每日訊號掃描
📊 2026-04-30 │ 偏空 · 派發中
【主線】外資持續流入玻璃陶瓷（+9M），撤出金融保險（-56M）。散戶恐慌拋售 TTC（-7.8σ），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 -7.2σ 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 2026-04-30 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 |
|---|---|---|---|
| UMC 2303 | +39,192K | -35,167K | -1.7σ |
| KYEC 2449 | +24,969K | -25,564K | -4.9σ |
| FFHC 2892 | +18,027K | -18,079K | -1.3σ |
| COMPEQ 2313 | +10,304K | -13,632K | -1.6σ |
| FPCC 6505 | +10,086K | -10,001K | -2.9σ |
| ChipMOS 8150 | +8,821K | -8,738K | -2.2σ |
| VPEC 2455 | +6,756K | -6,807K | -4.5σ |
| TTC 1309 | +6,066K | -6,106K | -7.8σ |
| ACES 3605 | +4,584K | -4,518K | -3.7σ |
| TONGTAI 4526 | +3,910K | -4,080K | -3.3σ |
| CHIN-POON 2355 | +3,738K | -3,485K | -1.5σ |
| ABILITY 2374 | +3,671K | -4,145K | -1.4σ |
| FitTech 6706 | +3,597K | -5,236K | -6.0σ |
| EVERLIGHT 1711 | +2,672K | -2,802K | -1.2σ |
| Lang 6165 | +2,068K | -2,071K | -5.0σ |
📈 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 |
|---|---|---|---|
| TAH HSIN 1315 | +47K | 8.7σ | 🟢 |
| TTC 1309 | +6,066K | 7.8σ | 🟢 |
| HOLY STONE 3026 | -4,366K | -7.2σ | 🔴 |
| COXOC 6205 | -1,674K | -7.0σ | 🔴 |
| TYNTEK 2426 | -7,743K | -6.3σ | 🔴 |
| TEX YEAR 4720 | -2,204K | -5.9σ | 🔴 |
| Transcend 2451 | -6,978K | -5.5σ | 🔴 |
| TURVO 2233 | +1,441K | 5.0σ | 🟢 |
| Lang 6165 | +2,068K | 5.0σ | 🟢 |
| Optimax 3051 | +1,496K | 5.0σ | 🟢 |
| Apex 4927 | -11,071K | -4.8σ | 🔴 |
| AOT 3437 | +1,640K | 4.7σ | 🟢 |
🏭 產業輪動
| Sector | Foreign | SITC | Retail |
|---|---|---|---|
| 玻璃陶瓷 | +9M | -0M | -9M |
| 油電燃氣 | +9M | -0M | -9M |
| 通信網路 | +3M | -6M | 3M |
| 數位雲端 | +2M | +0M | -2M |
| 資訊服務 | +1M | +1M | -2M |
| ... | |||
| 電腦及週邊 | -30M | -5M | +38M |
| 鋼鐵 | -32M | +0M | +32M |
| 半導體 | -32M | -7M | +45M |
| 光電 | -38M | -2M | +44M |
| 金融保險 | -55M | -76M | +127M |
Signals based on peer-reviewed research (Harvard, UC Davis, TEJ). Not investment advice. See /research for methodology.