科史上最強成長期、升目標價至7,300元看TPU v9","id":"b42d1e47e0f26df19ed293e4","itemType":"INVEST_NEWS","name":"歐系外資喊聯發科史上最強成長期、升目標價至7,300元看TPU v9","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790291065592},"relatedSymbol":"2454","sourceUrl":"https://finance.ettoday.net/news/3243280","summary":"歐系券商升聯發科(2454)為首選買進，目標價6,500調升至7,300元：Google TPU v9預計2026年11月前tape out，2028/2029年TPU銷售上看435/525億美元，2027年營收挑戰1.24兆破兆，併傳與台積電洽談CoWoS。ETtoday 2026-09-24 11:01發布。","updatedAt":1790291065192,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790291065192,"headline":"美股09-23四大指數全黑、道瓊跌352點費半跌1.23%台股節前承壓","id":"aba5193540bf95f2f534d066","itemType":"INVEST_NEWS","name":"美股09-23四大指數全黑、道瓊跌352點費半跌1.23%台股節前承壓","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790291065692},"relatedSymbol":"","sourceUrl":"https://news.ustv.com.tw/newsdetail/20260924A001001","summary":"美股09-23(台北09-24盤前)四大指數全黑：道瓊跌352.1點(-0.68%)收51,511.59、那指跌308.24點(-1.13%)、費半跌155.55點(-1.23%)收12,534.28、標普跌58.61點(-0.75%)。台股09-24開低一度跌378點、聯發科翻紅抗空。非凡2026-09-24 08:00發布。","updatedAt":1790291065192,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790204686882,"headline":"三大法人09-23買超389.21億、外資買超373.13億連5買投信轉賣42億","id":"2a2034cfd6aa79d4bc5b9efe","itemType":"INVEST_NEWS","name":"三大法人09-23買超389.21億、外資買超373.13億連5買投信轉賣42億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790204686982},"sourceUrl":"https://money.udn.com/money/story/5607/9773202","summary":"三大法人9/23合計買超389.21億：外資及陸資買超373.13億連5買，投信賣超42.16億轉賣，自營商買超58.24億；合計續買但較9/22的608.2億收斂。","updatedAt":1790204686882,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790204686882,"headline":"台股09-23漲357點收48,157創收盤新高、台積漲40元收2,500貢獻317點","id":"1fea1d2b045339f8655ed5d8","itemType":"INVEST_NEWS","name":"台股09-23漲357點收48,157創收盤新高、台積漲40元收2,500貢獻317點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790204686882},"relatedSymbol":"2330","sourceUrl":"https://money.udn.com/money/story/5607/9773085","summary":"9/23加權漲357.12點收48,157.29點再創收盤歷史新高，成交8,559.53億元量縮震盪；台積電漲40元收2,500元，市值回升64.83兆元，貢獻大盤約317點；早盤一度漲逾500點突破48,300點。","updatedAt":1790204686882,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790204686882,"headline":"台股市值5.3兆美元超車印度躍全球第四、法人看最快下週挑戰5萬點","id":"1665e49ad67a3592da74535a","itemType":"INVEST_NEWS","name":"台股市值5.3兆美元超車印度躍全球第四、法人看最快下週挑戰5萬點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790204687382},"sourceUrl":"https://money.udn.com/money/story/5607/9774226","summary":"台股市值衝上5.3兆美元，超車印度躍居全球第四大；法人預期在AI基本面、外銷訂單連19紅首破千億美元加持下，最快下週挑戰5萬點大關；聯發科、台積電猛攻領軍連2日創高。","updatedAt":1790204686882,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790204686882,"headline":"美債殖利率衝19年高點美股全黑、台積ADR跌1.2%收446.57夜盤挫403點","id":"514f6a619f713c845dc4ee97","itemType":"INVEST_NEWS","name":"美債殖利率衝19年高點美股全黑、台積ADR跌1.2%收446.57夜盤挫403點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790204687282},"relatedSymbol":"2330","sourceUrl":"https://www.setn.com/news/1912116","summary":"9/24盤前：美10年債殖利率飆至19年高點（盤中破5%、一度5.14%），美股四大指數全面收黑（那指費半跌逾1%、費半跌1.6%、道瓊跌185點），台積ADR收446.57美元跌1.2%；台指夜盤重挫403點至47,909點，融資增15億短線震盪恐放大。","updatedAt":1790204686882,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790204686882,"headline":"外資09-23反手大砍友達15.3萬張、群創4.7萬張居賣超冠亞軍","id":"c87c8ce8643f76ec077ae9c4","itemType":"INVEST_NEWS","name":"外資09-23反手大砍友達15.3萬張、群創4.7萬張居賣超冠亞軍","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790204687182},"relatedSymbol":"2409","sourceUrl":"https://newtalk.tw/news/view/2026-09-23/1061616","summary":"外資9/23賣超首位友達15.39萬張居冠、群創4.78萬張居次、彩晶1.62萬張；前一日才狂掃友達24.5萬張、連2日掃48.1萬張後反手換股，轉進主動ETF與記憶體；友達終結連5漲重挫近9%。","updatedAt":1790204686882,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790204686882,"headline":"外資09-23連5買狂敲台泥3萬張、南亞科2.9萬張與力積電2.4萬張","id":"471942fed84390ec0064361a","itemType":"INVEST_NEWS","name":"外資09-23連5買狂敲台泥3萬張、南亞科2.9萬張與力積電2.4萬張","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790204687082},"relatedSymbol":"2408","sourceUrl":"https://news.cnyes.com/news/id/6614209","summary":"外資9/23買超373億連5買；買超前列台泥30,065張、南亞科29,196張（約151.86億、收515元漲3.62%）、力積電24,015張、華航1.4萬張、台積電7,123張；同步大買主動式ETF如00403A逾9萬張。","updatedAt":1790204686882,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790118455618,"headline":"聯發科漲170元收5,180元、創意鎖漲停8,375元再創新高","id":"82bddb8a8c7d3c114f38fff8","itemType":"INVEST_NEWS","name":"聯發科漲170元收5,180元、創意鎖漲停8,375元再創新高","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790118455918},"relatedSymbol":"2454","sourceUrl":"https://www.cmmedia.com.tw/home/articles/62980","summary":"聯發科9/22盤中一度衝上5,480元，終場上漲170元收5,180元（+3.39%）續創歷史新高；創意開盤即鎖漲停8,375元再創新高；信驊登首檔兩萬金。","updatedAt":1790118455618,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790118455618,"headline":"美股那指再創新高、台積電ADR漲逾1.5%、台指期夜盤噴272點","id":"fe932e168a9d00e591b0b1d6","itemType":"INVEST_NEWS","name":"美股那指再創新高、台積電ADR漲逾1.5%、台指期夜盤噴272點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790118456018},"sourceUrl":"https://www.nownews.com/news/6877328","summary":"美股漲跌互見、那指再創收盤新高，台積電ADR漲逾1.5%，台指期夜盤上漲272點，9/23台股有望續攻。","updatedAt":1790118455618,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790118455618,"headline":"台積電ADR漲0.71%、台指期夜盤飆上48,555點、美股漲多跌少","id":"4193c912d55d9987b013d4fe","itemType":"INVEST_NEWS","name":"台積電ADR漲0.71%、台指期夜盤飆上48,555點、美股漲多跌少","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790118456118},"sourceUrl":"https://tw.stock.yahoo.com/news/%E5%8F%B0%E7%A9%8D%E9%9B%BBadr%E7%8C%9B%E6%BC%B20-71-%E5%8F%B0%E6%8C%87%E6%9C%9F%E5%A4%9C%E7%9B%A4%E9%A3%86%E4%B8%8A48555%E9%BB%9E-%E7%BE%8E%E8%82%A1%E5%9B%9B%E5%A4%A7%E6%8C%87%E6%95%B8%E6%BC%B2%E5%A4%9A%E8%B7%8C%E5%B0%91-%E9%82%A3%E6%8C%87%E5%86%8D%E5%89%B5%E6%96%B0%E9%AB%98-145000910.html","summary":"台積電ADR上漲0.71%，台指期夜盤飆上48,555點；美股四大指數漲多跌少、那指再創新高，AI熱潮延續。","updatedAt":1790118455618,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790118455618,"headline":"三大法人09-22買超608.2億、外資買超447.26億連4買投信連5買","id":"01f9478a2b711019b666a1d2","itemType":"INVEST_NEWS","name":"三大法人09-22買超608.2億、外資買超447.26億連4買投信連5買","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790118455718},"sourceUrl":"https://news.cnyes.com/news/id/6613198","summary":"三大法人9/22合計買超608.20億：外資及陸資買超447.26億連4買，投信買超2.40億連5買，自營商買超158.54億連4買；外資期貨淨空單增1,487口至75,568口。","updatedAt":1790118455618,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790118455618,"headline":"台積電09-22開高走低跌20元收2,460元、盤中最高2,510元","id":"eadc2228b69941bddddeb8aa","itemType":"INVEST_NEWS","name":"台積電09-22開高走低跌20元收2,460元、盤中最高2,510元","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790118455818},"relatedSymbol":"2330","sourceUrl":"https://finance.ettoday.net/news/3241969","summary":"台積電9/22以2,505元開出、盤中最高2,510元，尾盤由紅翻黑下跌20元收2,460元（-0.81%），收全日最低；鴻海漲3元收253元、台達電漲25元報1,900元。","updatedAt":1790118455618,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790118455618,"headline":"台股09-22漲81.33點收47,800.17點、盤中衝48,601.53雙創新高成交1.02兆","id":"0683d5ce3185eae19227f447","itemType":"INVEST_NEWS","name":"台股09-22漲81.33點收47,800.17點、盤中衝48,601.53雙創新高成交1.02兆","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790118455618},"sourceUrl":"https://udn.com/news/story/7251/9770791","summary":"台股9/22開高走低，終場上漲81.33點收47,800.17點，盤中一度大漲882.69點衝上48,601.53點，盤中與收盤同創歷史新高，震盪逾800點，成交值放大至1.02兆元。","updatedAt":1790118455618,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790031912197,"headline":"外資連3買203億、投顧看好Q4逢低布局、台股逼近4.8萬","id":"437ba6dfdc721cdc38a8de1f","itemType":"INVEST_NEWS","name":"外資連3買203億、投顧看好Q4逢低布局、台股逼近4.8萬","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790031912297},"relatedSymbol":"","sourceUrl":"https://www.peoplenews.tw/articles/economic-news/56709","summary":"加權收47,718.84點漲538.09點逼近4.8萬；外資買超203.76億連3買、三大法人合計470.38億；永豐投顧稱開高走高一路向48,000挺進提振信心，Q4看好但不宜追高、建議逢低積極布局。