
台股週三開盤漲423.84點,最高漲674點,隨後急殺翻黑,早盤在平盤震盪。台積電ADR逆漲2.02%帶動開高,但美股因通膨降溫不及預期及聯準會理事華勒暗示12月可能升息兩碼,四大指數收黑,輝達大跌5.47%拖累科技股。
AI-generated summary
美股週二因升息機率提高,四大指數收黑,輝達大跌5.47%。台股週三受台積電ADR逆漲2.02%激勵開高,但隨後急殺翻黑。
〔財經頻道/綜合報導〕美股週二受升息機率提高,4大指數收黑,然台積電ADR逆揚2.02%,受此激勵,台股週三在台積電開盤上漲帶動,指數開盤漲423.84點,以43135.76點開出,在ABF載板、IC設計、面板、被動元件、光電等電子股,及塑膠、化學、航運等傳產股同步走揚下,指數開高走高,漲674點,指數來到43385點,然在金融、通訊網路、食品等類股逆勢走跌拖累,指數一度急殺翻黑,早盤指數在平盤震盪。
美國10月通膨降溫幅度小於預期,聯準會(Fed)理事華勒又釋出12月可能升息兩碼的訊號,且輝達大跌5.47%,拖累科技股,美股週二(10日)收低。
道瓊工業指數下跌 157.86 點,或 0.30%,報 52231.89 點。
那斯達克指數下跌 187.26 點,或 0.74%,報 25065.87 點。
S&P 500 指數下跌 29.01 點,或 0.38%,報 7520.93 點。
費城半導體指數下跌 35.60 點,或 0.36%,報 9998.33 點。
AI outlook — possibilities, not facts
台股短期將繼續震盪,受美股及升息預期影響
Likely · Within days

The U.S. consumer price index increased 0.4% month-on-month in October, higher than expected, boosting the dollar and U.S. bond yields and reinforcing expectations that the Federal Reserve will raise interest rates more aggressively. Spot gold fell 2.7% to $4,028.39 an ounce, while silver, platinum and palladium also fell.

PCB factory Nanzi Electric (2316)'s consolidated revenue in October was 502 million yuan, an annual increase of 38.5%, which encouraged the stock price to hit the upper limit of 126.5 yuan after opening on the 11th, and the number of buy orders exceeded 6,500.

Taiwan's economic growth rate in the third quarter of 2026 reached 14.36%, 2.94 percentage points higher than the August forecast, and the cumulative growth in the first three quarters was 14.22%. The twin engines of AI (investment and exports) together contributed nearly 80% of growth momentum. Exports of AI-related goods accounted for 70.2% of total exports in the first three quarters. Taiwan's growth performance ranks first among major economies.

Huida CEO Huang Jen-Hsun's extramarital affair scandal has sparked concern about whether its plan to set up a headquarters in Taiwan will be affected. He Shichang, CEO of Xinchuan Real Estate Think Tank, analyzed that unless a fraud case is involved or there are major changes in the prospects of the AI industry, the headquarters plan is unlikely to change, and the chance of a callback is extremely low. The average transaction price of Beitou Shilin Science and Technology Park in the past year was approximately 1.2349 million yuan, an increase of approximately 2%. There are currently 16 new projects for sale. As the Huida headquarters plan advances, corporate investment and residential market development will become important observation indicators for the North Branch housing market.

PCB factory Jinxiang Electronics (2368) earned 28.41 yuan per share in the first three quarters, and its gross profit margin in the third quarter was better than expected. U.S. foreign investors are optimistic about its AI ASIC PCB competitive position and expect revenue to increase by about 7% in the fourth quarter. Starting from the third quarter, Amazon AWS Trainium 3 will capture more than 70% of the market share. Next year, TPU PCB market share will increase from less than 5% this year to more than 20-30%, and the value of production capacity can increase by more than 35% annually. The stock price rose 5.29% in early trading, temporarily trading at 1,035 yuan, returning to the gold club.

To celebrate the 80th anniversary of its founding, Taiwan Sugar Corporation will launch the "Fill up and get free gifts" reward campaign at 73 gas stations across Taiwan before December 5. Fill up with 30 liters of gasoline or 50 liters of diesel and receive a bottle of "Glucosamine Drink PLUS" or "Vitality Health Drink". The gift can be progressive; not applicable to diesel bulk customers.