{"allowContribute":false,"item":{"activeCommit":"6cf1b17db8c846f7bb329dbf0bc0cce47b892b70","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"9bc5622028cd4826","createdAt":1787233296048,"displayName":"盤後研究面板","gitCommit":"6cf1b17db8c846f7bb329dbf0bc0cce47b892b70","id":"4bb0249c2cd695cab8e92243","isPublic":true,"itemType":"PLUGIN","name":"盤後研究面板","pluginDir":"4bb0249c2cd695cab8e92243","repositoryID":"repo_ac17d3b3cf33388509d6b03b","status":"active","updatedAt":1787233314425,"updatedBy":{"userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":3},"ownerMemberId":"6a86ffb201f449fd3fc4b2","ownerName":"吳益民","publicPlugins":{"PLUGIN":{"pluginItemId":"4bb0249c2cd695cab8e92243","pluginDir":"4bb0249c2cd695cab8e92243","bundleHash":"9bc5622028cd4826","live":true}},"subtree":[{"activeCommit":"6cf1b17db8c846f7bb329dbf0bc0cce47b892b70","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"9bc5622028cd4826","createdAt":1787233296048,"displayName":"盤後研究面板","gitCommit":"6cf1b17db8c846f7bb329dbf0bc0cce47b892b70","id":"4bb0249c2cd695cab8e92243","isPublic":true,"itemType":"PLUGIN","name":"盤後研究面板","pluginDir":"4bb0249c2cd695cab8e92243","repositoryID":"repo_ac17d3b3cf33388509d6b03b","status":"active","updatedAt":1787233314425,"updatedBy":{"userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":3},{"createdAt":1787233298400,"deletedAt":null,"id":"default_panel_stock_folder_6a86ffb201f449fd3fc4b2","isNew":false,"isPublic":false,"itemType":"PANEL_STOCK_FOLDER","name":"自選股","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"panel":1787233298400},"preParentID":null,"reviewedAt":0,"updatedAt":1787233298400,"updatedBy":{"userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787233298441,"deletedAt":null,"id":"default_panel_news_folder_6a86ffb201f449fd3fc4b2","isNew":false,"isPublic":false,"itemType":"PANEL_NEWS_FOLDER","name":"消息面","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"panel":1787233298441},"preParentID":null,"reviewedAt":0,"updatedAt":1787233298441,"updatedBy":{"userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787272884140,"id":"58b5fba8b9e9da41279b541f","impact":"利空","itemType":"PANEL_NEWS","name":"台積電法說加碼投資美國千億美元 毛利率展望保守 8/17跳水大跌逾3%","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787272884140},"sourceUrl":"https://stock.ltn.com.tw/article/ruswhxhhepaa","summary":"台積電8/16法說宣布加碼投資美國亞利桑那1000億美元、基礎漲價之上再加收10%，但毛利率展望低於市場預期，引發自由現金流與毛利稀釋擔憂，8/17開盤跳水大跌逾3%、摜破五日線與月線（查證：自由財經/財經媒體多來源交叉）。直接影響持股2330短線走勢，因權重逾四成亦拖累大盤與正2ETF連動，需觀察2,350元支撐能否守穩。","updatedAt":1787272884140,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787272884140,"id":"8b86b06aaa7897e1e5176113","impact":"利空","itemType":"PANEL_NEWS","name":"台股8/18開高走低大跌548點 46K得而復失 外資終止連6買","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787272884240},"sourceUrl":"https://finance.ettoday.net/news/3221245","summary":"8/18台股開高走低，加權指數高低震盪達839點，終場大跌548.59點收45,308.68點（-1.2%），台積電跌20元收2,380元，外資終止連6買轉為賣超（查證：ETtoday/經濟日報/MoneyDJ多來源一致）。指數跌破5日線、46K得而復失，短線資金轉審慎，對大盤與正2ETF、台積電屬明顯利空。","updatedAt":1787272884140,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787272884140,"id":"a399f3e050ea0e65a7c7f7b8","impact":"中性","itemType":"PANEL_NEWS","name":"記憶體族群8/20點火 南亞科大漲7.48% 華邦電漲5.06%","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787272884340},"sourceUrl":"https://www.ftnn.com.tw/news/571538","summary":"8/20記憶體族群受AI需求帶動強勢，南亞科盤中一度漲逾8%、終場+7.48%收517元，華邦電+5.06%收176.5元，成台股撐盤要角（查證：三立/FTNN/永豐多來源）。對同為半導體但走成熟製程的持股力積電6770屬間接利多，惟力積電同時遭外資重砍18萬張，利多恐被籌碼面抵銷，連動有限。","updatedAt":1787272884140,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787272884140,"id":"e5a387ac7c5d0636008db720","impact":"利多","itemType":"PANEL_NEWS","name":"面板三雄8/17逆勢爆量 群創獲利連4季轉正 彩晶轉型題材","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787272884440},"sourceUrl":"https://statementdog.com/news/17414","summary":"8/17面板股逆勢爆量，友達+5.62%收27.25元登台股成交量王，群創+2.2%收51.2元、Q2稅後純益45.32億、獲利連4季轉正（EPS 0.57元創近6季新高），彩晶+1.8%收14.15元、車用及工控占比逾六成（查證：財報狗/經濟日報）。