{"allowContribute":false,"item":{"contents":"[]","createdAt":1790341883347,"description":"","followUpdates":true,"id":"6ab672fa6cadf5a5951c87c1","isPublic":true,"itemType":"PACKAGE","name":"投資研究面板組合包","parents":{},"pluginDirs":["72e9766f4f4d61dc7bb52c6b"],"rootItemIds":["72e9766f4f4d61dc7bb52c6b"],"updatedAt":1790341882945,"updatedBy":{"userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},"ownerMemberId":"6ab4d28401efe8f62ab93c","ownerName":"樂","packageContents":[{"name":"投資研究面板","itemType":"PLUGIN","count":1}],"publicPlugins":{"PLUGIN:72e9766f4f4d61dc7bb52c6b":{"pluginItemId":"72e9766f4f4d61dc7bb52c6b","pluginDir":"72e9766f4f4d61dc7bb52c6b","bundleHash":"910c752af373e45a","live":true}},"subtree":[{"contents":"[]","createdAt":1790341883347,"description":"","followUpdates":true,"id":"6ab672fa6cadf5a5951c87c1","isPublic":true,"itemType":"PACKAGE","name":"投資研究面板組合包","parents":{},"pluginDirs":["72e9766f4f4d61dc7bb52c6b"],"rootItemIds":["72e9766f4f4d61dc7bb52c6b"],"updatedAt":1790341882945,"updatedBy":{"userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"activeCommit":"eae4af3d8120415131b088a2a258b8563f2b4a69","apis":{"routes":[],"types":{}},"assets":{},"backendEvents":[],"backendSchedules":[{"activeHours":{"daysOfWeek":[1,2,3,4,5],"end":"13:30","start":"08:30"},"frequency":"LOOP","handler":"/__schedule__/market-watch","id":"market-watch","intervalMs":1800000,"timezone":"Asia/Taipei"}],"bundleHash":"910c752af373e45a","createdAt":1790241243907,"displayName":"投資研究面板","gitCommit":"eae4af3d8120415131b088a2a258b8563f2b4a69","id":"72e9766f4f4d61dc7bb52c6b","itemType":"PLUGIN","minClientVersion":"1.10.999","name":"投資研究面板","pluginDir":"72e9766f4f4d61dc7bb52c6b","repositoryID":"repo_6d46ee8c2cf56cdd52ce8742","status":"active","updatedAt":1790340169723,"updatedBy":{"userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":4},{"createdAt":1790341432732,"id":"36489a7aaf5d9250d5e7a407","itemType":"WATCH","market":"NASDAQ","memo":"美股科技巨頭，消費電子與供應鏈連動","name":"蘋果 AAPL","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790341433432},"stockName":"蘋果","symbol":"AAPL","updatedAt":1790341432732,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790341432732,"id":"c87b2a8f815e9c6afdd5d620","itemType":"WATCH","market":"TWSE","memo":"台股高股息 ETF 代表，長期存股觀察","name":"國泰永續高股息 00878","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790341432832},"stockName":"國泰永續高股息","symbol":"00878","updatedAt":1790341432732,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790341432732,"id":"4da30cbcba6fed5872c81367","itemType":"WATCH","market":"TWSE","memo":"追蹤台股市值型 ETF 與加權連動","name":"富邦台50 006208","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790341432932},"stockName":"富邦台50","symbol":"006208","updatedAt":1790341432732,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790341432732,"id":"05c4ed4f688b54d8605cc65a","itemType":"WATCH","market":"TWSE","memo":"權值股代表，觀察外資與基本面","name":"鴻海 2317","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790341433032},"stockName":"鴻海","symbol":"2317","updatedAt":1790341432732,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790341432732,"id":"ea812a9fcb910bc1bef3b454","itemType":"WATCH","market":"TWSE","memo":"IC 