〈熱門股〉先進封裝議題燒 辛耘周漲34%寫新天價

<p>台積電 (<a href="https://www.cnyes.com/twstock/2330?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="TWS:2330:STOCK:COMMON">2330-TW</a>)(<a href="https://invest.cnyes.com/usstock/detail/TSM?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:TSM:STOCK:COMMON">TSM-US</a>) 本周證實將加速擴充先進封裝產能，辛耘 (<a href="https://www.cnyes.com/twstock/3583?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="TWS:3583:STOCK:COMMON">3583-TW</a>) 為台積電濕製程設備供應商之一，在資金積極追捧下，單周爆量飆漲 34%，創下歷史新高價。<p> <p>台積電本周召開股東會，指出最近因生成式 AI 需求增加，許多訂單湧現，客戶對先進封裝 CoWoS 的需求遠大於產能，因此正積極擴產中，且希望速度越快越好。</p> <p>儘管市場對台積電擴充機台的受惠對象有眾多說法，不過，除了辛耘強漲外，包括弘塑 (<a href="https://www.cnyes.com/twstock/3131?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="TWS:3131:STOCK:COMMON">3131-TW</a>)、萬潤 (<a href="https://www.cnyes.com/twstock/6187?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="TWS:6187:STOCK:COMMON">6187-TW</a>)、鈦昇 (<a href="https://www.cnyes.com/twstock/8027?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="TWS:8027:STOCK:COMMON">8027-TW</a>)、均豪 (<a href="https://www.cnyes.com/twstock/5443?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="TWS:5443:STOCK:COMMON">5443-TW</a>)、均華 (<a href="https://www.cnyes.com/twstock/6640?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="TWS:6640:STOCK:COMMON">6640-TW</a>) 等，也全面上漲表態。</p> <p>辛耘本周沿五日線逐步墊高，週五一度衝上 151 元，寫下歷史新天價，終場收在 150 元，單周漲幅高達 33.93%，為上市業者中漲幅位居第三的個股，三大法人呈現土洋對作，外資逢高調節 1076 張，投信、自營商分別加碼 1796、154 張。</p> <figure><img data-cnyeschart="cnyeschart" src="https://so.cnyes.com/mobilechart/MobileChart.aspx?markettype=twstock&charttype1=kchart&stockcode=3583&imgwidth=580&imgheight=500&bgcolor=2"> <figcaption> </figcaption> </figure> <p> </p>