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Wednesday, October 21, 2026

焦點股》華通:SpaceX盤後狂飆 早盤近漲停

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〔記者卓怡君/台北報導〕太空衛星龍頭SpaceX盤後公布第三季財報報喜,轉虧為盈,AI已成為SpaceX最重要的成長動能,獲利亮眼,盤後股價飆漲逾8%,太空板霸主華通(2313)今日早盤股價跳空開高大漲8.8%,一度逼近漲停,最高來到266元,創下近四個月波段新高,但賣壓大舉出籠,漲幅快速收斂。

截至9:14分左右,華通股價上漲3.90%,暫報253元,成交量逾1.7萬張。

華通身為SpaceX最大PCB供應商,迎來太空板的升級潮,隨著上游材料業者的新產能陸續開出,原物料供應逐漸改善,全球低軌道衛星產業將進入加速成長期,衛星升級,帶動相關零組件價值提升,低軌道衛星營收規模持續擴大、占比增加,SpaceX新款V3衛星在體積、重量與傳輸效能顯著提升,PCB層數由18層以下提高至20層以上,帶動單顆衛星PCB用量與價值增加,華通可望最為受惠。

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