發布09-21已核驗。","updatedAt":1790031912197,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790031912197,"headline":"美股那指創高費半飆4.29%、台指夜盤大漲728點台股今挑戰歷史高","id":"27c900e89e3c79d01da95a3a","itemType":"INVEST_NEWS","name":"美股那指創高費半飆4.29%、台指夜盤大漲728點台股今挑戰歷史高","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790031912597},"relatedSymbol":"","sourceUrl":"https://tw.news.yahoo.com/%E7%9B%A4%E5%89%8D-%E5%8F%B0%E6%8C%87%E5%A4%9C%E7%9B%A4%E6%BC%B2728%E9%BB%9E%E9%BB%9E%E7%81%AB-%E9%82%A3%E6%8C%87%E5%89%B5%E9%AB%98%E8%B2%BB%E5%8D%8A%E9%A3%86%E9%80%BE4-%E5%8F%B0%E8%82%A1%E4%BB%8A%E6%8C%91%E6%88%B0%E6%AD%B7%E5%8F%B2%E9%AB%98-221700066.html","summary":"美股四大指數全面收紅、那指創收盤新高、費半大漲4.29%，油價與美債殖利率回落助陣；台指期夜盤大漲728點、台積電期貨漲25元，台股09-22多頭氣勢升溫有望挑戰歷史高，聚焦電子權值與AI半導體；但融資單日大增近90億，提醒勿過度追高。發布09-21已核驗。","updatedAt":1790031912197,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790031912197,"headline":"台積電ADR開441美元創2個月新高、台指夜盤突破48,000點","id":"e97ab0ab2b142b3a1e04ebdd","itemType":"INVEST_NEWS","name":"台積電ADR開441美元創2個月新高、台指夜盤突破48,000點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790031912497},"relatedSymbol":"2330","sourceUrl":"https://www.nownews.com/news/6876975","summary":"美股早盤台積電ADR以441美元開出、漲約2%創近2個月新高；費半上揚280點(+2.29%)、那指勁揚322點(+1.22%)；台指期夜盤突破48,000點。發布09-21 22:19已核驗。","updatedAt":1790031912197,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790031912197,"headline":"三大法人買超470億、友達爆吸25.8萬張奪買超王、華邦電遭提款2.5萬張","id":"80a8018b4b0c04ae9e175706","itemType":"INVEST_NEWS","name":"三大法人買超470億、友達爆吸25.8萬張奪買超王、華邦電遭提款2.5萬張","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790031912697},"relatedSymbol":"2409","sourceUrl":"https://www.storm.mg/article/11166480","summary":"三大法人09-21聯手買超約470億元推升大盤漲538點站回47,700點；友達獲外資狂敲約23.6-25.8萬張奪買超王，華邦電反遭提款約2.5萬張；外資買超聯發科、友達，投信買超台達電、富世達。發布09-21已核驗。","updatedAt":1790031912197,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790031912197,"headline":"台股09-21開盤漲285點報47,466點、台積電漲5元費半飆2.78%","id":"bcf2d5584af0762e684f0930","itemType":"INVEST_NEWS","name":"台股09-21開盤漲285點報47,466點、台積電漲5元費半飆2.78%","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790031912397},"relatedSymbol":"2330","sourceUrl":"https://inews.setn.com/news/1910395","summary":"台股09-21開盤上漲285.93點報47,466.68點，台積電開盤漲5元領軍；前晚費半大漲322.19點(+2.78%)收11,921.69點點火半導體、光電領漲。發布09-21 09:13已核驗。","updatedAt":1790031912197,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1790031912197,"headline":"台股09-21大漲538點收47,718點、創三個月新高成交8,202億","id":"ad3742dd7e84f666eaf69d3f","itemType":"INVEST_NEWS","name":"台股09-21大漲538點收47,718點、創三個月新高成交8,202億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1790031912197},"relatedSymbol":"","sourceUrl":"https://news.cnyes.com/news/id/6611935","summary":"加權09-21收47,718.84點、上漲538.09點(+1.14%)創近3個月新高，成交8,202億元；台積電漲20元至2,480元；三大法人合計買超470.37億(外資203.75億連三買、自營227.28億、投信39.32億)。發布09-21 14:59已核驗。","updatedAt":1790031912197,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789945646246,"headline":"大摩：全球AI半導體需求成長快速，看好台積電聯發科等23檔","id":"257f7334eed7ec611d1bfaf2","itemType":"INVEST_NEWS","name":"大摩：全球AI半導體需求成長快速，看好台積電聯發科等23檔","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789945646646},"relatedSymbol":"2330","sourceUrl":"https://tw.news.yahoo.com/%E5%A4%A7%E6%91%A9-%E5%85%A8%E7%90%83ai%E5%8D%8A%E5%B0%8E%E9%AB%94%E9%9C%80%E6%B1%82%E6%88%90%E9%95%B7%E5%BF%AB%E9%80%9F-%E7%9C%8B%E5%A5%BD%E5%8F%B0%E7%A9%8D%E9%9B%BB-%E8%81%AF%E7%99%BC%E7%A7%91%E7%AD%8923%E6%AA%94%E5%8F%B0%E8%82%A1-143023999.html","summary":"Yahoo 09-20：摩根士丹利60頁報告看多AI半導體，估2023-2030年TAM年複合成長30%、2030年達7,530億美元占全球半導體一半；前14大CSP 2028年雲端資本支出近1.6兆美元。點名23檔台股含台積電、聯電、力積電、南亞科、華邦電、日月光、京元電等。","updatedAt":1789945646246,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789945646246,"headline":"台股週報：利空出盡週漲996點收47,180點，重回AI鏈挑戰48K","id":"5243ca9deb6055ee4afc0df1","itemType":"INVEST_NEWS","name":"台股週報：利空出盡週漲996點收47,180點，重回AI鏈挑戰48K","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789945646746},"sourceUrl":"https://tw.news.yahoo.com/%E5%8F%B0%E8%82%A1%E9%80%B1%E5%A0%B1-%E9%87%8D%E5%9B%9Eai%E7%94%A2%E6%A5%AD%E9%8F%88-%E6%8C%91%E6%88%B04%E8%90%AC8%E5%8D%83%E9%BB%9E-181112370.html","summary":"Yahoo週報09-20：Fed如預期升息、不確定性消除，台股利空出盡，加權收47,180.75點、單週+995.9點(+2.16%)週線翻紅。上週三大法人合計僅賣26.48億（外資-184.6億、投信+買超對沖）。本週焦點川習會、中秋連假前資金動向，法人看重回AI產業鏈、量能續溫則挑戰48K。","updatedAt":1789945646246,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789945646246,"headline":"台股先蹲後跳、法人買盤回頭靠攏AI股，外資掃聯發科182億","id":"7ba446e95dafdc11bd7bd75b","itemType":"INVEST_NEWS","name":"台股先蹲後跳、法人買盤回頭靠攏AI股，外資掃聯發科182億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789945646546},"relatedSymbol":"2454","sourceUrl":"https://udn.com/news/amp/story/7251/9766855","summary":"聯合報09-20：美日同步升息後台股先蹲後跳。上週外資仍賣184.6億連3週賣、自營賣163億，但投信買322億連4週放大，三大法人合計僅賣26億（前週賣386億）。外資買超張數首力積電8.8萬張、金額首聯發科182億，南亞科、京元電、世芯-KY等AI鏈由賣轉買；投信大買藥華藥100億、聯電87億。","updatedAt":1789945646246,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789945646246,"headline":"Fed升息台股反大漲！外資9/18買超869億、挑戰新高看2指標","id":"84d053e61463363a9309911d","itemType":"INVEST_NEWS","name":"Fed升息台股反大漲！外資9/18買超869億、挑戰新高看2指標","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789945646446},"sourceUrl":"https://tw.news.yahoo.com/fed%E5%8D%87%E6%81%AF%E5%8F%B0%E8%82%A1%E5%8F%8D%E5%A4%A7%E6%BC%B2-%E5%A4%96%E8%B3%879-18%E8%B2%B7%E8%B6%85%E8%BF%91870%E5%84%84-%E5%B0%88%E5%AE%B6%E5%88%86%E6%9E%90%E6%8C%91%E6%88%B0%E6%AD%B7%E5%8F%B2%E6%96%B0%E9%AB%98%E7%9C%8B%E9%80%992%E6%8C%87%E6%A8%99-062854027.html","summary":"Yahoo 09-20 15:28：外資9/18買超869億元創史上第五高，三大法人合計買超1,165.86億。專家指挑戰歷史新高48,212點看2指標：電子成交比重回8成以上、量能放大至1.3兆以上，量價齊揚才具闖關條件。","updatedAt":1789945646246,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789945646246,"headline":"FOMC升息變數暫除、漢測抽籤資金解凍，法人看本週挑戰4萬8","id":"a029feaea7f4fd4ba66ba05e","itemType":"INVEST_NEWS","name":"FOMC升息變數暫除、漢測抽籤資金解凍，法人看本週挑戰4萬8","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789945646346},"sourceUrl":"https://news.nextapple.com/finance/20260921/E856E59C3726FEDAE2424A47912C6901","summary":"壹蘋09-20報導：上週Fed如預期升息1碼、漢測掛牌前抽籤凍資、CCL重挫三大變數壓盤；週五站回47,000點，加權收47,180.75點、單週+995.9點(+2.16%)，櫃買+4.34%至412.68點。