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Back焦點股》環球晶：賣壓湧現 一度打入跌停
焦點股》環球晶：賣壓湧現 一度打入跌停
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自由时报1 hour agoBusiness2 min readChinaView translation

焦點股》環球晶：賣壓湧現 一度打入跌停

環球晶諾瓦拉廠火災

Quick Look

環球晶義大利諾瓦拉廠於9月14日開始局部復工，磊晶製程已開始出貨。台股盤中曾跌超600點，環球晶股價一度打入跌停，上午11時18分跌幅達8.23%。公司表示火災衝擊已獲有效控制，但短期仍影響營收與產能配置。三大法人昨日合計賣超1014張。

AI-generated summary

Why It Matters

環球晶義大利諾瓦拉廠此前發生火災，導致產能中斷。公司表示火災對客戶供應的衝擊已獲有效控制，但短期仍影響營收與產能配置。

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環球晶義大利諾瓦拉廠已於9月14日開始局部復工，磊晶製程已開始出貨。（資料照）

〔記者林薏茹／台北報導〕台股今（8）日早盤一度大跌超過600點，矽晶圓族群陷入股價漲多回檔修正，矽晶圓大廠環球晶（6488）9月營收仍受義大利諾瓦拉廠火災影響，盤中賣壓湧現，一度打入跌停價1095元，截至上午11時18分，跌幅仍達8.23%、暫報1115元，成交量1.4萬張。

環球晶指出，隨著AI基礎建設投資持續擴大，推升各尺寸產品線需求同步成長，產能利用率維持高檔，義大利諾瓦拉廠火災事件對客戶供應的衝擊已獲有效控制，但對整體營收及產能配置短期內仍將帶來影響，諾瓦拉廠已於9月14日開始局部復工，磊晶製程已開始出貨，復原進度優於原先預期，但部分後段製程仍持續重建。

請繼續往下閱讀...

從三大法人動向來看，外資昨賣超356張、為連二賣，投信也反手轉賣1338張，自營商則持續敲進680張，三大法人昨合計賣超1014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

  • 環球晶諾瓦拉廠將在未來數週內逐步恢復全段製程產能

    Likely · Within weeks

Open Questions

  • 諾瓦拉廠何時能完全恢復產能？
  • 火災造成的具體損失金額是多少？
  • 客戶是否已開始尋找替代供應商？

Related Topics

環球晶
People林薏茹
Places義大利諾瓦拉廠台北
Topics諾瓦拉廠火災復工磊晶台股三大法人
This article was originally published by 自由时报.

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