
華經(2468)今日盤中股價上漲4.6元或9.89%,暫報51.1元,成交量達1.3萬張,較昨日當沖成交量9756張明顯增溫。9月營收3.08億元,月增55%、年增68.8%,受惠大型專案驗收及AI應用需求帶動企業數位轉型。然而昨日外資賣超749張,三大法人合計賣超736張,投資人需留意後續波動。
AI-generated summary
台股近期波動較大,資金流入軟體族群。華經為資訊服務及資安相關公司,其營收成長主要受大型專案驗收及AI應用需求帶動。
華經股價帶量勁揚。(取自Google maps)
〔記者歐宇祥/台北報導〕近日台股波動較大,資金湧入軟體族群,今日盤中共4檔亮燈,其中華經(2468)近日當沖量大增,今日股價交投最熱,股價開平走高,盤中兩度亮燈,近11時20分,華經股價上漲4.6元或9.89%,暫報51.1元,成交量1.3萬張。
華經9月營收3.08億元,月增55%、年增68.8%,前三季累計營收為19.7億元,年減4%,不過仍為歷年同期次高。該公司指出,9月營收成長原因是有大型專案完成驗收,認列收入。法人指出,受惠AI應用需求帶動,企業客戶加速數位轉型,加上年底是資安採購旺季,利於資訊服務、資安族群營運成長。
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不過,昨日外資賣超華經749張,自營商買超13張,三大法人合計賣超736張;昨日當沖成交量則為9756張、佔比高達72.5%,明顯增溫,投資人應留意後續股價波動。
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AI outlook — possibilities, not facts
華經股價短期內可能維持震盪整理
Likely · Within days

Yecheng Customs released an announcement on the official vehicle insurance service procurement project for 2026-2028. The procurement budget is fully supported by financial funds. The service contract is signed once a year and can be renewed twice for a total of three years. The registration period is from October 19 to 21, 2026. The deadline for submission of response documents is 17:00 on October 23, 2026.

Lu Shan, deputy mayor of Shanghai, said at the press conference of the 9th China International Import Expo that the city's 32 security teams have focused on the new situation, new tasks and new variables, and promoted the implementation of 257 key urban service security tasks. At present, all preparations for urban security services are basically in place, focusing on improving the effectiveness of exhibitors' participation, refined service guest experience, and open exchanges to amplify the comprehensive effect of the city's linkage.

Yan Dong, Vice Minister of the Ministry of Commerce of China, announced that the 9th China International Import Expo will be held in Shanghai from November 5 to 10. 162 countries, regions and international organizations will participate, 4,142 overseas companies will participate in the exhibition, and the total exhibition area will exceed 440,000 square meters for the first time. The exhibition area of American companies exceeds 50,000 square meters, ranking first for eight consecutive years, and the exhibition area of Canadian and New Zealand companies is the largest ever. For the first time, the number of Fortune 500 companies and industry leading companies exceeded 300, nearly 200 companies achieved full attendance for the ninth session, more than 2,000 companies participated in the exhibition for the first time, and there were more than 480 representative exhibits that were first in the world, first in Asia, and first in China.

Taiwan stocks opened higher on Friday (16th), rising 550.73 points to 47520.60 points during the session, and were temporarily trading at 47221 points as of 11:20. In terms of major value stocks, TSMC opened down 10 yuan to 2,430 yuan and was provisionally quoted at 2,425 yuan as of 11:20; MediaTek opened up 110 yuan to 4,275 yuan, provisionally quoted at 4,300 yuan; Hon Hai opened up 2 yuan to 241.5 yuan, provisionally quoted at 246 yuan. U.S. stocks were mixed on Thursday as the market worried about excessive spending by technology companies in the field of AI, with the Philadelphia Semiconductor Index falling for seven consecutive trading days.

The stock price of Jin Guoguang (6209) rose strongly today, once hitting the rising limit, and was temporarily quoted at 100.5 yuan, an increase of 8.06%. Its revenue in September was 669 million yuan and its cumulative revenue in the first three quarters was 4.16 billion yuan, both hitting new highs in the same period, benefiting from the growth in demand for far-infrared lenses and the opening of production capacity in Taiwan. Yesterday, foreign investors bought over 11,600 lots, and the three major legal entities bought over 12,300 lots in total, pushing up the stock price.

The exchange rate of the New Taiwan dollar against the US dollar fell below the 32.5 yuan level in early trading, hitting a new low in the band. Foreign capital sold more than 300 billion yuan in Taiwanese stocks for seven consecutive trading days, and large-scale remittances of hot money intensified depreciation pressure. Despite central bank adjustments and exporter sales settlements being higher than last year, the exchange rate still depreciated 2.56%, making it the weakest Asian currency.