信號流階梯對照 ＋ 市況動態研判 ＋ 資料解析摘要
信號流階梯（與06/19對照）
階段2 高速傳輸/載板🚀啟動(ALAB+13.5%) → 🔥主升(ALAB+19.8%)，升級加速
階段4 記憶體暫存🚀啟動(MU+13.9%) → 🔥主升(MU+23.4%)，升級加速
階段3 核心運算🚀啟動(僅INTC,1/3) → 🚀啟動(AMD+INTC,2/3)，廣度擴大
階段5 周邊驅動IC⚪整理中 → 🚀啟動(TXN+10.3%)，首次點火
階段1/6/7/8網通/供電/被動/散熱仍⚪整理中，後段規格升級尚未到來（與台股散熱類股06/22轉弱一致，跨市場確認）
市況動態研判
市場結構✅ 多頭結構健康 — 52週high 226支(>150)，啟動/主升板塊12個(≥4)，A級平均WA245.1
輪動警訊未觸發 — A級中成長型(科技2+記憶體1+網通晶片1+AI運算2+類比驅動IC1+半導體1+封裝設備2=10) > 防禦型(銀行1)，成長股主導程度較06/19更明確
資料解析摘要
52週 High/Low226支 / 239支（較06/19的214/202皆增加，市場分歧度持續偏高）
分級分布A級100(↑06/19為84) ／ B級33(↓06/19為38) ／ C級75(↓06/19為82) ／ D級18(↑06/19為10)
A級平均WA245.1（較06/19的268.9略降，仍處極高水位）｜ 脈衝排除檢查：全清單無觸發
✅ A級｜三條件全中（100支）▼
NVCT ・－・ +54.3%WA 114 ｜ 1M +59.7%
APGE ・－・ +50.1%WA 149 ｜ 1M +63.3%
DFTX ・－・ +48.2%WA 349 ｜ 1M +63.0%
QXL ・－・ +47.8%WA 188 ｜ 1M +67.1%
CHRN ・科技・ +39.8%WA 570 ｜ 1M +65.8%
BE ・－・ +32.9%WA 642 ｜ 1M +14.3%
GLBS ・－・ +29.8%WA 160 ｜ 1M +48.8%
UMC ・－・ +27.1%WA 367 ｜ 1M +50.9%
🟩 B級｜待量能確認（33支）▼
LPRO ・－・ +43.6%WA 58 ｜ 1M +48.3%
RFL ・－・ +22.8%WA 71 ｜ 1M +105.2%
BWEN ・－・ +20.6%WA 32 ｜ 1M +29.6%
OUST ・－・ +19.8%WA 70 ｜ 1M +28.8%
NINE ・－・ +17.5%WA -13 ｜ 1M +13.2%
ULCC ・－・ +14.2%WA 42 ｜ 1M +44.2%
ACA ・－・ +11.9%WA 72 ｜ 1M +20.0%
POWI ・－・ +11.4%WA 75 ｜ 1M +23.3%
🟨 C級｜觀察池不操作（75支）▼
CYTK ・－・ +12.9%WA 83 ｜ 1M +2.9%
DKS ・－・ +8.0%WA 20 ｜ 1M +3.2%
AZZ ・－・ +4.9%WA 70 ｜ 1M +14.8%
LXFR ・－・ +4.8%WA 68 ｜ 1M +16.8%
PTGX ・－・ +4.8%WA 88 ｜ 1M +16.0%
📉 弱勢觀察｜52週新低最弱（239支中前5）▼
BIYA ・－・ -38.6%WA -98 ｜ 1M -68.5%
NIPG ・－・ -38.6%WA -87 ｜ 1M -41.4%
CHAI ・－・ -37.1%WA -87 ｜ 1M -25.9%
LILAK ・－・ -35.4%WA 4 ｜ 1M -34.0%
LILA ・－・ -35.3%WA 5 ｜ 1M -33.5%
| Ticker | 產業 | WA | 5D% | 1M% |
|---|
| NVCT | － | 114.0 | +54.3% | +59.7% |
| APGE | － | 148.9 | +50.1% | +63.3% |
| DFTX | － | 349.2 | +48.2% | +63.0% |
| QXL | － | 187.8 | +47.8% | +67.1% |
| CHRN | 科技 | 569.8 | +39.8% | +65.8% |
| BE | － | 641.8 | +32.9% | +14.3% |
| GLBS | － | 160.0 | +29.8% | +48.8% |
| UMC | － | 367.1 | +27.1% | +50.9% |
| CGEM | － | 126.2 | +26.3% | +25.0% |
| CTRN | － | 107.3 | +25.6% | +49.2% |
| TRVI | － | 197.9 | +24.6% | +25.3% |
| SYRE | 生技 | 496.9 | +24.2% | +35.5% |
| MBX | － | 85.3 | +23.7% | +37.9% |
| ABSI | 生技 | 216.0 | +23.5% | +64.7% |
| MU | 記憶體 | 791.4 | +23.4% | +61.3% |
| AGX | － | 281.2 | +23.1% | +20.4% |
| BEAM | － | 96.8 | +22.4% | +24.1% |
