國泰期貨證券陳說認為,因市場擔憂半導體可能成為川普關稅對象之一,台積電與半導體族群早盤承壓,帶動加權指數走低,不外多頭氣勢延續,電子權值股包孕神盾(6462)、新日興(3376)、宏...","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"三立新聞網","url":"","jobTitle":""},"creator":{"@type":"Person","name":"三立新聞網","url":"","jobTitle":""},"provider":{"@type":"Organization","name":"三立新聞網 setn.com","url":"http://www.setn.com/","logo":{"@type":"ImageObject","width":316,"height":48,"url":"https://s.yimg.com/os/creatr-uploaded-images/2025-01/2c15e170-d866-11ef-97ff-6019437716ae"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/0JTIa3loZ_4kNOkjdRehNw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTE2MDA7aD05MDI-/https://media.zenfs.com/ko/setn.com.tw/d9aa096aacc69234c7cf6effa84d08fe","height":451,"width":800},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/0JTIa3loZ_4kNOkjdRehNw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTE2MDA7aD05MDI-/https://media.zenfs.com/ko/setn.com.tw/d9aa096aacc69234c7cf6effa84d08fe"}盤前/台股關稅陰雲籠罩emo了 4檔題材有撐股出列
財經中心/廖珪如報道
雖然台積電這兩天承壓,不過法人仍看好題材較新的科技類股。(圖/翻攝自PIXABAY)不外國泰期貨證券講演認為,台股顯示多頭氣焰延續。整體而言,川普關稅議題雖對短線市場造成壓力,但科技產業基本面表現穩健,加上新產品題材延續發酵,有助於支撐指數。從技術面來看,加權指數目前仍穩守所有均線之上,中期多頭架構還沒有遭到破壞。操作建議上,投資人可屬意電子權值股拉回時的布局機遇,保持中性偏多的操作策略。
內容僅供參考,投資人於決議計劃時應謹慎評估風險,並就投資了局自行負責。
投資必然有風險,基金投資有賺有賠,申購前應詳閱公開仿單。▲固然台積電這兩天承壓,不外法人仍看好題材較新的科技類股。(圖/翻攝自PIXABAY)
三立新聞網提醒您:
呈報點出四檔近期關注包孕:神盾(6462)沾恩 AI 伺服器、車用與資猜中心需求提拔,營收動能顯著轉強,今年業續有望雙位數成長、新日興(3376)蘋果首款摺疊 iPhone 估計來歲推出,新日興本來供應蘋果筆電與螢幕的軸承產品、宏捷科(8086)第二季營收將較前一季成長15%至20%,客戶急單拉貨和旺季效應營活動能注入活水、新盛力(4931)車用電子與 AI伺服器散熱需求持續強勁,單季獲利亦同步創高,市場對其競爭力具信念。
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