高纖玻璃布搶手！台玻飆近10%漲停逾4千張排隊等買

青龍系列大獎／演技終獲認可！IU「苦盡柑來」勇奪視后淚崩 台積電ADR飆新高！專家看好現股「隨時創天價」 台股還差臨門一腳 {"@context":"http://schema.org","@type":"NewsArticle","mainEntityOfPage":"https://tw.stock.yahoo.com/news/%E9%AB%98%E7%BA%96%E7%8E%BB%E7%92%83%E5%B8%83%E6%90%B6%E6%89%8B%EF%BC%81%E5%8F%B0%E7%8E%BB%E9%A3%86%E8%BF%9110%E6%BC%B2%E5%81%9C-%E9%80%BE4%E5%8D%83%E5%BC%B5%E6%8E%92%E9%9A%8A%E7%AD%89%E8%B2%B7-021236434.html","headline":"高纖玻璃布搶手！台玻飆近10%漲停 逾4千張列隊等買","datePublished":"2025-07-23T02:12:37.000Z","dateModified":"2025-07-23T02:12:37.000Z","keywords":["蔡明翰","AI","台玻"],"description":"AI需求強勁，高階玻纖布缺貨搶手！台玻（1802）今（23）日盤中漲近10%至18.45元亮燈漲停，4789張列隊等買。","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"陳依旻｜Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E9%99%B3%E4%BE%9D%E6%97%BB","jobTitle":""},"creator":{"@type":"Person","name":"陳依旻｜Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E9%99%B3%E4%BE%9D%E6%97%BB","jobTitle":""},"provider":{"@type":"Organization","name":"Yahoo奇摩股市","url":"https://tw.stock.yahoo.com/reporter/","logo":{"@type":"ImageObject","width":156,"height":32,"url":"https://s.yimg.com/os/creatr-uploaded-images/2024-12/1eeff400-bcd6-11ef-8ffc-9e7a7e9d3e65"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/qQ0jjU.8_vP5Lc_J0pm.3A--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjA2/https://s.yimg.com/os/creatr-uploaded-images/2024-10/635b1550-8074-11ef-9ee7-611cbef0ce34","height":803,"width":1200},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/qQ0jjU.8_vP5Lc_J0pm.3A--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjA2/https://s.yimg.com/os/creatr-uploaded-images/2024-10/635b1550-8074-11ef-9ee7-611cbef0ce34"} 瞻望後市，蔡明翰認為，投資人可優先布局根基面穩健、營收有望延續成長的AI利用支撐的材料族群。

<img alt="&#x0053f0;&#x0073bb;&#x00ff08;1802&#x00ff09;&#x004eca;&#x00ff08;23&#x00ff09;&#x0065e5;&#x0076e4;&#x004e2d;&#x006f32;&#x008fd1;10%&#x0081f3;18.45&#x005143;&#x004eae;&#x0071c8;&#x006f32;&#x00505c;&#x00ff0c;4789&#x005f35;&#x006392;&#x00968a;&#x007b49;&#x008cb7;&#x003002;" class="rounded-lg" loading="lazy" height="642" src="https://s.yimg.com/ny/api/res/1.2/PQenSwtSiv8eqGi6LUIQRg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0Mg--/https://s.yimg.com/os/creatr-uploaded-images/2024-10/635b1550-8074-11ef-9ee7-611cbef0ce34" width="960"/> 台玻（1802）今（23）日盤中漲近10%至18.45元亮燈漲停，4789張列隊等買。圖/取自Getty images 國泰證期垂問協理蔡明翰表示，近期有很多低檔股泛起掉隊補漲的機遇，這類個股收拾整頓時間長、但根基面轉佳，往往輕易吸引資金進駐。

高纖玻璃布搶手！台玻飆近10%漲停 逾4千張排隊等買 <img alt="陳依旻｜Yahoo財經特派記者" class="h-8 w-auto rounded-[50%] lg:h-11" height="40" src="https://s.yimg.com/ny/api/res/1.2/mLv80XEkU_IZL8s9zqN3Eg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTgwO2g9ODA-/https://o.aolcdn.com/images/dims?image_uri=https%3A%2F%2Fs.yimg.com%2Fos%2Fcreatr-uploaded-images%2F2023-10%2F19620a50-6980-11ee-b4f9-3fed84914e4c&compress=1&progressive=1&quality=75&client=hawkeye&signature=ab2362e00e9b53492a696a79d3f203357f91ab3e" width="40"/> 陳依旻｜Yahoo財經特派記者 離婚證人 更新時候 2025年7月23日 週三 上午10:12 <path fill="currentColor" d="M19.511 5.407S14.304.661 7.014 4.497c-1.5.79-2.813 1.925-3.63 3.413-.883 1.605-1.422 3.918-.047 6.75 0 0 1.83 3.775 7.552 4.497 0 0 1.118 0 .978 1.213l.007 1.154a.522.522 0 0 0 .77.462c1.684-.894 5.807-3.354 8.826-7.378-.001-.007 3.32-4.865-1.959-9.2M9.021 13.46a.13.13 0 0 1-.13.129h-2.75a.13.13 0 0 1-.129-.129V9.29a.13.13 0 0 1 .129-.13h.77a.13.13 0 0 1 .128.13v3.143a.13.13 0 0 0 .13.13H8.89a.13.13 0 0 1 .13.128zm1.637-.009a.13.13 0 0 1-.129.129h-.77a.13.13 0 0 1-.129-.129V9.288a.13.13 0 0 1 .13-.128h.769a.13.13 0 0 1 .129.128zm4.632 0a.13.13 0 0 1-.129.129h-.933a.13.13 0 0 1-.107-.058l-1.532-2.31a.13.13 0 0 0-.21-.004.13.13 0 0 0-.027.076v2.164a.13.13 0 0 1-.037.09.13.13 0 0 1-.091.038h-.77a.13.13 0 0 1-.128-.128V9.288a.13.13 0 0 1 .128-.128h.931a.13.13 0 0 1 .108.057l1.533 2.31a.129.129 0 0 0 .236-.071V9.288a.13.13 0 0 1 .129-.128h.77a.13.13 0 0 1 .128.128zm3.506-3.435a.13.13 0 0 1-.13.128h-1.622a.13.13 0 0 0-.13.13v.479a.13.13 0 0 0 .13.129h1.623a.13.13 0 0 1 .13.128v.77a.13.13 0 0 1-.13.129h-1.753v.655h1.753a.13.13 0 0 1 .13.128v.77a.13.13 0 0 1-.13.128h-2.65a.13.13 0 0 1-.129-.128V9.246a.13.13 0 0 1 .129-.129h2.65a.13.13 0 0 1 .13.129z"> AI需求強勁，高階玻纖布缺貨搶手！台玻（1802）今（23）日盤中漲近10%至18.45元亮燈漲停，4789張列隊等買。

其中，台玻即是法人點名的焦點之一。隨著AI晶片出貨暢旺，台玻有望與日本大廠日東紡並列為全球雙供料廠，吸引資金流入。蔡明翰指出，台玻沾恩於AI伺服器需求強勁，其高階玻纖布產品呈現搶貨潮，公司也積極擴充產能。

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高纖玻璃布搶手！台玻飆近10%漲停逾4千張張排隊等買

高纖玻璃布搶手！台玻飆近10%漲停逾4千張排隊等買

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