欣興今日爆發檢調搜索案,根據定錨研調,本案件主要涉及產品並非是載板,不會牽連到載板同業,也不是幫中國業者洗產地,詳細情況稍後會在本期週報更新。 此外,雖然對公司業務影響不大,但投資人還是要留意市場情緒變化,有可能造成股價波動之相關風險。

Channel
定錨產業筆記
@investanchors
On this record: Topic · Growth · Engagement · Posts · Telegram's recommendations · Cite this entry
20,022subscribers
-156 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001287441547 |
|---|---|
| Type | Channel |
| Username | @investanchors |
| Created | Between 1 April 2018 and 31 July 2021 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 19 September 2026 |
| Measurements held | 34 |
| Confirmed unchanged | 1 time, most recently 19 September 2026 |
| On Telegram | t.me/investanchors |
Topic
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 10 September 2026 and assigned it the closest of 31 fixed categories, at 40% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and why it has no browse page of its own yet.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 19 Sept 2026, 17:41 | 20,022 | -7 |
| 17 Sept 2026, 03:20 | 20,029 | -4 |
| 15 Sept 2026, 07:17 | 20,033 | -3 |
| 13 Sept 2026, 16:21 | 20,036 | -2 |
| 11 Sept 2026, 20:19 | 20,038 | -5 |
| 9 Sept 2026, 06:58 | 20,043 | -17 |
| 6 Sept 2026, 00:19 | 20,060 | -4 |
| 3 Sept 2026, 20:55 | 20,064 | -6 |
| 2 Sept 2026, 11:14 | 20,070 | -3 |
| 1 Sept 2026, 08:04 | 20,073 | -4 |
| 31 Aug 2026, 10:07 | 20,077 | -3 |
| 30 Aug 2026, 11:54 | 20,080 | -6 |
| 29 Aug 2026, 10:27 | 20,086 | +6 |
| 28 Aug 2026, 13:23 | 20,080 | -8 |
| 27 Aug 2026, 15:24 | 20,088 | +1 |
| 26 Aug 2026, 15:18 | 20,087 | -8 |
| 25 Aug 2026, 13:02 | 20,095 | -8 |
| 24 Aug 2026, 13:07 | 20,103 | -17 |
| 22 Aug 2026, 17:36 | 20,120 | -5 |
| 21 Aug 2026, 10:04 | 20,125 | first reading |
Engagement
24 posts held, back to 27 April 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 57 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 23.3%
- avg views ÷ 20,022 subscribers
- Avg views / post
- 4,660
- 1 post measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 1
- of 24 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
| Window | Rolling 30 days · latest post in window 28 August 2026 |
|---|---|
| Posts held | 24 (27 April 2026 – 28 August 2026) |
| Views total | 4,660 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 3 Sept 2026, 00:57 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