| ENTG | － | 147.8 | +22.2% | +36.0% |
| ALGM | － | 120.0 | +22.2% | +34.0% |
| NBIS | － | 314.8 | +22.1% | +32.0% |
| MAMA | － | 119.3 | +21.6% | +22.4% |
| CRDO | － | 160.7 | +20.6% | +38.5% |
| TSEM | － | 511.9 | +20.5% | +11.8% |
| VICR | － | 489.3 | +20.3% | +36.4% |
| SIMO | － | 308.0 | +20.1% | +22.0% |
| ALAB | 網通晶片 | 338.9 | +19.8% | +43.3% |
| KEEL | － | 246.4 | +19.1% | +38.5% |
| MKSI | － | 358.2 | +18.2% | +31.2% |
| URGN | － | 143.0 | +17.7% | +21.1% |
| GLW | － | 306.0 | +17.1% | +8.1% |
| RLAY | － | 371.8 | +16.7% | +27.7% |
| NPO | － | 119.7 | +15.8% | +25.8% |
| KYMR | － | 100.7 | +15.4% | +26.1% |
| WYY | 科技 | 226.0 | +15.1% | +25.8% |
| CIFR | － | 276.6 | +14.9% | +28.1% |
| SNDK | － | 2550.2 | +14.8% | +53.8% |
| ICHR | － | 396.8 | +14.8% | +44.5% |
| RFIL | － | 217.2 | +14.7% | +16.1% |
| ASX | － | 355.4 | +14.4% | +25.3% |
| COHU | － | 318.0 | +14.2% | +50.6% |
| TXG | 生技儀器 | 184.9 | +14.2% | +39.1% |
| TTMI | － | 409.9 | +14.1% | +16.6% |
| IMOS | － | 141.4 | +13.5% | +37.8% |
| TER | － | 358.6 | +13.3% | +27.5% |
| IMVT | － | 122.2 | +13.3% | +11.6% |
| BCAX | － | 122.4 | +13.2% | +13.2% |
| INTC | AI運算 | 489.6 | +13.1% | +17.6% |
| UCTT | 半導體 | 409.1 | +13.1% | +46.6% |
| DIOD | － | 169.8 | +12.9% | +23.2% |
| AMAT | 封裝設備 | 277.2 | +12.9% | +48.1% |
| GNRC | － | 112.5 | +12.7% | +9.4% |
| ESE | － | 94.3 | +12.5% | +19.4% |
| VCYT | － | 98.9 | +12.4% | +18.1% |
| ESI | － | 132.5 | +12.3% | +20.5% |
| MTRN | － | 266.8 | +12.3% | +29.1% |
| CAT | 工業機械 | 171.9 | +12.3% | +16.2% |
| TWST | 生技 | 180.2 | +11.8% | +40.6% |
| LRCX | － | 343.3 | +11.7% | +34.1% |
| TWIN | － | 115.8 | +11.3% | +39.3% |
| NVT | － | 160.6 | +11.2% | +11.9% |
| AUPH | － | 92.5 | +10.8% | +15.2% |
| TXN | 類比驅動IC | 87.7 | +10.3% | +7.5% |
| TSM | － | 111.1 | +10.3% | +15.6% |
| ROG | － | 161.4 | +10.2% | +23.2% |
| ACMR | － | 349.4 | +9.8% | +40.6% |
| TH | － | 162.6 | +9.5% | +12.5% |
| HLIO | 工業機械 | 142.7 | +9.3% | +16.8% |
| CLOV | － | 114.4 | +8.7% | +44.8% |
| WULF | － | 265.9 | +8.6% | +24.1% |
| AIP | － | 439.9 | +8.5% | +22.7% |
| VIK | － | 96.5 | +8.5% | +18.8% |
| ENVA | － | 96.5 | +8.1% | +30.0% |
| AMD | AI運算 | 266.2 | +7.8% | +18.0% |
| RVMD | － | 167.4 | +7.8% | +9.4% |
| ATLC | － | 107.7 | +7.7% | +19.7% |
