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6689

伊雲谷 Digital & Cloud As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation, no active signal today.

This page refreshes daily after the close. Add 伊雲谷 to your watchlist to track signal changes on your next visit.

Is 伊雲谷 a buy? Fundamentals and valuation first

Weak profitability.Operating margin is in the 30th market percentile. Latest quarterly ROE ≈ 1.1%.
Valuation is neutral.PE is in the 62th market percentile; within its own history, PE is around the 2th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 0.1% of volume (net buy).

Chip flow

Bullish +0.43

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
元大-三重 holds 1,669 lots
sellers have 346 lots left, ~140 sessions to clear

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

Largest holder 元大-三重 has accumulated 1,669 lots since the start (sold 0%), holding.
Main distributor 華南永昌-板橋 peaked at 102 lots, has sold 86%, 14 left, ~140 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders +2.55pp, mid holders -2, retail +0.93pp — concentration shifting upward.
Foreign hedge-desk net short Net short -479 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

元大-三重兆豐-忠孝凱基-台北國泰-松江永豐金證券凱基-三重

Distributing

華南永昌-板橋元富-板橋富邦-中壢統一-南京台新-高雄國泰-敦南

Desks

own scale

群益金鼎-中山台灣企銀元大-敦南福邦證券

Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline

Branch details Unit: lots

Accumulating

元大-三重 +1,669

sold 0%
兆豐-忠孝 +325

sold 0%· still adding
凱基-台北 +248

sold 16%· still adding
國泰-松江 +168

sold 0%· still adding
永豐金證券 +136

sold 0%· still adding
凱基-三重 +130

sold 6%

Distributing

華南永昌-板橋 14 left

sold 86%· ~140 sessions to clear
元富-板橋 12 left

sold 87%· paused recently
富邦-中壢 19 left

sold 76%· ~38 sessions to clear
統一-南京 21 left

sold 73%· paused recently
台新-高雄 43 left

sold 43%· ~54 sessions to clear
國泰-敦南 15 left

sold 78%· ~8 sessions to clear

Desks

群益金鼎-中山 -616

unclassified
台灣企銀 -414

unclassified
元大-敦南 -301

unclassified
福邦證券 -256

unclassified

Still selling 346 lots ~140 sessions to bottom at most

Recent buy/sell force +400 absorbed / -211 sold buyers slightly ahead

Hedge-desk net short -383 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

Valuation regime and subsequent returns

Each day's PE is converted to its own-history percentile (as of that day), then we look at adjusted-close returns over the next 240 trading days by valuation regime.

0-20 Insufficient data Now

20-40 Insufficient data

40-60 Insufficient data

60-80 Insufficient data

80-100 Insufficient data

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20 You are here	0	Insufficient data
20-40	0	Insufficient data
40-60	0	Insufficient data
60-80	0	Insufficient data
80-100	0	Insufficient data

Percentiles use an expanding own-history window (no look-ahead); forward return is 240 trading days on adjusted close. Sample days overlap; distribution is indicative only.

Current PE ≈ 30.13, at the 2.5th percentile of its own history (0-20 band).

Valuation × momentum historical grid

Every day in its own history is bucketed by valuation tercile (own-history PE) and 60-day momentum sign into six cells; we show adjusted-close returns over the next 120 trading days per cell.

Valuation

Momentum

Cheap (own-history bottom 1/3)

Mid

Expensive (own-history top 1/3)

60-day momentum up

Insufficient data
(0d)

60-day momentum down

Now

Insufficient data
(25d)

Insufficient data
(14d)

Insufficient data
(0d)

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

252-day price high (breakout)

Pending

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

Monthly revenue YoY ≥ 20% (from filing deadline)

Pending

Monthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).

16 times historically; 60-day forward avg -3.85%, win rate 31.2%, beating the market by -8.5 pts on average.

Foreign net buying for 5 straight days

Pending

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

13 times historically; 60-day forward avg -9.11%, win rate 25%, beating the market by -16.55 pts on average.

