玩股撇步(動畫小學堂)  

  • 大部份公司都有淡旺季, 所以通常是看年增率
  • 如果是成長期(在炒新的成長動能)的公司或景氣從谷底翻揚, 就可以觀察月增率
  • 漲很多的股票要留意營收年增率或月增率大幅減少, 又或者是合約負債已經開始減少
  • 留意短期平均營收向上或向下穿越長期平均營收
  • 觀察累計營收年增率的累計增加或虧損收斂
每月營收 (營收搶先看自結損益)
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2026/6764.1812.67135.453276.7277.392015.73N/A本月營收較去年同期增加135%,主係受惠於AI建置熱潮帶動資料中心相關產品市場需求所致;另自結數前期調整列入累計營收
2026/5678.1918.28129.272513.2465.061812.14N/A本月營收較去年同期增加129%,主係受惠於AI建置熱潮帶動資料中心相關產品市場需求所致;另自結數前期調整列入累計營收
2026/4573.362.2783.271836.9449.731431.13N/A本月營收較去年同期增加83%,主係受惠於AI建置熱潮帶動資料中心相關產品市場需求所致;另自結數前期調整列入累計營收
2026/3560.5988.6464.421262.938.171264.740.44本月營收較去年同期增加64%,主係受惠於AI建置熱潮帶動資料中心相關產品市場需求所致;另自結數前期調整列入累計營收
2026/2297.17-26.985.77703.3522.741174.410.48本月營收係當月自結數,前期調整數反應在本年累計營收內
2026/1406.98-13.4539.32406.9839.321291.310.43-
2025/12470.2613.5613.834106.34-3.591255.770.35本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/11414.0711.4715.633634.61-5.51134.40.39本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/10371.436.463.033220.86-7.661054.780.41本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/9348.894.31-9.412849.18-8.9999.540.36本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/8334.455.77-2.92500.47-8.82974.750.37本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/7316.2-2.43-11.772163.37-9.78935.530.39本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/6324.19.77-12.121846.72-9.45930.250.41本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/5295.23-5.04-10.531522.05-8.9946.550.4本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/4310.92-8.662.511224.9-8.64933.540.41本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/3340.420.61-3.85913.44-11.95913.480.43本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/2282.22-2.963.92574.32-15.97986.010.4本月營收係當月自結數,前期調整數反應在本年累計營收內
2025/1290.86-29.56-29.38290.86-29.381078.090.36-
2024/12412.9310.32-2.014259.137.551146.40.42本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/11374.34.21-3.233862.429.151119.580.43本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/10359.16-6.987.593486.7910.631086.220.44本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/9386.1113.2418.513128.5911.021084.780.39本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/8340.95-4.680.782738.979.91069.440.39本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/7357.72-3.5212.392397.3211.31057.540.4本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/6370.7712.68-2.12041.5511.221006.410.45本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/5329.047.3212.151669.8414.62987.850.46本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/4306.6-12.9510.541344.115.53934.290.48本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/3352.2127.850.41035.6816.891039.47N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/2275.48-33.18.11687.3928.431100.84N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2024/1411.78-0.4346.84411.7846.841218.71N/A-
2023/12413.575.134.383952.05-6.911127.09N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/11393.3622.869.413545.01-7.91052.44N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/10320.16-5.53-10.993138.0-10.081001.44N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/9338.92-1.0-15.482830.96-9.55998.57N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/8342.367.9-4.992496.12-8.531037.13N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/7317.28-15.94-2.842152.78-9.11985.84N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/6377.4829.68-9.461834.22-10.18945.71N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/5291.075.02-10.491454.41-10.51918.59N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/4277.15-20.89-4.881163.15-10.53888.36N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/3350.3734.32-14.19885.59-12.2892.08N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/2260.84-7.13-1.49541.26-9.83939.4N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2023/1280.87-29.37-16.28280.87-16.281035.99N/A-
2022/12397.6911.26-20.424247.03.881121.56N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/11357.43-2.46-11.613847.247.211126.92N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/10366.44-9.089.343496.569.811128.71N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/9403.0512.210.623132.189.941089.95N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/8359.219.617.62729.029.841106.19N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/7327.69-21.843.192369.8710.191069.12N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/6419.2930.1525.172044.5511.531038.26N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/5322.148.522.551622.28.281023.23N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/4296.83-26.57-6.231305.4810.25967.53N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/3404.2651.7221.721004.5615.81005.14N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/2266.45-20.3320.12601.9412.441106.21N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2022/1334.44-33.816.66334.446.661242.9N/A-
2021/12505.3225.3435.414093.6322.481244.75N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2021/11403.1419.8717.83587.0320.821106.08N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2021/10336.29-8.2818.463185.0421.261036.61N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2021/9366.669.8812.642851.1321.691018.92N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2021/8333.674.7219.022484.3323.150.0N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
2021/7318.6-5.569.692151.7123.880.0N/A本月營收係當月自結數,前期調整數反應在本年累計營收內
股價
長短期營收
營收年增率
由營收觀察是否有淡旺季的情況
年/月營收年/月營收年/月營收年/月營收年/月營收
2026/1406.982025/1290.862024/1411.782023/1280.872022/1334.44
2026/2297.172025/2282.222024/2275.482023/2260.842022/2266.45
2026/3560.592025/3340.42024/3352.212023/3350.372022/3404.26
2026/4573.362025/4310.922024/4306.62023/4277.152022/4296.83
2026/5678.192025/5295.232024/5329.042023/5291.072022/5322.14
2026/6764.182025/6324.12024/6370.772023/6377.482022/6419.29
N/AN/A2025/7316.22024/7357.722023/7317.282022/7327.69
N/AN/A2025/8334.452024/8340.952023/8342.362022/8359.21
N/AN/A2025/9348.892024/9386.112023/9338.922022/9403.05
N/AN/A2025/10371.432024/10359.162023/10320.162022/10366.44
N/AN/A2025/11414.072024/11374.32023/11393.362022/11357.43
N/AN/A2025/12470.262024/12412.932023/12413.572022/12397.69
  • 每季的合約負債通常會反應在未來半年到一年後的營收
合約負債-近8季, 最新合約負債佔股本: 21.09%
合約負債 QoQ YoY
26Q1 (8)35.1704853.52

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