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)
2026/64.4427.59-30.1825.92-32.1210.27N/A-
2026/53.4847.85-53.621.48-32.5110.1N/A顯示卡市場需求減少
2026/42.35-44.84-68.9618.0-26.0112.61N/A顯示卡市場需求減少
2026/34.27-28.83-41.0715.65-6.5915.650.9-
2026/25.9911.141.5711.3919.6217.520.8-
2026/15.39-11.982.055.392.0517.860.79-
2025/126.13-3.27-14.0375.761.1718.770.66顯示卡市場需求增加
2025/116.340.5276.4169.5774.6319.980.62顯示卡市場需求增加
2025/106.3-14.1549.2163.2474.4520.950.59顯示卡市場需求增加
2025/97.340.5785.1856.9477.7818.740.74顯示卡市場需求增加
2025/87.377.93288.849.5976.7417.760.78顯示卡市場需求增加
2025/74.1-35.4688.7542.2961.5317.960.77顯示卡市場需求增加
2025/66.36-15.2166.3138.1959.0721.430.44顯示卡市場需求增加
2025/57.5-1.0990.7131.8357.722.310.42顯示卡市場需求增加
2025/47.584.72146.1724.3449.7119.050.49顯示卡市場需求增加
2025/37.2470.9745.816.7627.1716.760.61-
2025/24.23-19.9118.969.5215.9116.650.61-
2025/15.29-25.8513.575.2913.5716.010.64-
2024/127.1398.5119.4746.97-13.2114.950.7-
2024/113.59-14.97-36.839.84-17.2611.780.89-
2024/104.226.53-31.6536.25-14.6410.071.04-
2024/93.96111.16-35.9632.02-11.758.020.88-
2024/81.88-13.61-57.5628.06-6.777.870.9終端市場需求減少
2024/72.17-43.135.526.181.989.930.71-
2024/63.82-2.776.2624.011.6710.830.89-
2024/53.9327.67-8.220.190.8411.970.8-
2024/43.08-37.9719.2316.263.3111.60.83-
2024/34.9639.495.8113.180.1813.18N/A-
2024/23.56-23.53-6.388.21-2.9314.18N/A-
2024/14.65-22.01-0.124.65-0.1216.3N/A-
2023/125.974.99-2.9454.129.8317.83N/A-
2023/115.68-8.0369.4548.1511.6518.06N/A終端市場需求增加
2023/106.18-0.18141.5642.476.7816.8N/A終端市場需求增加
2023/96.1939.94285.0736.29-2.4812.68N/A終端市場需求增加
2023/84.42114.7789.8430.1-15.4610.08N/A終端市場需求增加
2023/72.06-42.7210.0925.67-22.849.94N/A-
2023/63.6-16.0131.0923.61-24.810.46N/A-
2023/54.2865.8444.3520.02-30.1611.56N/A-
2023/42.58-44.95-29.7615.73-38.7611.07N/A-
2023/34.6923.42-26.4213.15-40.2613.15N/A終端市場需求減少
2023/23.8-18.42-46.428.46-45.9114.61N/A終端市場需求減少
2023/14.66-24.2-45.484.66-45.4814.16N/A終端市場需求減少
2022/126.1583.31-55.8849.27-43.9412.06N/A終端市場需求減少
2022/113.3531.09-74.3943.13-41.697.52N/A終端市場需求減少
2022/102.5659.1-65.2639.77-34.666.5N/A終端市場需求減少
2022/91.61-31.0-80.8737.21-30.455.81N/A終端市場需求減少
2022/82.3324.54-64.8335.61-21.056.95N/A終端市場需求減少
2022/71.87-31.79-58.3133.28-13.517.58N/A終端市場需求減少
2022/62.74-7.51-55.8731.4-7.599.39N/A終端市場需求減少
2022/52.97-19.3-57.0628.663.2113.02N/A終端市場需求減少
2022/43.68-42.33-48.0125.6923.1817.15N/A-
2022/36.38-10.13-8.3522.0259.722.02N/A終端市場需求增加
2022/27.09-17.0165.4815.64129.0229.58N/A終端市場需求增加
2022/18.55-38.66105.598.55105.5935.58N/A終端市場需求增加
2021/1213.946.4174.3487.91132.7734.4N/A終端市場需求增加
2021/1113.177.8162.9773.97126.3128.87N/A終端市場需求增加
2021/107.37-12.38148.3660.87119.7222.4N/A終端市場需求增加
2021/98.4126.8569.4953.51116.2919.52N/A終端市場需求增加
2021/86.6347.6374.1245.1128.020.0N/A終端市場需求需加
2021/74.49-27.8180.1638.48140.860.0N/A終端市場需求增加
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
2026/15.392025/15.292024/14.652023/14.662022/18.55
2026/25.992025/24.232024/23.562023/23.82022/27.09
2026/34.272025/37.242024/34.962023/34.692022/36.38
2026/42.352025/47.582024/43.082023/42.582022/43.68
2026/53.482025/57.52024/53.932023/54.282022/52.97
2026/64.442025/66.362024/63.822023/63.62022/62.74
N/AN/A2025/74.12024/72.172023/72.062022/71.87
N/AN/A2025/87.32024/81.882023/84.422022/82.33
N/AN/A2025/97.342024/93.962023/96.192022/91.61
N/AN/A2025/106.32024/104.222023/106.182022/102.56
N/AN/A2025/116.342024/113.592023/115.682022/113.35
N/AN/A2025/126.132024/127.132023/125.972022/126.15
  • 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: 18.41%
合約負債 QoQ YoY
26Q1 (8)0.8918.6734.85
25Q4 (7)0.7529.3117.19
25Q3 (6)0.58-18.31-19.44
25Q2 (5)0.717.58-18.39
25Q1 (4)0.663.120.0
24Q4 (3)0.64-11.110.0
24Q3 (2)0.72-17.240.0
24Q2 (1)0.870.00.0

每月營收相關資訊

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