{"allowContribute":false,"item":{"activeCommit":"cb9dc9da450b3e519bf6d4684ad1a2105c412252","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"a1b0b0a8f82b23e0","createdAt":1787230285982,"displayName":"投資研究面板","gitCommit":"cb9dc9da450b3e519bf6d4684ad1a2105c412252","id":"c6c84d7ec2f4aef7ecaa9c2e","isPublic":true,"itemType":"PLUGIN","name":"投資研究面板","pluginDir":"c6c84d7ec2f4aef7ecaa9c2e","repositoryID":"repo_d7194b6ef026ff74a675dd31","status":"active","updatedAt":1787234116356,"updatedBy":{"userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":3},"ownerMemberId":"6a86f678016f9ef5ec43ea","ownerName":"浩源黃","publicPlugins":{"PLUGIN":{"pluginItemId":"c6c84d7ec2f4aef7ecaa9c2e","pluginDir":"c6c84d7ec2f4aef7ecaa9c2e","bundleHash":"a1b0b0a8f82b23e0","live":true}},"subtree":[{"activeCommit":"cb9dc9da450b3e519bf6d4684ad1a2105c412252","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"a1b0b0a8f82b23e0","createdAt":1787230285982,"displayName":"投資研究面板","gitCommit":"cb9dc9da450b3e519bf6d4684ad1a2105c412252","id":"c6c84d7ec2f4aef7ecaa9c2e","isPublic":true,"itemType":"PLUGIN","name":"投資研究面板","pluginDir":"c6c84d7ec2f4aef7ecaa9c2e","repositoryID":"repo_d7194b6ef026ff74a675dd31","status":"active","updatedAt":1787234116356,"updatedBy":{"userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":3},{"createdAt":1787230366507,"id":"44ba494387b124b93cab8b41","itemType":"INVEST_FOLDER","name":"投資研究","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"invest":1787230366507},"updatedAt":1787230366507,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"createdAt":1787299750174,"displayName":"長榮","id":"96481b6e7c893e114b25b822","itemType":"INVEST_STOCK","kind":"pick","market":"TWSE","name":"2603 長榮","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787299750174},"stockCode":"2603","updatedAt":1787299750174,"updatedBy":{"agentId":"5b3fba8c4c3c6b054d93f2c8","agentName":"籌碼分析員","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"createdAt":1787299695996,"displayName":"南亞科","id":"aadecf66e0e040579932e2e9","itemType":"INVEST_STOCK","kind":"pick","market":"TWSE","name":"2408 南亞科","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787299695996},"stockCode":"2408","updatedAt":1787299695996,"updatedBy":{"agentId":"5b3fba8c4c3c6b054d93f2c8","agentName":"籌碼分析員","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"createdAt":1787230378552,"displayName":"華邦電","id":"29ec95ba0323fd85d021dec8","itemType":"INVEST_STOCK","kind":"pick","market":"TWSE","name":"2344 華邦電","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787230378552},"stockCode":"2344","updatedAt":1787230378552,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"createdAt":1787230378552,"displayName":"台積電","id":"72d760cfc71307b0a968915c","itemType":"INVEST_STOCK","kind":"pick","market":"TWSE","name":"2330 台積電","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787230378652},"stockCode":"2330","updatedAt":1787230378552,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"createdAt":1787230378552,"displayName":"聯電","id":"87448eec3190d8ef4c12a0fd","itemType":"INVEST_STOCK","kind":"pick","market":"TWSE","name":"2303 聯電","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787230378752},"stockCode":"2303","updatedAt":1787230378552,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"body":"美銀證券報告指出，台積電具備強勁技術領先優勢，2027年資本支出有望上看850億美元，高於市場共識預估的750億美元（美銀原估780億美元）；若海外廠區產能利用率與定價執行良好，有助緩和毛利率稀釋壓力，維持目標價3100元及「買進」評等。反映AI需求帶動台積電進入罕見超級資本支出週期。","createdAt":1787271039577,"id":"6cf828e5afc950de9e124d32","itemType":"INVEST_NEWS","name":"美銀：台積電2027資本支出上看850億美元 維持買進","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787271039577},"sourceUrl":"https://money.udn.com/money/story/5607/9702316","summary":"美銀：台積電2027資本支出上看850億美元 維持買進","updatedAt":1787271039577,"updatedBy":{"agentId":"d6e1efccf0fc1e36d7b82860","agentName":"消息面雷達","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"body":"華邦電這波上漲核心是市場重新評估AI記憶體缺貨對產業供需的影響。後續催化劑包括：AI伺服器擴建帶動備貨、邊緣AI裝置普及帶動低功耗特殊規格記憶體、供應端產能轉移無法快速補足使價格維持高檔、客戶由補庫存轉向長約採購。