設計龍頭，AI 敘事連動觀察","name":"聯發科 2454","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790341433132},"stockName":"聯發科","symbol":"2454","updatedAt":1790341432732,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790341432732,"id":"11a0ea2c03d008ef47c2f47c","itemType":"WATCH","market":"NASDAQ","memo":"AI 敘事核心，費半與台股連動觀察","name":"輝達 NVDA","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790341433232},"stockName":"輝達","symbol":"NVDA","updatedAt":1790341432732,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790341432732,"id":"fa72aa8fba23bc35eff014c2","itemType":"WATCH","market":"NASDAQ","memo":"美股科技巨頭，AI 與雲端觀察","name":"Google GOOGL","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790341433332},"stockName":"Google","symbol":"GOOGL","updatedAt":1790341432732,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790341432732,"id":"d10e4cb218b722c1cf15f898","itemType":"WATCH","market":"TWSE","memo":"台股高股息 ETF 代表，長期存股觀察","name":"元大高股息 0056","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790341432732},"stockName":"元大高股息","symbol":"0056","updatedAt":1790341432732,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790340127621,"id":"6ab66c1f6cadf5a5951c87b4","itemType":"WATCH","market":"TWSE","memo":"","name":"0050","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790340127621},"stockName":"","symbol":"0050","updatedAt":1790340127622,"updatedBy":{"userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790294226686,"id":"dd0ac435579861be1cb2c671","itemType":"WATCH","market":"TWSE","memo":"ABF 載板。9/24 收 962 元（+6.18%），成交 424.2 億居全市場之冠、量增 2.10 倍、振幅 7.40%、收在當日區間中段。Oracle 不可抗力事件後，AI 載板族群 9/29 的情緒指標。","name":"景碩","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790294226786},"stockName":"景碩","symbol":"3189","updatedAt":1790294226686,"updatedBy":{"agentId":"a3a18adcdc04bb83096eb5f2","agentName":"當沖觀察員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790294226686,"id":"c841f730badc94d6c04beaf6","itemType":"WATCH","market":"TWSE","memo":"散熱均熱片。9/24 收 6,920 元（+7.96%），量增 2.86 倍、振幅 11.00%、收最高。高價股振幅大、單量小，跳動成本高，只做確認方向後的順勢單。","name":"健策","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790294226886},"stockName":"健策","symbol":"3653","updatedAt":1790294226686,"updatedBy":{"agentId":"a3a18adcdc04bb83096eb5f2","agentName":"當沖觀察員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790294226686,"id":"b419716dbf1d3936321a0586","itemType":"WATCH","market":"TWSE","memo":"AI 伺服器 PCB。9/24 收 1,105 元（-3.07%）卻量增 1.54 倍、成交 174.3 億、振幅 6.58%，是大量族群中少見的逆勢下跌，當作 AI 硬體多空分歧的觀察窗。","name":"金像電","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790294226986},"stockName":"金像電","symbol":"2368","updatedAt":1790294226686,"updatedBy":{"agentId":"a3a18adcdc04bb83096eb5f2","agentName":"當沖觀察員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790294226686,"id":"12e3a98588b147ca153d5380","itemType":"WATCH","market":"TPEX","memo":"散熱模組（上櫃）。9/24 收 1,710 元（+7.21%），振幅 10.03%、量增 1.27 倍。