10月1日，日月光半导体夜盘上涨3.01%，报45.8美元/股，成交额226.96万美元。半导体板块延续强势，英特尔涨3.25%、美国超微公司涨3.1%、博通涨1.7%、英伟达涨1.62%、美光科技涨1.42%，费城半导体指数此前已录得2.47%涨幅，板块情绪持续高涨。
基本面上，日月光8月合并营收达822.47亿新台币，同比增长45.66%，连续两月创单月新高，AI先进封装为核心增长引擎。公司此前获Google TPU及英特尔EMIB先进封测追加订单，并于7月调涨CoWoS、FoCoS等封装报价，部分品类涨幅超两成，先进封装产能紧俏格局延续。机构层面，Zacks将公司评级上调至"强力买入"，9月机构评级100%为买入，目标均价51美元，LEAP业务全年营收目标上修至35亿美元以上。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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