
若民主黨拿下眾議院,市場將重新評估財政及政策執行速度,可能還有1-2週震盪期
美國期中選舉開票,共和黨極可能慘敗,那斯達克期貨跳水逾1.86%,台股由紅翻黑,震盪近800點。法人分析若川普大敗,短期市場可能擔憂AI監管力道升高,科技與AI類股面臨壓力,外資10月已賣超台股1.2兆,選舉過後資金可能重新回流科技股。
AI-generated summary
美國期中選舉結果即將出爐,隨著開票持續進行,美國總統川普所屬的共和黨極可能慘敗,那斯達克期貨突然跳水重挫逾1.86%,亞股也豬羊變色,台股由紅翻黑,上下震盪近800點。
川普可能在期中選舉中大敗,台股早盤跟著那斯達克期貨跳水。(資料照)
〔記者卓怡君/台北報導〕美國期中選舉結果即將出爐,隨著開票持續進行,美國總統川普所屬的共和黨極可能慘敗,那斯達克期貨突然跳水重挫逾1.86%,亞股也豬羊變色,台股由紅翻黑,上下震盪近800點,法人分析,若川普大敗,短期內市場可能擔憂對人工智慧(AI)監管力道升高,使科技與AI相關類股面臨壓力。
啟發投顧副總容逸燊分析,美國期中選舉陸續開票,可觀察盤中參眾兩院是否出現控制權轉移,以及美股期貨、美元、美債殖利率對開票結果的即時反應,若民主黨拿下眾議院,將使政策協商與國會監督增加,市場將重新評估財政及政策執行速度,將可能還有1-2週震盪期,外資10月份已賣超台股1.2兆,權值股遭受外資賣壓後已靠近年線水位,待美國期中選舉過後,資金應可重新回流科技股。
AI outlook — possibilities, not facts
美國期中選舉過後,資金應可重新回流科技股
Possible · Within weeks

Chunghwa Post opened pre-orders for Pokémon stamps and peripheral products at 8:30 a.m. on the 3rd. More than 37,000 people flocked to the "i Philately" website, with the highest number of online users at about 37,000. All the products were sold out before noon. They will be sold through designated post offices and on-site at the Taipei 2026 World Stamp Exhibition on November 20.
The 2026 Special Exchange Conference on the Development of the Residence and Health Care Industry was held in Nanning, Guangxi on November 3. It was guided by the Civil Affairs Department of the Guangxi Zhuang Autonomous Region and hosted by the China Social Welfare and Elderly Care Service Association. It aimed to build a national normalized cooperation platform for the residence and health care industry and expand the space for cross-border cooperation. At the meeting, the "Guangxi Zhuang Autonomous Region's "14th Five-Year Plan" Elder Care Industry Development Report" blue book was released to promote Guangxi's transformation from a "senior care resource area" to a "strong elderly care industry area."

Leadtek (2465)'s consolidated revenue in the third quarter was 3.315 billion yuan, an annual increase of 69.86%. Net profit after tax was 379 million yuan, and EPS was 4.03 yuan. The stock price rose to 125 yuan on the 4th, setting a new high in about 28 months. The trading volume exceeded 10,000 contracts, and the daily limit order to buy exceeded 9,800 contracts.

The National Development and Reform Commission held a series of press conferences for the “15th Five-Year Plan” on the 4th to introduce the situation of consolidating development support. Kou Rong, deputy director of the Department of Economic and Trade, said that it is expected that by the end of the "15th Five-Year Plan", the overall scale of my country's circulation industry will continue to expand, and the total retail sales of consumer goods will reach about 60 trillion yuan. The press conference also proposed to promote five aspects of specific work around one key task and accelerate the construction of a smooth and efficient modern circulation network.

The World Gold Council reported that global central banks purchased 321 metric tons of gold in the third quarter, an increase of 42% from the same period last year and much higher than the average of 227 metric tons per quarter over the past five years. Among the published data, the People's Bank of China purchased 63 metric tons, the highest since the third quarter of 2022. In the first nine months, global gold consumption reached a record high of US$566 billion.
The Hong Kong International Financial Leaders Investment Summit was held from November 2 to 4. Vice Premier Ho Lifeng delivered a video speech, saying that Hong Kong's governance and revitalization situation continued to consolidate. The country's "15th Five-Year Plan" has made arrangements to support Hong Kong in consolidating and improving its competitive advantages. He also hoped that Hong Kong would give full play to the advantages of "one country, two systems" and consolidate its status as an international financial center.