每日訊號掃描
📊 2026-05-06 │ 偏多 · 吸貨中
【主線】外資持續流入金融保險（+189M），撤出電子零組件（-36M）。散戶恐慌拋售 LTC（-6.5σ），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。GEM 出現 -5.4σ 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】若外資連續 3 天在半導體轉為淨賣超，吸貨主線失效。
─── 資料：證交所 T86 + STOCK_DAY_ALL │ 截至 2026-05-06 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 |
|---|---|---|---|
| HON HAI 2317 | +100,891K | -104,003K | -4.6σ |
| INX 3481 | +78,311K | -91,351K | -1.7σ |
| UMC 2303 | +47,825K | -53,837K | -2.7σ |
| KGI Financial 2883 | +40,520K | -33,092K | -1.7σ |
| 0056 0056 | +38,938K | -56,598K | -1.6σ |
| WEC 2344 | +32,737K | -37,155K | -1.3σ |
| LTC 2301 | +31,309K | -32,570K | -6.5σ |
| FFHC 2892 | +26,611K | -27,179K | -2.0σ |
| Wistron 3231 | +25,839K | -27,585K | -1.9σ |
| QCI 2382 | +17,456K | -17,216K | -2.2σ |
| SINOPACHOLDINGS 2890 | +16,726K | -17,161K | -1.5σ |
| TC 2027 | +16,597K | -16,919K | -1.9σ |
| ChipMOS 8150 | +15,843K | -16,218K | -4.2σ |
| INVENTEC 2356 | +14,438K | -15,345K | -2.0σ |
| Macronix 2337 | +13,421K | -22,318K | -1.3σ |
📈 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 |
|---|---|---|---|
| GSD-KY 6641 | +174K | 7.1σ | 🟢 |
| Weikeng 3033 | +11,813K | 6.9σ | 🟢 |
| Airoha 6526 | +1,080K | 6.8σ | 🟢 |
| TYNTEK 2426 | +7,893K | 6.5σ | 🟢 |
| LTC 2301 | +31,309K | 5.9σ | 🟢 |
| LIWANLI 3054 | +130K | 5.8σ | 🟢 |
| GEM 6525 | -630K | -5.4σ | 🔴 |
| Alpha 3380 | -4,332K | -5.2σ | 🔴 |
| Cenra Inc. 3716 | +228K | 5.0σ | 🟢 |
| HON HAI 2317 | +100,891K | 4.7σ | 🟢 |
| LIANYOU METALS 7610 | -609K | -4.7σ | 🔴 |
| Tainergy 4934 | -1,236K | -4.3σ | 🔴 |
🏭 產業輪動
| Sector | Foreign | SITC | Retail |
|---|---|---|---|
| 金融保險 | +190M | -83M | -106M |
| 電腦及週邊 | +120M | -3M | -124M |
| 其他電子 | +111M | +0M | -112M |
| 半導體 | +88M | +26M | -123M |
| 光電 | +84M | +1M | -95M |
| ... | |||
| 化學工業 | -6M | +0M | +6M |
| 航運 | -6M | -2M | +7M |
| 電機機械 | -8M | -1M | +10M |
| 通信網路 | -17M | -2M | +20M |
| 電子零組件 | -36M | -0M | +45M |
Signals based on peer-reviewed research (Harvard, UC Davis, TEJ). Not investment advice. See /research for methodology.