
台股6日創下史詩級崩盤,失守4萬點大關,開盤重挫逾3000點,超過上千檔股票跌停。散戶低檔加碼承接,元大台灣50(0050)與元大台灣50正2(00631L)單日成交金額分別達784億元與340億元,雙雙改寫歷史新高。法人分析,急跌後反彈將以大型權值股領頭,建議謹慎規劃資金分批進場市值型ETF。
AI-generated summary
台股近期呈現巨幅向下整理,資金持續湧入大型指數ETF。今年以來至11月5日為止,0050與00631L淨流入資金分別達3363.9億元與774.8億元。
台股今(6)日創下史詩級崩盤,失守4萬點大關,不過,散戶低檔加碼承接,大舉買進ETF市值雙雄元大台灣50(0050)、元大台灣50正2(00631L),兩檔ETF盤中成交金額分別達784億元、340億元,雙雙改寫歷史新高。
開盤台股重挫逾3000點,超過上千檔股票跌停,不過,開盤僅10分鐘0050成交金額便突破百億元,並於兩小時內超越7月17日的528億元前高,終場成交金額達784億元,至於00631L則以340億元居次,同步改寫7月17日的297億元,觀察成交張數更首次突破百萬、來到130.9萬新高。
台股近期呈現巨幅向下整理,不過,資金持續湧入大型指數ETF,觀察0050、00631L,今年以來至11月5日為止,淨流入資金分別達3363.9億元、774.8億元。法人分析,如國安基金進場,買進標的肯定是0050成分股,且市場資金信心也高度集中權值股,因此急跌後的反彈,將以營運具韌性的大型權值股領頭,現階段個股齊跌已無須著墨選股,如果要低檔加碼,謹慎規劃資金分批進場0050、00631L等不會錯過行情的市值型ETF即可。
AI outlook — possibilities, not facts
急跌後的反彈將以營運具韌性的大型權值股領頭
Possible · Within weeks

Taiwan stocks closed at 39,701.64 points today, down 5,510.19 points this week, or 12.19%, the largest single-week drop in history. The market value of all listed companies has decreased by about 18 trillion yuan, and the average asset of each shareholder has shrunk by about 640,000 yuan this week.

China Airlines announced third-quarter revenue of 65.125 billion yuan and after-tax net profit of 4.929 billion yuan. The cumulative earnings per share for the first three quarters was 1.8 yuan. Both revenue and net profit hit new highs for the same period in previous years. Chairman Gao Xinghuang expressed optimism about the performance of passenger and cargo operations in the fourth quarter.

IC design factory Novatek held a press conference on the 6th. General Manager Wang Shouren said that due to the crowding out of AI infrastructure and rising memory prices, customers have entered into inventory adjustments after purchasing goods in advance. Operations in the fourth quarter are expected to decrease by approximately 5.4% to 9.6% quarter-on-quarter, and gross profit margins are estimated to be 37% to 39%.

Guangyu, a subsidiary of Hon Hai Group, announced consolidated revenue of 1.996 billion yuan in October, a monthly decrease of 18.22% and an annual increase of 27.82%. The cumulative revenue for the first ten months was 18.282 billion yuan, an annual decrease of 0.66%. The company is optimistic about the deployment of AI servers and humanoid robots, and hopes to use this to promote long-term operational transformation and revenue growth.

Ruian City, Zhejiang Province has deepened its efforts to “promote agriculture through commerce and help agriculture through e-commerce” and has broadened the upstream channels for agricultural products through measures such as field live broadcasts, shared wealth workshops and talent cultivation. From January to September this year, the city’s online retail sales reached 16.47 billion yuan, a year-on-year increase of 10%, continuing to release the efficiency of industrialized farmers.

Deloitte, a professional service organization, released the "China's Embodied Intelligence Industry Overseas Report" at the 6th China International Import Expo. The report points out that China’s embodied smart products will take a step-by-step upgrade path when going global, starting with functional robots and eventually exporting software and hardware integrated industry solutions.