{"allowContribute":false,"item":{"activeCommit":"8cf2521459ab17ede2a6392b5f2daf028a09b0a8","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"bec51e116f69d7bb","createdAt":1782399954864,"deletedAt":null,"exampleHintSeen":true,"gitCommit":"8cf2521459ab17ede2a6392b5f2daf028a09b0a8","id":"b319d5f164abef78f3bfad45","isPublic":true,"itemType":"PLUGIN","name":"台股看盤面板","parents":{},"pluginDir":"台股看盤面板","preParentID":null,"repositoryID":"repo_cd8e3af8d5b335715e19bec8","status":"active","updatedAt":1785672611380,"version":17},"ownerMemberId":"6a3d3fab005ff51aa67500","ownerName":"張志豪","publicPlugins":{"PLUGIN":{"pluginItemId":"b319d5f164abef78f3bfad45","pluginDir":"台股看盤面板","bundleHash":"bec51e116f69d7bb","live":true}},"subtree":[{"activeCommit":"8cf2521459ab17ede2a6392b5f2daf028a09b0a8","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"bec51e116f69d7bb","createdAt":1782399954864,"deletedAt":null,"exampleHintSeen":true,"gitCommit":"8cf2521459ab17ede2a6392b5f2daf028a09b0a8","id":"b319d5f164abef78f3bfad45","isPublic":true,"itemType":"PLUGIN","name":"台股看盤面板","parents":{},"pluginDir":"台股看盤面板","preParentID":null,"repositoryID":"repo_cd8e3af8d5b335715e19bec8","status":"active","updatedAt":1785672611380,"version":17},{"createdAt":1782400919720,"deletedAt":null,"id":"default_watch_stock_folder_6a3d3fab005ff51aa67500","isPublic":false,"itemType":"WATCH_STOCK_FOLDER","name":"我的觀察清單","originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"stockWatchlist":1782400919720},"preParentID":null,"refreshInterval":10,"reviewedAt":1786713483631,"updatedAt":1786713678816,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":8},{"createdAt":1782402141021,"deletedAt":null,"id":"6a3d4c5d77d3a017d0f333df","isPublic":false,"itemType":"WATCH_STOCK","name":"6526","note":"Watchlist — strictly no trade, official-close pending. 9/18 snapshot 691 +9.86% ABNORMAL (lastPrice above High/Low range, do NOT quote as close); week low-volume: 9/14 630 +0.96% → 9/15 623 -1.11% → 9/16 629 +0.96% → 9/17 629 flat → 9/18 snapshot anomaly. Chips 9/18: foreign +668, trust -1 absent, prop +240/+103. PE34.89; heavy 710 overhang from 9/02 volume-black K. Iron rule: below 500 lots strictly no chase; re-evaluate only with volume above 2000 AND reclaim of upper edge + official close; never chase, never hard-catch on fundamentals.","order":8,"originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"default_watch_stock_folder_6a3d3fab005ff51aa67500":1782402141021},"preParentID":null,"symbol":"6526","updatedAt":1789772751136,"updatedBy":{"agentId":"6a42660af40aa5d78150c8e0","agentName":"科技產業基金經理人","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":13},{"createdAt":1782736658257,"id":"fea6b44fd3a7eba16acdbc0c","itemType":"WATCH_STOCK","name":"鴻海 (2317)","note":"Watchlist — demoted from core, flat-relative-weak. 9/18 close 250.5 flat (0.00%), relatively weakest under index +1.93%; week: 9/14 248.5 +0.20% triple-buy → 9/15 246.5 -0.80%土洋 flip → 9/16 248 +0.61% (trust +1282 hold) → 9/17 250.5 +1.01% reclaimed 250 (foreign +8880 session-biggest) → 9/18 flip: foreign -6698 wave-biggest dump + trust -544 flip, prop +876/+336 lone catch. Aug 9217B +52% YoY; PE16.51 cheap. Industry: AI racks mandatory pass-through, insulated from China substitution. Plan: hold 250/248, downgrade again below 248; attack toward 254-262 only above 250. Watch foreign-sell follow-through.","order":7,"originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"default_watch_stock_folder_6a3d3fab005ff51aa67500":1782736658357},"symbol":"2317","updatedAt":1789772748220,"updatedBy":{"agentId":"6a42660af40aa5d78150c8e0","agentName":"科技產業基金經理人","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":13},{"createdAt":1782736667827,"id":"e6d7c0806c9c4cc2aff5fee7","itemType":"WATCH_STOCK","name":"廣達 (2382)","note":"Watchlist — demoted from core, only black. 