每日訊號掃描
📊 2026-06-02 │ 偏空 · 派發中
【主線】外資持續流入半導體（+135M），撤出光電（-151M）。散戶恐慌拋售 Wistron（-7.7σ），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。Jih Lin 出現 -6.8σ 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 2026-06-02 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 |
|---|---|---|---|
| Wistron 3231 | +91,903K | -110,169K | -7.7σ |
| ACER 2353 | +51,535K | -46,260K | -6.9σ |
| AUO 2409 | +47,815K | -51,668K | -1.7σ |
| Macronix 2337 | +27,577K | -31,777K | -1.9σ |
| HON HAI 2317 | +25,503K | -27,576K | -1.1σ |
| SINOPACHOLDINGS 2890 | +23,191K | -24,023K | -2.1σ |
| FCFC 1326 | +19,073K | -18,796K | -2.4σ |
| NTC 2408 | +18,322K | -22,871K | -1.5σ |
| FENC 1402 | +17,883K | -8,629K | -1.9σ |
| NPC 1303 | +16,576K | -17,150K | -1.2σ |
| WALSIN 1605 | +16,226K | -16,571K | -1.4σ |
| Hannstar 6116 | +13,971K | -14,551K | -2.6σ |
| TBB 2834 | +10,943K | -10,802K | -1.3σ |
| FPC 1301 | +9,706K | -9,644K | -1.2σ |
| Supreme 8112 | +9,653K | -12,064K | -2.7σ |
📈 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 |
|---|---|---|---|
| SFC 1227 | +3,078K | 7.4σ | 🟢 |
| Wistron 3231 | +91,903K | 7.4σ | 🟢 |
| ACER 2353 | +51,535K | 6.9σ | 🟢 |
| Jih Lin 5285 | -1,188K | -6.8σ | 🔴 |
| ECS 2331 | -5,074K | -6.1σ | 🔴 |
| TAISOL 3338 | +1,374K | 5.8σ | 🟢 |
| Laster Tech 3346 | +568K | 5.4σ | 🟢 |
| HNFHC 2880 | -47,653K | -5.4σ | 🔴 |
| GREATWALL 1210 | -5,477K | -5.3σ | 🔴 |
| TBI MOTION 4540 | -4,616K | -4.8σ | 🔴 |
| OUCC 1710 | +4,081K | 4.7σ | 🟢 |
| Optimax 3051 | -1,373K | -4.6σ | 🔴 |
🏭 產業輪動
| Sector | Foreign | SITC | Retail |
|---|---|---|---|
| 半導體 | +136M | -121M | -15M |
| 電腦及週邊 | +131M | +59M | -191M |
| 塑膠 | +43M | +2M | -45M |
| 電子通路 | +25M | -9M | -18M |
| 其他電子 | +20M | -3M | -15M |
| ... | |||
| 航運 | -36M | +25M | +11M |
| 玻璃陶瓷 | -47M | +1M | +50M |
| 電子零組件 | -50M | -15M | +72M |
| 金融保險 | -94M | +367M | +-270M |
| 光電 | -151M | +17M | +140M |
Signals based on peer-reviewed research (Harvard, UC Davis, TEJ). Not investment advice. See /research for methodology.