
台股週三開盤上漲34.77點,但台積電、台達電等熱門股走跌導致指數翻黑,盤中一度跌255點回測49567點,隨後通訊網路、光電等電子股及傳產、金融股逆揚帶動指數急拉,最終在平盤附近震盪。美股週二全面收高,道瓊、那斯達克、標普500及費城半導體指數皆創歷史新高。
AI-generated summary
台股週三受美股夜盤科技股領漲影響開高,但台積電等權值股盤中走弱造成壓力,隨後非科技股板塊輪動帶動指數回升。
〔財經頻道/綜合報導〕科技股續領攻,美股4大指數週二全收紅,台股週三在ABF載板等電子股開盤上漲帶動,指數開盤34.77點,以49857.32點開出,然在台積電、台達電、環球晶、大立光、力積電、南亞科等熱門股走跌,指數翻黑,早盤跌255點,回測49567點,不過,在通訊網路、光電、被動元件等電子股,及塑膠、橡膠、紡織、生技等傳產,及金融股逆揚,指數急拉,早盤指數在平盤附近震盪。
原油價格趨穩、美國公債殖利率回落,加上科技股領漲,美股週二(6日)全面收高,標普500指數與那斯達克指數雙雙創下歷史收盤新高。
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道瓊指數上漲 253.38 點,或 0.49%,收 51521.28 點。
那斯達克指數上漲 122.48 點,或 0.45%,收 27599.79點。
S&P 500 指數上漲 44.98 點,或 0.58%,收 7818.93 點。
費城半導體指數上漲 45.09 點,或 0.34%,收 13217.82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
台股短期將在電子股與傳產金融股之間輪動震盪
Likely · Within days

Thai perfumed coconuts and ASEAN fruits can be sold fresh from Southeast Asia to Chinese tables in as fast as 48 hours through shipping from Thailand to Qinzhou Port in Guangxi, fast customs clearance at Pingxiang Port, the China-Laos Railway and the New Western Land-Sea Corridor, covering many cities across the country and extending to catering and consumption scenarios. After the Pinglu Canal is opened to navigation, logistics costs are expected to be reduced by another 30%.

Due to the strong demand for AI customized chips next year, Taiwan Star Technology (3265) opened with a short jump to the upper limit of 217 yuan, with a trading volume of 1,945 contracts, and the daily limit limit of 19,000 contracts. The company stated that it will expand its testing and advanced packaging capabilities. HPC product revenue accounts for approximately 50%, and is expected to further increase in 2027 and 2028.

Getty Images, once the overlord of photo galleries, suffered a sharp decline in business due to the rise of generative AI, and its stock price plummeted 47.3% to US$0.042. It was delisted from the New York Stock Exchange and transferred to the over-the-counter trading market. Its market value shrank from US$2.14 billion in 2023 to US$17.42 million, with liabilities as high as approximately US$2 billion, and the US$3.7 billion merger plan with Shutterstock was terminated due to harsh regulatory conditions.
The 9th China International Import Expo will be held at the National Convention and Exhibition Center (Shanghai) from November 5th to 10th. As the world's first national-level exhibition with an import theme, the CIIE has become an important gateway for foreign-funded companies to enter China. It has attracted a total of 27,000 companies from more than 180 countries and regions to participate in the exhibition, and the intended transaction volume exceeded US$580 billion. This CIIE will have 169 companies and 30 overseas exhibition organizers achieving full attendance, and about 50% of the exhibitors will be repeat customers. Estee Lauder Group President Steve Staifeng will participate in the exhibition for the first time, demonstrating his long-term confidence in the Chinese market. The Cote d'Ivoire Export Bureau will organize a group of small and medium-sized enterprises to display special agricultural products, and the China-ASEAN Economic and Trade Center will launch a cross-border entrepreneur club. Multinational companies such as Boehringer Ingelheim and Henkel will showcase innovative products and deepen their R&D and layout in China. Platforms such as Greenland Trade Port and Bailian Co., Ltd. will take over the spillover effects of the CIIE and promote the conversion of exhibits into commodities. Shanghai will comprehensively improve service guarantees and optimize customs clearance and other facilitation measures.

Gold prices rose 0.7% on Tuesday, with spot prices at $4,168.33 an ounce and futures at $4,187.10 an ounce. A pause in the rise in U.S. bond yields and a weak U.S. dollar supported gold prices, as investors awaited minutes from the Fed's September meeting to assess opportunities for interest rate hikes. Analysts at TD Securities expect gold prices to exceed $5,000 an ounce in 2027, citing increased ETF buying and continued demand from discretionary investors. At the same time, turmoil in the French bond market and worries about European sovereign debt have increased demand for safe havens. Silver rose 0.8%, platinum fell 1% and palladium was flat.

Jingshuo (3189) received an upward revision of its target price to NT$1,580 from Japanese foreign investors, due to increased contribution from NVIDIA's CPU business, improved product mix, and the gross profit margin of high-end chip carrier boards may reach 50%. Today's stock price rose 3.27% to 1,105 yuan, with a trading volume of more than 2,352 contracts. Due to the strong demand for ABF carrier boards, the company added a new project capital expenditure budget for the second time, and its net profit increased by 353.89% year-on-year in August.