
大立光股價今日強勢上揚,盤中攻上漲停價7325元,成交量逾5300張。此前公司於法說會表示FA產品已通過客戶認證,預計明年中量產。外資近日賣超,但投資人仍關注後續產能建置與手機需求變化。
AI-generated summary
大立光為光學龍頭廠,近期受光學族群帶動股價上揚。公司上週法說會透露FA產品已通過客戶認證,正建置產能。
大立光股價勁揚。圖為董事長林恩平。(資料照)
〔記者歐宇祥/台北報導〕今日光學族群股價強勢,龍頭廠大立光(3008)上週於法說會中釋出FA(光纖陣列)通過認證訊息,今日股價雖然開低,但很快由黑翻紅走高,近11時30分,大立光股價攻上漲停7325元,成交量逾5300張、漲停委買張數約1500張。
大立光董事長林恩平上週表示,旗下FA產品已經通過客戶認證,正在建置產能,最快明年中量產並貢獻營收,FAU則是本月會討論送樣,同樣預計明年量產;不過因今年手機大客戶銷售不好,9月就下修需求,11月拉貨動能預期將比10月下滑。
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上週四(8日)外資賣超大立光301張、投信買超23張,三大法人合計賣超278張;同日當沖成交量則為936張、佔比48.8%,投資人應留意後續股價波動。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
大立光FA產品將於明年中量產並開始貢獻營收
Likely · Within months
In the first half of this year, the country’s gross marine product value was 5.5 trillion yuan, a year-on-year increase of 5.1%. The marine economy continues to accelerate, and jobs in emerging industries such as offshore wind power, offshore engineering equipment, and marine robots continue to be released. Recently, the Ministry of Natural Resources and the Ministry of Human Resources and Social Security held a talent matching event for high-quality development of the marine economy in Qingdao, Shandong Province. More than 270 companies released about 4,000 positions. Enterprises are in urgent need of compound talents with interdisciplinary understanding. Colleges and universities cultivate talents through cross-discipline, dual-tutor system, school-enterprise cooperation and other methods to alleviate the structural contradiction between supply and demand of talents in the marine industry.

In the first eight months of this year, Chongqing Jiangbei Airport Customs secured nearly 210,000 tons of import and export goods, a year-on-year increase of 1.2 times, ranking first among major aviation ports in the country. Cross-border e-commerce retail export volume reached 39,000 tons, a year-on-year increase of 2.5 times; imported fresh goods exceeded 9,000 tons, a year-on-year increase of nearly 9 times. Through measures such as smart supervision, convenience measures and green channels, customs clearance time is improved and logistics costs are reduced.

KGI Analysis pointed out that supported by the strong demand in the AI industry, the continued substantial inflow of Taiwan stock ETF funds, and the upward revision trend of corporate profits, the bull market in Taiwan stocks is expected to continue, with profits expected to grow by 53% in 2026. Short-term fluctuations are regarded as medium- and long-term layout opportunities, and it is recommended to focus on AI-related supply chains and application areas.

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.

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.