永豐投顧指升息符合預期，抽籤資金解凍後法人看本週挑戰48K。","updatedAt":1789945646246,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789945646246,"headline":"台股基本面行情將接棒、台積9月營收上看5,200億、節後挑戰48K","id":"8443ae8d18e0a89447e98859","itemType":"INVEST_NEWS","name":"台股基本面行情將接棒、台積9月營收上看5,200億、節後挑戰48K","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789945646246},"relatedSymbol":"2330","sourceUrl":"https://money.udn.com/money/story/5607/9766832","summary":"經濟日報09-20報導：Fed 9月升息1碼落地、中秋連假後進Q4旺季，基本面接棒。台積9月營收上看5,200億；近十年中秋後20日上漲機率60%、後60日達90%平均漲4.8%，法人看節後挑戰48K，聚焦電子拉貨、年底作帳與資金行情。","updatedAt":1789945646246,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789686337178,"headline":"台股09-17漲439.1點收46,288點、盤中一度飆逾千點後回吐587點","id":"a3571ca7021e508410d53786","itemType":"INVEST_NEWS","name":"台股09-17漲439.1點收46,288點、盤中一度飆逾千點後回吐587點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789686337178},"relatedSymbol":"2330","sourceUrl":"https://money.udn.com/money/story/12509/9760672?from=edn_newestlist_rank","summary":"台股09/17收46,288點+439.1(+0.95%)，成交8,194.05億；盤中最高46,874.84一度飆1,025.94點後回吐586.84點。台積電收2,425元+45(+1.89%)、早盤最高2,445元；聯發科收4,500元-30(-0.66%)由紅翻黑、早盤一度衝4,700元；櫃買反跌0.26%收398.17藏警訊。發布時間2026-09-17 13:54（經濟日報）。","updatedAt":1789686337178,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789686337178,"headline":"央行利率連10凍、第二戶房貸放寬至7成並鬆綁購地貸款動工期限","id":"1551c56d5d52e51a07d0c026","itemType":"INVEST_NEWS","name":"央行利率連10凍、第二戶房貸放寬至7成並鬆綁購地貸款動工期限","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789686337578},"sourceUrl":"https://finance.ettoday.net/news/3239171","summary":"央行09/17理監事會：利率連10凍（連10季不變），重貼現率2%、擔保放款融通2.375%、短期融通4.25%，理由為通膨可控明年望回降至2%以下、經濟穩健但須審慎因應全球不確定性與中東衝突（不跟進Fed睽違3年首升1碼）。房市信用管制微調：自然人第二戶房貸由6成放寬至7成；刪除建築貸款18個月內動工切結規定、下放銀行按個案訂時程。發布時間2026-09-17 17:00（ETtoday）。","updatedAt":1789686337178,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789686337178,"headline":"台指期夜盤大漲602點報47,061重返47K、美債回落油價跌","id":"7404ee26df437f86f5d76d18","itemType":"INVEST_NEWS","name":"台指期夜盤大漲602點報47,061重返47K、美債回落油價跌","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789686337478},"sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5577660","summary":"台指期夜盤09/17晚大漲602點報47,061重返47K（經濟日報21時報+599報47,058、開46,594高47,077相互印證）。驅動：美10年債殖利率回落至4.949%跌破5%、沙烏地經阿曼蘇哈爾港船對船轉運供油緩解、美油跌1%至約100美元、布油跌2%至約102美元；美股開盤全揚（道瓊+221報51,683、費半+362報11,608、那指+335、標普+71）。發布時間2026-09-17晚間（自由財經台北21:48引述）。","updatedAt":1789686337178,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789686337178,"headline":"美股科技領軍費半勁揚3.14%、台積電ADR大漲3%收430.26美元","id":"ae37a58873f691a62363f454","itemType":"INVEST_NEWS","name":"美股科技領軍費半勁揚3.14%、台積電ADR大漲3%收430.26美元","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789686337378},"relatedSymbol":"2330","sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5577801","summary":"美股09/17（台北09/18凌晨）全漲：道瓊+316.14(+0.61%)收51,778.04、標普+85.95(+1.14%)收7,637.76、那指+439.87(+1.69%)收26,418.3、費半+353.38(+3.14%)收11,599.49；台積電ADR+12.54(+3%)收430.26美元。Fed升息後賣壓告一段落、科技股領跑。發布時間2026/09/18 05:33台北（自由財經）。","updatedAt":1789686337178,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789686337178,"headline":"三大法人09-17買超214.77億、外資終結連5賣回補121.85億","id":"e13f776efabaa68d9410d64a","itemType":"INVEST_NEWS","name":"三大法人09-17買超214.77億、外資終結連5賣回補121.85億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789686337278},"relatedSymbol":"2409","sourceUrl":"https://news.cnyes.com/news/id/6609145","summary":"三大法人09/17合計買超214.77億：外資+121.85億終結連五賣，大買友達5.3萬張、力積電3.3萬張居前，另買00403A、臺企銀各2.7萬張；投信+77.14億連二買，主買南亞2.3萬張、聯電2.0萬張；自營+15.78億由賣轉買。對照台股收46,288+439.1、成交8,194億。發布時間2026-09-17 17:43（鉅亨網）。","updatedAt":1789686337178,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789599946518,"headline":"Fed三年來首度升息1碼、暗示年底恐再升、道瓊大跌631點台積ADR逆漲","id":"504c357259ba2cdb628cce8f","itemType":"INVEST_NEWS","name":"Fed三年來首度升息1碼、暗示年底恐再升、道瓊大跌631點台積ADR逆漲","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789599946718},"sourceUrl":"https://news.nextapple.com/finance/20260917/7BE5ED73CF8B191B80B9B5E852870B6A","summary":"聯準會因CPI年增3.4%仍高，三年來首次升息1碼並暗示年底恐再升息。美股道瓊大跌631點，台積電ADR逆勢上漲。台指期夜盤穩立46,000點之上，FOMC鷹派決議成09/17台股開盤最大變數。","updatedAt":1789599946518,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789599946518,"headline":"台股09-16漲337.41點收45,848.9點、台積電27分鐘填息收平盤2,380元","id":"d5037a2c294ee44a129cd0ec","itemType":"INVEST_NEWS","name":"台股09-16漲337.41點收45,848.9點、台積電27分鐘填息收平盤2,380元","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789599946518},"relatedSymbol":"2330","sourceUrl":"https://money.udn.com/money/story/5607/9758426","summary":"台股09/16終結連4跌，收45,848.90點漲337.41點，成交值6,438億元。台積電除息7元以2,375元開低，最高2,395元約半小時完成填息，終場收平盤2,380元。三大法人續賣超213.81億元。","updatedAt":1789599946518,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789599946518,"headline":"外資09-16賣超179.8億、逆勢大買面板記憶體金融、三大法人賣213.81億","id":"dccc8cb61f78953f1b65c98c","itemType":"INVEST_NEWS","name":"外資09-16賣超179.8億、逆勢大買面板記憶體金融、三大法人賣213.81億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789599946618},"sourceUrl":"https://udn.com/news/story/7251/9758897","summary":"外資及陸資09/16賣超179.8億元，逆勢買超面板、記憶體及金融股：友達52,473張、力積電42,641張、群創20,868張、聯電6,969張；賣超00981A達24,241張、緯創9,687張、台積電8,744張。投信買超95.74億元，自營商賣超129.74億元，三大法人合計賣超213.81億元。","updatedAt":1789599946518,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789599946518,"headline":"華邦電砸356億全現金收購英飛凌記憶體事業、拿下NOR Flash與F-RAM百分百股權","id":"c9c3896779ac4c842c4bffeb","itemType":"INVEST_NEWS","name":"華邦電砸356億全現金收購英飛凌記憶體事業、拿下NOR Flash與F-RAM百分百股權","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789599946818},"relatedSymbol":"2344","sourceUrl":"https://finance.ettoday.net/news/3238806","summary":"華邦電09/16晚間重訊宣布以約356億元全現金收購英飛凌旗下記憶體事業100%股權，標的為NOR Flash與F-RAM事業，穩居全球NOR Flash龍頭。