每日訊號掃描
📊 2026-06-03 │ 偏多 · 吸貨中
【主線】外資持續流入金融保險（+221M），撤出電腦及週邊（-54M）。散戶恐慌拋售 TBB（-5.7σ），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。Coxon 出現 -13.2σ 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 2026-06-03 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 |
|---|---|---|---|
| SINOPACHOLDINGS 2890 | +55,409K | -56,807K | -4.9σ |
| INX 3481 | +48,121K | -80,141K | -1.5σ |
| TBB 2834 | +46,348K | -46,446K | -5.7σ |
| FFHC 2892 | +31,933K | -35,496K | -2.6σ |
| HON HAI 2317 | +28,020K | -31,792K | -1.3σ |
| TS Holdings 2887 | +27,080K | -68,015K | -2.2σ |
| E.S.F.H 2884 | +26,525K | -29,020K | -2.1σ |
| FPC 1301 | +20,228K | -20,357K | -2.5σ |
| KYEC 2449 | +20,207K | -19,510K | -3.7σ |
| FCFC 1326 | +18,523K | -18,999K | -2.4σ |
| CSC 2002 | +17,750K | -19,175K | -1.3σ |
| Mercuries Life 2867 | +16,062K | -18,075K | -2.5σ |
| WALSIN 1605 | +11,509K | -14,726K | -1.2σ |
| TCFHC 5880 | +11,100K | -12,164K | -2.4σ |
| CAL 2610 | +11,071K | -11,965K | -1.5σ |
📈 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 |
|---|---|---|---|
| Coxon 3607 | -2,231K | -13.2σ | 🔴 |
| Para Light 6226 | +1,521K | 9.5σ | 🟢 |
| momo 8454 | -1,436K | -8.2σ | 🔴 |
| LEADTEK 2465 | -1,682K | -7.7σ | 🔴 |
| MVI 2342 | +3,844K | 7.7σ | 🟢 |
| AGV 1217 | +1,545K | 7.6σ | 🟢 |
| CBF 2820 | +4,301K | 7.3σ | 🟢 |
| YFY 1907 | +2,490K | 7.2σ | 🟢 |
| FSC 2601 | -3,288K | -6.9σ | 🔴 |
| FT 9910 | -5,116K | -6.7σ | 🔴 |
| SFC 1227 | +2,707K | 6.5σ | 🟢 |
| YH 2007 | +587K | 6.4σ | 🟢 |
🏭 產業輪動
| Sector | Foreign | SITC | Retail |
|---|---|---|---|
| 金融保險 | +221M | +83M | -303M |
| 鋼鐵 | +54M | -9M | -48M |
| 其他電子 | +40M | +2M | -46M |
| 塑膠 | +34M | +3M | -40M |
| 半導體 | +23M | -143M | 125M |
| ... | |||
| 食品 | -8M | +8M | +-1M |
| 其他 | -9M | +13M | +-5M |
| 橡膠 | -12M | +15M | +-5M |
| 運動休閒 | -14M | +5M | +9M |
| 電腦及週邊 | -54M | +84M | +-28M |
Signals based on peer-reviewed research (Harvard, UC Davis, TEJ). Not investment advice. See /research for methodology.