Recent posts
近期市場最受矚目的,是NVIDIA公佈的這份白皮書,詳細解析未來AI資料中心供電架構的演進。 隨著AI伺服器功耗越來越高,升、降壓與轉換時產生的損耗也會被放大,導致供電成為建置AI算力的瓶頸。 從過去的AC供電架構,到新一代的800VDC供電架構,以及未來直接從電網基礎建設著手,整合度越來越高,也使得電源廠的地位開始發生改變。 而800VDC時代,採用更多SiC元件,搭配更多備援電力、電容,也將開啟許多零組件廠商的新賽道。 定錨研究團隊發佈專題報告,用白話文幫大家剖析NVIDIA白皮書,透露了哪些關鍵趨勢。 獨家產業報告連結:https://investanchors.com/user/vip_contents/17870539871626
台股產業快報 2026/8/16 ① 通膨放緩,9月升息預期大幅降溫 美國7月CPI降至3.4%,核心CPI同步回落,加上非農就業表現低於預期,讓FED短期內更有空間繼續觀望。 定錨維持9月FOMC「按兵不動」的看法,但後續仍須關注美伊局勢與國際油價變化,尤其雲端服務商AI資本支出逐漸轉向融資支撐,利率走向將直接影響後續融資成本。 ② 無人機預算過關,非紅供應鏈逐步成形 立法院通過合計634億元民用無人機相關預算,加上美國即將針對無人機啟動《232條款》關稅,台灣若符合「關鍵零組件及技術來自指定國家或美國」條件,可適用較低稅率。 台灣近年推動的「非紅供應鏈」方向與美國政策逐漸接軌,有利本土無人機供應鏈建立長期訂單能見度;但軍用無人機2,100億元特別預算至今仍未過關,後續仍待立院協商。 ③ PCB廠商違規、供需吃緊,供應鏈版圖大洗牌 陸系廠商因違規漏掉部份檢測步驟,遭客戶大幅調降訂單分配,訂單轉向台系廠商。 隨…
台股產業快報 2026/8/9 ① 製造業PMI連10月擴張,AI需求支撐訂單能見度 台灣製造業PMI連續10個月維持擴張,AI伺服器、半導體擴廠需求持續強勁,帶動電子零組件、機械設備等供應鏈訂單維持高檔。部分關鍵材料交期持續拉長,未完成訂單仍高於客戶庫存,產業景氣延續擴張。 ② 先進封裝轉向EMIB-T,載板供應鏈迎規格升級 隨著AI晶片尺寸持續放大,現有先進封裝技術逐漸面臨尺寸極限,下一代產品開始導入EMIB-T等新型封裝架構。新技術除了製程複雜度提高,也將帶動載板、設備與材料規格同步升級,成為後續先進封裝供應鏈的重要觀察方向。 ③ 矽晶圓需求回升,現貨價醞釀反彈 AI伺服器帶動先進製程、DRAM與NAND Flash需求成長,SUMCO本季12吋矽晶圓出貨量創下新高,8吋市場也開始逐步復甦。隨著客戶庫存持續下降、供需結構改善,矽晶圓市場不只需求回溫,現貨價格也開始出現改善跡象。
如定錨先前預期,FED再次按兵不動,Warsh戰略模糊的發言風格,也加劇了股債市波動。 ① 戰略模糊:保留政策彈性,也放大市場波動 FED維持利率不變,主席Warsh持續拒絕提供前瞻指引。這能保留政策操作空間,卻也讓市場失去錨定,股、債市更容易因情緒放大而劇烈震盪。 ② 盯著數據打球,別盯著裁判看 Warsh要求市場直接反應經濟數據,而非過度解讀聯準會的預測與發言。未來利率走向將更依賴即時數據,政策可預測性也會進一步降低。 ③ 美債殖利率翻升,已完成部分緊縮效果 美國十年期公債殖利率升至4.7%,實質冷卻終端需求與通膨壓力,也替FED爭取更多觀察時間,降低短期內立即升息的必要性。 ④ 美伊談判與油價,決定9月政策走向 與市場主流看法不同,定錨認為,後續關鍵仍在地緣衝突與油價,若美伊重返談判、國際油價順利回落,核心通膨反彈風險將下降,預期FED在9月仍有較高機率維持利率不變。
定錨產業快報 2026/7/26 ① 台灣經濟:外銷訂單創歷史新高 台灣6月外銷訂單達952.6億美元、年增59.4%,再創歷年單月新高。受惠於AI伺服器需求強勁與記憶體漲價,資通訊、電子產品呈現「價量齊揚」,需求也外溢至機械設備、銅箔基板與特用化學品。 ② AMD:結盟建置超大型資料中心 AMD與Anthropic建立策略合作,Anthropic將以MI450 Helios機櫃建置最高2GW規模資料中心,2027年率先建置1GW。代理式AI帶動GPU、CPU與先進封裝需求擴張,AMD也有機會在2027年成為台積電先進製程前三大客戶。 ③ Tesla:訂單量與機器人產線齊發 Tesla本季交車量回升,積壓訂單創兩年新高,顯示需求改善,但產能仍受到供應鏈限制。未來資本支出將持續投入AI基礎設施、自駕車與Optimus人形機器人,帶動致動器、滾柱螺桿、精密齒輪與線性傳動元件……等供應鏈機會。
本集節目帶大家從Computex 2026展場出發,看看代理式AI如何重新改寫伺服器架構。從NVIDIA新推出的LPU、Vera CPU機櫃,到多節點管理、記憶體配置與800V電源架構,拆解下一代AI伺服器正在發生哪些變化?以及這些改變將帶給供應鏈哪些新的機會? 本集你會聽到: ① NVIDIA LPX Rack、Vera CPU Rack有什麼新變化?拆解Agentic AI帶來的伺服器架構革命 ② 多節點伺服器怎麼管理?信驊BMC、SMC與衛星式管理架構,為何成為Agentic AI的重要基礎? ③ 從Kyber Rack、800V Power Rack,到AMD MI450 Helios,下一代AI伺服器面臨哪些技術挑戰? 本集相關文章: 【Computex 2026專題(一):代理式AI推動伺服器走向多節點架構】 https://investanchors.com/user/vip_contents/1782…