交易預計2027下半年完成，記憶體族群09/17開盤焦點。","updatedAt":1789599946518,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789513604191,"headline":"美股收黑道瓊跌328點、費半逆漲0.4%、台積ADR跌1.02%收413.75美元","id":"c9568ef888700a36e61c50be","itemType":"INVEST_NEWS","name":"美股收黑道瓊跌328點、費半逆漲0.4%、台積ADR跌1.02%收413.75美元","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789513604391},"relatedSymbol":"2330","sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5575263","summary":"自由財經2026-09-16 06:01（台北，美股09-15收盤）：道瓊跌328.09點（-0.63%）報52,093.11，S\u0026P500跌0.45%、那指跌0.78%，費半逆漲44.27點（+0.40%）報11,175.55；台積電ADR跌1.02%收413.75美元；10年債殖利率衝破5%創2007年來最高，市場預期Fed本週升息1碼；布蘭特+2.9%收108.75美元、WTI+4.4%收105.83美元；輝達+0.57%、AMD+2.19%、高通+4.25%緩解部分跌勢。","updatedAt":1789513604191,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789513604191,"headline":"台股09-15收跌351點收45,511點、成交6,034億今年次低","id":"66853c3bab0210e90cba227f","itemType":"INVEST_NEWS","name":"台股09-15收跌351點收45,511點、成交6,034億今年次低","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789513604191},"relatedSymbol":"2330","sourceUrl":"https://finance.ettoday.net/news/3237780","summary":"ETtoday 2026-09-15 13:37（台北）盤後：加權終場收45,511點、下跌351點（-0.77%）；成交值6,034.53億元，受漢測申購凍資8,656億影響創今年次低量；台積電收漲5元至2,385元（+0.21%），9/16除息前逆勢撐盤。","updatedAt":1789513604191,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789513604191,"headline":"三大法人09-15賣超791.24億、外資砍626.99億全倒","id":"4b93b781bb8dde98da8d88f0","itemType":"INVEST_NEWS","name":"三大法人09-15賣超791.24億、外資砍626.99億全倒","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789513604291},"sourceUrl":"https://money.udn.com/money/story/5607/9756013?from=edn_previous_story","summary":"經濟日報2026-09-15 15:21（台北）：三大法人合計賣超791.24億元，外資及陸資賣超626.99億、投信賣超22.19億、自營商賣超142.06億，三大法人同步倒貨；對應大盤跌351.03點收45,511.49點、成交6,034.53億。","updatedAt":1789513604191,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789513604191,"headline":"台積電09-16除息秀登場、外資4天賣超2,272億、聯發科2奈米新品亮相","id":"ed67c9743269906fc7d460f8","itemType":"INVEST_NEWS","name":"台積電09-16除息秀登場、外資4天賣超2,272億、聯發科2奈米新品亮相","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789513604491},"relatedSymbol":"2330","sourceUrl":"https://news.cnyes.com/news/id/6606331","summary":"鉅亨網2026-09-15盤前要聞（JSON-LD發布日09-15，已核驗）：點名今日台積電除息秀登場、外資連四個交易日累計賣超2,272億元、聯發科2奈米天璣9600 Pro亮相；呼應09-15外資單日大砍約627億、台積電除息前收漲5元至2,385元的盤勢背景。","updatedAt":1789513604191,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789427199060,"headline":"美股AI煞車論盡墨、費半重挫692點、台積ADR跌3.52%","id":"31b18fd9461c7d1e28895757","itemType":"INVEST_NEWS","name":"美股AI煞車論盡墨、費半重挫692點、台積ADR跌3.52%","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789427199260},"relatedSymbol":"2330","sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5574014","summary":"美股週一盡墨：道瓊-152.09點（-0.29%）、那指-0.56%、標普-0.48%，費半重挫692.72點（-5.86%）報11,131.28，台積電ADR跌3.52%。Anthropic執行長週末主張放慢最先進模型開發、OpenAI與馬斯克表態支持，市場憂AI資本支出降溫；WTI收101.39美元（+1.3%）、布蘭特105.68美元，美10Y盤中短暫突破5%、尾盤約4.99%，市場押注Fed本週升息機率約92%。","updatedAt":1789427199060,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789427199060,"headline":"台股09-14收跌322點失守46K、成交6309億今年第3低","id":"6492039aad353eebf7378611","itemType":"INVEST_NEWS","name":"台股09-14收跌322點失守46K、成交6309億今年第3低","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789427199060},"relatedSymbol":"2330","sourceUrl":"https://finance.ettoday.net/news/3237121","summary":"台股09-14終場收45,862.52點、下跌322.33點（-0.7%），失守46K與月線，盤中最低45,398點；成交6,309.17億元為今年第3低。台積電收2,380元、下跌30元（-1.24%）。AI煞車論引發半導體賣壓，載板、記憶體紛紛倒地。","updatedAt":1789427199060,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789427199060,"headline":"外資09-14賣超369.64億、自台積電提款266.74億","id":"71c5716b0d821f10817fa7dc","itemType":"INVEST_NEWS","name":"外資09-14賣超369.64億、自台積電提款266.74億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789427199160},"relatedSymbol":"2330","sourceUrl":"https://news.cnyes.com/news/id/6605864","summary":"外資09-14集中市場賣超369.64億元，賣超台積電11,191張（7/30以來最多）、提款266.74億元，另賣超華邦電42,267張、提款68.55億元；投信買超23.53億元、自營商賣超150.93億元，三大法人合計賣超497.03億元。","updatedAt":1789427199060,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789427199060,"headline":"AI煞車論重殺半導體、費半狂洩692點、台指期夜盤跌221點","id":"5052cf074a4f2470c4a48c4f","itemType":"INVEST_NEWS","name":"AI煞車論重殺半導體、費半狂洩692點、台指期夜盤跌221點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789427199360},"sourceUrl":"https://finance.ettoday.net/news/3237469","summary":"AI煞車論重殺半導體族群，費半狂洩約692點，台指期夜盤下跌221點，週二台股開盤直接承壓，盤前法人聚焦抗跌股與防守策略。","updatedAt":1789427199060,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789340677937,"headline":"台指期夜盤飆401點收46,588點、美股全漲台積電ADR漲1.22%","id":"6890d8b64a79bb60be6e9b4b","itemType":"INVEST_NEWS","name":"台指期夜盤飆401點收46,588點、美股全漲台積電ADR漲1.22%","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789340678037},"relatedSymbol":"2330","sourceUrl":"https://www.storm.mg/article/11164121","summary":"台股09-11重挫755點、台積電跌40元、櫃買跌2.4%後，台指期夜盤上漲401點收46,588點，台積電期貨盤後漲18元。美股09-11全漲：道瓊+509.19點（+0.98%）、標普+0.86%、那指+0.96%、費半+1.81%，台積電ADR漲5.21美元（+1.22%）收433.24美元。市場關注聯準會利率動向，專家示警週一開高後仍有變數。","updatedAt":1789340677937,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789340677937,"headline":"台股上週五重挫755點收46,184點、外資大賣892億迎千億賣壓","id":"0657f60a19be05103cbfa6d6","itemType":"INVEST_NEWS","name":"台股上週五重挫755點收46,184點、外資大賣892億迎千億賣壓","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789340677937},"sourceUrl":"https://www.ftnn.com.tw/news/578597","summary":"台股上週五（09-11）終場收46,184.85點、重挫755.64點，仍守住46K。三大法人合計賣超1,112.58億元：外資賣超892.7億、投信買超82.13億、自營商賣超302.01億。美國8月CPI年增3.4%符合預期，但核心CPI月增0.3%高於預期的0.2%，Fed升息機率飆升。","updatedAt":1789340677937,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789340677937,"headline":"美8月核心CPI超預期、超級央行週FOMC 9月15-16日登場升息機率破8成","id":"2e295ecafccbeec89713661e","itemType":"INVEST_NEWS","name":"美8月核心CPI超預期、超級央行週FOMC 9月15-16日登場升息機率破8成","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789340678137},"sourceUrl":"https://news.cnyes.com/news/id/6605055","summary":"美國8月核心CPI月增0.3%高於預期，LSEG期貨顯示Fed升息1碼（利率區間3.5%-3.75%調升25基點）機率超過80%。Fed將於9月15-16日召開利率會議，新任主席華許上月鷹派演說後市場提高9月升息押注；支撐數據有8月非農新增16.2萬人、核心PCE年增3.3%。本週美、日、英、台央行決策牽動全球資金。","updatedAt":1789340677937,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789081426651,"headline":"傳村田停產部分MLCC、信昌電光頡漲停、國巨翻紅漲1.24%","id":"db20e1db00c5a50394c81266","itemType":"INVEST_NEWS","name":"傳村田停產部分MLCC、信昌電光頡漲停、國巨翻紅漲1.24%","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789081427151},"relatedSymbol":"2327","sourceUrl":"https://www.peoplenews.tw/articles/economic-news/54664","summary":"村田傳逐步停產部分MLCC料號，市場看轉單台廠：信昌電、光頡攻漲停，禾伸堂漲5.94%、華新科漲4.54%、日電貿漲3%、國巨由黑翻紅漲1.24%。台股同日收46,940.49跌242.87點、成交7,459.51億連三日下滑。","updatedAt":1789081426651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789081426651,"headline":"美8月PPI推升9月升息預期、美股開低道瓊跌88點","id":"61505cb3850d2c499b67037a","itemType":"INVEST_NEWS","name":"美8月PPI推升9月升息預期、美股開低道瓊跌88點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789081427051},"relatedSymbol":"","sourceUrl":"https://money.udn.com/money/story/123398/9747355","summary":"美國8月PPI公布後9月升息預期升溫（同版相關報導：8月PPI年增率5.4%，伊朗戰事推高能源價），美股09-10開低：道瓊跌88.8點報52,291.85、標普跌41.6點報7,594.74、那指跌232.3點報26,021.05。","updatedAt":1789081426651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789081426651,"headline":"聯發科8月營收641.83億創單月新高、年增44.08%","id":"86bf71e18afa8f4c07e70d0f","itemType":"INVEST_NEWS","name":"聯發科8月營收641.83億創單月新高、年增44.08%","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789081426951},"relatedSymbol":"2454","sourceUrl":"https://news.cnyes.com/news/id/6603187","summary":"聯發科09-10公布8月營收641.83億元，月增32.41%、年增44.08%，累計前8月4,139.91億年增5.76%；受惠AI業務推進＋旗艦手機穩健，創單月新高。","updatedAt":1789081426651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789