9/18 close 343 -0.29% ONLY black under index +1.93%; week round-trip: 9/14 332.5 -1.19% dual-buy black divergence → 9/15 333 +0.15% dual-buy true-strength → 9/16 340.5 +2.25% (trust +3775 big buy) → 9/17 344 +1.03% dual-giant strongest → 9/18 flip: foreign -6125 dump vs trust +5115 hedge 2nd day, closed black. Front-8mo 2.64T +102.6%; Aug 4239B record +177% YoY; Q2 EPS7.43 record; PE14.99 cheapest-hard, yield ~4.6%; AI-server demand into 2027-28, GB300/Rubin direct beneficiary. Industry intact — pure chips/position break. Plan: hold 340/monthly; downgrade again below monthly; strong only steady above 345-350 trap zone. No chase on black days.","order":6,"originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"default_watch_stock_folder_6a3d3fab005ff51aa67500":1782736667827},"symbol":"2382","updatedAt":1789772744413,"updatedBy":{"agentId":"6a42660af40aa5d78150c8e0","agentName":"科技產業基金經理人","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":13},{"createdAt":0,"deletedAt":null,"id":"6a4711af7642ce90c9fdb3dc","isPublic":false,"itemType":"WATCH_STOCK","name":"群聯 (8299)","note":"Watchlist — conditional upgrade, official-close pending. 9/18 snapshot 2140 +8.63% ABNORMAL (lastPrice above High/Low range, TPEX snapshot same anomaly, do NOT quote as close); week: 9/14 1935 -2.76% weakest → 9/15 1920 -0.78% prior-low defense → 9/16 1985 +3.39% strongest rebound triple-buy → 9/17 1970 -0.76% weakest → 9/18 snapshot anomaly. Chips 9/18: foreign +1737 flip to buy, trust +95, prop +202 combined. Aug 28.2B +377% YoY record; PE9.81 cheapest; 00934 3rd-largest component passive bid vs Goldman active sell. Industry thesis intact (big-3 2027 sold out, HBM 2027 +50-79%, controller pass-through). Plan: counts ONLY if official close verifies above 2000; below 1920 stop, below 1900 pause; else reverts to star-1.","order":5,"originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"default_watch_stock_folder_6a3d3fab005ff51aa67500":1783042479637},"preParentID":null,"symbol":"8299","updatedAt":1789772740031,"updatedBy":{"agentId":"6a42660af40aa5d78150c8e0","agentName":"科技產業基金經理人","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":14},{"createdAt":1782402114777,"deletedAt":null,"id":"6a3d4c4277d3a017d0f333de","isPublic":false,"itemType":"WATCH_STOCK","name":"3034","note":"Trend: Back above 550, triple-buy — Core #5. 9/18 close 558 +2.39%, 2-reds, week V-turn: 9/14 556 +1.65% 3-buys strongest → 9/15 541 -2.70% lost 550 → 9/16 548 +1.29% dual-buy → 9/17 545 -0.55% held 540 → 9/18 558 reclaimed 550. Foreign +1842 adding, trust +215 flip to buy, prop +74/+83 = triple-buy confirmed. Aug 10.3B +26% YoY; Jul +26.8%; PE19.02 2nd cheapest, yield 4.22%. Industry: DDI standard product, no memory-pricing or ASIC link, neutral under US-CN dual stack. Wave plan: hold 550, toward prior high above; weak below 540/500.","order":4,"originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"default_watch_stock_folder_6a3d3fab005ff51aa67500":1782402114777},"preParentID":null,"symbol":"3034","updatedAt":1789772734599,"updatedBy":{"agentId":"6a42660af40aa5d78150c8e0","agentName":"科技產業基金經理人","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":13},{"createdAt":1782402100571,"deletedAt":null,"id":"6a3d4c3477d3a017d0f333dd","isPublic":false,"itemType":"WATCH_STOCK","name":"2379","note":"Trend: Fill wobbling but foreign streak intact — Core #4. 9/18 close 727 +1.68%, week V-turn: 9/14 713 +1.28% fill-step2 (foreign +1063 3-buys) → 9/15 703 -1.40% lost 704 → 9/16 720 +2.42% reclaimed → 9/17 715 -0.69% wobble → 9/18 727 bounce. Foreign +977 4-buys narrowing, trust -12 2-sells narrowing = selling near exhausted; prop +32/+32. Aug 124.6B +28% YoY; Jul +32.5%; PE25.92, yield ~3.5%. Industry: WiFi7 + auto Ethernet intact but high China exposure, defensive anchor not offensive. Wave plan: hold 704/700, toward 720-733 high above; weak below 700.","order":3,"originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"default_watch_stock_folder_6a3d3fab005ff51aa67500":1782402100571},"preParentID":null,"symbol":"2379","updatedAt":1789772730693,"updatedBy":{"agentId":"6a42660af40aa5d78150c8e0","agentName":"科技產業基金經理人","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":13},{"createdAt":1782400985374,"deletedAt":null,"id":"6a3d47d9415577b67d36422a","isPublic":false,"itemType":"WATCH_STOCK","name":"2454","note":"Trend: Leader reclaimed — Core #3. 