[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"status-days":3,"theme-pc-notebook":32},[4,18],{"date":5,"taiex_close":6,"taiex_chg":7,"taiex_chg_pct":8,"advancers":9,"decliners":10,"unchanged":11,"stocks":12,"turnover_sum":13,"margin_balance":14,"margin_chg":15,"short_balance":16,"short_chg":17},"2026-10-12",49301.96,-11.480000000003201,-0.00023279657634922568,868,916,158,1971,1044705369816,9174215,2895,175930,1165,{"date":19,"taiex_close":20,"taiex_chg":21,"taiex_chg_pct":22,"advancers":23,"decliners":24,"unchanged":25,"stocks":26,"turnover_sum":27,"margin_balance":28,"margin_chg":29,"short_balance":30,"short_chg":31},"2026-10-13",48341.31,-960.6500000000015,-0.019485026558781926,444,1337,161,1975,1306098703553,9070158,-104057,168869,-7061,{"id":33,"slug":34,"name":35,"category":36,"summary":39,"members":40,"ret_1d":41,"ret_5d":42,"ret_20d":43,"ret_60d":44,"up":45,"down":46,"flat":47,"mcap":48,"turnover":49,"spark":50,"verified_at":109,"updated_at":110,"as_of":19,"description":111,"facts":112,"drivers":122,"trends":126,"index_base_date":130,"published_at":131,"segments":132,"upstream":267,"downstream":302,"changes":303,"chips":304},35,"pc-notebook","PC 與筆電",{"slug":37,"name":38},"consumer-devices","消費終端","筆電代工、PC 品牌與電競產品，AI PC 與換機週期是觀察重點。",10,-0.0088962183199887,-0.025508145958295647,-0.022423708308741075,0.041445036218004105,2,8,0,4095196508533,23127358944,[51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74,75,76,77,78,79,80,81,82,83,84,85,86,87,88,89,88,90,91,92,93,94,95,96,97,98,99,100,101,102,103,74,104,105,106,107,108],101.49,100.23,104.35,107.58,108.55,108.61,107.56,101.85,101.24,98.5,104.9,106.89,109.7,110.83,111.01,109.55,112.96,113.08,117.39,118.68,119.39,115.21,112.39,113.01,111.41,110.73,112.53,113.3,115.15,113.96,113.62,115.62,115.97,116.39,113.43,118.45,116.52,112.66,113.97,111.31,111.16,109.94,111.88,112.51,112.94,113.29,112.41,112.15,112,111.6,111.39,112.47,111.98,112.78,112.35,111.5,111.12,110.13,"2026-10-14","2026-10-14T04:39:47.967341+08:00","全球多數筆電由台灣代工廠生產，台灣也有自有品牌的筆電、主機板與電競產品廠。產業成熟、出貨量隨換機週期起伏，作業系統更新、AI PC 與電競需求是帶動換機的因素。代工廠近年把資源轉向伺服器，筆電成為穩定的現金來源。",[113,116,119],{"label":114,"value":115},"環節","筆電代工、品牌、主機板與電競",{"label":117,"value":118},"客戶","國際 PC 品牌與通路",{"label":120,"value":121},"觀察重點","換機週期、AI PC 滲透率、庫存",[123,124,125],"作業系統更新帶動商用換機","AI PC 規格提升","電競筆電與顯示卡",[127,128,129],"代工廠產能分散到東南亞與墨西哥","代工廠營收重心轉向伺服器","品牌廠擴大電競與高階產品","2023-12-29","2026-10-14T04:39:48.142418+08:00",[133,171,217],{"id":134,"tier":135,"name":136,"description":137,"members":138},92,"upstream","電池與電源","筆電電池模組與電源。",[139,155],{"code":140,"name":141,"role":142,"relevance":143,"note":144,"industry":145,"close":146,"chg_pct":147,"ret_5d":148,"ret_20d":149,"mcap":150,"turnover":151,"signals":152},"6121","新普","leader","high","筆電電池模組","電腦及週邊設備業",361,-0.009602194787380003,-0.054973821989528826,-0.04623513870541618,66774350500,174710187,[153,154],"eps_yoy","holders_up",{"code":156,"name":157,"role":158,"relevance":159,"note":160,"industry":145,"close":161,"chg_pct":162,"ret_5d":163,"ret_20d":164,"mcap":165,"turnover":166,"signals":167},"2301","光寶科","niche","mid","電源供應器",276,-0.04166666666666652,-0.07382550335570459,-0.05154639175257725,639245752800,4844386949,[168,169,153,170,154],"rev_yoy","rev_yoy_3m","trust_buy_5d",{"id":172,"tier":173,"name":174,"description":175,"members":176},93,"midstream","筆電代工","品牌委託的筆電設計