What does 伊雲谷 do? Company profile

數位雲端台灣證券交易所上市

Overview

6689 對應伊雲谷數位科技股份有限公司，為台灣上市普通股，非 ETF、ETN、權證或特別股。公司成立於2013年9月13日，總部位於新北市三重區三和路四段111之32號7樓，統一編號54359763。2018年7月17日登錄興櫃，2022年9月13日轉上市。董事長為蔡佳宏，總經理/執行長為林儀，發言人為林儀，代理發言人為謝明宏。實收資本額為新台幣6.8億元，已發行普通股68,000,000股。2024年年報揭露，蔡佳宏直接持股約5.55%，另透過明谷投資等名義持股；法人董事明谷投資持股約8.40%，明谷投資主要股東為蔡佳宏71%、呈智國際顧問29%。員工規模方面，公司官網稱全球超過800名員工，2025年Q2法說資料則稱1Q2025全球員工約690+人，可能因統計口徑或時點不同。公司是大中華區首家AWS Premier Tier Consulting Partner/核心級服務合作夥伴，並取得 Microsoft Azure、Google Cloud、Oracle、SAP、Salesforce 等合作或服務能力資格。

Business

伊雲谷定位為雲端託管與數位轉型服務商，早期由企業級硬碟/儲存商品代理起家，自2014年投入AWS雲端業務，近年營收幾乎全數轉為雲端服務。2024年年報揭露營收結構：雲端服務收入新台幣126.43億元、占99.65%；其他收入0.44億元、占0.35%；合計營收126.87億元。主要服務包括公有雲與混合雲基礎架構建置、雲端遷移、雲端託管MSP、雲端成本優化、Atlas跨雲管理平台、雲端資安託管MSSP、SAP/ERP上雲、Salesforce與CRM導入、Data & BI、AI/ML、生成式AI與AI Agent、AIoT、數據湖、雲端人才培訓、永續與碳管理平台等。商業模式以雲端資源轉售/代理、專案顧問導入、託管維運、資安與AI等加值服務收費為主；雲端資源轉售營收規模大但毛利率較低，專業服務、自研平台、資安與AI Agent等加值服務是提升毛利與客戶黏著度的關鍵。2024年銷售區域為內銷35.47%、外銷64.53%，顯示海外與亞太市場比重高。2025年上半年法說/媒體資料指出產業別營收占比以網路軟體業約37%、政府部門/金融服務約15%、遊戲約10%、零售/電子商務約8%、電信/媒體約8%、科技製造約4%、其他約18%；公司未公開具名主要客戶，但描述客群涵蓋公部門、大型企業、中小企業、新創、金融、製造、零售電商、遊戲、媒體、軟體與電信等。

Outlook 2025–2028

2025至2028年展望可分為成長動能與風險兩面。成長動能方面，企業多雲、混合雲、AI、資料治理、資安與應用現代化需求仍是核心。公司年報引用IDC觀點指出，亞太企業將加深公有雲合作以支援GenAI平台、開發者工具與基礎設施，且到2027年前企業將更多使用生成式AI與雲平台加速應用現代化。伊雲谷自身策略為深化AI與雲端融合、強化資安防護、擴大市場占有率，短期鎖定政府、醫療、金融、多雲、AI、資安與託管需求，長期目標成為DXaaS供應商並複製台灣多雲經驗至海外市場。公司2024年研發費用增至新台幣1.207億元，2025年預計研發費用約占營收1.58%，方向包括跨雲管理平台、智慧化維運、異常費用告警、資安威脅感知、自動化修復、AI解決方案、數據湖、IoT、永續減碳、SAP/ERP與精準行銷等。2026年公司新聞與媒體報導顯示，伊雲谷將以AI技術為核心，深化MSP、MSSP、AIoT與數位轉型，並推動AI Agent/AaaS模式；取得Anthropic/Claude相關授權與AWS Bedrock合作有助於企業級GenAI落地。區域上，台灣金融上雲、公部門雲端政策鬆綁、東南亞與日本等海外拓展，是中長期機會。風險方面，2025全年營收約124.75億元、較2024年小幅下滑，2026年前4至5月累計營收亦呈年減，顯示雲端資源轉售成長趨緩與部分區域/產業需求放緩；毛利率與營業利益率易受低毛利雲端轉售、客戶成本優化、海外擴張費用、研發與人員成本影響。另有美元採購匯率風險、雲端原廠政策與折扣變動、AWS/Azure/GCP/Oracle等上游集中度、AI與資安專業人才競爭、資安事件責任、客戶雲端成本控管導致用量優化、同業價格競爭等挑戰。2027至2028屬推估區間，能否回到高成長取決於AI Agent與MSSP等高附加價值服務占比能否提升，並抵消雲端資源轉售成長放緩。