| KN | － | 157.8 | +7.6% | +16.8% |
| RIOT | － | 125.7 | +7.6% | +16.9% |
| ORN | － | 90.6 | +7.5% | +11.0% |
| LSCC | － | 213.3 | +7.4% | +8.4% |
| ONTO | － | 241.6 | +7.4% | +32.6% |
| CTOS | － | 146.4 | +6.9% | +23.5% |
| PLPC | － | 164.3 | +6.9% | +12.1% |
| ADI | － | 101.4 | +6.6% | +12.2% |
| IBKR | － | 84.2 | +6.6% | +19.0% |
| CLYM | － | 337.8 | +6.5% | +10.7% |
| KEYS | － | 129.1 | +6.5% | +7.7% |
| FRO | － | 140.0 | +6.4% | +12.0% |
| ATEN | － | 105.5 | +6.3% | +15.8% |
| BTSG | － | 206.9 | +6.3% | +14.9% |
| SNEX | － | 158.9 | +6.2% | +23.8% |
| LQDA | 生技 | 344.2 | +6.0% | +23.8% |
| PENG | － | 259.5 | +5.9% | +27.7% |
| TVTX | － | 187.4 | +5.9% | +24.0% |
| SXI | 工業機械 | 98.9 | +5.8% | +25.3% |
| KLAC | 封裝設備 | 197.7 | +5.7% | +42.5% |
| CARE | 銀行 | 96.5 | +5.5% | +14.9% |
| MRVI | 生技 | 95.7 | +5.4% | +19.3% |
| MRX | － | 88.9 | +5.4% | +22.7% |
| PKOH | － | 120.6 | +5.2% | +17.3% |
| CEVA | － | 161.5 | +5.2% | +22.8% |
✅ 三條件全中，共100支，依5D%降序排列。半導體/記憶體/設備供應鏈持續主導（UMC/ENTG/ALGM/TSEM/SIMO/MKSI/ICHR/ASX/COHU/TER/INTC/UCTT/AMAT/LRCX/TXN/ACMR/ADI/ONTO/LSCC/KLAC等）。脈衝排除檢查：全清單無觸發。
| Ticker | 產業 | WA | 5D% | 1M% |
|---|
| LPRO | － | 57.6 | +43.6% | +48.3% |
| RFL | － | 71.2 | +22.8% | +105.2% |
| BWEN | － | 31.7 | +20.6% | +29.6% |
| OUST | － | 69.8 | +19.8% | +28.8% |
| NINE | － | -12.8 | +17.5% | +13.2% |
| ULCC | － | 41.9 | +14.2% | +44.2% |
| ACA | － | 71.8 | +11.9% | +20.0% |
| POWI | － | 74.8 | +11.4% | +23.3% |
| ETN | － | 29.3 | +11.3% | +11.3% |
| HOFT | － | 63.7 | +10.8% | +26.5% |
| TGTX | － | 69.3 | +9.8% | +40.0% |
| CXW | － | 67.0 | +9.4% | +37.9% |
| CDNA | 生技 | 64.2 | +9.1% | +15.8% |
| POWW | － | 69.2 | +8.9% | +7.3% |
| LTH | － | 39.4 | +8.8% | +16.4% |
| LFST | － | 76.2 | +8.2% | +24.5% |
| DAVE | － | 33.2 | +8.0% | +35.6% |
| APH | － | 66.9 | +7.9% | +25.7% |
| VIRT | － | 65.3 | +7.8% | +18.4% |
| GVA | － | 65.8 | +7.8% | +16.6% |
| FNLC | － | 36.9 | +7.7% | +15.9% |
| TRS | － | 55.1 | +7.4% | +10.6% |
| AAL | － | 46.2 | +7.3% | +16.1% |
| SPXC | － | 47.6 | +7.1% | +18.6% |
| AVBP | 生技 | 62.0 | +7.1% | +22.3% |
| RBC | － | 74.4 | +7.0% | +15.3% |
| VMI | － | 78.9 | +6.6% | +13.6% |
| ING | － | 46.7 | +6.6% | +5.6% |
| INN | － | 40.3 | +6.0% | +17.5% |
| BEN | 資產管理 | 53.8 | +5.6% | +9.4% |