9/18 close 4710 +4.67% (Econ confirmed over-4%), IC-design strongest, reclaimed 4500/4535 prior low in one stroke; week V-turn: 9/14 4560 -0.55% → 9/15 4430 -2.85% pierced prior low dual-flip bottom → 9/16 4530 +2.26% reclaimed (foreign +997 flip) → 9/17 4500 -0.66% one-day → 9/18 long-red confirm. Foreign +2886 burst ~9x, prop +195/+96, trust -120 3-sells not yet back = only discount. Aug 64.1B record +44% YoY; PE74.32 most expensive hard cap, no chase no averaging. Industry: Jalapeno 700W 1.5-1.9x perf/watt over GB300, gen-2 near tapeout 2027 ramp; custom ASIC 27.8% AI servers +44.6% YoY; only Taiwan cutting-in name. Wave plan: hold 4535/4400, toward 4780 above; stop below 4400.","order":2,"originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"default_watch_stock_folder_6a3d3fab005ff51aa67500":1782400985374},"preParentID":null,"symbol":"2454","updatedAt":1789772726821,"updatedBy":{"agentId":"6a42660af40aa5d78150c8e0","agentName":"科技產業基金經理人","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":14},{"createdAt":1782736667827,"id":"ffdf60d5d37b3d18d67ea6b1","itemType":"WATCH_STOCK","name":"日月光投控 (3711)","note":"Trend: Breakout turn-strong — promoted to Core #2. 9/18 close 638 +3.91% (media confirmed near-4%), broke 630 long-black high, week V-turn: 9/14 612 small-black sell-exhausted → 9/15 592 -3.27% pierced 600 dual-cut bottom → 9/16 605 +2.20% reclaim 600 (foreign +2606 flip) → 9/17 614 +1.49% → 9/18 638. Foreign +7215 3-buys accelerating (+2606→+2463→+7215, wave-biggest), prop +784/+212, trust -561 counter-sell harmless. Aug 822B record +46% YoY; PE44.43 elevated; JPMorgan/Meta/Yuanta main buyers. Industry: HBM4 80% yield shifts bottleneck to packaging, CoWoS gap ~10% into 2027, extension thesis intact. Wave plan: hold 630/600, toward 650 above 638; stop below 600/596. No knife-catch below.","order":1,"originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"default_watch_stock_folder_6a3d3fab005ff51aa67500":1782736667927},"symbol":"3711","updatedAt":1789772722353,"updatedBy":{"agentId":"6a42660af40aa5d78150c8e0","agentName":"科技產業基金經理人","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":13},{"createdAt":1782400944594,"deletedAt":null,"id":"6a3d47b0415577b67d364228","isPublic":false,"itemType":"WATCH_STOCK","name":"2330","note":"Trend: Accelerating fill-and-go — Core #1. 9/18 close 2460 +1.44% (Econ confirmed), week V-turn: 9/14 2380 -1.24% → 9/15 2385 +0.21% ex-div eve resilience → 9/16 2380 ex-div 7 ref 2378, 27-min fill (15mo first non-instant, 23rd same-day fill) → 9/17 2425 +1.89% → 9/18 2460. Foreign +6039 2-buys accelerating (+4794→+6039), trust -273 small sell, prop +979/+383 triple-buy side. Aug 5148B first-over-500B +53% YoY; PE28.11 fair; CPO new growth curve. Industry: HBM4 80% yield but packaging bottleneck extends CoWoS; Rubin multi-config; NVIDIA +15% backs HBM 2027 +50-79%; Gartner semis 1.6T on memory pricing. Wave plan: hold 2400 / 2378 ex-div ref, toward 2500; cut below 2378/2350. Exit on weekly breakdown.","order":0,"originPluginDir":"台股看盤面板","originPluginID":"b319d5f164abef78f3bfad45","parents":{"default_watch_stock_folder_6a3d3fab005ff51aa67500":1782400944594},"preParentID":null,"symbol":"2330","updatedAt":1789772712376,"updatedBy":{"agentId":"6a42660af40aa5d78150c8e0","agentName":"科技產業基金經理人","userId":"6a3d3fab005ff51aa67500","userName":"張志豪"},"version":14}]}