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Help me set up FinLab and analyze 00962 台新AI優息動能. Please read: https://finlab.finance/en/setup?stock=00962

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00962

台新AI優息動能 Domestic ETF As of 2026-07-29 Updated daily after market close

1 signal active.

1 active signal
外資連買5日
This page refreshes daily after the close. Add 台新AI優息動能 to your watchlist to track signal changes on your next visit.
估值 50品質 50成長 50動能 83籌碼 23

Price and fund-flow snapshot

  • 外資近期偏賣。外資近 20 日買賣超約佔成交量 -3.8%（賣超）。

Chip flow

Bullish +0.26
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 亞東 holds 1,095 lots
  • sellers have 5,054 lots left, ~140 sessions to clear

Window from 2026-01-17 · Price +31% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 亞東 has accumulated 1,095 lots since the start (sold 0%), holding.
  • Main distributor 凱基-台北 peaked at 6,607 lots, has sold 27%, 4,856 left, ~55 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +1.39pp, mid holders -2, retail +0.96pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -44 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
亞東中國信託合庫-桃園美好-泰山凱基-站前永豐金-大園
Distributing
凱基-台北華南永昌-淡水凱基-台南群益金鼎-海山富邦-板橋富邦-桃園
Desks
own scale
元大證券富邦證券統一台新證券
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 亞東 +1,095
    sold 0%
  • 中國信託 +212
    sold 0%· still adding
  • 合庫-桃園 +203
    sold 0%· still adding
  • 美好-泰山 +180
    sold 0%
  • 凱基-站前 +169
    sold 0%· still adding
  • 永豐金-大園 +137
    sold 0%· still adding

Distributing

  • 凱基-台北 4,856 left
    sold 27%· ~55 sessions to clear
  • 華南永昌-淡水 30 left
    sold 83%· ~4 sessions to clear
  • 凱基-台南 47 left
    sold 68%· paused recently
  • 群益金鼎-海山 21 left
    sold 85%· ~2 sessions to clear
  • 富邦-板橋 53 left
    sold 59%· paused recently
  • 富邦-桃園 65 left
    sold 40%· paused recently

Desks

  • 元大證券 -2,534
    unclassified
  • 富邦證券 -1,755
    unclassified
  • 統一 -1,478
    unclassified
  • 台新證券 -663
    unclassified
Still selling 5,054 lots ~140 sessions to bottom at most
Recent buy/sell force +2,021 absorbed / -1,130 sold buyers slightly ahead
Hedge-desk net short -3 lots potential cover-buying, not selling pressure
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Mixed direction: big-holder and retail changes are not aligned.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

目前正在發生的訊號

以下訊號在最近一筆資料中成立，附這檔股票自身歷史上每次出現後的前瞻報酬統計

外資連續買超滿 5 個交易日

Active · now 7%

外資（不含自營商）買賣超連續 5 日為正，事件日為第 5 日；20 日內重複觸發只計一次

6 historical occurrences (since 2025-02-14)
Average forward return after 外資連續買超滿 5 個交易日。20-day: Win 60%, Sample 5, Median +2.11%, Excess -0.13%, Beat mkt rate 40%；60-day: Win 60%, Sample 5, Median +6.57%, Excess -3.88%, Beat mkt rate 20%

60 days after: historical avg +11.95%

20-day +4.97%
60-day +11.95%
20-day
60-day
Win
60%
60%
Sample
5
5
Median
+2.11%
+6.57%
Excess
-0.13%
-3.88%
Beat mkt rate
40%
20%

Over 5 occurrences, 60-day forward avg gained 11.95%, lagged the market by 3.88 pts; win rate 60%.

