
華邦電受惠輝達執行長黃仁勳看好OpenAI新一代模型GPT-6 Astra將開啟AGI時代,激勵記憶體需求爆發,盤中股價開高走高一度大漲超過6%,站上192元,上午10時36分報189元,成交量達16萬張,成交金額304億元,居台股上市櫃第二。法人指出,其利基型DRAM與SLC市場第3季供不應求,價格季漲約5成;NOR Flash受惠CSP大客戶備貨,價格漲幅預估3成。三大法人昨淨買4.9萬張,外資連二買超5.2萬張。
AI-generated summary
華邦電為台灣記憶體廠商,主要產品包括DRAM、SLC及NOR Flash。近年來,隨著AI應用快速發展,高效能記憶體需求成長,特別是利基型記憶體在特殊應用中的需求提升。
〔記者林薏茹/台北報導〕記憶體廠華邦電(2344)受惠輝達執行長黃仁勳看好,OpenAI新一代模型GPT-6 Astra將為通用人工智慧(AGI)時代揭開序幕,激勵記憶體需求大爆發,華邦電今(8)日股價開高走高,一度大漲超過6%、站上192元,截至上午10時36分,勁揚5%、暫報189元,成交爆量衝上16萬張,成交金額達304億元,排名台股上市櫃第二。
法人認為,華邦電所處的利基型DRAM與SLC市場第3季仍呈現嚴重供不應求,價格季漲幅約5成;NOR Flash受惠CSP大客戶備貨積極,排擠其他應用的產能供應,整體價格漲幅預估有3成水準。
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從三大法人動向來看,外資昨大買4.7萬張、為連二買,共買超逾5.2萬張,自營商同站買方、買超3928張,僅投信出脫1360張,三大法人昨合買4.9萬張。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
華邦電股價在短期內將持續受到AI記憶體需求成長的支撐
Likely · Within weeks
NOR Flash價格將在未來數月內維持上漲趨勢
Possible · Within months

Gogoro's entry-level electric motorcycle EZZY has been the sales champion for one consecutive year, with a total of more than 12,000 units. It recently launched Morandi's new colors "Light Pink" and "Grey Blue" with an early bird discount price of 59,980 yuan. With government subsidies, the price can be as low as 20,000 yuan. It also provides spacious storage space and convenient functions, targeting daily commuting consumers.

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China's Ministry of Commerce has made a preliminary anti-dumping ruling on dichlorosilane originating in Japan, and has levied a cash deposit of up to 99.2% since September 8. This move is regarded as a diplomatic retaliation against Japan's stance on the Taiwan issue. Japan is the global leader in this product, and China is expanding upstream of the chip supply chain.

The stock price of Fuqiao (1815) surged again today, rising nearly 9% to a new listing high of 141.5 yuan. Benefiting from the tight supply of high-end fiberglass cloth and the continued rise in prices, domestic and foreign investors accumulated purchases. Yesterday, the three major legal entities bought more than 23,779 units, driving the stock price to the limit. As of 10:47, the stock price rose 6.15% to temporarily trade at 138 yuan, with a trading volume of more than 88,900 contracts. The company pointed out that the shipment proportion of next-generation Low DK2 products will continue to increase, and the proportion of advanced process products in production capacity will increase to 70% this year.
The Peasants' and Workers' Party held a symposium on the development of the gastrodia gastrodia industry in Dafang County, Bijie, Guizhou. Experts provided suggestions on topics such as source protection, ecological planting, quality control, and intensive processing to promote the transformation of the industry from traditional planting to full-chain integration. It is expected that the comprehensive output value will reach 3.5 billion yuan in 2026, and will reach 10 billion yuan in 2030.