| HNGE | 數位健康 | 45.4 | +5.4% | +24.6% |
| OSW | － | 39.1 | +5.1% | +13.0% |
| WTS | － | 44.9 | +5.1% | +15.7% |
🟩 5D%與1M%通過但WA<80，共33支，屬候選名單，待Rel Vol量能確認後可升級為A級。
| Ticker | 產業 | WA | 5D% | 1M% |
|---|
| CYTK | － | 83.0 | +12.9% | +2.9% |
| DKS | － | 20.5 | +8.0% | +3.2% |
| AZZ | － | 70.5 | +4.9% | +14.8% |
| LXFR | － | 67.8 | +4.8% | +16.8% |
| PTGX | － | 88.1 | +4.8% | +16.0% |
| ESTA | － | 90.5 | +4.8% | +19.2% |
| MCS | 娛樂 | 58.9 | +4.7% | +30.0% |
| CRS | － | 122.5 | +4.7% | +35.4% |
| LSBK | － | 44.3 | +4.6% | +8.5% |
| UBS | － | 53.5 | +4.4% | +8.9% |
| FTDR | － | 33.2 | +4.4% | +17.2% |
| WAB | － | 39.0 | +4.4% | +7.9% |
| GEO | － | 58.0 | +4.3% | +26.2% |
| ASH | － | 38.4 | +4.2% | +18.3% |
| CR | － | 19.9 | +4.1% | +19.7% |
| AIR | － | 98.1 | +4.1% | +23.9% |
| ROK | － | 48.4 | +4.1% | +5.7% |
| VMD | － | 69.3 | +4.0% | +12.6% |
| CLDT | － | 120.8 | +4.0% | +24.9% |
| GRC | － | 146.1 | +4.0% | +21.0% |
| ALKS | 生技 | 77.5 | +3.9% | +25.1% |
| TNC | － | 34.2 | +3.8% | +7.5% |
| TKR | 工業機械 | 109.3 | +3.6% | +18.4% |
| ECBK | － | 33.4 | +3.6% | +9.2% |
| ARW | － | 114.3 | +3.5% | +8.1% |
| ASML | 封裝設備 | 155.7 | +3.5% | +18.1% |
| CBT | － | 28.3 | +3.5% | +8.7% |
| BNS | － | 58.9 | +3.5% | +8.9% |
| CHEF | － | 64.0 | +3.4% | +22.7% |
| XHR | 酒店REIT | 67.5 | +3.3% | +19.5% |
🟨 僅一條件命中，觀察池不操作，共75支，依5D%降序排列（此處顯示前30支）。
| Ticker | 產業 | WA | 5D% | 1M% |
|---|
| BIYA | － | -98.1 | -38.6% | -68.5% |
| NIPG | － | -86.9 | -38.6% | -41.4% |
| CHAI | － | -87.2 | -37.1% | -25.9% |
| LILAK | － | 4.1 | -35.4% | -34.0% |
| LILA | － | 5.1 | -35.3% | -33.5% |
| FCUV | － | -97.1 | -34.6% | -33.8% |
| AEMD | － | -77.3 | -31.7% | -37.3% |
| XXII | － | -99.4 | -31.4% | -62.4% |
| SCKT | － | -51.2 | -30.7% | -25.9% |
| ZNB | － | -98.0 | -30.4% | -63.0% |
| WTO | － | -95.9 | -30.4% | -48.2% |
| VVOS | － | -92.5 | -30.1% | -34.4% |
| UPLD | － | -86.2 | -29.2% | -31.4% |
| NVX | － | -75.7 | -28.6% | -29.7% |
| ATLN | － | -93.1 | -26.7% | -69.0% |
| ACN | － | -60.6 | -26.7% | -30.4% |
| APUS | － | -63.6 | -26.6% | -37.3% |
| ATOS | － | -80.1 | -25.6% | -63.1% |
| RKDA | － | -85.5 | -25.1% | -16.0% |
| FOXA | － | -23.2 | -25.0% | -22.8% |
📉 52週新低實際共239支，此處顯示跌幅最大20支。ACN(-26.7%，較06/19的-23.6%持續惡化)、FOXA(-25.0%)為較具知名度的大型股下挫案例。
