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)
2026/61.24-18.331.018.7645.053.72N/A-
2026/51.5155.8959.637.5356.244.37N/A係因DRAM IC 報價上漲所致
2026/40.97-48.542.126.0155.43.99N/A係因DRAM IC 報價上漲所致
2026/31.8967.256.385.0472.775.041.4係因DRAM IC 報價上漲所致
2026/21.13-44.2232.383.1584.345.961.182月工作天期較短所致
2026/12.02-27.82136.02.02136.06.741.04係因DRAM IC 報價上漲所致
2025/122.846.5159.6616.7655.796.50.62係因DRAM IC 報價上漲所致
2025/111.917.6537.4713.9644.25.090.79-
2025/101.7827.45103.4812.0445.334.510.9係因DRAM IC 漲價所致
2025/91.394.6266.5710.2638.474.220.44係因Dram價格上漲所致
2025/81.33-10.7733.48.8734.94.050.46-
2025/71.4922.0778.557.5435.163.670.51係因dram報價漲價所致
2025/61.2229.05125.056.0427.53.120.5係因dram報價漲價所致
2025/50.95-0.2632.834.8214.853.110.5-
2025/40.95-21.221.73.8711.163.010.52-
2025/31.2141.5422.332.928.112.920.39-
2025/20.85-0.572.531.71-0.082.790.41-
2025/10.86-20.58-2.560.86-2.563.330.34-
2024/121.08-22.43-0.0210.76-29.353.350.31-
2024/111.3959.354.739.68-31.593.10.33-
2024/100.874.33-37.948.29-35.362.710.38-
2024/90.84-16.21-33.417.41-35.042.670.36-
2024/81.019.42-21.146.57-35.242.380.4-
2024/70.8453.86-38.575.57-37.252.090.46-
2024/60.54-23.82-55.164.74-37.012.040.52主係因是大客戶各地的庫存水位高,基於要減少庫存水位故客戶端採取減少生產.降低現有庫存水位之策略作法來因應市場變化。,
2024/50.71-8.61-46.454.19-33.522.480.43-
2024/40.78-20.79-23.183.48-30.062.60.41-
2024/30.9918.63-36.662.7-31.832.7N/A-
2024/20.83-5.52-19.671.71-28.692.79N/A-
2024/10.88-18.51-35.530.88-35.533.29N/A-
2023/121.08-18.74-20.515.23-13.293.82N/A-
2023/111.33-5.59-29.0714.15-12.684.0N/A-
2023/101.4111.95-2.8812.82-10.543.93N/A-
2023/91.26-0.77-19.8811.41-11.43.89N/A-
2023/81.27-6.97-26.0610.15-10.223.84N/A-
2023/71.3612.2916.638.89-7.43.91N/A-
2023/61.21-9.02-19.77.52-10.733.56N/A-
2023/51.3331.09-1.586.31-8.773.91N/A-
2023/41.02-34.68-26.484.98-10.523.61N/A-
2023/31.5650.460.813.96-5.233.96N/A-
2023/21.04-24.18-0.472.4-8.783.76N/A-
2023/11.370.49-14.221.37-14.224.6N/A-
2022/121.36-27.5-20.7417.56-4.654.68N/A-
2022/111.8729.26-5.816.2-3.04.89N/A-
2022/101.45-7.64-13.014.33-2.624.73N/A-
2022/91.57-8.423.7312.88-1.294.45N/A-
2022/81.7146.7536.8311.31-1.954.39N/A-
2022/71.17-22.68-9.959.6-6.684.03N/A-
2022/61.5111.4914.028.43-6.24.25N/A-
2022/51.36-2.0720.656.92-9.74.28N/A-
2022/41.38-10.43-4.665.56-14.923.97N/A-
2022/31.5548.54-7.94.18-17.854.18N/A-
2022/21.04-34.66-15.72.63-22.744.35N/A-
2022/11.59-7.14-26.741.59-26.745.3N/A-
2021/121.71-13.83-13.3218.42-2.545.37N/A-
2021/111.9919.3917.2916.7-1.285.17N/A-
2021/101.6710.120.5414.71-3.354.43N/A-
2021/91.5120.79-10.6513.05-3.824.06N/A-
2021/81.25-3.43-11.8211.53-2.850.0N/A-
2021/71.3-2.09-20.3510.28-1.630.0N/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
2026/12.022025/10.862024/10.882023/11.372022/11.59
2026/21.132025/20.852024/20.832023/21.042022/21.04
2026/31.892025/31.212024/30.992023/31.562022/31.55
2026/40.972025/40.952024/40.782023/41.022022/41.38
2026/51.512025/50.952024/50.712023/51.332022/51.36
2026/61.242025/61.222024/60.542023/61.212022/61.51
N/AN/A2025/71.492024/70.842023/71.362022/71.17
N/AN/A2025/81.332024/81.02023/81.272022/81.71
N/AN/A2025/91.392024/90.842023/91.262022/91.57
N/AN/A2025/101.782024/100.872023/101.412022/101.45
N/AN/A2025/111.912024/111.392023/111.332022/111.87
N/AN/A2025/122.82024/121.082023/121.082022/121.36
  • 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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