{"schema":"hottub-news/story/v1","story":"st_aurlamawicvjfa6pewwq","title":"友達衝16年新高、比群創更有戲？ 專家揭雙虎行情：別誤判「面板股復甦」","title_en":"AU Optronics reaches a 16-year high, more exciting than Quanta? Experts reveal the situation of the two giants: don't misjudge the 'panel stock recovery'","outlets":1,"brief":null,"page":"https://hottub.news/stories/au-optronics-reaches-a-16-year-high-more-exciting-than-quanta-experts-aurlamawic","count":1,"items":[{"id":"n_aurlamawicvjfa6pewwq","seq":1285711,"kind":"article","title":"友達衝16年新高、比群創更有戲？ 專家揭雙虎行情：別誤判「面板股復甦」","title_en":"AU Optronics reaches a 16-year high, more exciting than Quanta? Experts reveal the situation of the two giants: don't misjudge the 'panel stock recovery'","url":"https://tw.news.yahoo.com/%E5%8F%8B%E9%81%94%E8%A1%9D16%E5%B9%B4%E6%96%B0%E9%AB%98-%E6%AF%94%E7%BE%A4%E5%89%B5%E6%9B%B4%E6%9C%89%E6%88%B2-%E5%B0%88%E5%AE%B6%E6%8F%AD%E9%9B%99%E8%99%8E%E8%A1%8C%E6%83%85-%E5%88%A5%E8%AA%A4%E5%88%A4-%E9%9D%A2%E6%9D%BF%E8%82%A1%E5%BE%A9%E7%94%A6-062730819.html","summary":"[Newtalk新聞] 「面板雙虎」近期再度成台股焦點，友達（2409）股價自 9 月中旬一路狂飆，繼 9 月底攻上睽違 16 年高點後，今（2）日盤中最高再衝上 40.85 元，續創 2010 年以來新高；群創（3481）在中秋假期過後也出現一波拉抬。究竟這波雙虎在漲什麼？友達又是否有機會追上、甚至超車群創？ 對此，前基金經理人、鈞弘資本執行長沈萬鈞在《鈔錢部署》節目中指出，這波友達、群創股價走強，市場真正追捧的恐怕並非傳統電視、手機面板漲價，而是背後的「半導體先進封裝」題材。 「一個產業、兩個世界」 友達漲的不是面板？ 沈萬鈞形容，目前面板產業是「一個產業、兩個世界」。中國...","published":"2026-10-02T06:50:17Z","seen":"2026-10-02T07:06:32Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q300120","name":"AUO Corporation","type":"org"},{"id":"Q46344","name":"quantum","type":"org"}],"story":"st_aurlamawicvjfa6pewwq","category":"economy-business","category_p":0.7900000214576721,"sentiment":"neutral","tone":0.15000000596046448,"political":0.019999999552965164}]}