台股盤解析／亞光漲停開路！自動化席捲機器人下一棒是誰？
發布時間：2025/08/14 09:26:32
更新時間：2025/08/14 09:26:32
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財經中心／綜合報導
亞光 漲停開路！自動化席捲機器人下一棒是誰？台股盤解析 今天 Shot 這盤
《本日直播重點》
美國降息預期升溫，美元與美債殖利率同步下滑，美股全面走高。雖然市場傳出輝達新晶片 Rubin 恐延後上市，但公司已否認。台股昨日加權指數震盪收高，外資淨空單降至 33,570 口。
盤面焦點延續 PCB 熱潮，同時 機器人題材開始升溫，亞光第二季營收創歷史新高，運動相機出貨倍增，並已切入機器人鏡頭小量測試，股價直接攻上漲停，帶動相關概念股關注。
【熱門族群與個股】
1. PCB：富喬、欣興持續有籌碼支撐
2. 機器人：亞光漲停領軍，市場關注誰會是下一棒
3. 投信加碼：欣興投信 10 日內買超 9 日，持股比例大增
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