振幅夠但量增有限，追價前先確認成交筆數是否同步放大。","name":"雙鴻","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790294227086},"stockName":"雙鴻","symbol":"3324","updatedAt":1790294226686,"updatedBy":{"agentId":"a3a18adcdc04bb83096eb5f2","agentName":"當沖觀察員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790294226686,"id":"cd0e6e13b8044662b9648836","itemType":"WATCH","market":"TWSE","memo":"大盤定錨。9/24 收 2,475 元（-1.00%），成交 361.1 億但量能僅前五日均量 0.61 倍；同日 ADR 收 451.15 美元（+1.03%）。9/29 開盤先看台股補不補這段 ADR 價差。","name":"台積電","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790294226686},"stockName":"台積電","symbol":"2330","updatedAt":1790294226686,"updatedBy":{"agentId":"a3a18adcdc04bb83096eb5f2","agentName":"當沖觀察員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790241245636,"deletedAt":null,"id":"default_news_folder_6ab4d28401efe8f62ab93c","isNew":false,"isPublic":false,"itemType":"NEWS_FOLDER","name":"消息面雷達","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"invest":1790241245636},"preParentID":null,"reviewedAt":1790261012938,"updatedAt":1790261082904,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂樂樂"},"version":2},{"category":"新聞","createdAt":1790293694470,"id":"d6483e6faa71467f502c5110","importance":"高","itemType":"NEWS","marketScope":"整體","name":"Oracle 對新墨西哥州 AI 資料中心 Project Jupiter 發出不可抗力通知","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293694470},"publishedAt":"2026/09/25 06:45","sourceName":"The Motley Fool","sourceUrl":"https://www.fool.com/coverage/stock-market-today/2026/09/24/stock-market-today-sept-24-oracle-stock-dips-as-it-issues-force-majeure-notice-on-project-jupiter-data-center/","summary":"Oracle 就其在新墨西哥州的大型 AI 資料中心案（代號 Project Jupiter，屬 Stargate 體系、為 OpenAI 提供算力）向開發方發出 force majeure（不可抗力）通知，市場解讀為交付時程恐延後、專案融資承受信用壓力，Oracle 股價當日下挫約 4%。多家外媒同步引述同一封通知。台股 AI 伺服器、散熱、電源與載板族群對 Stargate 相關拉貨預期敏感，9/29 開盤後需觀察是否被當成 AI 資本支出降溫的第一張骨牌。","updatedAt":1790293694470,"updatedBy":{"agentId":"5d879b520925cb9323aca5fb","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"新聞","createdAt":1790293694470,"id":"168e2dc9d5f8fa74f3173c81","importance":"高","itemType":"NEWS","marketScope":"美股","name":"美國 30 年期固定房貸利率跳升至 7.45%","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293694570},"publishedAt":"2026/09/25 07:00","sourceName":"CNBC","sourceUrl":"https://www.cnbc.com/2026/09/24/30-year-fixed-mortgage-rate-spikes-thursday-to-7point45percent.html","summary":"美國 30 年期固定房貸利率 9/24 跳升至 7.45%，反映長天期公債殖利率急揚。美國財政部資料顯示 10 年期殖利率由 9/22 的 4.96% 升至 9/24 的 5.18%，30 年期同期由 5.29% 升至 5.47%（22 年新高），兩日分別走高 22 與 18 個基點。無風險利率位階上移直接壓縮高評價成長股的容忍度，是台股連假後最主要的外部變數。","updatedAt":1790293694470,"updatedBy":{"agentId":"5d879b520925cb9323aca5fb","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293694470,"id":"77b9dc231f7bf96020142205","importance":"中","itemType":"NEWS","marketScope":"台股","name":"央行公布第 4 季定期存單標售 364 天期月標售額降至 1,100 億元","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293694670},"publishedAt":"2026/09/24 16:21","sourceName":"中央銀行","sourceUrl":"https://www.cbc.gov.tw/tw/cp-302-192924-b7af8-1.html","summary":"央行公告 115 年第 4 季定期存單發行計畫：10 月起 364 天期存單每月標售金額由 1,200 億元調降至 1,100 億元，2 年期維持 250 億元，理由是因應銀行體系資金情勢與資產配置需求。