南電(8046)盤中股價上漲5.49％至922元，股價高檔延續近期強勢走高格局。上攻今日買盤主軸仍圍繞ABF載板受惠AI伺服器、站上載板GPU/ASIC等高階運算需求升溫，題材頭排推升以及外資與券商陸續調高ABF族群獲利與評價所帶來的發酵法人題材動能。市場資金鎖定ABF三雄中法人著墨較深標的＋多，南電在AI伺服器與高階IC載板供應鏈的列與關鍵位置，使其成為資金追價焦點之一。買盤整體來看，即時本波攻勢主要來自AI與ABF上升迴圈預期推動，新聞需求續強加上先前法人連續買超墊高持股水位，南電盤中多方延續性表現亮眼，股價高檔okex易所软件平台短線仍偏向多頭主導。
技術面來看，南電近日股價沿主要均線多頭排列向上，日、週、月線呈現同步上彎，且股價已脫離過去整理區間，拉開與前波高點距離，屬強勢多頭架構。MACD、KD與RSI等動能指標先前已陸續出現多頭訊號，搭配近期成交量放大突破千張水準，量價結構支撐上漲趨勢延續。籌碼面部分，近日外資、投信、自營商三大法人多次同步買超，前一交易日亦有明顯買盤加碼，加上主力近五日、二十日買超比例偏多，顯示中短線資金持續集中。後續留意922元附近能否有效轉為支撐，以及千元關卡前的量能、追價與調節力道變化。
南電為臺塑集團旗下高階印刷電路板及IC載板製造廠，為全球覆晶載板(FC)龍頭，主要切入ABF載板、AI伺服器與高階運算晶片相關供應鏈。近期月營收連續成長，年增率維持在雙位數以上，配合券商對T-glass供給吃緊與ABF價格上調的中長期看法，強化市場對未來營運動能的期待。綜合今日盤中股價上漲至922元、AI與ABF題材發酵，以及技術面多頭排列與法人籌碼偏多，短線多方仍佔上風。不過以本益比與股價已大幅脫離前波區間來看，高檔震盪與追價風險亦須留意，操作上建議以順勢偏多、嚴設停損停利與觀察量價背離為後續重點。
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