
台股指數衝上49968點創歷史新高,台積電、台達電、台光電等電子股領漲,帶動盤中上揚256點。美股四大指數週一全收紅,納斯達克漲逾1%創新高,日股週二續漲409點,韓股則因調節賣盤翻黑震盪。
AI-generated summary
台股近期受AI浪潮及美股科技股強勢表現帶動,電子股群體走強。
台股5萬點倒數!台積電、台達與台光電掌兵權,指數登49968點新高。(資料照)
〔財經頻道/綜合報導〕AI浪潮推動,美股週一4大指數全收紅,台積電ADR則上漲2.75%,亞股週二跟著驚驚漲,台股在鴻海、台達電、台光電、緯穎等電子股開盤上漲,指數開盤漲24.33點,以49736.37點開出,隨著台積電買盤點火,股價來到2590元新高,指數也跟著走高,漲256點,來到49968點,再刷新紀錄。
日股在週一漲逾千點,週二續漲409點,來到70355點,而韓股開盤則漲0.58%,然在調節賣單釋出,指數翻黑,在平盤附近震盪。
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雖然美國國債殖利率持續走高,市場投資人關注強勁的科技基本面與經濟數據。美股5日全數收高,其中納斯達克綜合指數漲幅超過1%,刷新盤中與收盤歷史新高,終場上漲286.45點,或1.05%,報27477.31點;道瓊工業指數上漲90.94點,或0.18%,報51267.90點;標普500指數上漲51.23點,或0.66%,報7773.95點;費城半導體指數上漲36.06點,或0.28%,報13172.74點。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
台股短期內有機會挑戰5萬點整數關卡
Likely · Within weeks

Taiwan stocks hit a record high of 49,968 points in intraday trading on Tuesday. Later, due to selling pressure and the plunge of nearly a thousand electronics stocks, the index once retested 49,479 points, with a single-day shock of 489 points. In late trading, driven by TSMC and transmission stocks, the decline was restrained.

China Philippines Bank (5609) announced September revenue of 3.655 billion yuan, an annual increase of 47%, a new monthly high since July 2022, and cumulative revenue from January to September was 26.922 billion yuan, an annual increase of 23.9%. The company pointed out that benefiting from the strong demand for semiconductors, AI servers and high-tech logistics, it has driven the simultaneous growth of air freight, sea freight and contract logistics revenue. As the traditional peak season begins in the fourth quarter and shipping delays turn some urgent cargo to air transport, it is expected that air transport capacity across the Pacific and Asia will remain tight. The global manufacturing PMI rose to its highest level since February 2022, and the growth of new export orders accelerated, indicating that global manufacturing and trade activities remain resilient. The Sino-US trade truce has been extended to January 10, 2027, but the US Section 301 investigation covers industries in many countries, and follow-up policies still require attention. The Panama Canal has adjusted its navigation quota due to insufficient rainfall, which may affect shipping space and shipping schedules on routes from Asia to the East Coast of the United States.

The first bid of the urban land rezoning project of Chiayi County's expanded county-wide first development zone started today. The project is located next to the TSMC advanced packaging plant in Chiayi Science Park. The development area is 79.36 hectares. The contract amount is 3.134 billion yuan. The construction period is about 4 years and is expected to be completed in 2030. County Mayor Weng Zhangliang and other officials attended the ceremony and said that the rezoning will connect specific high-speed rail areas, build a resilient, smart and low-carbon urban environment, take over the population and industrial momentum brought by the technology industry, and enhance Chiayi's international livability.

All four major U.S. stock indexes closed in the red on Monday, driving Asian stocks to rise in early trading on Tuesday. The Nikkei Index continued to rise by 470 points to 70,416 points. However, as selling orders were released, the gains converged, rising slightly by 134 points in the morning. South Korean stocks opened higher and lower, with the index fluctuating 1.49% and closing down 0.7% as of 10:44 Taipei time.
Recently, copper prices have continuously set new historical highs. The three-month copper price on the London Metal Exchange exceeded US$14,800/ton, and the main domestic Shanghai copper contract stood at 110,000 yuan/ton. However, the profit distribution in the industrial chain is seriously unbalanced. The profits of upstream mining companies have increased significantly. The spot processing fees for copper concentrate in the midstream smelting and processing links have fallen into negative values, and companies have cut production costs. The article points out that this polarization stems from the industry's long-term solidified extensive development path. The global supply of copper mines has entered a rigid contraction cycle, and my country's dependence on foreign copper concentrates is as high as 80%, forming a pattern of "less mines and more furnaces". Most companies have stayed in the primary processing link for a long time, falling into a vicious cycle of "the greater the production capacity, the heavier the involution, and the thinner the profits." The article proposes measures such as correcting the inertia of production capacity expansion, consolidating the foundation of resource security, technological innovation, and deeply exploring the value potential of the industrial chain to achieve the leap from "volume leadership" to "quality leadership".

The New Taipei City Government and Mr. Xu Yuanzhi Medical Foundation signed a BOT project for the Banqiao Medical Park. The total investment is about 12.5 billion yuan. The planned medical building has 4 underground floors and 14 floors above ground, providing 513 hospital beds and 148 long-term care beds. Construction is expected to start at the end of this year. House prices in the Banqiao community have risen rapidly in recent years, with the average transaction price reaching 1.1478 million yuan as of October 2026.