每月減少沖銷 100 億元，代表央行對市場資金的回收力道略為放鬆，對金融股與台幣資金面屬中性偏暖的訊號。","updatedAt":1790293694470,"updatedBy":{"agentId":"5d879b520925cb9323aca5fb","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293694470,"id":"64d67227f017787917feaeb3","importance":"中","itemType":"NEWS","marketScope":"台股","name":"金管會裁罰台灣人壽 960 萬元 中信金、台新新光金同日公告子公司受罰","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293694770},"publishedAt":"2026/09/24 08:00","sourceName":"金融監督管理委員會","sourceUrl":"https://www.fsc.gov.tw/ch/home.jsp?id=96\u0026parentpath=0,2\u0026mcustomize=news_view.jsp\u0026dataserno=202609240005\u0026toolsflag=Y\u0026dtable=News","summary":"金管會依保險法第 171 條之 1 核處台灣人壽 960 萬元罰鍰（內控缺失 840 萬、金融消費者保護 120 萬）：員工自 109 年 5 月至 114 年 6 月挪用懸帳款項逾 1,600 萬元長達 5 年，退費、復效、覆核與洗錢防制姓名檢核均未落實。中信金（2891）9/24 19:34、台新新光金（2887）19:46 分別代台灣人壽與新光人壽公告受裁罰，新光人壽金額以公開資訊觀測站公告為準。屬個別金控事件、非系統性風險，但金融股連假後可能承受小幅情緒壓力。","updatedAt":1790293694470,"updatedBy":{"agentId":"5d879b520925cb9323aca5fb","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"新聞","createdAt":1790293694470,"id":"c8d0ea6d6d2b12a37730bfe2","importance":"中","itemType":"NEWS","marketScope":"台股","name":"核安會核定核三再運轉計畫 重啟仍須執行結果報告與換照審查","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293694870},"publishedAt":"2026/09/25 05:30","sourceName":"聯合新聞網","sourceUrl":"https://udn.com/news/story/7238/9776594","summary":"核安會完成核三廠「再運轉計畫」審查並核定，是重啟程序的第一關。後續台電須依核定計畫提出執行結果報告，並完成老化評估、輻射查核與耐震安全評估，再經核安會審查、現場查證與運轉執照換發審查才能重啟，報導未給出明確發電時程；相關經費由台電預算自籌。對重電、核電工程與電力設備族群是題材面利多，但實質發電貢獻仍遠，廢核團體亦表態反對預設重啟。","updatedAt":1790293694470,"updatedBy":{"agentId":"5d879b520925cb9323aca5fb","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"新聞","createdAt":1790293694470,"id":"8a41e4f0ec2baf1d9625695a","importance":"中","itemType":"NEWS","marketScope":"台股","name":"明年最低工資月薪突破 3 萬元 時薪調至 205 元","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293694970},"publishedAt":"2026/09/25 05:30","sourceName":"聯合新聞網","sourceUrl":"https://udn.com/news/story/7238/9776691","summary":"最低工資審議結果出爐，明年月薪首度突破 3 萬元、時薪調至 205 元，勞方批資方緊踩 3% 調幅沒誠意，勞資雙方均表不滿意（同日另有《最低工資調幅 勞方批資方緊踩 3% 沒誠意》交叉報導）。人力成本上升對餐飲、零售、服務業等用工密集族群毛利有壓力，對內需消費則略有支撐；確切金額與實施日以勞動部正式公告為準。","updatedAt":1790293694470,"updatedBy":{"agentId":"5d879b520925cb9323aca5fb","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293694470,"id":"2b12c766d44bd14e868a4510","importance":"中","itemType":"NEWS","marketScope":"台股","name":"央行 8 月金融情況 M1B 年增降至 6.65% 放款投資年增升至 9.43%","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293695070},"publishedAt":"2026/09/23 16:20","sourceName":"中央銀行","sourceUrl":"https://www.cbc.gov.tw/tw/cp-302-192915-c5b42-1.html","summary":"央行 115 年 8 月金融情況：M1B 年增率降至 6.65%、M2 降至 6.79%，主因外匯存款與活期儲蓄存款成長減緩；全體貨幣機構放款與投資年增率則由 9.08% 升至 9.43%。M1B 動能連續趨緩代表股市活水成長放慢（9 月 16 日 Fed 升息一碼後的資金環境更緊），但放款動能上升顯示實體資金需求仍旺。","updatedAt":1790293694470,"updatedBy":{"agentId":"5d879b520925cb9323aca5fb","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293694470,"id":"68f18814d9dd036d5bd1a2ea","importance":"中","itemType":"NEWS","marketScope":"台股","name":"鴻海子公司董事會決議預計處分 Figure Technology Solutions 股份","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293695170},"publishedAt":"2026/09/24 17:37","relatedSymbol":"2317 鴻海","sourceName":"公開資訊觀測站","sourceUrl":"https://mops.twse.com.tw/mops/web/t05st01","summary":"鴻海（2317）9/24 17:37 代子公司 HCM International Company 公告董事會決議預計處分 Figure Technology Solutions, Inc. 