每日訊號掃描
📊 2026-05-14 │ 偏空 · 派發中
【主線】外資持續流入半導體（+101M），撤出光電（-246M）。散戶恐慌拋售 EDOM（-8.2σ），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。LUNG HWA 出現 -9.0σ 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 2026-05-14 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 |
|---|---|---|---|
| TC 2027 | +34,684K | -34,048K | -3.9σ |
| UMC 2303 | +24,455K | -33,219K | -1.6σ |
| WEC 2344 | +24,009K | -42,376K | -1.5σ |
| UNITECH 2367 | +19,869K | -20,399K | -3.4σ |
| COMPEQ 2313 | +17,869K | -18,827K | -2.2σ |
| Hannstar 6116 | +15,069K | -14,097K | -2.5σ |
| INVENTEC 2356 | +13,923K | -13,348K | -1.7σ |
| TWM 3045 | +13,086K | -13,286K | -3.7σ |
| CHIN-POON 2355 | +13,045K | -14,000K | -6.1σ |
| WTC 2492 | +8,423K | -8,641K | -5.1σ |
| EDOM 3048 | +8,142K | -8,579K | -8.2σ |
| SSFC 1409 | +7,819K | -8,109K | -3.6σ |
| ZINWELL 2485 | +7,181K | -7,785K | -2.6σ |
| SiS 2363 | +7,091K | -7,502K | -4.8σ |
| KINSUS 3189 | +6,706K | -7,008K | -2.2σ |
📈 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 |
|---|---|---|---|
| SHINFOX ENERGY 6806 | +4,983K | 10.1σ | 🟢 |
| LUNG HWA 2424 | -314K | -9.0σ | 🔴 |
| EDOM 3048 | +8,142K | 8.2σ | 🟢 |
| OK BIOTECH 4155 | -465K | -7.9σ | 🔴 |
| APEC 8261 | +4,313K | 7.5σ | 🟢 |
| Sitronix 8016 | +2,227K | 7.3σ | 🟢 |
| PHET 6771 | -32K | -6.8σ | 🔴 |
| ADLINK 6166 | +2,084K | 6.4σ | 🟢 |
| TPK 3673 | -7,606K | -6.3σ | 🔴 |
| CCSB 1762 | -292K | -6.0σ | 🔴 |
| CHIN-POON 2355 | +13,045K | 6.0σ | 🟢 |
| TYCOONS 2022 | -1,222K | -5.6σ | 🔴 |
🏭 產業輪動
| Sector | Foreign | SITC | Retail |
|---|---|---|---|
| 半導體 | +102M | +32M | -140M |
| 電子零組件 | +34M | +4M | -41M |
| 通信網路 | +24M | +2M | -26M |
| 鋼鐵 | +20M | -1M | -19M |
| 電子通路 | +16M | +1M | -16M |
| ... | |||
| 水泥 | -17M | -0M | +18M |
| 電機機械 | -21M | +0M | +21M |
| 其他電子 | -34M | -3M | +38M |
| 電腦及週邊 | -45M | -10M | +60M |
| 光電 | -246M | +4M | +246M |
Signals based on peer-reviewed research (Harvard, UC Davis, TEJ). Not investment advice. See /research for methodology.