每日訊號掃描
📊 2026-05-22 │ 偏多 · 吸貨中
【主線】外資持續流入半導體（+171M），撤出金融保險（-132M）。散戶恐慌拋售 MSI（-7.4σ），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。
【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 2026-05-22 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 |
|---|---|---|---|
| PSMC 6770 | +96,771K | -98,198K | -3.2σ |
| WEC 2344 | +51,442K | -54,512K | -2.0σ |
| TGI 1802 | +36,033K | -37,451K | -3.0σ |
| Wistron 3231 | +32,968K | -34,191K | -2.3σ |
| COMPEQ 2313 | +29,085K | -31,325K | -3.7σ |
| AUO 2409 | +28,253K | -33,454K | -1.1σ |
| CATHAY FHC 2882 | +27,782K | -50,063K | -4.4σ |
| Hannstar 6116 | +24,561K | -25,307K | -4.5σ |
| ETERNAL 1717 | +23,654K | -23,797K | -5.5σ |
| UNITECH 2367 | +22,863K | -23,719K | -4.0σ |
| Compal 2324 | +21,202K | -45,798K | -3.4σ |
| MSI 2377 | +19,984K | -20,780K | -7.4σ |
| KINPO 2312 | +18,945K | -24,527K | -4.3σ |
| Acbel 6282 | +18,894K | -20,540K | -3.8σ |
| ENNOSTAR 3714 | +17,324K | -17,487K | -6.0σ |
📈 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 |
|---|---|---|---|
| ASCENT 1439 | +148K | 12.5σ | 🟢 |
| DARWIN 6120 | +6,593K | 7.9σ | 🟢 |
| HARVATEK CORPOR 6168 | +3,891K | 7.6σ | 🟢 |
| MEDTECS 9103 | +1,454K | 7.4σ | 🟢 |
| MSI 2377 | +19,984K | 7.4σ | 🟢 |
| Generalplus 4952 | +808K | 7.4σ | 🟢 |
| Unictron 6792 | +108K | 6.1σ | 🟢 |
| HOLTEK 6202 | +3,606K | 6.1σ | 🟢 |
| ENNOSTAR 3714 | +17,324K | 6.0σ | 🟢 |
| G-TECH 3149 | +7,445K | 5.9σ | 🟢 |
| ETERNAL 1717 | +23,654K | 5.9σ | 🟢 |
| MII 2305 | +2,356K | 5.6σ | 🟢 |
🏭 產業輪動
| Sector | Foreign | SITC | Retail |
|---|---|---|---|
| 半導體 | +172M | +37M | -219M |
| 電腦及週邊 | +139M | +29M | -173M |
| 光電 | +136M | +0M | -148M |
| 電子零組件 | +108M | +3M | -122M |
| 其他電子 | +49M | +6M | -58M |
| ... | |||
| 水泥 | -14M | +0M | +15M |
| 食品 | -16M | +0M | +16M |
| 塑膠 | -22M | +0M | +22M |
| 建材營造 | -25M | +0M | +25M |
| 金融保險 | -132M | +68M | +71M |
Signals based on peer-reviewed research (Harvard, UC Davis, TEJ). Not investment advice. See /research for methodology.