AI晶片持續升級,不僅帶動先進封裝需求,也導致載板面積變大、層數增加,隨著全球各大載板廠產能利用率達到滿載,接下來有機會正式進入新一輪擴產循環。 ① AI晶片進化,產能消耗量暴增5倍 隨著下一代GPU封裝尺寸持續放大,載板面積與層數同步提升,單顆晶片消耗的載板產能明顯增加。也就是說,即使終端出貨量沒有等比例成長,單顆GPU對產能的消耗也在快速上升,讓高階載板供應變得更緊。 ② 2026年起資本支出進入上修循環 面對未來幾年的需求壓力,全球主要載板廠已陸續啟動擴產規劃,2026~2028年資本支出可望逐年上修。 ③ 新技術門檻提升,設備投資成本翻倍 未來 AI 晶片不只需要更多載板,還需要更複雜的載板,例如內埋式載板、EMIB 先進封裝載板、Glass Core Substrate......等新技術,對製程精度、設備等級與良率控制要求都更高,也讓每條產線所需投入的資本密集度明顯提升。
台股產業快報 2026/7/5 ① 製造業連九月擴張,AI 帶動全鏈起飛 台灣2026年6月製造業PMI已連續9個月維持擴張,未來六個月展望也續留高檔。 主因還是AI伺服器需求太強,從半導體先進製程、PCB、被動元件,一路外溢到機械設備、特殊鋼材與廠房擴建需求,整條供應鏈都同步受惠。 ② 記憶體報價續揚,Q3 預期大漲 雖然市場開始出現高檔風險提醒,但業界對 Q3 合約價看法仍偏強,DDR4、SLC NAND Flash、Nor Flash 預估都還有上漲空間。 雖然短期內供需結構仍吃緊,但還是要留意,2027下半年南亞科、華邦電新產能開出後,DDR4供需結構有可能會逐漸恢復平衡。 ③ 功率元件缺貨,交期已突破一年 AI 伺服器持續推升功率元件需求,加上成熟製程晶圓代工與封測產能吃緊,Low Voltage MOSFET、High Voltage MOSFET、TVS、ESD、二極體……等料號供應愈來愈緊。 在…
雖然看不出是怎麼算的,我們錄沒有幾集,佛系更新,竟然還可以上榜?很驚訝也很感謝大家的支持!只好再錄一集回饋大家了!
近期定錨產業筆記擴編研究團隊後,提供給訂閱會員的資訊量顯著增加,營運成本也顯著提高,但2018年網站正式上線以來從未調整過訂閱費用。 參考同業定價在過去幾年已進行數次調整,定錨產業筆記訂閱費用已顯著低於市場行情,更低於訂閱專欄所提供的內容價值,在內部充分討論後,決定在2026年7月6日將訂閱費用調整至599元/月。 既有訂閱會員權益不受影響,仍維持399元/月,但提醒訂閱會員須留意信用卡到期日的問題,請記得在卡片到期前更換信用卡續訂,才能維持原本的費用。 謝謝各位訂閱會員的支持!近期台股行情震盪幅度較大,提醒大家留意風險控管,守住前一波多頭行情的獲利!
台灣:景氣維持熱絡紅燈,存儲與被動元件需求爆發。 台灣2026年5月景氣燈號維持紅燈,顯示整體景氣仍在高檔,受惠於AI伺服器平台持續放量,帶動半導體與AI伺服器供應鏈出貨動能強勁。 以產業面來看,存儲裝置出口金額大增,反映Enterprise SSD需求快速升溫;被動元件出口金額創近年新高,受惠於AI伺服器功耗提升與新一代供電架構升級,MLCC、牛角電容、NP0 MLCC......等需求同步放大。 美國:基本面維持強勁,通膨見頂回落,聯準會預期按兵不動。 美伊衝突即將落幕,雲端服務商資本支出維持高檔,美國下半年實體經濟下行風險不高。 雖然市場仍擔心FED態度轉鷹、甚至重啟升息,但定錨認為,7月FOMC仍較可能按兵不動,先爭取時間觀察通膨回落進程;若原物料價格持續降溫,FED仍有機會在今年底前維持利率不變。
Showing the 12 most recent of 24 posts we hold for @investanchors. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
@Gooaye · 105,832
Telegram ranks this channel #28 of 80 here — alongside 79 others — read 30 August 2026
@johnstock888 · 49,716
Telegram ranks this channel #68 of 70 here — alongside 69 others — read 30 August 2026
This channel appears in 2 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 19 September 2026 — this entry's latest reading, not the date you are reading this.
“定錨產業筆記” (@investanchors), 20,022 subscribers as measured 19 September 2026. Telegram Register, tgregister.com/channel/investanchors.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.