
智邦(2345)股價受投信連續賣超影響,今日盤中跌至1770元,創4月11日以來新低,截至11時21分報1780元,下跌30元,跌幅1.66%。投信自8月15日以來僅3個交易日買超,其餘賣超,累計賣超1.21萬張。儘管智邦受惠大客戶T3拉貨動能,7-8月營收達803.42億元,年增61.86%,但短期資金面壓力仍主導股價走勢。
AI-generated summary
智邦為網通大廠,曾為投信愛股,但自8月15日以來投信持續賣超,僅3個交易日小幅買超。公司受惠大客戶T3拉貨動能,7-8月合併營收803.42億元,年增61.86%,創歷史同期新高。
智邦在投信一直賣超下,股價破底。(記者王憶紅攝)
〔記者王憶紅/台北報導〕網通大廠智邦(2345)在投信持續賣超下,今日股價開平高後震盪走低,盤中一度跌到1770元,創下今年4月11日以來新低,截至11:21分,股價暫報1780 元,下跌30元,跌幅1.66%,成交量逾3100張。
智邦曾是投信愛股,但8月15日以來,投信僅有3個交易日是小幅買超,其餘都是賣超,期間總計賣超1.21萬張。市場人士指出,今日是投信第三季季底作帳最後一日,明日投信賣壓是否結束,將待觀察。
請繼續往下閱讀...
智邦受惠大客戶T3拉貨動能,8月合併營收408.72億元,站上400億元大關,創下歷史新高,累計7-8月營收803.42億元,已達第二季營收955.4億元的84%,在9月營收不看淡下,第三季營收將破千億元,單季營收可望季增25%以上。
智邦累計1-8月合併營收為2460.03億元,年增61.86%,亦創歷史同期新高。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
智邦股價將在投信賣壓結束後企穩反彈
Possible · Within weeks

Profit margins at Chinese firms stabilized at 4.5% in the first half of 2026, well below the nearly 9% recorded by global peers, according to a French bank's China corporate monitor. Returns on capital hovered at 6% for Chinese firms versus over 11% globally, based on a comparison of 2,300 Chinese firms and 9,000 overseas counterparts.

The International Monetary Fund (IMF) released the "Staff Report of the Macau Special Administrative Region Article IV Consultation Mission in 2026" on September 29, predicting that Macau's economy will maintain solid growth. The report pointed out that despite the impact of external adverse factors, Macau's economy has remained resilient, with the number of inbound tourists exceeding pre-epidemic levels, inflation being moderate, and the labor market generally stable. A delegation of IMF experts visited Macau from July 14 to 23 for Article 4 consultations and put forward policy recommendations, including using appropriate fiscal policies to boost internal demand, respond to population aging, use digitalization and artificial intelligence to increase productivity, improve the business environment, and increase investment in climate change infrastructure to improve climate resilience. The next round of consultations will be conducted on a 24-month cycle.
In the first half of 2026, the overall growth rate of China's fixed asset investment fluctuated, but structural changes were significant: real estate development investment fell by 19.9% year-on-year, investment in high-tech manufacturing and service industries increased by 3.5% and 8.4% respectively, and investment in the information services industry increased by 22.7%. The investment logic is shifting from scale expansion to quality improvement. Policies have been intensively implemented to promote the stabilization of investment and structural optimization. Private investment has received fiscal and financial support of more than 1.24 trillion yuan. Investment opportunities are shifting to the conversion of old and new driving forces, technological innovation and people's livelihood fields.

HSBC announced its stablecoin offering named HSBC RedCoin, set to launch before year-end via its PayMe app and Hong Kong mobile banking app, targeting over 3.3 million users; a customer survey showed 74% recognized at least one use case for stablecoins, with digital asset trading being the most cited at 57%.

U.S. President Trump will unveil South Korea's investment plan of about $200 billion in the United States in the Oval Office on Wednesday, including $54 billion for the long-stalled Alaska natural gas export project, people familiar with the matter said. The plan aims to export natural gas to Asia. Affected by the conflict in the Middle East, global LNG supply has been blocked, and Asian buyers are facing the risk of price fluctuations. Private enterprise Glenfarne Group is responsible for the LNG project and has signed a preliminary agreement with the importer but has not yet made a final investment decision. Alaska Republican Senator Sullivan and others will participate in the announcement ceremony.

The stock price of Dazhong Holdings (3701) rose strongly to the daily limit of 45.9 yuan today, with a trading volume of 4,434 contracts. It stood above the 5-day, 10-day and 20-day moving averages during the session. The market is paying attention to its green energy and smart energy layout, including cooperation with Taiwan Mobile and Jieyuan Energy to build 5G AI smart geothermal power plants, and subsidiary PRO3C to establish a cross-border operating structure through Malaysian manufacturing capabilities to serve ASEAN and global customers. Consolidated revenue in August was 820 million yuan, an annual increase of 6.46%.