
台股週二震盪收高刷新高,外資雖轉賣超,但卻大買華通逾1.8萬張,加上投信同步買超,華通股價3天飆漲12.24%。
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台股週二震盪收高,台積電、台達電等權值股領軍衝刺。
外資投信聯手狂掃華通逾2萬張,股價3天飆12.24%。
台股5萬點近關情怯,週二指數上沖下洗,震盪489點,所幸在台積電、台達電、台光電領軍衝刺,加上金融與傳產也加入上攻行列,指數一路往上走揚,終場漲110點,收49822點再刷新高,雖外資轉賣超66.57億元,卻大買擁有逾29萬股東的華通,今再加碼1.83萬張,不僅外資買投信也同步站在買方,在2大法人買超逾2萬張下,股價已連3漲,從224.5元漲至252元,漲幅達12.24%,成交量放大到9.75萬張。
外資週二買超前10大個股,依序為華通(2313)1萬8381張、台化(1326)1萬3370張、兆豐金(2886)1萬2514張、新興(2605)9995張、中信金(2891)9406張、南茂(8150)7948張、元大金(2885)7668張、華邦電(2344)7287張、凱基金(2883)7062張、力成(6239)6903張。

HTC benefited from the expansion of AI glasses, and its revenue in September reached 339 million yuan, a monthly increase of approximately 37.8% and an annual increase of approximately 12.6%, setting a new revenue high in the past 17 months. Revenue in the third quarter was approximately 760 million yuan, a quarterly increase of approximately 24.63%.

Cathay Investment Bank held a press conference on its outlook for the fourth quarter of 2026 and pointed out that the global market is facing pressure from oil prices, inflation and interest rate increases, but the AI industry's capital expenditures are expanding, corporate profits are strong, and technology stocks are supported by fundamentals. Taiwan's economic growth rate for the year is expected to be 12%.

Acer Information announced September revenue of NT$1.53 billion, a monthly increase of 30.74% and an annual increase of 97.4%. In the third quarter, consolidated self-financed revenue reached NT$3.82 billion, an annual increase of 74%, a record high for both a single month and a single quarter, mainly driven by digital transformation and AI application demand.

Taiwan stocks hit another new closing high today, with the weighted index closing at 49,822.55 points. Actively unified Taiwan stock growth (00981A) backhandedly slashed 10 stocks today, almost out of Qingzhending-KY, Xinquan and Taiwan Watch Division, and overweighted Jinxiang Electronics, Taiyao and Creative.

Taiwan stocks approached a record high of 50,000 points, and foreign investors turned oversold. The exchange rate of the New Taiwan dollar against the U.S. dollar rose in early trading. In the afternoon, it fell below 31.8 yuan due to the shift of foreign hot money. In late trading, it held the price of 31.7 yuan under the adjustment of the central bank and closed at 31.781 yuan, marking the fifth consecutive red.

After the Guaiguai Zhongli Factory's enterprise union launched a strike that lasted for five days, under the witness of the Taoyuan City Government and the Taoyuan City Industry and Industry Association, they reached negotiations and signed an agreement with the employer, successfully fighting for severance compensation and a no-free-riding clause, and officially resumed work on the 7th.