
美股科技股賣壓擴散,費半指數連續第八個交易日下跌創2008年以來最長紀錄,台股開盤即重挫逾860點,台積電領頭下殺,帶動電金股齊跌,指數回測季線支撐位46252點。
AI-generated summary
美股科技股持續承壓,費半指數已連續七個交易日下跌,市場擔心AI相關股估值過高及宏觀經濟不確定性。
〔財經頻道/綜合報導〕美科技股賣壓引爆,費半指數上週五重挫3.83%,亞股週一也跟著重挫,韓股開低重挫3.16%,摜破5500點,而日經亦開低跌1493點,摜破6萬4,而台股則在台積電開盤直接跌破2400元,指數開盤跌266.62點,以46844.64點開出,在電金傳齊跌下,指數開低走低,跌逾860點,回測46252點,朝季線回測。
美股上週五收跌,CoreWeave、博通和其他AI相關科技股再次承壓,而油價飆升也令市場在週末前感到恐慌,恐慌指數(VIX)4個月來首次超過22。道瓊工業指數下跌175.28點、0.34%,標普500指數下跌1.09%,那斯達克指數則下跌2.14%,費城半導體指數再跌3.83%,為連續第8個交易日下跌,創下自2008年以來最長連跌紀錄。台積電ADR下殺9.64美元、2.28%,收在412.61美元。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
台股將在短期內持續震盪下跌,除非美股科技股止跌回穩
Likely · Within days

China Construction Bank held the third "Healthy and Safe" pension financial product and service conference in Nanjing during the Double Ninth Festival. Vice President Ji Zhihong attended and delivered a speech. At the press conference, pension service trusts, commercial long-term care insurance, pension financial management and fund series products, and county annuity service plans were launched, and new progress in financial support for the development of the pension industry and industry was demonstrated, including providing one-stop services for the "four qualifications" of annuity for 11,000 annuity customers, with a service capital scale of 2.7 trillion yuan.

The stock price of China Precision Testing (6510) rose sharply during the session, rising 2.88%. General Manager Huang Shuike said that customer orders are strong and visibility has reached 2027. It is expected that next year's operating growth will be better than this year, and he is optimistic about 2028.

The National Bureau of Statistics released on the 19th the income and consumption expenditure of residents in the first three quarters of 2026. The per capita disposable income of residents across the country was 34,230 yuan, with a nominal growth of 5.3% and a real growth of 4.4%. The per capita disposable income of urban residents was 44,945 yuan, a real growth of 3.6%; the per capita disposable income of rural residents was 18,809 yuan, a real growth of 5.6%. The per capita consumption expenditure of residents across the country was 22,354 yuan, with a nominal growth of 3.6% and a real growth of 2.7%.

Xinchang Electric (6173) suspended trading due to cash capital reduction and resumed trading today, but the stock price jumped and fell to the limit. As of 10:09, it was still locked at the lower limit price of 271.5 yuan, with more than 3,000 orders for sale. Retail investors exclaimed, "When we exit the market, we will encounter a market collapse," and questioned the main force's early retreat. The passive components group was all green, with Heshentang, Jinshan Electric, and Guangjie also falling by the limit, while Yageo and Huaxinke fell by more than 8% and 9%. The legal representative pointed out that during the trading suspension period, the Taiwanese stock market plummeted by more than 2,000 points, causing the losses to be compensated. However, Xinchang Electric’s September revenue increased by 54.76% year-on-year, and the top three revenue increased by approximately 30% year-on-year. Fundamentals are expected to make good profits in the third quarter.

Nine departments including the Ministry of Commerce jointly issued the "Opinions on Accelerating the Promotion of Business with Science and Technology", which proposes to promote the intelligent, green and integrated development of new technologies such as artificial intelligence, big data and the Internet of Things in the entire business chain through technology-enabled goods consumption, service consumption expansion, circulation efficiency improvement and scene integration innovation to support the construction of a strong domestic market.

Bao Shujun, a researcher at the International Cooperation Center of the National Development and Reform Commission, said in Haikou that since the Hainan Free Trade Port was closed, it has been operating smoothly and orderly, with convenient port access, smooth policy implementation, and enhanced market vitality. She pointed out that during the '15th Five-Year Plan' period, system integration innovation will be placed in a prominent position, Hainan Free Trade Port will be promoted at a high level to close the island's customs operations, orderly promote policy implementation, consolidate the industrial foundation, and optimize the economic development environment.