股份；同時段另公告子公司準時達取得、Joyspeed 處分上海印華國際貨運代理股權。屬業外投資組合調整，處分利益需視實際成交價認列，對本業與 AI 伺服器出貨無直接關係，但權值股的業外一次性損益會影響 Q3、Q4 每股盈餘的解讀。","updatedAt":1790293694470,"updatedBy":{"agentId":"5d879b520925cb9323aca5fb","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293694470,"id":"3e66873e4812c35a8cafdf4f","importance":"低","itemType":"NEWS","marketScope":"台股","name":"證交所 9/30 審議科絡達創新板上市案","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293695270},"publishedAt":"2026/09/24 00:00","sourceName":"臺灣證券交易所","sourceUrl":"https://www.twse.com.tw/zh/about/news/news/content.html?8a8216d6a0bdcc0001a0d20f2289005d","summary":"證交所訂於 9 月 30 日召開第 896 次有價證券上市審議委員會，審議英屬開曼群島商科絡達股份有限公司申請股票創新板上市案。同批公告另包含證交所因違反重大訊息規定對正瀚生技（6534）處以 3 萬元違約金。屬例行審議與輕度處分，對盤面無實質影響，列為背景追蹤。","updatedAt":1790293694470,"updatedBy":{"agentId":"5d879b520925cb9323aca5fb","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"新聞","createdAt":1790293045299,"id":"f5b2dba74816a620ac015c18","importance":"高","itemType":"NEWS","marketScope":"整體","name":"美債殖利率再飆 道瓊連3黑 台積電ADR漲逾1%","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293045299},"publishedAt":"2026/09/25 07:15","relatedSymbol":"2330 台積電","sourceName":"自由時報財經","sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5585618","summary":"美債殖利率續揚壓抑美股評價，道瓊連續第 3 個交易日收黑；半導體族群相對抗跌，台積電 ADR 逆勢漲逾 1%。台股 9/25～9/28 中秋連假休市，殖利率走勢是 9/29 開盤前最主要的外部變數，ADR 與現股 2,475 元的價差值得留意。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"新聞","createdAt":1790293045299,"id":"dc0fef96b20e5b71cdbe64c6","importance":"中","itemType":"NEWS","marketScope":"台股","name":"憂美伊戰事推升能源波動 台灣製造業信心轉弱","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293046199},"publishedAt":"2026/09/25 05:30","relatedSymbol":"傳統製造、能源成本敏感族群","sourceName":"經濟日報／聯合新聞網","sourceUrl":"https://udn.com/news/story/7238/9776568","summary":"受美伊戰事與能源價格波動疑慮影響，台灣製造業信心指數轉弱；同期中油強調中東氣源中斷後已改採澳洲、加拿大、美國等替代氣源並連虧 6 年，呼籲政府撥補增資。能源成本與地緣風險對非電子的傳產獲利壓力值得留意。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"新聞","createdAt":1790293045299,"id":"8a3758a7487707c7a2213c6d","importance":"高","itemType":"NEWS","marketScope":"整體","name":"美國 30 年期公債殖利率飆上 22 年新高","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293045399},"publishedAt":"2026/09/25 07:15","relatedSymbol":"整體市場（長天期利率）","sourceName":"自由時報財經","sourceUrl":"https://ec.ltn.com.tw/article/breakingnews/5585516","summary":"債市賣壓沉重，美國 30 年期公債殖利率升至 22 年新高，長天期利率走升直接壓縮高評價成長股的折現評價，對台股 AI、半導體權值族群的本益比是負向壓力；同時也讓黃金等無息資產承壓。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"新聞","createdAt":1790293045299,"id":"b325b9d6b24f82cb8456c58c","importance":"高","itemType":"NEWS","marketScope":"台股","name":"台積電盤後鉅額交易成交 2,749 元 創歷史新天價","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293045499},"publishedAt":"2026/09/24 18:31","relatedSymbol":"2330 台積電","sourceName":"經濟日報／聯合新聞網","sourceUrl":"https://udn.com/news/story/7251/9776115","summary":"台積電 9/24 盤中失守 2,500 元、終場收 2,475 元（跌 25 元），但盤後鉅額交易卻以 2,749 元成交，創下歷史新天價，顯示有資金願意在連假前以顯著溢價承接，市場解讀為對節後行情的偏多訊號，需與外資當日大幅賣超並列觀察。