這個訊號在全市場是否站得住腳

「月營收年增率 ≥ 20%」過去 243 個月，每月平均約 404 檔個股符合條件；這些個股之後 60 個交易日的還原股價報酬，等權平均為 6.99%，平均贏過大盤 2.32 個百分點，在 64.2% 的月份中跑贏發行量加權股價報酬指數。

每月對全市場符合訊號的股票取等權平均前瞻 60 日還原報酬，再對月份平均；超額相對發行量加權股價報酬指數

目前未成立的訊號（歷史統計供參）

這些訊號現在沒有發生，列出歷史樣本以供對照

股價創 252 日新高（突破日）

Pending

還原股價首次站上過去 252 個交易日最高；20 日內重複觸發只計一次

What is 台新AI優息動能? Tracked index, holdings and distributions

ETF / 主題型(AI產業)結合高股息(Smart Beta)股票型 台灣證券交易所(TWSE)上市

Overview

本檔為台新證券投資信託股份有限公司(台新投信)發行與經理的證券投資信託基金(ETF),非營運公司。基金成立日為2024年11月27日,2024年12月6日於台灣證券交易所掛牌上市;代號00962。保管銀行為兆豐國際商業銀行。費用結構:經理費約0.4%、保管費約0.035%。基金規模約新台幣6.7~8.5億元(不同資料日略有差異),受益人數約4萬餘人。基金經理人查得為黃鈺民。採完全複製法為主、必要時輔以最佳化策略,將至少約90%淨資產投資於追蹤指數成分股。

Business

本ETF追蹤『臺灣指數公司特選臺灣(上市上櫃)AI優息動能指數』,以高股息殖利率加權為主要策略,並結合AI產業主題與價格動能因子選股,成分股約50~52檔,涵蓋雲端運算、人工智慧、大數據、IC製造、AI伺服器、個人電腦/筆電等概念股。產業配置以電腦及週邊設備業占比最大(約50%),其次為半導體業(合計約30%以上)、其他電子業等。前十大成分股(依查得權重)約為:華碩(2357)約8.6%、英業達(2356)約5.6%、廣達(2382)約5.6%、技嘉(2376)約5.4%、緯創(3231)約4.7%、聯詠(3034)約3.9%、聖暉(5536)約3.9%、鴻海(2317)約3.9%、宏碁(2353)約3.8%、緯穎(6669)約3.5%。配息政策為月配息(含收益平準金設計),成立滿90日後首次收益評價落在2025年4月;2025年全年配發現金股利約0.15元,2026年截至6月已多次配息(如2026/05/18配0.05元、2026/06/15配0.08元,2026年累計約0.21元),近期年化殖利率約1.4%~3.2%(隨淨值與基準不同而異)。

Outlook 2025–2028

成長動能:受惠2025~2028年AI伺服器、雲端資料中心、邊緣AI與AI PC的結構性需求,加上成分股多為台灣AI供應鏈龍頭(代工、組裝、IC設計、半導體),具產業趨勢順風;同時以高股息+月配息訴求吸引追求現金流的投資人。潛在風險與挑戰:(1)產業與個股集中度高(電腦周邊+半導體占比逾八成),易受AI景氣循環、北美雲端資本支出變化與匯率波動影響,波動度高於傳統大盤型ETF;(2)高股息與動能因子在AI成長股上的『息』相對偏低,殖利率不一定突出,且配息可能含本金性質;(3)2025年起同質AI/高息ETF數量大增,規模與流動性競爭激烈;(4)指數調整、追蹤誤差及費用侵蝕報酬。整體屬偏成長兼具配息的主題型ETF,展望與AI產業景氣高度連動。以上展望含推估成分,請以公開說明書與最新月報為準。

Sources（8）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

方法與限制

  • 所有報酬以還原股價（etl:adj_close）計算，已還原除權息與股票分割。
  • 超額報酬以發行量加權股價報酬指數（含息）為基準。
  • 估值位階與分位統計以「截至當天為止的自身歷史」滾動計算，不使用未來資訊。
  • 營收訊號的事件日對齊到公告截止日後第一個交易日，避免提前用到尚未公開的資訊。
  • 事件樣本之間日期可能重疊，統計僅描述歷史分布，樣本數較少時參考價值有限。

本頁內容為歷史資料統計與教育用途，不構成投資建議。投資一定有風險，過去績效不代表未來表現，交易前請自行評估並承擔風險。