
受美股週五暴跌及企業財報影響,台股面臨考驗。投資名人陳重銘發文呼籲投資人放心,並列出15檔獲外資10月逆勢加碼的「美而廉」股票。
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受英特爾和亞馬遜令人失望的季度業績影響,美國股市週五暴跌。
受英特爾和亞馬遜令人失望的季度業績影響,美國股市週五暴跌,納斯達克指數遭遇自6月5日以來最大的單日跌幅,加劇了人們對人工智慧相關公司在新興技術領域巨額支出的擔憂。台股周一(2日)要挫著等了嗎?投資名人不敗教主陳重銘在個人臉書上貼文呼籲大家放心,他會跟小強一樣,堅強的活下去!他也列舉15檔「美而廉」股票。
陳重銘寫道:「10月初還在期待衝5萬點,沒想到卻是『獵殺10月』,加權指數單月重挫2728點或5.69%,外資賣壓與融資減肥雙重夾擊,大盤一路回測半年線,波段高低點落差高達5242點。」
他也列舉15檔「美而廉」股票,獲得外資10月來逆勢加碼,尤其大敲統一集團兩大當家股共120億元最受青睞。
這15檔股票是統一(1216)、統一超(2912)、興富發(2542)、儒鴻(1476)、聚陽(1477)、寶成(9904)、亞泥(1102)、神基(3005)、寶雅*(5904)、和泰車(2207)、潤隆(1808)、豐泰(9901)、台灣高鐵(2633)、華擎(3515)、東元(1504)。

On October 31, the "Let the World Hear Hongqiao" event was held in Minhang District, Shanghai. Through platforms such as Hongqiao Pinhui, it demonstrates the spillover effects of the CIIE, helps multinational companies take root in China, promotes "turning exhibits into commodities", and publishes CIIE consumption maps to activate regional consumption.

The 2026 China·Chengmai International Economic and Trade Fair opened in Chengmai, Hainan. Chengmai is positioned as "the key gateway for Chinese enterprises to go overseas", focusing on five major scenarios such as gaming and cross-border e-commerce. Through free trade port policies and an efficient business environment, Chengmai attracts corporate investment and helps them expand the global market.

On October 30, China and Switzerland signed a protocol to upgrade the free trade agreement in Beijing. The two sides have reached an agreement in the fields of goods trade, digital trade and sustainable development, marking that the economic and trade cooperation between the two countries has shifted from focusing on tariff concessions to focusing on both tariffs and rules, providing enterprises with broader market opportunities.

At the 2026 China·Chengmai International Economic and Trade Fair, many Chinese companies announced the establishment of international headquarters or R&D bases in Chengmai, Hainan, using the advantages of free trade port policies to cope with international trade barriers and promote the global layout of the automobile, new energy and medical health industries.

The 33rd APEC Leaders’ Informal Meeting will be held in Shenzhen in November. Guangdong's private enterprises are promoting the transformation of foreign trade from simple exports to deep symbiosis through high-end manufacturing, technology sharing and localized ecological construction. Guangdong's exports to APEC economies performed strongly in the first three quarters of this year.

The National Bureau of Statistics of China released PMI data for October. The manufacturing PMI fell to 49.3, and the non-manufacturing PMI fell to 49.7, both falling below the 50 line. Data show that China's factory activity and market demand have slowed down, and the momentum of economic recovery has weakened, which may increase pressure on the government to introduce more stimulus policies.