觀察重點：記憶體報價、出貨動能、毛利率、客戶長約需求。","createdAt":1787271039577,"id":"73e8fc2b485d170766fec8bc","itemType":"INVEST_NEWS","name":"華邦電因AI記憶體缺貨而漲 缺貨能否延續成後續關鍵","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787271039677},"sourceUrl":"https://www.cmoney.tw/forum/readmo/450124db-2517-48ae-92ad-72c1285a7cb3","summary":"華邦電因AI記憶體缺貨而漲 缺貨能否延續成後續關鍵","updatedAt":1787271039577,"updatedBy":{"agentId":"d6e1efccf0fc1e36d7b82860","agentName":"消息面雷達","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"body":"台積電已完成1.6奈米級A16製程的開發與驗證，預計2026年第四季量產，鎖定AI與HPC市場。A16導入背面供電網路「超級電源軌」（Super Power Rail），對比N2P同功耗效能+8%~10%、同性能功耗-15%~20%、晶片密度+8%~10%。A14目標2028年量產；董事會8/11已批准約294.425億美元資本支出用於先進製程與封裝。","createdAt":1787271039577,"id":"0538cf8d3d178d23710c69d0","itemType":"INVEST_NEWS","name":"台積電1.6奈米A16製程完成驗證 目標第四季量產","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787271039777},"sourceUrl":"https://tw.stock.yahoo.com/news/%E5%8F%B0%E7%A9%8D%E9%9B%BB1-6%E5%A5%88%E7%B1%B3%E7%B4%9Aa16%E8%A3%BD%E7%A8%8B%E5%AE%8C%E6%88%90%E9%A9%97%E8%AD%89-%E7%9B%AE%E6%A8%99%E7%AC%AC%E5%9B%9B%E5%AD%A3%E9%87%8F%E7%94%A2-073203317.html","summary":"台積電1.6奈米A16製程完成驗證 目標第四季量產","updatedAt":1787271039577,"updatedBy":{"agentId":"d6e1efccf0fc1e36d7b82860","agentName":"消息面雷達","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"body":"業界首個採用超級供電軌的埃米級 CMOS 平台，對比 N2P 同功耗運算速度 +8%~10%，預計 2026 Q4 量產，特別適合 AI 與 HPC 晶片。","createdAt":1787230378552,"id":"d04d1bf67c7f43794eb52e55","itemType":"INVEST_NEWS","name":"台積電 A16 製程導入背面供電 超車英特爾","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787230378852},"sourceUrl":"https://finance.ettoday.net/news/3222340","summary":"台積電 A16 製程導入背面供電 超車英特爾","updatedAt":1787230378552,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"body":"AI 浪潮帶動記憶體產能吃緊：華邦電（2344）盤中暫報 174 元、漲 3.57%，成交 192.94 億元；兩檔記憶體雙雄合計成交約 530 億元。","createdAt":1787230378552,"id":"0c0e511447896a61eb694503","itemType":"INVEST_NEWS","name":"台股記憶體雙雄上揚 南亞科漲6.4% 華邦電漲3.6%","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787230378952},"sourceUrl":"https://tw.stock.yahoo.com/news/%E8%A8%98%E6%86%B6%E9%AB%94%E9%9C%80%E6%B1%82%E6%8C%81%E7%BA%8C%E7%99%BC%E7%87%92-%E5%8D%97%E4%BA%9E%E7%A7%91%E5%81%95%E8%8F%AF%E9%82%A6%E9%9B%BB%E4%B8%8A%E6%8F%9A%E9%A3%86530%E5%84%84-%E8%A2%AB%E5%8B%95%E5%85%83%E4%BB%B6%E9%BE%8D%E9%A0%AD-%E4%B8%8B%E6%8C%AB4-%E8%BD%9F163%E5%84%84%E5%85%83-035500432.html","summary":"台股記憶體雙雄上揚 南亞科漲6.4% 華邦電漲3.6%","updatedAt":1787230378552,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"body":"應用材料宣布加州大學柏克萊以研究合作夥伴身分加入矽谷 EPIC 中心；EPIC 是美國迄今最大規模先進半導體設備研發投資，2026 年開始營運。","createdAt":1787230378552,"id":"71c085c574a6104fe14a6224","itemType":"INVEST_NEWS","name":"應材攜柏克萊加入矽谷EPIC中心 加速AI晶片創新","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787230379052},"sourceUrl":"https://technews.tw/2026/08/20/applied-materials-epic-berkeley/","summary":"應材攜柏克萊加入矽谷EPIC中心 加速AI晶片創新","updatedAt":1787230378552,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"body":"全球半導體景氣升級，漲價潮從記憶體蔓延至設備與材料；台積電 2026 資本支出上調至 600~640 億美元，磷化銦供應缺口逾 30%。","createdAt":1787230378552,"id":"c93c9196ebd8e78710184b87","itemType":"INVEST_NEWS","name":"摩根大通：半導體大行情 漲價潮蔓延設備與材料","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787230379152},"sourceUrl":"https://www.ctee.com.tw/news/20260817700702-430501","summary":"摩根大通：半導體大行情 漲價潮蔓延設備與材料","updatedAt":1787230378552,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1},{"body":"華邦電提前啟動高雄路竹廠擴產，最快 2029 初裝機；Q3 利基型 DRAM／SLC NAND 供不應求、價格季漲估約 50%，Q2 財報 EPS 5.40 元。","createdAt":1787230378552,"id":"202d9c8260a3e9e694016431","itemType":"INVEST_NEWS","name":"華邦電提前擴產高雄記憶體 2029裝機 Si-Cap成第三動能","originPluginDir":"c6c84d7ec2f4aef7ecaa9c2e","originPluginID":"c6c84d7ec2f4aef7ecaa9c2e","parents":{"44ba494387b124b93cab8b41":1787230379252},"sourceUrl":"https://www.ctee.com.tw/news/20260820700233-439901","summary":"華邦電提前擴產高雄記憶體 2029裝機 Si-Cap成第三動能","updatedAt":1787230378552,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a86f678016f9ef5ec43ea","userName":"浩源黃"},"version":1}]}