台股近期在AI基本面利多帶動下持續上攻，加權指數頻創歷史新高。盟微嗎在權值股領軍下，軟搶聯發科(2454)展現強勁多頭氣勢，市還盤中股價一度上漲60元，即時價結欧亿交易所全球站软件最高觸及1960元，新聞訊後成為資金追逐焦點。聯發此外，科強由於聯發科為國泰台灣科技龍頭(00881)等多檔千億級ETF的攻天光通核心成分股，亦持續受惠於被動資金的盟微嗎挹注。
在產業動向上，軟搶隨著AI算力爆發推升資料中心能耗，聯發科積極布局光電整合領域，進軍Micro LED光通訊市場，以期與國際大廠相互抗衡。其最新技術發展具備以下特點：
聯發科佈局Micro LED光通訊，逐步提升在光電整合市場的競爭力。然而新技術距離全面商用仍需克服巨量轉移等生產門檻。後續可關注量能變化及法人籌碼動向，留意大盤高位階時可能出現的短線震盪風險。
盤中資料來源：股市爆料同學會
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