
台股大跌逾千點,矽晶圓族群賣壓沉重,環球晶盤中遭打入跌停價1005元,跌破月線,截至上午10時23分仍緊鎖跌停,成交量8870張,跌停委賣單超過1200張。外資昨反手買超69張,中止連3日賣超,投信持續賣超32張,自營商調節9張,三大法人合計買超28張。環球晶9月營收51.29億元,月增7.65%,年減13.13%;第3季合併營收148.71億元,季減2.26%,年增2.6%,但9月營收受義大利諾瓦拉廠火災影響,磊晶製程已開始出貨,復原進度優於預期,部分後段製程仍持續重建。
AI-generated summary
環球晶為台股矽晶圓族群重要廠商,近期受義大利諾瓦拉廠火災影響,部份製程停擺,但磊晶製程已開始出貨,復原進度優於預期。
環球晶賣壓沉重,遭打入跌停價、跌破月線(資料照)
〔記者林薏茹/台北報導〕台股今(13)日大跌逾千點,矽晶圓族群賣壓沉重,矽晶圓大廠環球晶(6488)盤中賣壓湧現,上午9時34分遭打入跌停價1005元,跌破月線,截至上午10時23分仍緊鎖跌停,成交量8870張,跌停委賣單超過1200張。
從三大法人動向來看,外資昨反手買超69張,中止連3個交易日賣超態勢,投信則持續賣超32張、為連3賣,自營商也調節9張,三大法人昨合計買超28張。
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環球晶9月營收51.29億元,受惠產能利用率維持高檔,營收月增7.65%,年減13.13%;第3季合併營收148.71億元,季減2.26%,年增2.6%。不過,環球晶9月營收仍受義大利諾瓦拉廠火災影響,磊晶製程已開始出貨,復原進度優於原先預期,但部分後段製程仍持續重建。
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AI outlook — possibilities, not facts
環球晶股價將在短期內維持弱勢,直至義大利諾瓦拉廠復原進度明確且賣壓緩解
Likely · Within weeks

The Ministry of Finance has temporarily imposed an anti-dumping tax of 40.21% on specific polyamide films (nylon films) imported from China for a period of four months starting from October 19 to prevent the domestic industry from continuing to be damaged during the investigation. There are currently 12 cases involving anti-dumping duties on Chinese goods.

China's copper foil substrate leader Kingboard issued a price increase notice to customers for the eighth time today, raising the sales price of sheets and PP using electronic fiberglass cloth below 2116 by 15%. Benefiting from the expansion of demand for AI infrastructure such as AI servers, high-speed network communications and memories, the market demand for copper foil substrates is strong. The supply of upstream fiberglass cloth has tightened and prices have increased. Taiwan's Taiwan Optoelectronics, Taiyao, Lianmao and other manufacturers have also adjusted prices multiple times, and the price increase trend is expected to continue until 2027.
The 140th China Import and Export Fair (Canton Fair) will open soon. The exhibition will focus on the main line of "New Green Intelligence". There will be more than 700 new product launch events. The launch of new products in future industries such as service robots and smart medical care will increase by about 20% compared with the previous session. Innovative measures such as overseas buyer membership services, buyer alliances and a booth-level navigation system covering the entire exhibition will be launched.

Yujingguang announced September revenue of 2.672 billion yuan, a monthly decrease of 1.75% and an annual increase of 0.54%. The cumulative revenue in the first three quarters increased by 10.12% annually. The stock turned red and hit the daily limit today, with the stock price rising by 105 yuan to a record high of 1,175 yuan, with a trading volume of 12,000 contracts. Foreign capital has been oversold for three consecutive days, and investors need to pay attention to subsequent fluctuations.

Shanghai, China, became one of the winning cities of the World Intellectual Property Organization's first "Innovation City Award", sharing the award with Charleroi, Belgium and Liverpool, England. WIPO believes that Shanghai deeply integrates technological innovation and creative development, expands public intellectual property services, strengthens collaboration among innovation entities, and provides development opportunities for cultural and creative industries. Data show that Shanghai's economic aggregate ranks among the top five in the world, R&D investment accounts for 4.5% of GDP, the scale of the three leading industries exceeds 2 trillion yuan, and the number of high-value invention patents reaches 67.6 per 10,000 people. The Shanghai Municipal Government stated that it will use this as an incentive to promote the construction of an intellectual property strong city and an international science and technology innovation center.

As U.S. bond yields rose to multi-year highs, the Central Bank of Kazakhstan began selling gold reserves and planned to reduce the proportion of gold from 78% to 75%. This became a turning point in the trend of global central bank gold purchases in recent years and posed new variables to the gold market.