與組裝。",[177,186,196,207],{"code":178,"name":179,"role":142,"relevance":143,"note":174,"industry":145,"close":180,"chg_pct":181,"ret_5d":47,"ret_20d":182,"mcap":183,"turnover":184,"signals":185},"2324","仁寶",35.8,-0.021857923497267895,-0.07373868046571797,157775848280,1547648644,[168,169,153,170],{"code":187,"name":188,"role":142,"relevance":159,"note":174,"industry":145,"close":189,"chg_pct":190,"ret_5d":191,"ret_20d":192,"mcap":193,"turnover":194,"signals":195},"2382","廣達",323,0.0031055900621117516,-0.024169184290030232,-0.038690476190476275,1247628650200,3402440208,[168,169,153,170],{"code":197,"name":198,"role":158,"relevance":159,"note":199,"industry":145,"close":200,"chg_pct":201,"ret_5d":201,"ret_20d":202,"mcap":203,"turnover":204,"signals":205},"3231","緯創","筆電與商用電腦代工",187,-0.01319261213720313,0.010810810810810922,594669780100,7419902013,[168,169,153,206,170],"foreign_buy_5d",{"code":208,"name":209,"role":158,"relevance":159,"note":199,"industry":145,"close":210,"chg_pct":211,"ret_5d":212,"ret_20d":213,"mcap":214,"turnover":215,"signals":216},"2356","英業達",57.3,-0.013769363166953541,-0.01715265866209259,-0.0846645367412141,205562323230,744292936,[168,169,153,170],{"id":218,"tier":219,"name":220,"description":221,"members":222},94,"downstream","品牌與電競","筆電、主機板、顯示卡與電競品牌。",[223,234,245,256],{"code":224,"name":225,"role":142,"relevance":143,"note":226,"industry":145,"close":227,"chg_pct":228,"ret_5d":229,"ret_20d":230,"mcap":231,"turnover":232,"signals":233},"2357","華碩","筆電、主機板與電競品牌",966,-0.011258955987717534,-0.029145728643215962,-0.023255813953488302,717506449800,2054686301,[168,169,153,206,170,154],{"code":235,"name":236,"role":142,"relevance":143,"note":237,"industry":145,"close":238,"chg_pct":239,"ret_5d":240,"ret_20d":241,"mcap":242,"turnover":243,"signals":244},"2353","宏碁","筆電與 PC 品牌",31.25,-0.0031897926634768536,-0.004777070063694322,-0.007936507936507908,95245431250,323300899,[168,169,153,206,170],{"code":246,"name":247,"role":158,"relevance":143,"note":248,"industry":145,"close":249,"chg_pct":250,"ret_5d":250,"ret_20d":251,"mcap":252,"turnover":253,"signals":254},"2377","微星","電競筆電與主機板",157,0.012903225806451646,0.05369127516778516,132642423400,1346722050,[168,153,206,255,154],"foreign_streak_3d",{"code":257,"name":258,"role":158,"relevance":159,"note":259,"industry":145,"close":260,"chg_pct":261,"ret_5d":262,"ret_20d":263,"mcap":264,"turnover":265,"signals":266},"2376","技嘉","主機板與顯示卡",355.5,-0.001404494382022392,-0.08494208494208488,0.011379800853485111,238145498973,1269268757,[168,169,153,170],[268,276,282,290,296],{"id":269,"slug":270,"name":271,"category":272,"ret_1d":275},25,"analog-power-ic","類比與電源管理 IC",{"slug":273,"name":274},"ic-design","IC 設計",-0.033053365934372615,{"id":277,"slug":278,"name":279,"category":280,"ret_1d":281},26,"mcu","MCU 與嵌入式 IC",{"slug":273,"name":274},-0.023716424762771166,{"id":283,"slug":284,"name":285,"category":286,"ret_1d":289},32,"display-panel","面板",{"slug":287,"name":288},"display","光學顯示",-0.020417393924226906,{"id":291,"slug":292,"name":293,"category":294,"ret_1d":295},5,"hpc-network-ic","HPC 與網通 IC",{"slug":273,"name":274},-0.00758673566106835,{"id":297,"slug":298,"name":299,"category":300,"ret_1d":301},7,"memory","記憶體",{"slug":298,"name":299},-0.051356398498613544,[],[],{"members":40,"foreign_buy_count":305,"trust_buy_count":46,"holders_up_count":305},4]