081426651,"headline":"台積電8月營收5,148.06億首破5,000億、連四月創新高","id":"ceac96ad1515d1b28314bcb8","itemType":"INVEST_NEWS","name":"台積電8月營收5,148.06億首破5,000億、連四月創新高","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789081426851},"relatedSymbol":"2330","sourceUrl":"https://udn.com/news/story/7252/9747490","summary":"台積電09-10公布8月合併營收5,148.06億元，月增10.1%、年增53.3%，首度飛越5,000億大關且連四個月創單月新高。","updatedAt":1789081426651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789081426651,"headline":"美股全趴、台指期夜盤重挫757點報46,112、台積電ADR跌2.4%","id":"5dcd715520aaf2d82d24cab8","itemType":"INVEST_NEWS","name":"美股全趴、台指期夜盤重挫757點報46,112、台積電ADR跌2.4%","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789081426751},"relatedSymbol":"2330","sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5570004","summary":"台北時間09-10晚間10點：道瓊跌307點報52,072、標普跌48點報7,588、那指跌201點報26,052、費半跌341點報11,589；台積電ADR跌2.4%；台指期夜盤重挫757點報46,112點。","updatedAt":1789081426651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1789081426651,"headline":"台股09-10收46,940.49點跌242.87點、成交縮至7,139億","id":"0985faaf5ebe6b3e0aa05649","itemType":"INVEST_NEWS","name":"台股09-10收46,940.49點跌242.87點、成交縮至7,139億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1789081426651},"relatedSymbol":"","sourceUrl":"https://m.cnyes.com/news/id/6602906","summary":"台股09-10收46,940.49點、跌242.87點（盤中一度跌逾600點），成交量縮至7,139億。三大法人合計賣超503.11億：外資賣超383.34億、自營賣超137.62億、投信買超17.86億。","updatedAt":1789081426651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788908618947,"headline":"台股09/08收跌220點守47K、台積電逆勢漲10元至2,470","id":"cf25e08c8fa595d936985f12","itemType":"INVEST_NEWS","name":"台股09/08收跌220點守47K、台積電逆勢漲10元至2,470","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788908618947},"relatedSymbol":"2330","sourceUrl":"https://tw.news.yahoo.com/%E5%8F%B0%E8%82%A1%E6%94%B6%E7%9B%A4-%E5%8F%B0%E8%82%A1%E8%B7%8C220%E9%BB%9E-%E4%B8%AD%E5%B0%8F%E5%9E%8B%E8%82%A1%E6%AE%BA%E8%81%B2%E9%9A%86%E9%9A%86-%E5%8F%B0%E7%A9%8D%E9%9B%BB%E6%BC%B210%E5%85%83%E6%92%90%E7%9B%A4-055400643.html","summary":"加權收47,105.78點、跌220.49點(-0.47%)，成交8,766.62億元，盤中震盪約554點；中小型股殺聲隆隆，川湖重挫逾9%、雙鴻跌停，資金轉進金融內需；台積電逆勢漲10元收2,470元獨撐大盤。","updatedAt":1788908618947,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788908618947,"headline":"美伊衝突再起油價漲、台指期夜盤漲100點收47,055","id":"ea04e7c5452366727b162e5c","itemType":"INVEST_NEWS","name":"美伊衝突再起油價漲、台指期夜盤漲100點收47,055","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788908619447},"sourceUrl":"https://finance.ettoday.net/news/3233969","summary":"美伊衝突再起、國際油價上漲壓抑美股三大指數收黑、僅費半獨強；台指期夜盤漲100點(+0.21%)收47,055點，守住47K關口。","updatedAt":1788908618947,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788908618947,"headline":"台塑四寶8月營收全增、台塑化年增5成最猛、南亞創50個月新高","id":"85dad37a29f3344424cea55e","itemType":"INVEST_NEWS","name":"台塑四寶8月營收全增、台塑化年增5成最猛、南亞創50個月新高","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788908619347},"relatedSymbol":"1303","sourceUrl":"https://tw.stock.yahoo.com/news/%E5%8F%B0%E5%A1%91%E5%9B%9B%E5%AF%B68%E6%9C%88%E7%87%9F%E6%94%B6%E4%B8%80%E8%A1%A8%E7%9C%8B%EF%BC%81%E5%8F%B0%E5%A1%91%E5%8C%96%E5%B9%B4%E5%A2%9E5%E6%88%90%E6%9C%80%E7%8C%9B-%E5%8D%97%E4%BA%9E%E5%89%B550%E5%80%8B%E6%9C%88%E6%96%B0%E9%AB%98-064514874.html","summary":"台塑139.92億年增6.8%、台塑化819.56億年增50.3%最猛、台化305.58億年增31.7%、南亞306億年增46.7%創50個月新高；南亞電子材料占比升至59.8%，台塑化受惠油價上漲、8月杜拜原油均價88.7美元。","updatedAt":1788908618947,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788908618947,"headline":"廣達8月營收4,239.71億首破4,000億創歷史新高","id":"aa2eb585c32caf383faed8bb","itemType":"INVEST_NEWS","name":"廣達8月營收4,239.71億首破4,000億創歷史新高","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788908619247},"relatedSymbol":"2382","sourceUrl":"https://tw.stock.yahoo.com/news/%E5%BB%A3%E9%81%948%E6%9C%88%E7%87%9F%E6%94%B6%E5%88%B7%E6%96%B0%E7%B4%80%E9%8C%84-%E9%A6%96%E5%BA%A6%E8%A1%9D%E7%A0%B44000%E5%84%84%E5%85%83%E9%97%9C%E5%8D%A1-062025063.html","summary":"廣達8月合併營收4,239.71億元，月增15.8%、年增177.5%，單月首度突破4,000億元改寫歷史新高，AI伺服器拉貨動能強勁。","updatedAt":1788908618947,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788908618947,"headline":"美股09/08道瓊重挫628點、費半逆漲1.3%、台積電ADR漲2.35%收439美元","id":"fdc83a21d88c6fcd4cc89f50","itemType":"INVEST_NEWS","name":"美股09/08道瓊重挫628點、費半逆漲1.3%、台積電ADR漲2.35%收439美元","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788908619147},"relatedSymbol":"2330","sourceUrl":"https://www.chinatimes.com/realtimenews/20260909000948-260410","summary":"道瓊收52,786.07跌628.18點(-1.18%)，標普7,673.52跌0.58%，那指26,421.41跌0.32%，費半收11,887.87漲152.61點(+1.30%)獨強；台積電ADR漲10.09美元(+2.35%)收439美元，英特爾飆約9%、高通飆7.5%帶動；油價逼近100美元、升息疑慮升溫。","updatedAt":1788908618947,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788908618947,"headline":"三大法人09/08轉賣超99.86億、僅外資連3買132.68億","id":"e8bdf30d041f68a34cb9422f","itemType":"INVEST_NEWS","name":"三大法人09/08轉賣超99.86億、僅外資連3買132.68億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788908619047},"sourceUrl":"https://udn.com/news/story/7251/9741695","summary":"外資買超132.68億連3買，投信賣超47.15億，自營賣超185.4億（避險156.54億），合計賣超99.86億；外資買超南亞科、華邦電，投信買超台積電、旺矽，盤面震盪、資金轉進3族群。","updatedAt":1788908618947,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788822337651,"headline":"三大法人買超1,138億、外資883億史上第四大連2買","id":"b01d7b34ff5698b88716483b","itemType":"INVEST_NEWS","name":"三大法人買超1,138億、外資883億史上第四大連2買","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788822337751},"sourceUrl":"https://tw.stock.yahoo.com/news/%E3%80%90follow%E6%B3%95%E4%BA%BA%E3%80%91%E7%BE%8E%E8%82%A1%E4%BC%91%E5%B8%82%E4%B8%80%E5%A4%A9%EF%BC%81%E5%A4%96%E8%B3%87%E7%8B%82%E6%8E%83883%E5%84%84%E5%85%83%E3%80%8C%E5%8F%B2%E4%B8%8A%E7%AC%AC%E5%9B%9B%E5%A4%A7%E3%80%8D-%E9%80%A32%E8%B2%B7%E8%B6%85%E5%8F%B0%E8%82%A1%E7%A0%B41445%E5%84%84%E5%85%83-070808965.html","summary":"09/07三大法人合計買超1,138.65億元：外資883.08億（史上第四大、連2日合計1,445.21億）、投信98.7億、自營156.87億；外資掃貨友達15.6萬張、力積電11.2萬張，加碼台積電16,135張約397億元。發布於2026-09-07 17:51。","updatedAt":1788822337651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788822337651,"headline":"威剛8月營收189.3億連6個月新高、前8月破千億","id":"d5dc577781867b12ca135959","itemType":"INVEST_NEWS","name":"威剛8月營收189.3億連6個月新高、前8月破千億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788822338051},"relatedSymbol":"3260","sourceUrl":"https://news.cnyes.com/news/id/6599269","summary":"威剛8月營收189.3億元續創單月歷史新高（月增2.97%、年增279.81%），連續第6個月刷新紀錄；前8月累計1,015.8億元、年增218.14%。發布於2026-09-07 15:11。","updatedAt":1788822337651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788822337651,"headline":"聯發科直奔4,855漲停、輝達認35億美元ECB、74檔ETF沾光","id":"a24861d77f4ce77e540322c4","itemType":"INVEST_NEWS","name":"聯發科直奔4,855漲停、輝達認35億美元ECB、74檔ETF沾光","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788822337951},"relatedSymbol":"2454","sourceUrl":"https://finance.ettoday.net/news/3232823","summary":"聯發科發行39億美元ECB、輝達認購其中35億美元（轉換價4,513.75元），結盟AI工廠與客製化XPU；股價開高走高直奔4,855元漲停、逼近歷史新高4,905元；74檔台股ETF持有，009802比重26.3%最高、0050持有3.4萬張最多。