
台星科(3265)股價連續兩日漲停後,12日開盤10分鐘即直奔漲停價262元,創歷史新高,成交量7641張,漲停委買超過6400張。公司表示明年AI客製化晶片需求強勁,將成為主要成長動能,並將擴充測試及先進封裝能力。
AI-generated summary
台星科為IC封測廠,近期受AI客製化晶片需求帶動股價走強,連續兩日漲停。
台星科再奔漲停,續寫歷史新天價。(取自官網)〔記者林薏茹/台北報導〕IC封測廠台星科(3265)日前法說會報佳音,看旺明年AI客製化晶片(ASIC)需求,近期股價連日走強,繼7日、8日漲停作收後,今(12)日買盤再度搶進,開盤10分鐘即直奔漲停價262元,續寫歷史新天價,截至上午9時45分仍緊鎖漲停,成交量7641張,漲停委買張數超過6400張。從三大法人動向來看,外資上週四賣超124張、為連2賣,自營商則持續買超99張,已連續買超3個交易日,三大法人上週四合計賣超25張。請繼續往下閱讀...台星科表示,明年AI客製化晶片(ASIC)需求強勁,將成為主要成長動能,並將持續因應客戶AI、高效運算(HPC)等需求,擴充測試及先進封裝能力,布局晶圓測試、最終測試及先進封裝等產品線。目前HPC產品營收占比約5成,預期2027、2028年將進一步提高。一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
台星科股價將在短期內維持強勢
Likely · Within weeks

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.

Malaysian government officials are in talks to potentially back AirAsia's fundraising efforts as the airline faces financial pressure from rising jet fuel prices, with conditions under discussion, according to sources familiar with the matter.