<h2 class=lexical__h2 dir=ltr><b><strong class=lexical__textBold style=white-space: pre-wrap;>台股大盤動向(截至 07/01 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%2Ffc05a621-8bf1-4e22-b6db-fb2c7a29a494.png&width=740&sign=040CB2uja9iXomr0rbOjn_NfyPYB9dzuni1F3vQrCXg data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2Ffc05a621-8bf1-4e22-b6db-fb2c7a29a494.png&width=740&sign=040CB2uja9iXomr0rbOjn_NfyPYB9dzuni1F3vQrCXg class=lazy data-original-src=https://images.vocus.cc/fc05a621-8bf1-4e22-b6db-fb2c7a29a494.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 68.12%,其次為航運業 6.37%、電機業 4.5%、化學生技醫療業 3.83%、金融保險業 3.53%</span></li></ul><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>成交量 4,292 億,外資轉賣超 65.02 億,投信反手買超 16.83 億,持續呈現土洋對作的態勢</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、散熱、晶圓代工(成熟)、IC 設計、機器人、CoWos設備</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>週一機器人概念、CoWas設備持續發酵,櫃買指數續創歷史新高,但加權指數受台積電盤中拉回影響僅小漲。此外,光學、MCU、車用電子、海運、面板、軍工、記憶體族群表現相對弱勢。</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%2F445d665b-480a-4623-ab62-7088e5664928.png&width=740&sign=BObH2Sn8YgcWTkWl9h8do9Nhq_8FOCnoBnNENMslMDI data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F445d665b-480a-4623-ab62-7088e5664928.png&width=740&sign=BObH2Sn8YgcWTkWl9h8do9Nhq_8FOCnoBnNENMslMDI class=lazy data-original-src=https://images.vocus.cc/445d665b-480a-4623-ab62-7088e5664928.png data-lowquality=true data-width=811 data-height=629 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%2F8ab250df-99d0-4d4e-b9f1-f61b64afda78.png&width=740&sign=EOzksimLpUkunz5njNekyarOUYzS5Ydvle2TeIZ2NJ0 data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F8ab250df-99d0-4d4e-b9f1-f61b64afda78.png&width=740&sign=EOzksimLpUkunz5njNekyarOUYzS5Ydvle2TeIZ2NJ0 class=lazy data-original-src=https://images.vocus.cc/8ab250df-99d0-4d4e-b9f1-f61b64afda78.png data-lowquality=true data-width=806 data-height=631 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 07/01 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%2F825e584f-39f9-4bdf-8d15-6086033c232e.png&width=740&sign=PCIhz8nJ18pETCKYJLKMoI3mJdGoo4yEjNSuIWjLXE4 data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F825e584f-39f9-4bdf-8d15-6086033c232e.png&width=740&sign=PCIhz8nJ18pETCKYJLKMoI3mJdGoo4yEjNSuIWjLXE4 class=lazy data-original-src=https://images.vocus.cc/825e584f-39f9-4bdf-8d15-6086033c232e.png data-lowquality=true data-width=1346 data-height=154 alt=raw-image></div><div></div></div><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>美國十年期公債殖利率 4.459 ,</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>上揚 1.07%</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)$83.41/桶,</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>上漲 2.06%</strong></b></li></ul><ul class=lexical__ul><li value=1 class=lexical__listItem><span style=white-space: pre-wrap;>黃金 $2341.65/oz,</span><b><strong class=lexical__textBold style=white-space: pre-wrap;>上漲 0.28%</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/123398/8067374?from=edn_maintab_index target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>美股收盤/大型股撐腰 那指再創新高 美債殖利率隨選舉風向走高</span></a></li><li value=2 class=lexical__listItem><a href=https://money.udn.com/money/story/5599/8065038?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>本周開盤前 五件國際事不可不知</span></a></li><li value=3 class=lexical__listItem><a href=https://money.udn.com/money/story/5599/8065464?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener>入股貝萊德在台擁有的太陽能建置商永鑫能源</span></a></li><li value=4 class=lexical__listItem><a href=https://money.udn.com/money/story/5599/8064777?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>菲國鎳供應跟大陸別苗頭 拚當全球電池要角</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/5607/8066845?from=edn_maintab_index target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>大摩「台灣之旅」七大結論:看好台積電等五大台廠</span></a></li><li value=2 class=lexical__listItem><a href=https://money.udn.com/money/story/5612/8064819?from=edn_hottest_index target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>台積電明年資本支出衝高 2奈米需求超預期</span></a></li><li value=3 class=lexical__listItem><a href=https://money.udn.com/money/story/11162/8064856?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>盤算電力、土地 全台頂多能再蓋20大廠</span></a></li><li value=4 class=lexical__listItem><a href=https://money.udn.com/money/story/5612/8066352?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>南亞科攜福懋科技合併採購再生能源 購買4億度綠電</span></a></li><li value=5 class=lexical__listItem><a href=https://money.udn.com/money/story/5612/8066084?from=edn_subcatelist_cate target=_blank rel=noreferrer noopener><span style=white-space: pre-wrap;>東元獲印度電動車用動力系統訂單5.5萬套 明年首季交付</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;>近期美國 AI 伺服器概念股表現轉弱,由蘋果和特斯拉接棒撐住科技指數。台股部分隨著市場資金動能逐漸下降,留意科技權值股的上漲延續性</span></li><li value=2 class=lexical__listItem><span style=white-space: pre-wrap;>風險控制上可視情況做權值股的部分獲利了解,往低位階且下半年有復甦的題材做少量布局</span></li></ul>