發布於2026-09-07 11:20。","updatedAt":1788822337651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788822337651,"headline":"聯電攻漲停、台積聯發合計貢獻逾500點、季報股鎖碼","id":"6160727848d8be188cbc8ad7","itemType":"INVEST_NEWS","name":"聯電攻漲停、台積聯發合計貢獻逾500點、季報股鎖碼","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788822337851},"relatedSymbol":"2303","sourceUrl":"https://www.sinotrade.com.tw/richclub/MarketTrends/-0907%E5%8F%B0%E8%82%A1%E7%9B%A4%E5%BE%8C-%E5%8A%A0%E6%AC%8A%E6%8C%87%E6%95%B8%E6%BC%B21-67---%E8%81%AF%E9%9B%BB%E6%94%BB%E6%BC%B2%E5%81%9C-%E8%81%AF%E7%99%BC%E7%A7%91%E7%8D%B2%E8%BC%9D%E9%81%94%E8%AA%8D%E8%B3%BC%E5%8F%AF%E8%BD%89%E5%82%B5-%E5%AD%A3%E5%A0%B1%E5%84%AA%E6%96%BC%E9%A0%90%E6%9C%9F%E8%82%A1%E9%8E%96%E7%A2%BC%E5%B0%96%E9%BB%9E-%E8%8F%AF%E9%82%A6%E9%9B%BB-%E6%A5%A0%E6%A2%93%E9%9B%BB-6a9e83719533d535cbbcdbcd","summary":"09/07盤後：聯電攻漲停，聯發科（獲輝達認購可轉債）與台積電合計貢獻大盤逾500點，加權+775點站上47K（+1.67%）；季報優於預期股獲鎖碼：尖點、華邦電、楠梓電。發布於2026-09-07。","updatedAt":1788822337651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788822337651,"headline":"台股大漲775點收47,326重返47K、台積電收2,460領軍","id":"25f27d784125ead32b0e67ae","itemType":"INVEST_NEWS","name":"台股大漲775點收47,326重返47K、台積電收2,460領軍","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788822337651},"sourceUrl":"https://news.cnyes.com/news/id/6599318","summary":"09/07加權收47,326.27、上漲775.14點（+1.66%），重返47K並改寫史上次高收盤、創兩個半月新高，成交值9,950.08億元；台積電收2,460元（+2.07%）領軍，聯發科、日月光投控同步走強。發布於2026-09-07 16:00。","updatedAt":1788822337651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788822337651,"headline":"美股勞動節休市、台指期夜盤跌133、布油收97.31創六週高","id":"2119983f2a24099fe520ccc4","itemType":"INVEST_NEWS","name":"美股勞動節休市、台指期夜盤跌133、布油收97.31創六週高","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788822338151},"sourceUrl":"https://finance.ftvnews.com.tw/news/detail/2026908W0067","summary":"美股09/07因勞動節休市一天；台指期夜盤下滑133點（-0.28%，收47,329）；布蘭特原油+1.03美元收97.31、盤中觸98.06創六週高點。發布於2026-09-08 06:17。","updatedAt":1788822337651,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788735916043,"headline":"美光喊HBM產能翻倍大漲6.1%、費半創高特斯拉重挫5.9%","id":"43873a23290d8f872e74d757","itemType":"INVEST_NEWS","name":"美光喊HBM產能翻倍大漲6.1%、費半創高特斯拉重挫5.9%","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788735916343},"sourceUrl":"https://www.moneydj.com/kmdj/news/newsviewer.aspx?a=3674ca6e-23a3-42a4-b48c-a08a71250f08","summary":"9/4美股費半+3.38%收11,735.26創8/27以來新高；美光傳年底前HBM產能翻倍追SK海力士與三星，大漲6.1%收1,016.59美元，SanDisk+11.9%、SK海力士ADR+8.14%、威騰+5.86%；特斯拉Cybercab失色-5.92%收354.08美元；9/7美勞動節休市，下週聚焦9/10 PPI與9/11 CPI。發布09/07 06:21。","updatedAt":1788735916043,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788735916043,"headline":"週末精選：非農超強台積ADR彈2.9%、本週PPI與CPI定9月升息","id":"b978374260ad558e3d780aac","itemType":"INVEST_NEWS","name":"週末精選：非農超強台積ADR彈2.9%、本週PPI與CPI定9月升息","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788735916243},"sourceUrl":"https://money.udn.com/money/story/123398/9737784","summary":"美8月非農超強但股市未重挫，台積電ADR上週五+2.85%收428.91美元；本週最大變數為9/10 PPI與9/11 CPI，將決定9/15-16 FOMC是否升息；川普施壓Fed降息增添不確定性；台股能否跟漲看通膨數據、量能與外資期貨空單是否回補。發布09/06 16:48。","updatedAt":1788735916043,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788735916043,"headline":"法人看台指期夜盤站上47K、AI題材續撐科技股動能","id":"1221f2b4a2ce51f4f7832184","itemType":"INVEST_NEWS","name":"法人看台指期夜盤站上47K、AI題材續撐科技股動能","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788735916143},"sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5564816","summary":"台股上週五收復46K、台指期夜盤+473點站上47K；元大胡睿涵：美9/7勞動節休市、9/17 FOMC前偏橫盤震盪，電子占比逾八成可維持強勢整理；貝萊德楊貽甯：Google Cloud Q2約+82%、Azure年增43%、AWS近+37%，AI資本支出轉為回報；大華銀郭修誠：AI由硬體進入終端與邊緣運算爆發期，台鏈明年迎雙位數第二波獲利潮。發布09/06 13:42。","updatedAt":1788735916043,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788735916043,"headline":"台指期夜盤飆473點站上47182、非農16.2萬超預期費半逆漲逾3%","id":"da31dd5eed7091891aa65cbb","itemType":"INVEST_NEWS","name":"台指期夜盤飆473點站上47182、非農16.2萬超預期費半逆漲逾3%","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788735916043},"sourceUrl":"https://wantrich.chinatimes.com/news/20260906900041-420101","summary":"美國8月非農新增16.2萬人遠超預期5.5萬、失業率4.1%符合預期，7月由減2.3萬上修為增2.1萬；好消息成壞消息、市場憂9月重啟升息，美股三大指數9/4收黑但費半逆勢漲逾3%；台指期夜盤+473點收47,182站上47K；法人看週一補漲軋空挑戰47K、9/10-11或上看48,500；領漲半導體AI與記憶體，量能需守8,256億並看外資空單回補。發布09/06 10:58。","updatedAt":1788735916043,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788476634975,"headline":"三大法人賣超637.11億、外資倒貨481億投信獨買","id":"c390923a01e504649627a760","itemType":"INVEST_NEWS","name":"三大法人賣超637億、外資連2天大砍1395億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788476635075},"sourceUrl":"https://tw.stock.yahoo.com/news/%E5%8F%B0%E8%82%A1%E4%B8%8B%E8%B7%8C307%E9%BB%9E-%E4%B8%89%E5%A4%A7%E6%B3%95%E4%BA%BA%E8%B3%A3%E8%B6%85637%E5%84%84-%E7%B6%B2%E5%93%80-%E6%80%8E%E9%BA%BC%E6%AF%94%E6%98%A8%E5%A4%A9%E7%97%9B-075000106.html","summary":"三大法人合計賣超637.11億元：外資及陸資賣超481.45億元、投信買超11.41億元、自營商賣超167.06億元；外資連兩天合計大砍約1,395億元，賣超主力為南亞科等電子股，投信買超聯發科、緯創等。","updatedAt":1788476634975,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788476634975,"headline":"外資單日狠砍南亞科3.4萬張、30萬股東受傷","id":"997e5d09494ab86f0732284c","itemType":"INVEST_NEWS","name":"外資狠砍南亞科3.4萬張、30萬股東抱牢 cross","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788476635475},"relatedSymbol":"2408","sourceUrl":"https://inews.setn.com/news/1901084","summary":"外資單日賣超台股481.46億元，主力提款南亞科（2408）達3萬4,399張，南亞科股價大跌7.82%收477.5元，約30萬股東帳面受傷；外資連兩天大砍台股約1,395億元，記憶體族群成最大提款機。","updatedAt":1788476634975,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788476634975,"headline":"南亞科8月營收佳股價反重挫7.82%、法人喊620元","id":"ea924176853d49213c836a33","itemType":"INVEST_NEWS","name":"南亞科8月營收佳股價反崩7.82%、目標價620元","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788476635375},"relatedSymbol":"2408","sourceUrl":"https://www.ftnn.com.tw/news/575927","summary":"南亞科（2408）8月營收亮眼但股價重挫7.82%收477.5元，三大法人合計賣超約197億元、3.9萬張；本土法人維持買進評等、目標價620元；利多鈍化顯示記憶體高檔籌碼鬆動，短線追價風險升溫。","updatedAt":1788476634975,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788476634975,"headline":"博通AI營收年增221%、拋2,300億美元長期展望","id":"040b4ccd74bc9a262c95d90b","itemType":"INVEST_NEWS","name":"博通拋2300億美元AI展望、ASIC超級週期點火","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788476635275},"sourceUrl":"https://cmnews.com.tw/article/cmoney-e031867a-a75d-11f1-b32a-a7bd92d00fc3","summary":"博通本季營收年增86%、AI半導體營收年增221%，喊出2028財年AI半導體營收達2,300億美元、ASIC核心客戶擴至6家（Google、Meta、字節跳動、Anthropic、OpenAI等、合約鎖至2030年）；台積電ADR回升、台指期夜盤翻紅，台股ASIC供應鏈迎超級週期想像。","updatedAt":1788476634975,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788476634975,"headline":"Fed暫緩升息訊號激勵、道瓊大漲624點台積電ADR收紅","id":"b9aea30e99f5c6f6c09aa542","itemType":"INVEST_NEWS","name":"美股9/3道瓊大漲624點、台積電ADR收紅417美元","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788476635175},"sