<h2 class=lexical__h2 dir=ltr><b><strong class=lexical__textBold style=white-space: pre-wrap;>台股大盤動向(截至 06/24 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%2F1c0963a7-a17d-47a8-aad4-410439ce28c6.png&width=740&sign=887T-s-M_AJ8MBbt6UGCfNXXvVXCK6L7U6vaATAxJpU data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F1c0963a7-a17d-47a8-aad4-410439ce28c6.png&width=740&sign=887T-s-M_AJ8MBbt6UGCfNXXvVXCK6L7U6vaATAxJpU class=lazy data-original-src=https://images.vocus.cc/1c0963a7-a17d-47a8-aad4-410439ce28c6.png data-lowquality=true data-width=2170 data-height=466 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 73.99%,其次為航運業 4.5%、電機業 4.13%、金融保險業 3.23%、化學生技醫療業 2.38%</span></li></ul><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>成交量 5,005 億,外資賣超 450.88 億,但投信反手買超 85.09 億</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、面板、貨櫃海運、IC 設計、散熱、重電</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>週一大盤長黑灌破五日線且量縮,目前止跌訊號尚未出現,觀察後續幾天是否有帶量的低接買盤。權值股部分台積電、鴻海、聯發科、廣達續跌2.83% ~ 5.37%,群創和京元電持續發酵面板級扇出型封裝和 CoWos 先進封裝(群創需注意基本面是否能帶來獲利)</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%2Fae92dcaf-3435-4824-a7c2-0238da2f8622.png&width=740&sign=4xYedKvuIXaVGuBdMLMY6_--ewLenUhI2toRZpp_10I data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2Fae92dcaf-3435-4824-a7c2-0238da2f8622.png&width=740&sign=4xYedKvuIXaVGuBdMLMY6_--ewLenUhI2toRZpp_10I class=lazy data-original-src=https://images.vocus.cc/ae92dcaf-3435-4824-a7c2-0238da2f8622.png data-lowquality=true data-width=2070 data-height=1298 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%2F13cd3710-84ee-452d-a441-19bc0b40c65e.png&width=740&sign=ENDVWfZNf_Lv_0J0DCWA7yQRw0SZFll8RGjz8AyEZs0 data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F13cd3710-84ee-452d-a441-19bc0b40c65e.png&width=740&sign=ENDVWfZNf_Lv_0J0DCWA7yQRw0SZFll8RGjz8AyEZs0 class=lazy data-original-src=https://images.vocus.cc/13cd3710-84ee-452d-a441-19bc0b40c65e.png data-lowquality=true data-width=2060 data-height=1292 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 06/24 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%2F0084e460-64f0-4971-8530-50bd6df8b1b0.png&width=740&sign=kFMaegKdRpS6C1Bgm9te5N5gypS6Mzrgkp728X4wJD8 data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F0084e460-64f0-4971-8530-50bd6df8b1b0.png&width=740&sign=kFMaegKdRpS6C1Bgm9te5N5gypS6Mzrgkp728X4wJD8 class=lazy data-original-src=https://images.vocus.cc/0084e460-64f0-4971-8530-50bd6df8b1b0.png data-lowquality=true data-width=1342 data-height=154 alt=raw-image></div><div></div></div><ul class=lexical__ul><li value=1 class=lexical__listItem> 長黑跌破十日線,費半甚至跌破月線,主要領跌是 AI 概念股的 NVDA, SMCI, TSM, ARM, DELL, QCOM,道瓊則因能源股齊漲持續上攻站穩所有均線</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>美國十年期公債殖利率 4.238,</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>回落 </strong></b><span style=white-space: pre-wrap;>0.40</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>%</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)$81.66/桶,</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>上漲 1.76%</strong></b></li></ul><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>黃金 $2343.45/oz,</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>上漲 0.52%</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/123398/8052387?from=edn_maintab_index target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>美股收盤/NVIDIA 因獲利了結拖累美股 道瓊隨資金轉進連五日上漲</span></a></li><li value=2 class=lexical__listItem><a href=https://money.udn.com/money/story/123398/8050303?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>美股締造近50年最佳選舉年表現 下半年面臨哪些變數?</span></a></li><li value=3 class=lexical__listItem><a href=https://money.udn.com/money/story/5599/8050805?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>路透:字節跳動與博通合作開發5奈米 AI 晶片 由台積電代工</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/5612/8051904?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>天氣悶熱 台電:尖峰負載4054萬瓩史上第4高</span></a></li><li value=2 class=lexical__listItem><a href=https://money.udn.com/money/story/5612/8051479?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>泓德能源接獲輝達洽詢 綠電採購大單有望入袋</span></a></li><li value=3 class=lexical__listItem><a href=https://money.udn.com/money/story/5612/8051442?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>大陸汽車產業轉型、關鍵礦產需求提升 擴大銅進口量及庫存量</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;>周一台指期夜盤下跌 164 點收 22,590 點,跌破十日線,再加上美股主要弱勢股為過去漲多的 AI 概念股,台灣六月漲多的 AI 概念權值股仍有跌破十日線、下探月線的機會</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>以美股來看,相對抗跌的除了能源股之外,過去一年基期相對低且非伺服器硬體概念的科技巨頭如 : AAPL, TSLA, MSFT, META 則相對抗跌。AI 軟體、電動車、蘋果概念股相對下檔有限且有落後補漲的機會</span></li></ul>