
緯穎(6669)昨日被外資、投信、自營商三大法人聯手賣超3208張,其中投信賣超2518張為主力,盤中股價跌破1900元大關,暫報1860元,跌幅2.36%。儘管近期股價走弱,仍有本土法人將目標價調高至3000元,歐系外資維持買進評級,看好其ASIC AI伺服器及液冷機櫃等專案。
AI-generated summary
緯穎為台灣半導體公司,近期受ETF成分股調整影響,面臨法人賣壓。儘管股價走弱,仍獲機構看好其在AI伺服器及液冷領域的佈局。
緯穎昨日被三大法人聯手賣超3208張,其中外資賣超487張,投信賣超2518張,自營商賣超203張。(資料照)
〔記者方韋傑/台北報導〕緯穎(6669)昨日受到主動復華未來50(00991A)大砍1149張,以及主動永豐科技趨勢(00410A)剔除成分股,儘管其他ETF零星加碼,今日仍有賣單洶湧而出,緯穎盤中失守1900元大關,截至上午10時42分股價暫報1860元,跌幅2.36%,成交量7132張。
緯穎昨日被三大法人聯手賣超3208張,其中外資賣超487張,投信賣超2518張,自營商賣超203張。本週以來,減碼緯穎千張以上的ETF包括00981A(-1034張)、00991A(-1149張),將緯穎自成分股刪除的ETF有00934、00410A。
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儘管近期股價走弱,緯穎仍受到各界溫情,有本土法人10月以來將緯穎目標價調高至3000元,建議客戶「增加持股」,歐系外資也喊出2835元,維持買進評級,主要看好緯穎ASIC AI伺服器、T3 Max 液冷機櫃、Meta與Oracle 相關專案,以及新客戶訂單將推升營收與獲利能力。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
緯穎股價將在短期內於1800-2000元區間整理
Likely · Within weeks
若新客戶訂單如預期落地,將帶動營收成長並支撐股價向上
Possible · Within months

Lu Shan, deputy mayor of Shanghai, said at the press conference of the 9th China International Import Expo that the city's 32 security teams have focused on the new situation, new tasks and new variables, and promoted the implementation of 257 key urban service security tasks. At present, all preparations for urban security services are basically in place, focusing on improving the effectiveness of exhibitors' participation, refined service guest experience, and open exchanges to amplify the comprehensive effect of the city's linkage.

Yan Dong, Vice Minister of the Ministry of Commerce of China, announced that the 9th China International Import Expo will be held in Shanghai from November 5 to 10. 162 countries, regions and international organizations will participate, 4,142 overseas companies will participate in the exhibition, and the total exhibition area will exceed 440,000 square meters for the first time. The exhibition area of American companies exceeds 50,000 square meters, ranking first for eight consecutive years, and the exhibition area of Canadian and New Zealand companies is the largest ever. For the first time, the number of Fortune 500 companies and industry leading companies exceeded 300, nearly 200 companies achieved full attendance for the ninth session, more than 2,000 companies participated in the exhibition for the first time, and there were more than 480 representative exhibits that were first in the world, first in Asia, and first in China.

The stock price of Huajing (2468) rose 4.6 yuan or 9.89% during today's trading, temporarily trading at 51.1 yuan. The trading volume reached 13,000 contracts, which was significantly higher than yesterday's trading volume of 9,756 contracts. Revenue in September was 308 million yuan, a monthly increase of 55% and an annual increase of 68.8%, benefiting from the acceptance of large projects and the demand for AI application to drive corporate digital transformation. However, foreign investors sold more than 749 contracts yesterday, and the three major legal entities sold more than 736 contracts in total. Investors need to pay attention to subsequent fluctuations.

Taiwan stocks opened higher on Friday (16th), rising 550.73 points to 47520.60 points during the session, and were temporarily trading at 47221 points as of 11:20. In terms of major value stocks, TSMC opened down 10 yuan to 2,430 yuan and was provisionally quoted at 2,425 yuan as of 11:20; MediaTek opened up 110 yuan to 4,275 yuan, provisionally quoted at 4,300 yuan; Hon Hai opened up 2 yuan to 241.5 yuan, provisionally quoted at 246 yuan. U.S. stocks were mixed on Thursday as the market worried about excessive spending by technology companies in the field of AI, with the Philadelphia Semiconductor Index falling for seven consecutive trading days.

The stock price of Jin Guoguang (6209) rose strongly today, once hitting the rising limit, and was temporarily quoted at 100.5 yuan, an increase of 8.06%. Its revenue in September was 669 million yuan and its cumulative revenue in the first three quarters was 4.16 billion yuan, both hitting new highs in the same period, benefiting from the growth in demand for far-infrared lenses and the opening of production capacity in Taiwan. Yesterday, foreign investors bought over 11,600 lots, and the three major legal entities bought over 12,300 lots in total, pushing up the stock price.

The exchange rate of the New Taiwan dollar against the US dollar fell below the 32.5 yuan level in early trading, hitting a new low in the band. Foreign capital sold more than 300 billion yuan in Taiwanese stocks for seven consecutive trading days, and large-scale remittances of hot money intensified depreciation pressure. Despite central bank adjustments and exporter sales settlements being higher than last year, the exchange rate still depreciated 2.56%, making it the weakest Asian currency.