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5562572","summary":"道瓊上漲624.16點（+1.18%）、那斯達克+1.40%、費半小漲0.11%；台積電ADR上漲0.36%收417.01美元；Fed理事沃勒釋出可能暫緩升息訊號，9月維持利率不變預期升溫，殖利率漲勢暫歇，輝達+3.21%、戴爾財報優於預期大漲15.81%。","updatedAt":1788476634975,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788476634975,"headline":"台股9/3尾盤下殺收跌307點失守46000點","id":"c24be6eabf903f85b9a71ed9","itemType":"INVEST_NEWS","name":"台股9/3收跌307點失守46000、台積電逆勢收2390","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788476634975},"sourceUrl":"https://money.udn.com/money/story/5607/9732089","summary":"加權收45,857.66點、下跌307.06點，成交9,462.71億元；5日線約46,286點得而復失、日K連二黑險守10日線；台積電終場收2,390元、上漲5元（+0.21%）獨撐，玉山金爆巨量續創新高，資金避險轉進金融股。","updatedAt":1788476634975,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788390224423,"headline":"美股9月開門黑：道瓊跌0.79%、那指跌1.03%、費半重挫2.14%","id":"9b88dd68dc5dba3f0c967b10","itemType":"INVEST_NEWS","name":"美股9月開門黑道瓊跌0.79%費半重挫2.14%","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788390224623},"sourceUrl":"https://www.skis.com.tw/Report/market/TSM20260902.html","summary":"新光晨報彙整9/1美股收盤：道瓊52,766.88（-0.79%）、那斯達克26,099.77（-1.03%）、S\u0026P 500 7,631.47（-0.71%）、費城半導體11,288.61（-2.14%）。油價與美債殖利率齊揚壓抑風險偏好，台積電ADR收414美元小跌0.32%相對抗跌。","updatedAt":1788390224423,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788390224423,"headline":"聯發科ECB引輝達與Alphabet入股 蔡力行：策略性投資、產能沒問題","id":"9bf212a017e3ac64d92acb3d","itemType":"INVEST_NEWS","name":"聯發科ECB蔡力行：策略性投資、研發不手軟、產能沒問題","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788390224823},"relatedSymbol":"2454","sourceUrl":"https://wantrich.chinatimes.com/news/20260902900638-420101","summary":"聯發科完成39億美元海外可轉債訂價、輝達認購35億美元。副董蔡力行9/2表示此為極具策略性的投資、非單純籌資，研發投資不會停歇，先進製程與封裝產能一定沒問題，維持Q4營收超過20億美元目標，NVLink Fusion合作已掌握初期客戶。","updatedAt":1788390224423,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788390224423,"headline":"台股重挫784點失守5日線收46,164點、跌幅1.67%","id":"597466aeb56feac6ad48760c","itemType":"INVEST_NEWS","name":"台股重挫784點失守5日線收46164點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788390224423},"sourceUrl":"https://www.skis.com.tw/Report/market/TSM20260902_after.html","summary":"新光證券盤後整理：加權指數9/2開低走低終場收46,164.72點、下跌784.00點（-1.67%），跌破5日線但守住46,000整數關卡，成交值約9,183億元。盤中一度下挫逾700點回測5日線，隔夜美股與油債雙漲壓力外溢。","updatedAt":1788390224423,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788390224423,"headline":"三大法人賣超1,150億、外資狂倒913億由買轉賣","id":"c9336216fa48fb6680617c2e","itemType":"INVEST_NEWS","name":"三大法人賣超1150億外資狂倒913億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788390224523},"sourceUrl":"https://tw.stock.yahoo.com/news/%E4%B8%89%E5%A4%A7%E6%B3%95%E4%BA%BA%E8%B3%A3%E8%B6%851150%E5%84%84-%E5%A4%96%E8%B3%87%E7%8B%82%E5%80%92913%E5%84%84-%E7%B6%B2%E5%98%86-%E5%AE%8C%E8%9B%8B%E4%BA%86-073900745.html","summary":"證交所統計9/2三大法人合計賣超1,150.33億元：外資及陸資賣超913.54億元、投信賣超33.17億元、自營商自行買賣買超1.56億元但避險部位賣超205.18億元。對比9/1合計買超561億元（外資267億）呈現籌碼急轉空。","updatedAt":1788390224423,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788390224423,"headline":"南亞科(2408)8月營收446.9億元再創歷史新高、年增560%","id":"0f93337ba520595ca09d07c3","itemType":"INVEST_NEWS","name":"南亞科8月營收446.9億再創歷史新高","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788390224723},"relatedSymbol":"2408","sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5561084","summary":"南亞科公告8月合併營收446.9億元，月增1.88%、年增560.85%續創單月新高；累計前8月2,201.94億元、年增638.19%。公司看好下半年DRAM均價維持高檔，7月438.68億元高基期上再墊高，記憶體缺貨題材延續。","updatedAt":1788390224423,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788303815806,"headline":"美伊衝突再燃推升油價與美債殖利率 台股警戒46K防守","id":"028cb886a07b29901175c47c","itemType":"INVEST_NEWS","name":"美伊衝突再燃推升油價與美債殖利率 台股警戒46K防守","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788303816106},"sourceUrl":"https://finance.technews.tw/2026/09/01/us-iran-conflict-oil-prices-us-treasuries-taiwan-stock-46000-defense-safe-haven-funds/","summary":"美伊衝突加劇推升油價、美10年債殖利率至4.76%(+1.84%)、美元指數99.42；費半8/31重挫2.92%、台積電ADR跌2.80%至415.32美元。台股8/31收45,975點成交1兆，欣興跌停拖累載板-6.57%但外資逆勢接22億，記憶體/散熱/CCL相對抗跌，短線關注45,500支撐與外資動向。","updatedAt":1788303815806,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788303815806,"headline":"台股盤後大漲820點收46,948點直逼47K 聯發科漲停領軍","id":"f2f7cc98f276904eb0c7f5da","itemType":"INVEST_NEWS","name":"台股盤後大漲820點收46,948點直逼47K 聯發科漲停領軍","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788303815806},"sourceUrl":"https://news.cnyes.com/news/id/6593954","summary":"9/1台股開高走高收46,948.72點、漲820.25點(+1.78%)創近2月新高，成交1.08-1.13兆；聯發科受輝達35億美元ECB投資激勵鎖漲停4,315元，台積電+1.46%、聯電+2.71%、緯穎漲停、日月光+4.45%帶動，29類股近全紅。法人看蘋果發表與AI供應鏈續強但提醒追高風險。","updatedAt":1788303815806,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788303815806,"headline":"南亞(1303)7月自結獲利暴增337倍 EPS 0.4元提早開獎","id":"7bc0ec731e50e3f6ade2edb7","itemType":"INVEST_NEWS","name":"南亞(1303)7月自結獲利暴增337倍 EPS 0.4元提早開獎","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788303815906},"relatedSymbol":"1303","sourceUrl":"https://fnc.ebc.net.tw/fncnews/stock/217352","summary":"南亞因股價達注意標準提早公布7月自結：營收305.73億年增44.5%、稅前淨利47.91億年增10928%、歸屬淨利31.68億年增33783%、EPS 0.40元；Q2 EPS 3.37元、近四季累計EPS 6.20元。7月獲利未含南亞科等權益法認列，塑化與電子材料需求回溫為主因。","updatedAt":1788303815806,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788303815806,"headline":"三大法人聯手買超561億 外資267億、台指空單回補2,572口","id":"ec6bd5e18b71b2423fe2922f","itemType":"INVEST_NEWS","name":"三大法人聯手買超561億 外資267億、台指空單回補2,572口","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788303816006},"sourceUrl":"https://www.peoplenews.tw/articles/investment-financialmgmt/53122","summary":"9/1三大法人同步買超561.39億：外資267.08億、投信131.02億、自營163.29億；外資台指期淨空單自91,075口降至88,503口，回補2,572口但未平倉仍7.87萬口屬回補非翻多。資金回流權值與AI鏈，後續關注美國ISM與職缺數據對降息預期影響。","updatedAt":1788303815806,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788217461435,"headline":"聯發科完成39億美元海外可轉債訂價 輝達、Alphabet都出手認購","id":"3d04d0f8d0a23a4957cd7f12","itemType":"INVEST_NEWS","name":"聯發科完成39億美元海外可轉債訂價 輝達、Alphabet都出手認購","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788217461535},"relatedSymbol":"2454","sourceUrl":"https://money.udn.com/money/story/5612/9725586","summary":"經濟日報08/31：聯發科39億美元海外無擔保可轉債完成訂價，吸引AI基礎建設長期合作夥伴輝達（35億美元）與Google母公司Alphabet認購。債券5年期、票面利率0%，轉換價4,513.75元，對照收盤3,925元溢價約15%，顯示重量級股東以資金綁定AI長期合作。","updatedAt":1788217461435,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788217461435,"headline":"美伊再交火！油債雙漲、美股多收黑道瓊挫逾370點","id":"99b6dc1629106b5f8a6ac318","itemType":"INVEST_NEWS","name":"美伊再交火！油債雙漲、美股多收黑道瓊挫逾370點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788217461635},"relatedSymbol":"","sourceUrl":"https://www.nownews.com/news/6870973","summary":"NOWnews 09/01清晨：美軍再度空襲伊朗目標、荷莫茲海峽風險升溫，國際油價急漲（Brent重返90美元），油債雙漲。