PCB類股今天遭遇沉重賣壓，群盤整體跌幅高達6.31%，板雄市場氣氛明顯轉空。領跌其中，拖累ABF載板三雄欣興、大盤南電、產業挫載金像電全數重挫超過8%，即時成為拖垮類股的新聞信心主力。雖然盤中邑昇、族中重欧意交易所网站软件霖宏、群盤尚茂、板雄台表科等部分個股仍能逆勢漲停或大漲，但其多屬中小型或利基型，難以扭轉整體族群的疲弱態勢。
這波PCB大跌，主要受制於終端消費性電子需求復甦不如預期，手機、PC市場庫存去化壓力仍在。這使得相關廠商的訂單能見度不高，稼動率難以拉升，直接衝擊營運展望。此外，近期外資對PCB族群的調節賣壓持續，也讓籌碼面承壓，加速了股價的回檔修正，尤其在高價位的載板股上表現更為顯著。
面對族群的集體回檔，投資人應保持謹慎觀望態度。在整體基本面未見明顯好轉前，盲目追低風險較高。後續可觀察主要指標股如欣興、南電、金像電等能否止穩，以及是否有法人買盤回籠的跡象。短期操作可聚焦於有獨特利基、新應用題材或低本益比的個股，但仍需嚴控風險，避免過度追價。
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