聯亞(3081)今早股價亮燈漲停，伺服術結報價2860元，器光漲幅10%，通訊題材頭技同步鎖在漲停價一價難求，發酵法人顯示買盤追價意願強勁。＋多盤面主軸仍圍繞AI伺服器機架擴產與光進銅退趨勢，構與市場聚焦800G以上光模組、買盤InP磊晶片與CW雷射長線需求上修，即時加溫加上先前國際大行調高聯亞未來幾年成長預期與目標價，新聞延續對股價的聯亞亮燈評價重估動能。搭配公司近數月營收連三創歷史新高，漲停okex易所官网Pro強化基本面支撐，使資金持續往高階光通訊與CPO概念集中，聯亞成為族群多頭指標，帶動今日續攻漲停。
技術面來看，聯亞股價近日沿著短中期均線往上推升，日、週線呈多頭排列，波段已突破前高並接近歷史天價區，MACD、KD等動能指標偏多，顯示多方氣勢仍在。籌碼面方面，前一交易日起外資、自營商同步買超，三大法人連續多日累積買盤，搭配近期主力近20日仍維持正向買超比重，顯示長線資金與短線主力都有鎖碼企圖。市場關注的將是高檔區換手是否順暢，以及漲停開啟時量能結構與承接力道，後續可留意短均線與前一日收盤價帶來的支撐強度。
聯亞主要從事光通訊用雷射二極體(LD)與檢光器(PD)磊晶片，屬電子–通訊網路族群中偏向關鍵光電材料與元件供應商，產品應用於高階資料中心、光纖通訊等領域，受惠AI資料中心擴建、800G/1.6T與CPO等升級趨勢帶動。近期月營收自去年底以來連續創歷史新高，強化市場對成長故事的信心，使股價本益比維持在相對高檔評價區。整體來看，今日漲停反映AI光通訊長線題材與資金追捧，但在高估值、過往股價波動大與執行時程風險下，短線操作宜自律控管部位，留意後續營收與訂單落實情況是否持續跟上股價漲幅。
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