
台股指數屢創新高並挑戰5萬點,但網友統計顯示即使扣除金融商品,仍有約800家公司股價低於去年收盤價,超過1000檔標的報酬率為負,引發網熱議,凸顯指數上漲與個股表現脫節現象。
AI-generated summary
台股指數近期屢創新高,挑戰5萬點大關,但網友透過個股報酬率分析發現許多股票仍低於去年收盤價。
台股屢創新高,但並非每個投資人都有賺錢。(資料照)
〔財經頻道/綜合報導〕台股屢創新高,但每個投資人都在賺錢嗎?今(5)日台股大漲,指數挑戰5萬點大關,一名網友統計後指出,即使今年大盤明顯走高,還原權值後,仍有超過1000檔標的低於去年收盤價;若扣除部分美債ETF、反向ETF等金融商品,他估算至少仍有約800家公司今年股價下跌,文章曝光後引發網友熱議。
原PO以「大盤快5w,還有這麼多股票能下跌?」為題在PTT上發文指出,他根據台灣股市資訊網資料,以去年收盤價作為基準觀察今年個股報酬率,結果發現仍有超過1000檔股票報酬率低於0%。
請繼續往下閱讀...
他說,即使扣除美債ETF、反向ETF等金融商品,他估算仍有約800家公司今年股價呈現下跌。
原PO表示,目前台股上市櫃公司約2000家,換算下來,約有3分之1公司股價仍低於去年底水準,相較之下,加權指數今年已大幅走高,意味著部分投資人不僅明顯跑輸大盤,帳面資產甚至仍在縮水,這些股東心情不知道有多絕望......。
他感嘆,大盤今年漲了70-80%自己卻還能虧錢......,完全不知道這些人內心有多煎熬...?
文章曝光後引起許多網友討論。有網友認為,關鍵在「加權指數」。有人直言「大盤是加權股價指數,開宗明義就解釋你的問題了」,也有人指出,大型權值股對指數影響遠高於一般個股,因此指數上漲並不代表多數股票同步走強。
也有網友直接點名,這波資金明顯集中在AI及相關供應鏈,「這波會賺也是因為AI,沒沾到邊的自然不賺」、「前十大你看哪一家跟AI沒關係的」、「傳統產業沒搭上AI題材的話,那就沒他漲的份」、「既然知道AI浪潮,傳產股票還佔比高,那只能怪自己了」。
但部分網友提醒,即使是AI相關股票,也不是每一檔都同步創高,不能單純把個股漲跌全部用單一題材解釋。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
台股個股報酬率負數的數量將在未來數週內減少
Possible · Within weeks

TSMC drove Taiwan stocks to new highs, and the return of hot money pushed the New Taiwan dollar against the U.S. dollar above the 31.8 yuan mark, reaching a maximum of 31.75 yuan in early trading. Affected by the weaker-than-expected U.S. non-farm payrolls data, the market expected the Fed to The probability of interest rate hikes in October has dropped to less than 20%. The US dollar has fallen back, but its decline is limited by international oil prices and US bond yields. The New Taiwan dollar opened at 31.81 yuan this morning and has continued to strengthen. The strength of foreign capital inflows will determine the subsequent trend.

Sun Dong, Secretary of Hong Kong's Innovation, Technology and Industry Bureau, said that with the implementation of Hong Kong's first five-year plan, Hong Kong's innovation and technology is moving from a single breakthrough to systematic development, promoting the construction of an international innovation and technology center by improving scientific research investment, industrial platforms, talent cultivation, capital empowerment and collaboration in the Guangdong-Hong Kong-Macao Greater Bay Area.

Across the country, the collaborative development scenarios of the six networks (computing power network, new power grid, new generation communication network, ubiquitous sensing network, logistics and transportation network, and energy Internet) are becoming increasingly rich. By strengthening overall coordination, innovative investment and financing, deepening government-bank-enterprise cooperation and factor guarantees, efficient allocation of resources and the multiplier effect of 1+1>2 are achieved, and the infrastructure base is built for high-quality development.

TSMC's stock price hit a record high of NT$2,580 in early trading, an increase of 3.2%. The market value reached NT$66.9 trillion, a single-day increase of NT$2.07 trillion. The company will hold a press conference on the 15th, focusing on AI growth momentum, advanced manufacturing processes and packaging and testing capacity expansion, capital expenditures next year, plans to set up a factory in Texas, USA, and possible price increases. The report also mentioned that TSMC is evaluating cooperation with Tesla CEO Musk’s Terafab, and the two parties are discussing setting up a factory in Texas.

Taipower Chairman Tsang Wensheng clarified that Taipower has not proposed a differentiated electricity tariff plan for the semiconductor industry. He emphasized that Taiwan's high-tech industry's demand for electricity is growing rapidly, and Taipower needs to make joint decisions with the industry on power generation equipment investment and future power plant operations. Taking the carbon capture research of TSMC and Formosa Plastics Thermal Power Plant as an example, he pointed out that joint investment decisions involve equipment depreciation and investment and other aspects.

The stock price of Creative (3443) hit the upper limit during the session today, trading at 8,690 yuan, a sky-high listing price. The stock price rose too fast in the short term, and it was subject to separate trading from September 29 to October 5. It was a "big tail stock" with a market value of more than one trillion yuan and was subject to separate trading. The company reinvested in TSMC and benefited from the growing demand for customized chips. It has won large ASIC orders from the three major cloud service providers Google, Microsoft and Facebook, and provided CoWoS and physical design support. It is optimistic that the growth rate of ASIC shipments will exceed that of GPUs in the future.