<h2 class=lexical__h2 dir=ltr><b><strong class=lexical__textBold style=white-space: pre-wrap;>台股大盤動向(截至 06/20 收盤)</strong></b></h2><div class=lexical__image center><div class=lexical__imageWrapper><img src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F1b35dbc7-cee9-4d78-8165-ca6c4f030831.png&width=740&sign=7xsHfZPm0bXJnMz-l1mNsJPTuVqi-4NZYyefc8PlO4s data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F1b35dbc7-cee9-4d78-8165-ca6c4f030831.png&width=740&sign=7xsHfZPm0bXJnMz-l1mNsJPTuVqi-4NZYyefc8PlO4s class=lazy data-original-src=https://images.vocus.cc/1b35dbc7-cee9-4d78-8165-ca6c4f030831.png data-lowquality=true data-width=2192 data-height=472 alt=raw-image></div><div></div></div><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>集中市場成交比重電子類高達 72.12%,其次為電機業8.86%、航運業 4.14%、金融保險業 2.9%、化學生技醫療業 2.02%。</span></li></ul><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>成交量 5,103 億,外資買超 227.1 億但台指期賣超 4,932 口,累積淨空單 10,118 口</span></li></ul><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>成交值前 20 名聚焦在 AI 伺服器、重電、IC 設計、散熱、電源供應器</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>週三加權指數長紅站上 23,000 關卡後週四續創新高,權值股部分鴻海大漲 7.14%、廣達漲 4.43%,CoWos、記憶體、MCU、貨櫃海運、PCB族群齊漲</span></li></ul><div class=lexical__image center><div class=lexical__imageWrapper><img src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F07de462e-715e-4db1-9d2f-d1f629de4cb1.png&width=740&sign=HfcfnB8b7wOpluApCbYihk4A5QXtY3mjM-yUMVc7ICM data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F07de462e-715e-4db1-9d2f-d1f629de4cb1.png&width=740&sign=HfcfnB8b7wOpluApCbYihk4A5QXtY3mjM-yUMVc7ICM class=lazy data-original-src=https://images.vocus.cc/07de462e-715e-4db1-9d2f-d1f629de4cb1.png data-lowquality=true data-width=1294 data-height=1142 alt=raw-image></div><div></div></div><div class=lexical__image center><div class=lexical__imageWrapper><img src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F837a1c01-4c3e-4646-92f3-52d29423804d.png&width=740&sign=mXAbfBvVVCzHitn4ytXcHHThs8Ke7Z8lisbN95L-u8Q data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F837a1c01-4c3e-4646-92f3-52d29423804d.png&width=740&sign=mXAbfBvVVCzHitn4ytXcHHThs8Ke7Z8lisbN95L-u8Q class=lazy data-original-src=https://images.vocus.cc/837a1c01-4c3e-4646-92f3-52d29423804d.png data-lowquality=true data-width=1294 data-height=1138 alt=raw-image></div><div></div></div><p class=lexical__paragraph dir=ltr><span style=white-space: pre-wrap;>(來源 : nstock.tw)</span></p><h2 class=lexical__h2 dir=ltr><span style=white-space: pre-wrap;>國際指數&報價動向(截至 06/20 收盤)</span></h2><div class=lexical__image center><div class=lexical__imageWrapper><img src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F299653af-1524-4c85-9a1c-4444c686c4f2.png&width=740&sign=PGOwmz-YpsRcJxebnXxS3L6mD0w4e05ZaMJ0vjUpfWw data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F299653af-1524-4c85-9a1c-4444c686c4f2.png&width=740&sign=PGOwmz-YpsRcJxebnXxS3L6mD0w4e05ZaMJ0vjUpfWw class=lazy data-original-src=https://images.vocus.cc/299653af-1524-4c85-9a1c-4444c686c4f2.png data-lowquality=true data-width=2148 data-height=252 alt=raw-image></div><div></div></div><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>美國科技類指數週四皆自歷史高點回檔,由NVDA, TSM, MU, AAPL, ARM, QCOM 等 AI 概念股領跌</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>美國十年期公債殖利率 4.265,</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>上揚 0.68%</strong></b></li></ul><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>西德州原油(WTI Crude)$81.34/桶,</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>上漲 0.93%</strong></b></li></ul><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>黃金 $2373.45/oz,</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>上漲 1.3%</strong></b></li></ul><h2 class=lexical__h2 dir=ltr><span style=white-space: pre-wrap;>國際焦點(來源:經濟日報)</span></h2><ul class=lexical__ul><li value=1 class=lexical__listItem><a href=https://money.udn.com/money/story/123398/8045014?from=edn_maintab_index target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>美股收盤/科技股行情戛然而止 NVIDIA 丟市值王寶座 標普500指數和那指收低</span></a></li><li value=2 class=lexical__listItem><a href=https://money.udn.com/money/cate/5588?from=edn_navibar target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>英央利率按兵不動 但暗示8月可能降息</span></a></li><li value=3 class=lexical__listItem><a href=https://money.udn.com/money/story/5599/8044350?from=edn_maintab_index target=_blank rel=noreferrer noopener> 暫緩在德設廠 路透:歐洲晶片宏圖窒礙難行</span></a></li></ul><h2 class=lexical__h2 dir=ltr><span style=white-space: pre-wrap;>台股焦點(來源:經濟日報)</span></h2><ul class=lexical__ul><li value=1 class=lexical__listItem><a href=https://money.udn.com/money/story/5612/8043923?from=edn_maintab_index target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>優於預期!5月外銷訂單488.9億美元、年增7% 預期第2季成長一成</span></a></li><li value=2 class=lexical__listItem><a href=https://money.udn.com/money/story/11162/8042201?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>蘋果攻平價頭盔傳鴻海代工 玉晶光、GIS 也沾光</span></a></li><li value=3 class=lexical__listItem><a href=https://money.udn.com/money/story/5612/8044657?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>台灣美光記憶體后里廠火警無人受傷 業界關注影響</span></a></li></ul><h2 class=lexical__h2 dir=ltr><span style=white-space: pre-wrap;>我的觀點</span></h2><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>美股創高回檔+台股即將進入 Q2 最後一週,短線漲幅過大以及投信季底作帳到尾聲對台股繼續創高有一定的壓力。短線降低槓桿部位、現貨部分獲利了解且少量佈局低基期的族群會是比較保險的做法</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>以成值排行前五名來看,除了 AI 伺服器概念股之外重電仍在榜內,代表即便資金大量往電子權值走,已打底整理過並有夏季用電需求和下半年美國基建題材的重電族群仍受市場關注</span></li><li value=3 class=lexical__listItem><span style=white-space: pre-wrap;>大盤高位階下,低位階的族群仍值得佈局,例如:上述的重電族群、漲價和下半年轉虧為盈的記憶體族群、下半年消費性電子復甦的 PCB 族群、內需市場並打底一陣子且有殖利率保護的營建族群</span></li></ul>