美股週一收盤道瓊-374.09點（-0.70%）、那斯達克-31.53點（-0.12%）多收黑，費半則逆勢上漲65.39點（+0.57%）報11,535.05點，能源供應疑慮與升息預期交織。","updatedAt":1788217461435,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788217461435,"headline":"台股收跌202點守住46100點 台積電尾盤爆逾萬張大量","id":"9ce3531671cf5aaab29025f9","itemType":"INVEST_NEWS","name":"台股收跌202點守住46100點 台積電尾盤爆逾萬張大量","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788217462035},"relatedSymbol":"2330","sourceUrl":"https://money.udn.com/money/story/5607/9724649","summary":"經濟日報08/31：MSCI季度調整8/31盤後生效，台積電最後一筆爆出1.4萬張成交量，終場跌15元收2,405元（-0.62%）；鴻海-1.19%收250元；聯發科-1.51%收3,925元。台股盤中一度下殺逾880點失守46K、觸及45,450.21點後低接買盤進場，跌勢收斂終場守住46,100點。","updatedAt":1788217461435,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788217461435,"headline":"MSCI＋台積電出力 台股震盪守46K 台塑四寶兩檔漲停","id":"4b38ff0bb48747b01b918ec4","itemType":"INVEST_NEWS","name":"MSCI＋台積電出力 台股震盪守46K 台塑四寶兩檔漲停","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788217461935},"relatedSymbol":"2330","sourceUrl":"https://www.ctee.com.tw/news/20260831700921-430201","summary":"工商時報08/31 14:17：台股8/31盤中一度重挫逾800點、最低觸45,450.21點，尾盤在MSCI季度調整盤後生效與台積電爆1.4萬張大量助攻下收斂至46,128.47點（-202.98、-0.44%），成交量1.2兆元。台積電-0.62%收2,405元、收在五日線下；欣興因洗產地疑雲跳空跌停鎖死收999元、千金股除名。","updatedAt":1788217461435,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788217461435,"headline":"最強亞股 台股8月漲3,008點","id":"16acf1e77e1ff3eecff6d5fe","itemType":"INVEST_NEWS","name":"最強亞股 台股8月漲3,008點","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788217461835},"relatedSymbol":"","sourceUrl":"https://udn.com/news/story/7251/9725911","summary":"經濟日報08/31：台股8月大漲3,008.72點、漲幅6.9%，寫下史上最強8月、亞股第一強紀錄。8/31外資現貨賣超143.9億元，投信賣超40億元連三賣（累計56.4億）、自營商賣超74.5億元由買轉賣；外資台指期淨空單減少685口至82,970口，期現貨未同步偏空。","updatedAt":1788217461435,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788217461435,"headline":"美伊又打！美股震盪費半翻黑 台指期守46K大關","id":"61fef0c7ccbd3be0adb241dc","itemType":"INVEST_NEWS","name":"美伊又打！美股震盪費半翻黑 台指期守46K大關","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788217461735},"relatedSymbol":"","sourceUrl":"https://inews.setn.com/news/1899476","summary":"三立新聞09/01 00:31：美伊地緣政治風險升溫，美股四大指數開低震盪、費半盤中翻黑。台指期夜盤以46,126點開出後多空在46K大關激烈交鋒、盤中劇烈震盪，所幸守住46K關卡，靜待費半收盤轉紅帶動。","updatedAt":1788217461435,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788217461435,"headline":"輝達首度投資台灣公司 認購35億美元聯發科ECB","id":"0e0c4a5af61ed69e611f0c3f","itemType":"INVEST_NEWS","name":"輝達首度投資台灣公司 認購35億美元聯發科ECB","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788217461435},"relatedSymbol":"2454","sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5558598","summary":"自由財經08/31 20:57：聯發科完成總額39億美元海外無擔保可轉債訂價（約1,200億台幣），為台灣資本市場史上最大海外可轉債發行。輝達以35億美元認購、Alphabet也參與，黃仁勳首度重金投資台灣公司。雙方深化邊緣AI到雲端AI長期合作，聯發科採用NVIDIA最新NVLink Fusion平台開發客製化AI加速器，並協助客戶從AI ASIC擴展至機櫃級運算系統與平台。","updatedAt":1788217461435,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788131061054,"headline":"華許放鷹科技股寒顫 台股本週四萬五保衛戰法人點名抗跌族群","id":"4a20edd2045575f741421c50","itemType":"INVEST_NEWS","name":"華許放鷹科技股寒顫 台股本週四萬五保衛戰法人點名抗跌族群","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788131061154},"relatedSymbol":"","sourceUrl":"https://today.line.me/tw/v3/article/JPn1EBX","summary":"太報/LINE TODAY 08/30：華許鷹派談話重挫費半3.47%至11,469、台指期跌457點破46000，法人指高本益比科技股面臨估值修正，台股本週恐陷45,000保衛戰。資金從權值擴散至中小型AI硬體與上游材料，看好具現金流低估值與AI高階零組件（滑軌、ABF載板、CCL、散熱）相對抗跌。","updatedAt":1788131061054,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788131061054,"headline":"Fed鷹聲成元凶費半狂殺 台指夜盤跌457點台股連漲恐踩煞車","id":"f991fb66b7605820da234bc8","itemType":"INVEST_NEWS","name":"Fed鷹聲成元凶費半狂殺 台指夜盤跌457點台股連漲恐踩煞車","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788131061254},"relatedSymbol":"2330","sourceUrl":"https://tw.news.yahoo.com/%E7%9B%A4%E5%89%8D-fed%E9%B7%B9%E8%81%B2%E6%88%90%E5%85%83%E5%87%B6%E8%B2%BB%E5%8D%8A%E7%8B%82%E6%AE%BA-%E5%8F%B0%E6%8C%87%E5%A4%9C%E7%9B%A4%E8%B7%8C457%E9%BB%9E-%E5%8F%B0%E8%82%A1%E9%80%A3%E6%BC%B2%E6%81%90%E8%B8%A9%E7%85%9E%E8%BB%8A-221300400.html","summary":"Yahoo新聞08/30盤前：Fed主席華許Jackson Hole鷹派演說推升9月升息預期至約57.5%，費半重挫3.47%、輝達跌4.57%至217.55、台積期貨盤後跌21元。台股28日漲356點至46,331、外資買超417億，但融資單日+72.59億，量價背離與美股逆風使連漲恐踩煞車。","updatedAt":1788131061054,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788131061054,"headline":"費半墜技術熊市與標普背離20個百分點 阮慕驊示警9月收斂風險","id":"945a49b4871936412f39600a","itemType":"INVEST_NEWS","name":"費半墜技術熊市與標普背離20個百分點 阮慕驊示警9月收斂風險","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788131061354},"relatedSymbol":"","sourceUrl":"https://news.tvbs.com.tw/money/4014942","summary":"TVBS 08/30：費半自7月高點14,655跌至11,469累計回檔21.74%陷技術熊市，與標普距歷史高點僅1.12%強勢背離20.6個百分點創罕見分歧。輝達營收年增106%僅撐一日行情，次日即因鷹派訊號重挫。阮慕驊示警9月恐面臨誰向誰收斂，費半止跌或標普補跌將牽動台股電子。","updatedAt":1788131061054,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788131061054,"headline":"【08/31盤前】台股中多不變 玻璃陶瓷光電金融領漲、先進製程供應鏈續強","id":"0837df441349a0a63f7ed1e0","itemType":"INVEST_NEWS","name":"【08/31盤前】台股中多不變 玻璃陶瓷光電金融領漲、先進製程供應鏈續強","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788131061454},"relatedSymbol":"","sourceUrl":"https://www.taiwanhot.net/news/1146559/%E3%80%90%E5%8F%B0%E8%82%A108-31%E6%97%A5%E7%9B%A4%E5%89%8D%E5%88%86%E6%9E%90%E3%80%91","summary":"台灣好新聞08/31 00:10盤前：台股08/28收46,331（+356、+0.77%）維持中多，玻璃陶瓷+2.36%、光電+2.13%、金融保險+1.60%領漲。點名台積電先進製程供應鏈、高速運算伺服器與蘋果供應鏈（金麗科、矽格、欣銓、雙鴻、精材）漲幅居前，美股27日那指與費半同漲對盤前情緒中性偏多。","updatedAt":1788131061054,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788131061054,"headline":"台指期夜盤失守46000重挫457點 美股4指數全黑周一承壓","id":"81e3144102cbd9700dd311da","itemType":"INVEST_NEWS","name":"台指期夜盤失守46000重挫457點 美股4指數全黑周一承壓","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788131061054},"relatedSymbol":"","sourceUrl":"https://tw.stock.yahoo.com/news/%E5%8F%B0%E8%82%A1%E9%80%B1-%E6%89%9B%E7%9A%84%E4%BD%8F%E5%97%8E-fed%E9%B7%B9%E6%B4%BE%E8%A8%8A%E8%99%9F%E7%99%BC%E5%A8%81-%E5%8F%B0%E6%8C%87%E6%9C%9F%E5%A4%9C%E7%9B%A4%E5%A4%B1%E5%AE%884%E8%90%AC6-%E7%BE%8E%E8%82%A14%E6%8C%87%E6%95%B8%E5%85%A8%E9%BB%91-013000331.html","summary":"Yahoo財經08/30：聯準會主席華許鷹派訊號發威，美股4指數收黑、台指期夜盤由紅翻黑跌457點至45,900失守46000，台積電ADR跌2.29%。台股上週五收46,331.45（+356.23、週線+1,107）強勢與夜盤急殺形成對比，法人預估週一恐回檔500-600點。","updatedAt":1788131061054,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1},{"createdAt":1788044645064,"headline":"MSCI第三季調升台股權重 8/31盤後生效 外資8月買超3295億","id":"3326b4a73c1d97da78537463","itemType":"INVEST_NEWS","name":"MSCI第三季調升台股權重 8/31盤後生效 外資8月買超3295億","originPluginDir":"2de9f16af659fb16f865a699","originPluginID":"2de9f16af659fb16f865a699","parents":{"3c2929cd93c7d3bc57b657ca":1788044645264},"relatedSymbol":"","sourceUrl":"https://www.ctee.com.tw/news/20260830700057-439901","summary":"工商時報08/29：MSCI第三季季度調整調升台股權重，8/31盤後生效。外資已提前卡位，8月上市買超3295億元，相較前兩月合計賣超1.34兆元態度轉多。輝達Vera Rubin採台積3奈米，上修2026台灣半導體產值至9.2兆年增40.9%，先進製程、CoWoS、AI伺服器、矽光子與液冷族群為9月焦點。MSCI生效日尾盤料有被動買盤，留意爆量換手。","updatedAt":1788044645064,"updatedBy":{"agentId":"135aaeb447c99bd4fb84d672","agentName":"消息面雷達員","userId":"6a8ff8980123bafb300880","userName":"Levi"},"version":1}]}