
台股週三開盤即重返2500點關卡,台積電帶動晶圓雙雄領漲,電子股全面反彈,加上金融與傳產股同步走強,加權指數開高走高單日漲580點,收於48211點,創近期新高。美股方面,雖受美債殖利率上升壓制,但費城半導體指數仍逆勢上漲1.32%。
AI-generated summary
台股近期受美債殖利率波動影響而震盪,晶圓雙雄為台股重要權值股,其表現常帶動整體電子股走勢。
重返4萬8!晶圓雙雄喊衝,指數漲近600點。(資料照)
〔財經頻道/綜合報導〕美公債殖利率飆高,美股週二僅費半逆揚逾1%,而台積電ADR則漲0.90%,受此激勵,台股週三在台積電開盤重返2500元,指數開盤漲135.53點,以47767.49點開出,在晶圓雙雄、矽晶圓、記憶體、IC設計、AI、矽智財、低軌衛星、光電等電子股領漲,金融與傳產同步反彈下,指數開高走高,漲580點,來到48211點。
國際油價自近期漲勢中回落,不過公債殖利率走高,市場投資人靜待美國公布關鍵通膨數據,美股4大指數跌多漲少,僅費城半導體指數上漲163.92點或1.32%,收12629.16點;其他3大指數分別為道瓊工業指數小跌131.59點或0.26%,收報51349.92點;標普500指數小跌12.85點或0.17%,收在7670.84點;那斯達克指數微跌22.84點或0.09%,收26767.54點。
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AI outlook — possibilities, not facts
台股短線將維持在4萬8點以上的整理格局
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Applications for entrepreneurial subsidies for college students have become increasingly popular recently, but there is a lot of chaos in agency applications. Intermediaries make profits through false publicity, high commissions and induce false declarations, causing contract, labor and criminal disputes. Policies in many places encourage independent declaration, and experts recommend strengthening information protection and policy direct access to ensure that subsidies truly benefit hard-working entrepreneurs.

Costco CEO Vacris announced that it will open 33 new stores around the world in the 2027 fiscal year (September 2026 to August 2027), including 4 in Europe, 5 in Canada, 1 in Mexico, and 5 relocated stores. The company has disclosed 14 specific locations, covering multiple states in the United States and Canadian provinces. The progress of the third and fourth stores in Taichung has yet to be confirmed by the headquarters.

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Uniworld Premium River Cruises announced that it will join EVA Air's "Charming Europe" product lineup, combining EVA Air's European network and Uniworld Premium River Cruises experience, and expanding into the Taiwan market through 13 travel agency sales channels. The first wave will focus on the Rhine, Danube, South Falon River and Danube Christmas market themes. The joint group route will go on sale in April 2027. In response to the problem of low river water levels, the company stated that it will flexibly adjust the itinerary to ensure passenger safety and experience. The market is expected to maintain double-digit growth next year.

JP Morgan Institutional Market Intelligence trading desk adjusted from tactical caution/neutral to tactical bullish, believing that the short-term risk-return ratio of U.S. stocks has improved. The basis for decision-making includes ample financial buffers in the United States, strong corporate profits, market positions that are not extremely crowded, and technology stocks that are technically oversold. However, we are still concerned about risks such as conflict in the Middle East, rising bond yields, and reversal of the main technology lines.