
欣興股價因洗產地風波與博通自製載板利空曾遭投信連續四日大砍1萬454張,但外資持續回補,近期投信買盤重新歸隊連買五日共買進2189張,股價回穩暫報954元,受惠AI與HPC需求帶動ABF載板出貨成長,8月營收再創歷史新高。
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欣興為IC載板龍頭,曾因8月28日洗產地風暴及博通自製載板利空消息遭投信連續四日大砍股份,但外資持續回補,近期投信買盤重新歸隊。
欣興股價回穩,投信買盤歸隊。(記者卓怡君攝)
〔記者卓怡君/台北報導〕IC載板龍頭欣興(3037)因8月28日爆出「洗產地」風暴,又碰上博通自製載板的利空消息,投信在9月1日至4日連續四個交易日共大砍1萬454張,導致欣興股價摜破季線,反觀外資卻不離不棄,在同期間趁機回補欣興7098張,近期投信買盤重新歸隊,連買五個交易日共買進2189張,欣興逐漸走出「洗產地」的衝擊,股價回穩,短線有望再戰千元大關。
今日截至11:35分左右,欣興股價上漲0.32%,暫報954元,成交量逾5712張。
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欣興受惠AI、HPC(高速運算)相關應用帶動ABF載板出貨大增,連續5個月營收改寫新高,8月合併營收177.45億元,月增9.18%,年增56.26%,再飆歷史新高,累計前8月合併營收1143.35億元,年增34.16%。
欣興指出,下半年ABF載板價格策略將採取滾動式調整,推升下半年整體營收有望持續成長,隨著ABF載板調漲售價,再加上稼動率提升以及良率改善,有助下半年毛利率與獲利表現。
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AI outlook — possibilities, not facts
欣興股價短線有望挑戰千元大關
Possible · Within weeks
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