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【籌碼K晨報】3A級遊戲大作狂賣千萬套!「這族群」股價急速飆升!

CMoney
2024/08/27 | 3分鐘閱讀

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圖/Shutterstock

▲盤勢分析&建議:

(圖片來源:CMoney)

台股盤前重點整理

▲盤勢回顧&建議

昨日(8/26)台股開高走低,加權指數上漲82.07點(+0.37%)至22,240.12點,中小型股表現方面,櫃買指數下跌1.97點(-0.73%)至269.71點,權值股方面,台積電(2330)上漲0.11%,華碩(2357)上漲5.2%,國泰金(2882)上漲3.9%。強勢漲停股有華擎(3515)映泰(2399)台灣精銳(4583)群創(3481),熱門強勢股有博磊(3581)十銓(4967)威健(3033)圓剛(2417)

焦點族群方面,顯卡族群全面飆漲。中國3A級遊戲大作《黑神話:悟空》上市後引爆一波全球熱潮,目前已賣出超過千萬套,累計金額逾新台幣百億元,帶動台廠顯卡供應鏈全數暴漲主因為:《黑神話:悟空》畫面的畫質為4K、支援光追技術等,因此需要高階顯卡才能流暢遊玩,因此可望帶動顯卡升級風潮,華擎(3515)、映泰(2399)、承啟(2425)麗臺(2465)動力-KY(6591)皆亮燈漲停,看好《黑神話:悟空》將帶來亮眼營運動能,前景正向。

籌碼方面,受到外資青睞股有慧洋-KY(2637)皇昌(2543)龍德造船(6753)元翎(4564),而投信、外資皆看好股包含台虹(8039)達興材料(5234)長華*(8070),投資人可以留意這些個股後續表現。

台指期夜盤部分,下跌125點至22085點、台積電ADR下跌1.29%、聯電ADR下跌2.27%、日月光ADR下跌2.83%

本日關注個股

【台股研究報告】儒鴻(1476)攜手6小巨人狂奔,明年營收400億創高!

【台股研究報告】富旺(6219)公告 Q2 獲利超預期 80%,未來新建案再翻倍成長!

【台股研究報告】富世達(6805)全球首款三折機主要供應商,挑戰今年EPS年增100%!

加權指數籌碼 & 近5日大盤成交量變化

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(圖片來源:CMoney)

三大法人 買賣超個股前5名

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(圖片來源:CMoney)

近60日外資期貨淨留倉狀況

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(資料來源:籌碼K線)

加權指數(昨日走勢)

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(資料來源:籌碼K線)

櫃買指數(昨日走勢)

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(資料來源:籌碼K線)

消息面多空:

利多:

【13:15 投資快訊】6752 叡揚:穩健成長的資訊服務領導者,股價上漲5.19%

【12:57 投資快訊】群翊(6664):持續成長的裝置龍頭,股價上漲5.24%達311.5元

【12:54 投資快訊】6689 伊雲谷:營運調整後股價上漲5.61% 繼續看好雲端市場潛力

資訊最完整的投資看盤軟體【籌碼K線】

今日市場動向,打開APP即時查看:https://chipk.page.link/9Rxf

免費下載電腦版:https://cmy.tw/00Bte4

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