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)
2026/40.76.3376.492.2461.91.73N/A市場需求漸回溫
2026/30.6677.2970.041.5456.071.540.48市場需求漸回溫
2026/20.37-28.167.260.8947.111.350.55-
2026/10.5210.23100.660.52100.661.430.52市場需求漸回溫
2025/120.475.926.624.8747.731.40.59-
2025/110.44-9.8641.874.4150.391.350.61市場需求漸回溫
2025/100.4916.1868.453.9651.411.320.62市場需求漸回溫
2025/90.422.4863.93.4749.281.350.67市場需求漸回溫
2025/80.41-19.73101.53.0547.461.270.71市場需求漸回溫
2025/70.5147.1776.662.6441.541.260.72需求回溫
2025/60.35-11.8443.292.1335.071.140.73-
2025/50.4-0.1119.561.7833.571.180.71-
2025/40.42.4492.131.3838.191.130.74市場需求漸回溫
2025/30.3911.8430.420.9924.230.990.9-
2025/20.3534.3898.720.620.570.970.92農曆新年影響部份訂單延年後出貨所致
2025/10.26-30.43-21.110.26-21.110.940.95-
2024/120.3718.6521.343.3-9.070.970.89-
2024/110.317.01-19.192.93-11.860.861.0-
2024/100.2913.05-44.932.62-10.90.751.14-
2024/90.2625.99-14.542.33-3.440.751.2-
2024/80.2-29.62-40.152.07-1.860.741.22-
2024/70.2919.37-20.381.875.530.861.04-
2024/60.24-26.441.161.5812.260.781.27-
2024/50.3360.527.281.3314.560.831.19-
2024/40.21-30.457.01.010.90.681.46-
2024/30.370.4122.320.811.950.8N/A-
2024/20.17-46.65-26.360.56.590.8N/A-
2024/10.337.040.040.3340.041.02N/A-
2023/120.3-20.98-13.83.63-41.861.22N/A-
2023/110.39-27.07-13.663.32-43.541.21N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2023/100.5375.4424.852.94-45.991.17N/A-
2023/90.3-11.76-30.652.41-51.961.01N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2023/80.34-6.38-35.22.11-53.980.95N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2023/70.3651.68-28.681.77-56.420.86N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2023/60.24-7.44-58.451.4-60.420.69N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2023/50.2634.92-59.931.16-60.80.69N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2023/40.19-20.49-64.790.9-61.050.67N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2023/30.242.57-61.370.71-59.90.71N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2023/20.241.46-58.140.47-59.090.82N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2023/10.23-34.14-60.010.23-60.011.03N/A被動產品市場及雲端產品市場均需求低迷等影響所致
2022/120.35-20.85-33.846.2420.261.22N/A-
2022/110.455.47-12.245.8926.471.3N/A-
2022/100.42-2.564.145.4431.221.38N/A-
2022/90.43-17.5414.55.0234.171.47N/A-
2022/80.533.0348.954.5836.381.62N/A-
2022/70.51-11.6341.384.0634.911.74N/A-
2022/60.58-10.7452.733.5534.021.77N/A業績成長
2022/50.6518.5640.92.9730.891.82N/A-
2022/40.55-12.785.872.3228.351.74N/A-
2022/30.6311.1611.611.7737.341.77N/A-
2022/20.56-3.08115.741.1557.171.68N/A業績成長
2022/10.588.9624.430.5824.431.62N/A-
2021/120.534.9824.95.19-27.01.45N/A-
2021/110.5125.16-12.734.65-30.321.29N/A-
2021/100.417.13-24.814.15-32.01.14N/A-
2021/90.387.25-25.533.74-32.71.09N/A-
2021/80.35-2.2-48.263.36-33.431.09N/A-
2021/70.36-4.54-54.763.01-31.11.2N/A全球5G佈建速度受新冠肺炎疫情影響放緩,且中國5G供應鏈持續受美中貿易戰影響,使整體市場需求遞延所致。
2021/60.38-17.66-46.582.65-25.80.0N/A-
2021/50.46-10.9-26.742.27-20.640.0N/A-
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
2026/10.522025/10.262024/10.332023/10.232022/10.58
2026/20.372025/20.352024/20.172023/20.242022/20.56
2026/30.662025/30.392024/30.32023/30.242022/30.63
2026/40.72025/40.42024/40.212023/40.192022/40.55
N/AN/A2025/50.42024/50.332023/50.262022/50.65
N/AN/A2025/60.352024/60.242023/60.242022/60.58
N/AN/A2025/70.512024/70.292023/70.362022/70.51
N/AN/A2025/80.412024/80.22023/80.342022/80.53
N/AN/A2025/90.422024/90.262023/90.32022/90.43
N/AN/A2025/100.492024/100.292023/100.532022/100.42
N/AN/A2025/110.442024/110.312023/110.392022/110.45
N/AN/A2025/120.472024/120.372023/120.32022/120.35
  • 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: 0.26%
合約負債 QoQ YoY
26Q1 (8)0.01-66.67-50.0
25Q4 (7)0.030.00
25Q3 (6)0.0300

每月營收相關資訊

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