南電發言人呂連瑞強調,公司全力將重點放在高價值產品。(記者卓怡君攝)〔記者卓怡君/台北報導〕IC載板廠南電(8046)因調漲BT載板售價,並預估漲價潮有望延伸至ABF載板,內外資法人進場搶進,昨三大法人合計買超7306張,帶動南電股價連續第2天漲停,成交量並爆出逾8.6萬張,創下歷史新天量,今日南電開始進入高檔震盪,創高後壓回,一度翻黑。截至9:51分左右,南電股價上漲1.16%,暫報175元,成交量逾3.4萬張。請繼續往下閱讀…法人分析,展望第3季,BT載板拉貨持續暢旺,南電營收季增率有望達中至高個位數,優於先前預期,BT載板價格平均調漲中高個位數百分比,其中以具Low CTE材料之BT載板調升雙位數以上,漲幅最大,後續漲價狀況有機會延伸至ABF載板,推升第3季營運增溫,整體毛利率、營益率好轉。<div style=”width:100%;height:720px;position:relative”> <iframe width=”100%” height=720px src=”https://stock.ltn.com.tw/embed/8046/latest-news@KChart/歷史分析/?embedMeta=%7B%22iFetch%22%3A%7B%22securityCode%22%3A%228046%22%2C%22timeScaleType%22%3A%22day_detail%22%2C%22startDate%22%3A%222024-07-17T01%3A00%3A00.000Z%22%2C%22priceType%22%3A%22day_detail%22%7D%2C%22displayTag%22%3A%5B%22%E6%97%A5%E7%B7%9A%22%5D%2C%22extraParameter%22%3A%7B%22event_category%22%3A%22stock%22%2C%22graphIndex%22%3A1%2C%22GA%22%3A%22%7B%5C%22type%5C%22%3A%5C%22stock_page%5C%22%2C%5C%22sub_type%5C%22%3A%5C%22%E6%AD%B7%E5%8F%B2%E5%88%86%E6%9E%90%5C%22%2C%5C%22time%5C%22%3A%5C%22%E6%97%A5%E7%B7%9A%5C%22%2C%5C%22report_type%5C%22%3A%5C%22%5C%22%2C%5C%22graph%5C%22%3A%5C%22kchart%5C%22%7D%22%2C%22isShowPriceLimitLine%22%3Atrue%2C%22stockType%22%3A%22STOCK%22%2C%22originLink%22%3A%22https%3A%2F%2Fstock.ltn.com.tw%2Fstock%2F8046%2Flatest-news%3FgraphIndex%3D1%26utm_source%3Dstock.ltn.com.tw%26utm_medium%3Dembed%22%7D%7D” title=”歷史分析 | 財富自由” frameborder=”0″ allow=”accelerometer; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share” allowfullscreen></iframe> <a href=”https://stock.ltn.com.tw/stock/8046/latest-news?graphIndex=1&utm_source=stock.ltn.com.tw&utm_medium=embed” target=”_blank” style=”display:block;width:100%;height:100%; position:absolute;top:0;left:0;color:transparent;text-decoration:none;z-index:1;text-indent:-9999px”>link</a> </div> 一手掌握經濟脈動 點我訂閱自由財經Youtube頻道 不用抽 不用搶 現在用APP看新聞 保證天天中獎 點我下載APP 按我看活動辦法
來源:自由時報