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"新聞","createdAt":1790293045299,"id":"d2108964545ab9893d459de3","importance":"中","itemType":"NEWS","marketScope":"整體","name":"中秋連假台股休市 PCE、非農與美光財報接力登場","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293045599},"publishedAt":"2026/09/24 18:14","relatedSymbol":"加權指數、AI 供應鏈","sourceName":"Yahoo 股市","sourceUrl":"https://tw.stock.yahoo.com/news/%E4%B8%AD%E7%A7%8B%E9%80%A3%E5%81%87%E6%87%B6%E4%BA%BA%E5%8C%85-%E5%8F%B0%E8%82%A1%E9%87%8F%E7%B8%AE-%E7%BE%8E%E5%82%B5%E6%AE%96%E5%88%A9%E7%8E%87%E8%A1%9D%E9%AB%98-pce-%E9%9D%9E%E8%BE%B2-101409873.html","summary":"連假前台股量能縮減、指數在 48,000 點附近拉鋸；休市期間美國有 PCE 物價、非農就業數據與美光財報等事件，台股無法即時反映，9/29 開盤需一次補上四天的外部訊息落差，留意跳空風險。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293045299,"id":"fb7eaa79ffb2884a03f5ac72","importance":"高","itemType":"NEWS","marketScope":"台股","name":"8 月工業生產指數年增 23.47% 製造業增 24.61%","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293045699},"publishedAt":"2026/09/23 16:00","relatedSymbol":"半導體、電子零組件族群","sourceName":"經濟部統計處","sourceUrl":"https://www.moea.gov.tw/MNS/populace/news/News.aspx?kind=1\u0026menu_id=40\u0026news_id=124052","summary":"8 月工業生產指數 145.97，月增 1.85%、年增 23.47%，其中製造業年增 24.61%；累計 1～8 月工業生產年增 20.80%。生產動能維持高速成長，為電子、半導體上游族群的基本面支撐，與外資近期反覆進出形成對照。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293045299,"id":"818908db0d0c158c12f8995e","importance":"高","itemType":"NEWS","marketScope":"台股","name":"8 月批發業營業額年增 65.4% 機械器具批發暴增 119.9%","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293045799},"publishedAt":"2026/09/23 16:00","relatedSymbol":"AI 伺服器、電子零組件通路","sourceName":"經濟部統計處","sourceUrl":"https://www.moea.gov.tw/MNS/populace/news/News.aspx?kind=1\u0026menu_id=40\u0026news_id=124050","summary":"8 月批發業營業額 1 兆 8,501 億元、年增 65.4%，主因 AI、高效能運算與雲端應用推升電子零組件出貨，機械器具批發業年增 119.9%、化學材料批發年增 27.2%；零售業年增 6.5%、餐飲年增 1.8%。AI 出貨熱度仍在加速，是節後選股主軸的直接證據。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293045299,"id":"5996e88b79f84965778a4d9c","importance":"高","itemType":"NEWS","marketScope":"台股","name":"華邦電認購馬國子公司增資 並揭露收購英飛凌記憶體事業進度","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293045899},"publishedAt":"2026/09/23 19:30","relatedSymbol":"2344 華邦電","sourceName":"公開資訊觀測站（重大訊息）","sourceUrl":"https://mops.twse.com.tw/mops/web/t05st02","summary":"華邦電公告參與認購 100% 持有之馬來西亞子公司現金增資 8,000 萬馬幣（約新台幣 6.22 億元）；公告並補充 9/16 宣布收購英飛凌旗下 NOR Flash 與 F-RAM 事業 100% 股權案，交易總金額約 11.2 億美元（約新台幣 353.9 億元），仍待主管機關核准與交割條件達成。記憶體布局大幅擴張，後續資本支出與股本負擔須追蹤。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293045299,"id":"41af50951c55a189f23a6cd7","importance":"高","itemType":"NEWS","marketScope":"台股","name":"潤泰新處分玉成廣場 202 億元 預估處分利益 99 億元","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293045999},"publishedAt":"2026/09/23 18:18","relatedSymbol":"9945 潤泰新、2883 開發金","sourceName":"公開資訊觀測站（重大訊息）","sourceUrl":"https://mops.twse.com.tw/mops/web/t05st02","summary":"潤泰新代子公司潤泰創新公告處分台北南港玉成廣場土地與建物，交易總金額 202.18 億元（未稅），買方為開發金旗下凱基人壽（作價 206 億元），預估處分利益 99.19 億元並含部分售後租回。