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)
2026/40.27-20.92-59.181.17-49.50.83N/A因受去年度換機需求已提前釋放,NB產業終端需求放緩;加上記憶體漲價,導致客戶拉貨動能轉保守,影響整體營收表現。
2026/30.3562.1-48.130.9-45.590.91.33-
2026/20.21-37.77-59.520.56-43.880.911.31本月適逢農曆過年影響工作天數,加上記憶體缺貨因素導致客戶端量縮,影響本公司相關業務。
2026/10.34-4.67-26.120.34-26.121.071.13-
2025/120.36-1.72-39.196.28-12.921.211.12-
2025/110.37-24.87-26.935.92-10.581.380.98-
2025/100.49-8.2-31.225.56-9.251.490.91-
2025/90.5312.42-16.745.07-6.381.550.84-
2025/80.47-14.67-24.64.54-5.01.610.81-
2025/70.55-5.6313.384.07-2.051.750.75-
2025/60.59-3.79-5.133.52-4.11.860.71-
2025/50.61-9.06-0.662.93-3.891.940.68-
2025/40.670.483.72.32-4.71.860.71-
2025/30.6726.513.741.65-7.731.650.92-
2025/20.5313.570.080.99-14.121.531.0-
2025/10.46-21.53-26.050.46-26.051.511.02-
2024/120.548.74-15.867.17-18.141.750.93-
2024/110.5-29.29-20.346.62-18.321.840.88-
2024/100.7111.135.166.12-18.151.970.83-
2024/90.641.81-11.985.42-20.451.751.27-
2024/80.6228.31-23.054.78-21.461.731.28-
2024/70.49-21.04-36.514.15-21.211.721.29-
2024/60.620.73-20.733.67-18.61.871.27-
2024/50.61-5.05-31.353.05-18.161.91.25-
2024/40.640.51-22.152.44-14.011.811.31-
2024/30.6422.05-8.861.79-10.651.79N/A-
2024/20.53-16.08-20.361.15-11.621.8N/A-
2024/10.63-3.05-2.660.63-2.661.9N/A-
2023/120.652.946.548.7522.611.95N/A-
2023/110.63-6.65-0.498.1124.12.02N/A-
2023/100.67-6.9843.187.4826.732.21N/A-
2023/90.72-10.9816.256.8125.312.3N/A-
2023/80.815.8580.126.0826.482.36N/A因應客戶端需求出貨。
2023/70.77-1.449.835.2720.942.44N/A-
2023/60.78-12.7639.334.5117.092.5N/A-
2023/50.897.6612.953.7313.322.42N/A-
2023/40.8317.68110.362.8413.432.19N/A因應客戶端需求出貨。
2023/30.76.64-8.852.01-4.682.01N/A-
2023/20.662.574.611.3-2.271.91N/A-
2023/10.646.11-8.450.64-8.451.88N/A-
2022/120.61-3.85-11.667.14-13.651.71N/A-
2022/110.6334.3213.126.53-13.831.72N/A-
2022/100.47-24.48-30.555.9-15.971.54N/A-
2022/90.6237.92-14.25.43-14.421.58N/A-
2022/80.45-11.94-45.094.81-14.451.52N/A-
2022/70.51-8.31-35.64.36-9.211.86N/A-
2022/60.56-29.27-24.063.85-3.971.74N/A-
2022/50.79100.5121.713.290.531.96N/A-
2022/40.39-49.0-48.122.5-4.71.8N/A-
2022/30.7722.42.982.1112.972.11N/A-
2022/20.63-10.2421.421.3319.72.02N/A-
2022/10.72.3918.20.718.21.95N/A-
2021/120.6923.1313.458.2729.891.92N/A-
2021/110.56-17.5431.247.5831.621.96N/A-
2021/100.68-6.715.737.0231.652.22N/A-
2021/90.72-11.7412.696.3533.62.34N/A-
2021/80.823.2815.35.6236.882.35N/A-
2021/70.798.128.734.841.42.18N/A-
2021/60.7413.3660.454.0144.220.0N/A客戶端需求持續強勁,故公司六月份整體營收呈現成長。
2021/50.65-14.5451.733.2741.010.0N/A客戶端需求持續強勁,故公司五月份整體營收呈現成長。
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
2026/10.342025/10.462024/10.632023/10.642022/10.7
2026/20.212025/20.532024/20.532023/20.662022/20.63
2026/30.352025/30.672024/30.642023/30.72022/30.77
2026/40.272025/40.672024/40.642023/40.832022/40.39
N/AN/A2025/50.612024/50.612023/50.892022/50.79
N/AN/A2025/60.592024/60.622023/60.782022/60.56
N/AN/A2025/70.552024/70.492023/70.772022/70.51
N/AN/A2025/80.472024/80.622023/80.812022/80.45
N/AN/A2025/90.532024/90.642023/90.722022/90.62
N/AN/A2025/100.492024/100.712023/100.672022/100.47
N/AN/A2025/110.372024/110.52023/110.632022/110.63
N/AN/A2025/120.362024/120.542023/120.652022/120.61
  • 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
合約負債 QoQ YoY

每月營收相關資訊

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