
太空衛星、科技半導體與黃金資源產業ETF領漲,前三名漲幅逾一成
美國中期選舉民主黨大勝後,科技股曾重挫,隨看空情緒緩解,太空衛星、科技半導體與黃金資源三大類海外股票ETF反彈最猛,本周前三名漲幅逾一成,其中第一金太空衛星ETF上漲17.55%。
AI-generated summary
美國中期選舉民主黨大勝,對於新設資料中心的審核趨嚴,衝擊全美規劃中的AI資料中心,使得選後美國科技股一度劇幅重挫。
美國中期選舉民主黨大勝,對於新設資料中心的審核趨嚴,衝擊全美規劃中的AI資料中心,這也使得選後美國科技股一度劇幅重挫,隨市場看空情緒緩解,股價反彈氣勢強勁,本周以來三大類海外股票ETF反彈最猛,包括:太空衛星產業、科技半導體產業與黃金資源產業等。
法人分析,這幾個產業除了因為過去幾個月提前修正,短線跌幅已深,逢低布局需求浮現,加上產業長期前景看好推升相關標的強勢反攻。
CMoney統計,本周反彈氣勢最盛的10檔海外股票ETF漲幅多達7%以上,其中前三名漲幅逾一成,包括:第一金太空衛星(00910)上漲17.55%、中信台日韓PCB(009828)上漲11.60%、元大全球5G(00876)上漲10.46%等表現最為亮眼。
第一金太空衛星ETF經理人曾萬勝說明,面對民主黨勝選股帶來資料中心產業發展逆風,SpaceX創辦人馬斯克則樂觀預測,這反而有助於資料中心加速上太空的發展,由於地面資料中心面臨嚴重的電力供應、環保抗議,與地方政治阻力等,部份資金與產業焦點轉向太空基礎建設與衛星通訊等太空概念股,為太空產業帶來全新的活水與長線估值提升,太空軌道上的AI算力發展可能加速,也帶動近期太空衛星產業股價的強勁反彈表現。
曾萬勝特別指出,最近一次成份股調整在今年9月份,當時納入多檔今年新掛牌太空衛星概念股,其中重量級標的有SpaceX,全球每年送上地球軌道衛星荷總量約3,000噸,SpaceX佔2,700噸達九成運載量,且隨著SpaceX推進星艦計畫全回收試飛,包括第一節推進器及第二節太空船等,若回收成功有助未來商轉動能。
法人分析,Solactive太空衛星指數不少成份股經歷先前股價急跌修正幅度逾五成,長線投資價值投資買點浮現,投資人不妨鎖定分散配置的太空衛星ETF,逢低分批佈局或採定期定額方式長線投資,鎖定太空衛星產業商轉成長紅利。
第一金太空衛星ETF追蹤Solactive太空衛星指數投資,透過AI自然語言模篩,每半年進行成份股調節,採取30檔個股等權重配置,目前聚焦太空產業領域,包括:火箭製造與太空設施、衛星設備與通訊服務、關鍵太空零組件與地面設備,還有火箭發射與太空運輸旅遊等。
AI outlook — possibilities, not facts
太空衛星產業ETF將繼續受資金與產業焦點轉向帶動,長線估值提升
Possible · Within months

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