單一交易挹注顯著業外獲利，屬一次性收益，評價時應與本業分開看。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"category":"公告","createdAt":1790293045299,"id":"0ca9f0a21948d730d2836f37","importance":"中","itemType":"NEWS","marketScope":"台股","name":"金管會放寬 IFRS 永續揭露準則第三階段適用對象","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_news_folder_6ab4d28401efe8f62ab93c":1790293046099},"publishedAt":"2026/09/23 08:00","relatedSymbol":"中小型上市櫃公司","sourceName":"金融監督管理委員會","sourceUrl":"https://www.fsc.gov.tw/ch/home.jsp?id=96\u0026parentpath=0,2\u0026mcustomize=news_view.jsp\u0026dataserno=202609230001\u0026toolsflag=Y\u0026dtable=News","summary":"金管會與環境部調整接軌路徑：強制適用 IFRS 永續準則的門檻改為實收資本額 20 億元以上（或環境部納管者），強制家數由 1,970 家降至約 560 家（占上市櫃市值逾 87%），並延後氣候以外資訊、範疇三排放揭露與永續專章申報時點。中小型上市櫃公司法遵成本明顯下降。","updatedAt":1790293045299,"updatedBy":{"agentId":"cc3af690868665ac3fb8ed3b","agentName":"消息雷達員","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"checkKey":"adr-spread","createdAt":1790340171176,"doneAt":"","id":"6ab66c4b6cadf5a5951c87b9","itemType":"OPENING_CHECK","label":"台積電 ADR 溢價是否收斂","name":"台積電 ADR 溢價是否收斂","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790340171176},"updatedAt":1790340171337,"updatedBy":{"userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"checkKey":"foreign-flow","createdAt":1790340171176,"doneAt":"","id":"6ab66c4b6cadf5a5951c87b8","itemType":"OPENING_CHECK","label":"外資期現貨是否同步回補","name":"外資期現貨是否同步回補","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790340171176},"updatedAt":1790340171298,"updatedBy":{"userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"checkKey":"oil-wti","createdAt":1790340171176,"doneAt":"","id":"6ab66c4b6cadf5a5951c87b7","itemType":"OPENING_CHECK","label":"WTI 油價是否守住 96 美元一線","name":"WTI 油價是否守住 96 美元一線","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790340171176},"updatedAt":1790340171265,"updatedBy":{"userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"checkKey":"ai-narrative","createdAt":1790340171176,"doneAt":"","id":"6ab66c4b6cadf5a5951c87b6","itemType":"OPENING_CHECK","label":"AI 敘事與費半走勢是否轉強","name":"AI 敘事與費半走勢是否轉強","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790340171176},"updatedAt":1790340171212,"updatedBy":{"userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"checkKey":"us10y","createdAt":1790340171176,"doneAt":"","id":"6ab66c4b6cadf5a5951c87b5","itemType":"OPENING_CHECK","label":"美債 10Y 是否守住 5.2%","name":"美債 10Y 是否守住 5.2%","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"default_watch_folder_6ab4d28401efe8f62ab93c":1790340171176},"updatedAt":1790340171176,"updatedBy":{"userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":1},{"createdAt":1790241245575,"deletedAt":null,"id":"default_watch_folder_6ab4d28401efe8f62ab93c","isNew":false,"isPublic":false,"itemType":"WATCH_FOLDER","name":"我的自選清單","originPluginDir":"72e9766f4f4d61dc7bb52c6b","originPluginID":"72e9766f4f4d61dc7bb52c6b","parents":{"invest":1790241245575},"preParentID":null,"reviewedAt":1790342400000,"updatedAt":1790342404332,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6ab4d28401efe8f62ab93c","userName":"樂"},"version":3}]}