對持股彩晶6116屬利多題材，惟族群高波動，8/20已回檔收黑，追高需留意。","updatedAt":1787272884140,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787272884140,"id":"892f6e4c1a9a0f0090e6fd3f","impact":"利空","itemType":"PANEL_NEWS","name":"力積電遭外資4天砍逾18萬張 股價急崩14%","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787272884540},"sourceUrl":"https://stock.ltn.com.tw/article/3vgdmcfqy9wf","summary":"外資本週天天砍力積電6770，4天倒貨逾18.74萬張，股價從78.4元跌至67.3元、累計跌幅14.15%，8/20更以賣超3萬5015張居個股賣超榜首（查證：自由財經）。對持股6770屬重大利空，籌碼面持續鬆動、逾67萬股東承壓，短線風險高，建議密切追蹤法人動向與67元支撐。","updatedAt":1787272884140,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787272884140,"id":"b002c2572c280a0ddb491649","impact":"利空","itemType":"PANEL_NEWS","name":"面板8/20爆量收黑 彩晶跌3.16% 外資賣超8564張","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787272884640},"sourceUrl":"https://www.ftnn.com.tw/news/571706","summary":"8/20面板三雄雖爆量卻集體收黑，友達、群創均跌逾1%，彩晶6116跌3.16%，且外資單日賣超彩晶8564張（查證：FTNN/自由財經交叉）。與8/17爆量上漲形成高波動，顯示面板族群短線資金換手激烈，對持股6116屬短線利空，留意回檔支撐。","updatedAt":1787272884140,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787234116650,"id":"e99c5207eee2d6a4ee6a6640","impact":"利多","itemType":"PANEL_NEWS","name":"台股量縮反彈收復季線 外資轉買超37億","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787234116650},"sourceUrl":"https://money.udn.com/money/story/5607/9703531","summary":"8/20台股收漲214點至44,933、成交量縮至7930億、外資終結連2賣轉買超37億、收復季線，資金轉進中小型股與ABF載板。已交叉經濟日報/鉅亨/Yahoo三來源確認。對正2 ETF（00675L/00685L/009816）為止跌轉穩利多；ABF載板走強支撐相關持股。","updatedAt":1787234116650,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787234116650,"id":"8f35241a5b38755f7c967fca","impact":"利空","itemType":"PANEL_NEWS","name":"費半重挫5% 美債殖利率飆高 AI股潰退","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787234116750},"sourceUrl":"https://udn.com/news/story/6811/9700183","summary":"8/18-19美股AI股修正，30年期美債殖利率升至5.337%創2007年新高、AI高期待反成壓力、費半重挫5%、台積電ADR跌4.1%。已交叉UDN/鉅亨/工商時報三來源確認。對正2 ETF與大盤為連動利空風險，台積電2330短期承壓。","updatedAt":1787234116650,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787234116650,"id":"bcbe6a959f31adf819c17a46","impact":"利多","itemType":"PANEL_NEWS","name":"台積電資本支出上修至640億美元 歷史新高","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787234116850},"sourceUrl":"https://money.udn.com/money/story/5607/9698113","summary":"台積電今年資本支出上修至640億美元創歷史新高，先進製程材料設備最受惠，反映AI需求信心。已交叉經濟日報/CMoney兩來源確認。對持股2330為長線利多，彰顯AI擴產與技術領先。","updatedAt":1787234116650,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787234116650,"id":"7ccdf48e3e7ba74c604c04e9","impact":"利多","itemType":"PANEL_NEWS","name":"里昂喊台積電目標價3700元 法人圈第三高","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787234116950},"sourceUrl":"https://udn.com/news/story/7252/9699294","summary":"里昂調升台積電目標價至3,700元（原3,330），法人圈第三高（麥格理4,200/花旗3,800），看好AI建設需求。已交叉UDN/非凡新聞兩來源確認。對2330評價面支撐；但短期股價跳空跌破月季線，多空拉鋸。","updatedAt":1787234116650,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787234116650,"id":"f6cb838e41576d8041d957a4","impact":"利多","itemType":"PANEL_NEWS","name":"PCB族群AI伺服器題材點火 高階板卡多頭續航","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787234117050},"sourceUrl":"https://cmnews.com.tw/article/cmoneyairesearcher-e528d3a7-9aa4-11f1-9eaf-4adaf0c34e7e","summary":"8/18 PCB類股強漲3.16%，AI伺服器需求點燃高層板/ABF載板商機，金像電/博智/欣興/南電領漲。已交叉CMoney、經濟日報8/20大盤ABF載板走強兩來源確認。對持股2313華通、2367燿華、6191精成科為利多。","updatedAt":1787234116650,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1},{"createdAt":1787234116650,"id":"0e4d4e845316b362e5255708","impact":"中性","itemType":"PANEL_NEWS","name":"台積電跌破短期均線 成台股止跌關鍵","originPluginDir":"4bb0249c2cd695cab8e92243","originPluginID":"4bb0249c2cd695cab8e92243","parents":{"default_panel_news_folder_6a86ffb201f449fd3fc4b2":1787234117150},"sourceUrl":"https://cmnews.com.tw/article/newsyoudeservetoknow-5ada1755-9bb6-11f1-8b1d-0fd6226de4bc","summary":"台積電近日跌破月季線，法人視為台股能否止跌的關鍵觀察指標。與非凡新聞「里昂3700仍跳空跌破月季線」交叉確認。對2330短期技術面偏弱、連動大盤與正2 ETF，需觀察能否站穩。","updatedAt":1787234116650,"updatedBy":{"agentId":"86da8bc09c9924799274788d","agentName":"消息面雷達","userId":"6a86ffb201f449fd3fc4b2","userName":"吳益民"},"version":1}]}