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요약
今(17)日台股大跌,不少電子、晶片大廠如台積電(2330)等均有跌勢。而被評為晶圓二哥的聯電(2303),在脫離處置後沒多久,今日便遭遇沉重賣壓,盤中跌停鎖死144元,還有約6.9萬張等賣。證期雙照分析師翁偉捷指出,過去聯電受惠於AI產業溢價而上漲,但其營收主力仍是消費性電子,若該領域需求未復甦,股價可能持續下修,不排除接近腰斬。
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