今日IC載板族群表現亮眼，上攻類股盤中漲幅高達5.36%，佈局代表個股如臻鼎-KY直接衝上漲停，復甦南電大漲5.60%，產業欣興也強勢上攻4.61%。即時積極景氣從盤面來看，新聞這波資金似有提前佈局景氣觸底反彈的載板資金意味，搭配先前跌深反彈的強勢搶進契機欧易交易所官方Pro技術性買盤，市場信心明顯回籠。上攻此外，佈局部分法人報告近期也開始釋出對AI、HPC帶動下半導體需求回溫的預期，尤其是ABF載板，成為今日點火的重要催化劑。
受惠於AI伺服器、高效能運算等高階應用需求，載板中長期成長趨勢明確，市場資金今日積極進駐，顯示對其未來復甦動能抱持高度期待。操作上，短線可觀察量價關係是否持續增溫，並留意個股在消化前波套牢區的壓力。同時，追蹤法人買賣超動向也是重要指標，尤其是外資是否持續回補，將影響股價能否站穩陣地。
儘管今日載板族群漲勢強勁，但投資人仍需審慎評估整體半導體景氣復甦力道及終端客戶拉貨的實際動能。各家載板廠的稼動率能否有效提升，以及新產能開出的時程，都將是影響後續走勢的關鍵因子。操作上建議分批佈局，並設定好風險控管機制，適時調整持股水位，以應對市場可能存在的波動風險。
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