Date: 2026-05-28 01:23:23Image: UnknownViews: {Random Number} +

今日矽晶圓族群表現疲弱,面信整體類股重挫逾6%,產業挫外其中環球晶、即時擊盤台勝科跌幅尤重,新聞矽晶心中美晶與嘉晶也未能倖免,圓族僅合晶暫時持平。群重盤中傳出外資報告對矽晶圓產業復甦時點預期轉趨保守,淡衝欧yi下载連帶衝擊市場信心,面信引發盤中獲利了結賣壓出籠,產業挫外導致股價急殺。

近期記憶體價格雖有反彈,但整體半導體產業鏈庫存去化速度似乎不如預期,尤其高階製程應用需求尚未全面爆發,導致部分客戶拉貨動能放緩。這讓部分法人開始擔憂矽晶圓價格回升動能受限,甚至有觀望氣氛。今日的賣壓,部分反映市場對供需失衡的擔憂,以及對於訂單能見度的疑慮。
儘管短期雜音浮現,但中長期而言,AI、HPC等趨勢對高階矽晶圓需求仍是成長主軸,產業結構性成長趨勢不變。操作上,建議投資人短線避免追空,可觀察盤中是否有買盤承接,並留意主要個股如環球晶、中美晶、台勝科等技術面支撐位,例如前波低點或月線關卡,確認籌碼是否開始止穩。短期法人報告可能影響股價波動,務必留意後續動向。
👉🏻下載【籌碼K線】,一圖秒懂現在誰在買!
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