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Back玉晶光股價漲停 創新天價
玉晶光股價漲停 創新天價
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自由时报1 hour agoBusiness1 min readChinaView translation

玉晶光股價漲停 創新天價

玉晶光蘋果發布會供應鏈

Quick Look

玉晶光（3406）今日股價早盤震盪後走高，強攻漲停，上午10時20分漲幅達100元至1110元，創歷史新高。蘋果發布會將近帶動供應鏈上揚，公司亦公告8月營收27.2億元、年月雙增，前8月累計營收170億元、年增12%，為歷年同期新高。外資近兩日賣超188張，但自營商買超28張，三大法人合計賣超160張。公司積極佈局CPO等新領域，產品已送樣驗證。

AI-generated summary

Why It Matters

玉晶光為光學鏡頭大廠，為蘋果重要供應商。近期受惠蘋果新品發布預期，供應鏈相關股票普遍受關注。公司積極佈局CPO等新興光學應用領域，以減少單一客戶依賴。

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玉晶光漲停。圖為董事長陳天慶。（資料照）

〔記者歐宇祥／台北報導〕今日光學族群股價再次轉強，光學鏡頭大廠玉晶光（3406）早盤雖然股價震盪，但隨即買盤湧入走高，強攻漲停，近10時20分，玉晶光股價上漲100元、暫報漲停價1110元，再創新天價，成交量約4800張，漲停委買張數則約1400張。

蘋果（Apple）發布會即將登場，帶動供應鏈股價向上。玉晶光近日也公告8月營收27.2億元、年月雙增，前8月累計營收為170億元、年增12%，為歷年同期新高。該公司指出，第三季客戶拉貨動能不錯，第四季則需觀察客戶新品問世後的銷售表現而定。

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此外，玉晶光也積極發展CPO（共同封裝光學）等新領域商機，目前產品送樣客戶驗證，也積極開發CPO領域的多元客戶，正向看未來發展。不過，昨日外資賣超玉晶光188張、為連2賣，自營商買超28張，三大法人合計賣超160張。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 玉晶光股價將在短期內維持在千元以上波動，視蘋果發布會後供應鏈訂單情況而定

    Likely · Within weeks

Open Questions

  • 第四季客戶新品銷售表現將如何影響玉晶光營收？
  • CPO領域佈局進度及客戶驗證時間點為何？
  • 外資連續賣超是否將持續，或將被長線資金接盤？

Related Topics

玉晶光
People陳天慶
Organizations蘋果
Places台北
Topics蘋果發布會供應鏈營收成長CPO外資賣超漲停
This article was originally published by 自由时报.

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