Supply Chain

Upstream

Amazon Web Services / Amazon 主要公有雲平台與策略合作夥伴；美國上市公司Amazon.com旗下AWS，伊雲谷為大中華區首家AWS Premier Tier Consulting Partner/核心級服務合作夥伴。
Microsoft Azure與Microsoft授權解決方案合作夥伴；美國上市公司，供應公有雲、AI與企業軟體平台。
Google Cloud / Alphabet Google Cloud公有雲與資料/AI平台合作來源；美國上市公司Alphabet旗下業務。
Oracle Oracle Cloud Infrastructure、資料庫、硬體與VAR加值經銷合作來源；美國上市公司。
SAP ERP上雲與企業核心系統解決方案合作夥伴；德國上市公司。
Salesforce CRM與雲端應用解決方案合作夥伴；美國上市公司。
Anthropic Claude大型語言模型與AWS Bedrock相關企業AI解決方案合作來源；未上市公司。
威剛科技 3260 早期/子公司儲存與工控產品通路相關供應商之一；台股上櫃公司。
Western Digital 早期企業級儲存商品代理來源；美國上市公司。

Downstream

政府部門與公部門客戶雲端遷移、資安、AI與資料平台導入客戶群；非單一掛牌公司，年報與法說未揭露具名客戶。
金融服務業客戶金融機構上雲、合規資安、資料治理與AI應用需求為重要成長來源；未揭露具名客戶。
網路軟體、遊戲、零售電商、電信媒體與科技製造客戶主要終端應用產業，採用雲端資源、MSP、MSSP、Data/AI、AIoT與系統整合服務；公司未公開逐一具名。
系統整合商、IDC機房、ISV獨立軟體供應商年報產業鏈描述中，這些中游業者亦可能成為伊雲谷白牌或整合方案的客戶/合作通路；多為未具名企業。

Competitors

精誠資訊 6214 台股上市資訊服務與系統整合大型業者，提供雲端、資安、AI、資料與企業IT服務，屬大型間接競爭者。
邁達特 6112 台股上市IT通路、雲端與系統整合服務商，與伊雲谷在企業雲端、AI與資安服務上有競爭。
宏碁資訊 6811 台股上櫃數位雲端/資訊服務公司，聚焦雲端、AI、資安與企業應用，常被列為雲端服務同業。
博弘雲端科技 6997 台股上櫃雲端服務商，AWS與多雲服務、雲端託管、自研平台等與伊雲谷部分重疊。
昕奇雲端 7747 台股掛牌雲端服務商，鎖定雲端服務、自研平台與AI應用，屬中小型雲端營運同業。
零壹科技 3029 台股上市資訊服務、資安與雲端代理/整合商，在企業IT、資安與雲端方案通路面競爭。
叡揚資訊 6752 台股上櫃軟體與雲端服務公司，與伊雲谷在企業數位轉型、雲端應用與系統服務上部分競爭。

Sources（16）

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.

Method and limitations

All returns use adjusted close (etl:adj_close), already adjusted for dividends and splits.
Excess return is measured against the TAIEX total-return index (dividends included).
Valuation regime and percentile stats use an expanding own-history window (no future data).
Revenue-signal event dates align to the first trading day after the filing deadline, avoiding look-ahead.
Event samples may overlap in time; stats describe historical distribution only and are less reliable when samples are few.

This page is historical statistics for educational purposes and is not investment advice. Investing involves risk; past performance does not indicate future results. Assess and bear the risk yourself before trading.