
不鏽鋼管大廠彰源(2030)在台股雙十國慶連假後首個交易日開盤不久便觸及跌停價32元,成交量超過3300張,跌停委賣超過2500張,賣壓沉重。股價重挫引發股民熱議,部分網友抱怨跌幅過大,也有投資人趁勢進場看好回檔機會。彰源主要經營鋼鐵相關產業,業務涵蓋鋼鐵軋延及擠型、鋼鐵鑄造、鋼材二次加工、金屬製品製造、熱處理、表面處理、五金批發、國際貿易及產品設計等領域。
AI-generated summary
台股在雙十國慶連假後首個交易日出現賣壓,加權指數重挫逾544點。彰源為不鏽鋼管大廠,主要經營鋼鐵相關產業。
不鏽鋼管大廠彰源(2030)今(12日)開盤不久便亮燈跌停,引發市場關注。(圖擷取自彰源官網)
〔財經頻道/綜合報導〕台股今(12日)迎來雙十國慶連假後首個交易日,市場賣壓湧現,加權指數以4萬9272.08點開出,盤中一度下探4萬8768.82點,重挫逾544點。不鏽鋼管大廠彰源(2030)也難逃跌勢,開盤不久便亮燈跌停,引發市場關注。
彰源今日以33.1元開出,下跌2.45元,開盤後不久便觸及32元跌停價。截至台北時間上午10時36分,成交量已逾3300張,跌停委賣張數更超過2500張,賣壓相當沉重。
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彰源股價重挫,也引發股民熱議。有網友忍不住抱怨「是在跌怎樣啦」、「咳,彰源出關跌慘了,哭哭」,也有人認為跌幅過大,直呼「散戶只是漲多稍回檔,但今天是有些超、超、超……超跌了」。
不過,也有投資人趁勢進場,看好股價回檔帶來的機會,表示「利用大跌回補了,5天賺13.57%,可以了,感謝市場」,多空看法呈現分歧。
根據公司業務資料,彰源主要經營鋼鐵相關產業,業務涵蓋鋼鐵軋延及擠型、鋼鐵鑄造、鋼材二次加工、金屬製品製造,以及熱處理、表面處理等領域,並涉及五金批發、國際貿易及產品設計等業務。
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AI outlook — possibilities, not facts
彰源股價將在短期內持續震盪,可能在接下來的幾個交易日內嘗試反彈
Possible · Within days

KGI Analysis pointed out that supported by the strong demand in the AI industry, the continued substantial inflow of Taiwan stock ETF funds, and the upward revision trend of corporate profits, the bull market in Taiwan stocks is expected to continue, with profits expected to grow by 53% in 2026. Short-term fluctuations are regarded as medium- and long-term layout opportunities, and it is recommended to focus on AI-related supply chains and application areas.

Taiwan stocks opened on Monday, dragged down by the drop in TSMC's ADR, and the index once plummeted by more than 500 points. However, Largan, financial and shipping stocks bucked the trend and rebounded, driving the index to jump by more than 500 points, recovering most of the lost ground. Most of the major U.S. stock indexes rose, with half of the index falling.

Genting's stock fell as much as 17% to 1.56 ringgit, its biggest decline since 1998, after announcing a rights issue at a 25-30% discount to raise funds for debt repayment and working capital amid rising borrowings and quarterly losses.

Largan's stock price rose strongly today, hitting the upper limit of 7,325 yuan during the session, with a trading volume of more than 5,300 contracts. Previously, the company said in a press conference that FA products have passed customer certification and are expected to be mass-produced next year. Foreign capital has been oversold recently, but investors are still paying attention to subsequent production capacity construction and changes in mobile phone demand.

The download volume and active user growth of Meta's AI assistant Muse have slowed down significantly. In response, Creative's stock price plunged more than 6% in early trading, once falling below the 8,000 yuan mark. The decline converged to 4.61% as of 11:13. Although revenue reached a new high in September, benefiting from ASIC orders from the three major cloud vendors Google, Microsoft, and Facebook and support from TSMC’s production capacity, the market’s demand for Agentic AI driven by Muse has cooled down, and Creative’s stock price has come under pressure.

UBS believes that the worst moment of gold's adjustment driven by the Federal Reserve's hawkish expectations may have passed. As the U.S. labor market shows signs of cooling, gold buying opportunities are gradually emerging. Gold prices are seeking support around $4,140 to $4,200. History shows that gold prices often rebound after U.S. bond yields fall.