
美就業數據爆冷提振全球股市,台指期週一飆逾1400點來到50097點,創歷史新高,台積電ADR漲2.96%,日經指數漲1614點逼近7萬點大關。
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美9月就業報告顯示非農就業增長放緩,失業率意外上升,市場解讀為聯準會可能暫停加息週期。
5萬點到了!台指期飆逾1400點,登50097點新猷。(資料照)
〔財經頻道/綜合報導〕美就業數據爆冷,美股4大指數上週五全面收紅,台積電ADR勁揚2.96%,受此激勵,亞股週一(5日)跟著同樂,日經開高走高,飆漲1614點,直逼7萬點大關,而台指數週一衝高,飆逾1400點,來到50097點,刷新紀錄。
美國9月就業報告出乎意料轉弱,該報告也增加投資人對聯準會(Fed)將在10月份維持利率不變的預期,提振股市上漲,上週五道瓊工業指數上漲250點、0.49%,標準普爾500指數上漲0.73%,那斯達克指數上漲1.19%,盤中一度觸及歷史新高,費城半導體指數勁揚2.4%,台積電ADR上漲13.58美元、2.96%,收在472.78美元。
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隨著日經週一大漲,台股也跟著同歡,台指期開盤漲2點,隨即在買盤進場點火,在電子股一路狂飆下,指數開高走高,盤中正式突破5萬點大關,來到50097點,飆1428點。
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AI outlook — possibilities, not facts
台指期短期內有機會再挑戰50500點關卡
Likely · Within weeks
聯準會10月將維持利率不變
Likely · 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.