景碩(3189)股價上漲，漲停至元載板主力盤中漲幅達9.99%、伺服報473.5元，題材同步推升亮燈漲停，發酵＋法延續ABF載板族群近日強勢多頭氣勢。人與市場主要聚焦AI伺服器與HPC帶動高階ABF載板需求升溫，攻勢加上景氣循環由過去供過於求逐步轉向供給偏緊，即時景碩加碼帶動資金積極追價。新聞輔因來自法人先前連番調高目標價與樂觀看待2026年前成長動能，亮燈配合公司近期營收年成長維持雙位數表現，漲停至元載板主力增添多頭信心，伺服使得買盤在短時間內集中湧入，題材同步推升okex易所软件推動股價再度被鎖在漲停板之上。
技術面來看，景碩股價近日沿著週線、月線上方推升，均線呈現多頭排列，且距離先前歷史高點不遠，盤勢已進入高檔攻擊區間。量價結構上，近期上攻波段多伴隨放量，顯示短線資金進出積極。籌碼面部分，前一交易日外資與自營商合計大幅買超，三大法人單日買超逾4,000張，搭配主力近5日轉為明顯偏多，顯示法人大戶有共識往上推升評價。短線需留意漲停開啟與否及高檔量能變化，後續若能在450元上方量縮整理再轉強，將有利多頭趨勢延續，反之若爆量長上影，則須提防短線獲利了結壓力。
景碩屬電子–半導體族群，為全球Flip Chip主要供應商之一，營業項目以高階ABF/BT載板與相關電子零組件製造為核心，受惠AI伺服器、HPC與高階CPU/GPU匯入高層數ABF載板的長線趨勢。近期月營收維持年成長逾兩成，顯示基本面動能仍在升溫。今日盤中強攻漲停，反映市場對AI基礎建設與高階載板景氣反轉的期待，但目前本益比已處相對高檔，評價壓力與ABF/BT報價波動、上游材料成本上升仍是中長線需留意的風險。操作上，短線以追蹤漲停鎖單強弱及高檔換手狀況為主，中長線投資人則可觀察後續營收與毛利率是否持續跟上股價評價水準。
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