每日訊號掃描
📊 2026-05-21 │ 偏多 · 吸貨中
【主線】外資持續流入光電（+364M），撤出金融保險（-112M）。散戶恐慌拋售 AMTRAN（-8.7σ），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。PTTC. 出現 -7.6σ 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 2026-05-21 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 |
|---|---|---|---|
| AUO 2409 | +156,970K | -159,245K | -5.0σ |
| INX 3481 | +98,089K | -109,185K | -2.1σ |
| Compal 2324 | +52,079K | -31,250K | -2.4σ |
| KINPO 2312 | +46,560K | -44,845K | -7.9σ |
| NPC 1303 | +32,941K | -33,437K | -2.4σ |
| Hannstar 6116 | +31,811K | -32,100K | -5.8σ |
| Wistron 3231 | +27,615K | -29,834K | -2.0σ |
| ACER 2353 | +27,395K | -26,566K | -4.1σ |
| ETERNAL 1717 | +26,672K | -27,900K | -6.5σ |
| WALSIN 1605 | +25,463K | -27,127K | -2.2σ |
| AMTRAN 2489 | +25,149K | -26,108K | -8.7σ |
| HON HAI 2317 | +24,043K | -24,872K | -1.0σ |
| Acbel 6282 | +18,683K | -20,637K | -3.8σ |
| ENNOSTAR 3714 | +18,346K | -18,886K | -6.4σ |
| FENC 1402 | +18,254K | -10,826K | -2.3σ |
📈 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 |
|---|---|---|---|
| AMTRAN 2489 | +25,149K | 8.8σ | 🟢 |
| KINPO 2312 | +46,560K | 8.6σ | 🟢 |
| MII 2305 | +3,288K | 7.9σ | 🟢 |
| PTTC. 6224 | -1,048K | -7.6σ | 🔴 |
| Les enphants 2911 | -466K | -7.5σ | 🔴 |
| ITE 3014 | +3,044K | 7.2σ | 🟢 |
| FOCL 2491 | +426K | 7.1σ | 🟢 |
| TMC 2338 | +5,566K | 6.8σ | 🟢 |
| ETERNAL 1717 | +26,672K | 6.6σ | 🟢 |
| Faraday 3035 | +7,840K | 6.4σ | 🟢 |
| ENNOSTAR 3714 | +18,346K | 6.3σ | 🟢 |
| MACHVISION 3563 | +1,844K | 6.2σ | 🟢 |
🏭 產業輪動
| Sector | Foreign | SITC | Retail |
|---|---|---|---|
| 光電 | +364M | +1M | -382M |
| 電腦及週邊 | +157M | -4M | -158M |
| 其他電子 | +81M | -5M | -80M |
| 電子零組件 | +52M | +10M | -72M |
| 塑膠 | +40M | +0M | -41M |
| ... | |||
| 運動休閒 | -3M | -0M | +4M |
| 食品 | -5M | +4M | +2M |
| 通信網路 | -8M | +5M | +2M |
| 水泥 | -8M | +1M | +8M |
| 金融保險 | -111M | -15M | +134M |
Signals based on peer-reviewed research (Harvard, UC Davis, TEJ). Not investment advice. See /research for methodology.