---
title: "Nan Ya, MediaTek and Delta Electronics were the first to strengthen because they meet three… — 陳昆仁 — DecisionGateway"
description: "statement by 陳昆仁, recorded recently — verbatim quote and source citation."
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statement

# **Nan Ya, MediaTek and Delta Electronics were the first to strengthen because they meet three conditions: clean chips, institutional buying returning, and continued fundamental growth.**

A statement by [**陳昆仁**](https://dgw.tmarket.io/actors/01a1d8c4-4f18-75a1-a407-6f4bc831d144). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *就像是 🔥南亞🔥聯發科🔥台達電 為什麼能率先轉強*

daren888Published 2026-11-10 [ Read source](https://t.me/daren888/7894)

[**陳昆仁 dossier **](https://dgw.tmarket.io/actors/01a1d8c4-4f18-75a1-a407-6f4bc831d144)

## **Discussion**

## **Related claims**

[**聯發科、台達電先跌先止跌。**陳昆仁 · prediction](https://dgw.tmarket.io/claims/01a1d8cd-bb2c-7c06-8627-330224c5b75f) [**Nan Ya, Kinsus and WIN Semiconductors hit limit down, while Unimicron, Zhen Ding-KY, MediaTek, Delta Electronics and ASE Technology Holding all fell sharply.**陳昆仁 · statement](https://dgw.tmarket.io/claims/01a1d8d0-baad-7a02-a389-69baf20b8e47) [**台積電、鴻海、台達電、廣達、富邦金、台塑是過去四次公布持股時每次都有買進的核心標的。**johnstock888 · statement](https://dgw.tmarket.io/claims/01a1d4d4-d82e-77f2-9016-476cdf6ac64a) [**聯發科、台達電、奇鋐、穩懋、國巨都漲停。**陳昆仁 · statement](https://dgw.tmarket.io/claims/01a1d8d5-b2ab-795d-a67b-9608f1642a96) [**The National Stabilization Fund's entry stabilized confidence.**陳昆仁 · statement](https://dgw.tmarket.io/claims/01a1d8d3-4e53-7bc6-8d1e-4a676f01dbed) [**Price corrections and industry demand changes must be observed separately; given Taiwan tech industry's supply chain position and corporate profit performance, AI remains an important driver of medium- to long-term growth.**張雅雯 · statement](https://dgw.tmarket.io/claims/01a1cf2b-9fd6-7621-910c-b52685b7e680)

## **More claims by 陳昆仁**

[**看到新聞亂追高、亂買、買錯的套牢持股，不一定能跟上V轉。**statement](https://dgw.tmarket.io/claims/01a1d8d5-b32c-7e33-a6ae-cfaafc1273b1) [**國安基金護盤只能救市場信心，不能救買錯套牢股。**statement](https://dgw.tmarket.io/claims/01a1d8d5-b31c-75f7-a801-0d5ee976390e) [**真正會V轉的股票有3個條件：籌碼洗乾淨、法人開始回補、產業基本面還在成長。**statement](https://dgw.tmarket.io/claims/01a1d8d5-b2fe-7926-8ef5-c28b1c4825c2) [**錯殺超跌的AI鑽石股很有機會再次複製7月那次斷完融資後的報復性V轉翻倍行情，例如當時的創意、南亞。**prediction](https://dgw.tmarket.io/claims/01a1d8d5-b2e5-70fb-a385-e178609b5650) [**指數想要V轉很難。**prediction](https://dgw.tmarket.io/claims/01a1d8d5-b2d1-7756-a64e-91b65b7d1246)

[All claims by 陳昆仁](https://dgw.tmarket.io/claims?claimant_id=01a1d8c4-4f18-75a1-a407-6f4bc831d144)

[All claims](https://dgw.tmarket.io/claims)

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```

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