聯電 營運動能續強
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聯電（2303）近一個月來，股價在月線上下震盪，近日公布8月營收寫下亮眼成績，激勵股價7日衝上漲停板，並以漲停價143元作收，技術面一舉站回季線之上，目前日KD及日MACD同步呈偏多格局。
聯電第三季整體產能利用率可望突破90％，成熟製程需求回溫、價格環境轉佳，加上AI相關業務加速放大，形成量、價及產品組合多重支撐。隨8月營收衝上單月第三高，下半年營運動能持續轉強，看好2027年價格調升空間擴大，AI相關營收未來三年以突破10億美元為目標，中長期成長能見度提升。
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