9月4日，联电盘中上涨3.02%，报20.595美元/股，成交额946.9万美元。
消息面上，联电公布8月未经审计营收数据，当月净销售额达250.45亿新台币，较去年同期191.60亿新台币同比大幅增长30.71%，增速较7月的19%显著加速。累计前8个月合并净销售额1786.59亿新台币，同比增长14.66%。此前联电二季度EPS为0.54美元，大幅超出市场预期的0.15美元，成熟制程订单景气度持续改善，叠加8月营收超预期放量，基本面动能进一步强化。值得关注的是，联电此前董事会已批准发行最高18亿美元零息可转债用于产能扩张，潜在股权稀释压力曾令股价短期承压，但营收持续高增长正逐步对冲该利空。
（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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