
日東紡股價重挫近7%,拖累台玻(1802)股價由紅翻黑,開盤69.6元後賣壓出籠,截至9:38分下跌0.3元報67.4元,成交量超過11萬張。法人建議投資人不追高,手中現金持盈保泰。
AI-generated summary
日東紡為全球玻纖布大廠,台玻具備玻璃纖維相關業務布局,第三季獲利明顯翻揚。AI伺服器與高速交換器持續升級,帶動低損耗玻纖布需求。
受到全球玻纖布大廠日東紡股價重挫近7%,拖累昨日一度亮燈漲停的玻璃股台玻(1802)股價由紅翻黑,開盤來到69.6元後賣壓出籠,截至9:38分為止,股價下跌0.3元、暫報67.4元,成交量已超過11萬張。
昨日外資大買5.47萬張、投信買超1.7萬張,主力更大手筆買超7.6萬張,市場最矚目的是主動統一台股增長(00981A)一口氣新增台玻8479張;雖然台玻好消息連連,然早盤日、韓股市開盤直接下跌,帶衰台股由紅翻黑,昨日最旺的人氣股台玻賣壓同步出籠,散戶大嘆「又來隔日沖」、「開盤又來倒」、「看看富喬(1815)還是紅的」。
法人認為,隨著AI伺服器與高速交換器持續升級,高階CCL對低介電損耗、尺寸穩定性及訊號完整性的要求提高,帶動低損耗玻纖布需求,而台玻具備玻璃纖維相關業務布局,同時第三季獲利明顯翻揚,然近期國際金融局勢震盪,台股無法置身事外,建議投資人不追高、手中現金持盈保泰為好。
AI outlook — possibilities, not facts
台玻股價短期可能持續承壓
Possible · Within days

Chunghwa Post opened pre-orders for Pokémon stamps and peripheral products at 8:30 a.m. on the 3rd. More than 37,000 people flocked to the "i Philately" website, with the highest number of online users at about 37,000. All the products were sold out before noon. They will be sold through designated post offices and on-site at the Taipei 2026 World Stamp Exhibition on November 20.
The 2026 Special Exchange Conference on the Development of the Residence and Health Care Industry was held in Nanning, Guangxi on November 3. It was guided by the Civil Affairs Department of the Guangxi Zhuang Autonomous Region and hosted by the China Social Welfare and Elderly Care Service Association. It aimed to build a national normalized cooperation platform for the residence and health care industry and expand the space for cross-border cooperation. At the meeting, the "Guangxi Zhuang Autonomous Region's "14th Five-Year Plan" Elder Care Industry Development Report" blue book was released to promote Guangxi's transformation from a "senior care resource area" to a "strong elderly care industry area."

Leadtek (2465)'s consolidated revenue in the third quarter was 3.315 billion yuan, an annual increase of 69.86%. Net profit after tax was 379 million yuan, and EPS was 4.03 yuan. The stock price rose to 125 yuan on the 4th, setting a new high in about 28 months. The trading volume exceeded 10,000 contracts, and the daily limit order to buy exceeded 9,800 contracts.

The National Development and Reform Commission held a series of press conferences for the “15th Five-Year Plan” on the 4th to introduce the situation of consolidating development support. Kou Rong, deputy director of the Department of Economic and Trade, said that it is expected that by the end of the "15th Five-Year Plan", the overall scale of my country's circulation industry will continue to expand, and the total retail sales of consumer goods will reach about 60 trillion yuan. The press conference also proposed to promote five aspects of specific work around one key task and accelerate the construction of a smooth and efficient modern circulation network.

The World Gold Council reported that global central banks purchased 321 metric tons of gold in the third quarter, an increase of 42% from the same period last year and much higher than the average of 227 metric tons per quarter over the past five years. Among the published data, the People's Bank of China purchased 63 metric tons, the highest since the third quarter of 2022. In the first nine months, global gold consumption reached a record high of US$566 billion.
The Hong Kong International Financial Leaders Investment Summit was held from November 2 to 4. Vice Premier Ho Lifeng delivered a video speech, saying that Hong Kong's governance and revitalization situation continued to consolidate. The country's "15th Five-Year Plan" has made arrangements to support Hong Kong in consolidating and improving its competitive advantages. He also hoped that Hong Kong would give full play to the advantages of "one country, two systems" and consolidate its status as an international financial center.