每日訊號掃描
📊 2026-04-29 │ 偏空 · 派發中
【主線】外資持續流入金融保險（+47M），撤出光電（-90M）。散戶恐慌拋售 Lang（-10.2σ），外資同步買進 — 典型聰明資金分歧訊號，共 15 支觸發。UMC 連續 9 天外資買超（累計 +483M）。
【反證】DELTA 股東人數 4 週暴增 +39.7%，大戶持股下降 -1.1% — 若擴散至更多股票則為派發訊號。HOLY STONE 出現 -9.1σ 異常賣出，若為先行指標則主線反轉。
【觸發】觀察 UMC 連買是否中斷（中斷 = 建倉完成）。追蹤 DELTA 下週股東變化 — 加速 = 出場訊號。下一交易日 15:00 更新法人買賣超。
【失效】若外資在當前流出產業反轉為淨買超 > +200M，派發主線失效。
─── 資料：證交所 T86 + STOCK_DAY_ALL │ 截至 2026-04-29 收盤 │ 33 產業、39 訊號
🧠 聰明資金訊號 (H3: p<0.0001, avg +0.91% 20d)
Foreign buying while retail panic-sells. Historically profitable.
| Stock | Foreign | Retail | Retail Z |
|---|---|---|---|
| Macronix 2337 | +50,099K | -52,643K | -3.2σ |
| CATHAY FHC 2882 | +42,577K | -31,053K | -2.7σ |
| KGI Financial 2883 | +33,072K | -33,855K | -1.7σ |
| NPC 1303 | +19,377K | -20,982K | -1.5σ |
| FCFC 1326 | +17,727K | -18,212K | -2.3σ |
| TC 2027 | +15,637K | -16,931K | -1.9σ |
| ETERNAL 1717 | +7,679K | -9,310K | -2.2σ |
| Highwealth 2542 | +5,659K | -5,711K | -2.7σ |
| Transcend 2451 | +5,239K | -4,754K | -4.0σ |
| G-TECH 3149 | +4,726K | -4,741K | -3.8σ |
| EPi 3016 | +4,527K | -4,663K | -7.2σ |
| Lang 6165 | +4,179K | -4,179K | -10.2σ |
| FitTech 6706 | +2,837K | -2,837K | -3.3σ |
| MSI 2377 | +2,503K | -2,590K | -1.1σ |
| COXOC 6205 | +1,756K | -1,821K | -7.5σ |
📈 外資連續買超
Consecutive buying days — systematic position building.
| Stock | Days | Cumulative Flow |
|---|---|---|
| UMC 2303 | 9d | +484M |
| YMTC 2609 | 10d | +201M |
| TC 2027 | 10d | +91M |
| Mercuries Life 2867 | 10d | +79M |
| WPG 3702 | 9d | +69M |
| WT 3036 | 10d | +55M |
| TWM 3045 | 7d | +35M |
| O-Bank 2897 | 9d | +34M |
| ROEC 6176 | 10d | +33M |
| Hannstar 6116 | 6d | +30M |
| CHANG WAH 8070 | 6d | +28M |
| PTI 6239 | 8d | +24M |
⚠️ 泡沫警告 (H6: avg -0.87% 20d)
Retail flooding in while big holders exit. Distribution pattern.
| Stock | Holders | 4w Growth | Big Holder % | Δ% |
|---|---|---|---|---|
| DELTA 2308 | 386,633 | +39.7% | 83.33% | -1.11% |
| ASEH 3711 | 273,940 | +34.0% | 87.92% | -0.9% |
| Makalot 1477 | 27,766 | +32.3% | 64.98% | -5.08% |
| CHCIW 1727 | 20,692 | +32.0% | 58.76% | -0.49% |
| TEWC 1623 | 6,332 | +19.5% | 78.71% | -0.82% |
| ETERNAL 1717 | 107,238 | +16.6% | 65.12% | -2.58% |
| 0050 0050 | 1,227,752 | +11.4% | 6683.4% | -585.99% |
| Bin Chuan 1569 | 24,462 | +10.3% | 52.48% | -0.66% |
| 0053 0053 | 2,642 | +9.5% | 20.77% | -0.38% |
| TSMC 2330 | 2,670,494 | +9.0% | 88.12% | -0.33% |
⚡ 3σ 異常活動
Extremely unusual institutional activity — rare events.
| Stock | Foreign | Z-score | Signal |
|---|---|---|---|
| Lang 6165 | +4,179K | 10.1σ | 🟢 |
| HOLY STONE 3026 | -5,501K | -9.1σ | 🔴 |
| Les enphants 2911 | -497K | -8.0σ | 🔴 |
| COXOC 6205 | +1,756K | 7.4σ | 🟢 |
| EPi 3016 | +4,527K | 7.1σ | 🟢 |
| PTI 6239 | -15,202K | -6.1σ | 🔴 |
| Optimax 3051 | -1,777K | -5.9σ | 🔴 |
| AOT 3437 | -1,788K | -5.1σ | 🔴 |
| KYE 2365 | -3,895K | -5.1σ | 🔴 |
| HS 2243 | -587K | -4.6σ | 🔴 |
| GEM 2460 | -571K | -4.6σ | 🔴 |
| ACBT 4148 | +50K | 4.4σ | 🟢 |
🏭 產業輪動
| Sector | Foreign | SITC | Retail |
|---|---|---|---|
| 金融保險 | +48M | -47M | -1M |
| 塑膠 | +31M | -2M | -30M |
| 化學工業 | +10M | +0M | -12M |
| 數位雲端 | +4M | -0M | -4M |
| 電子通路 | +3M | -5M | 2M |
| ... | |||
| 其他電子 | -8M | +0M | +9M |
| 半導體 | -28M | -13M | +45M |
| 玻璃陶瓷 | -30M | +0M | +32M |
| 電子零組件 | -39M | -3M | +41M |
| 光電 | -90M | -2M | +96M |
Signals based on peer-reviewed research (Harvard, UC Davis, TEJ). Not investment advice. See /research for methodology.