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padding: 12px; border-radius: 8px; margin: 12px 0px; text-decoration: none !important; } .embed-title { font-size: 16px; font-weight: 700; color: #535150; margin-bottom: 8px; text-align: left; line-height: 1.5; text-decoration: none !important; } .embed-description { width: 100%; font-size: 14px; color: #7A7574; line-height: 1.5; max-height: 150px; text-align: left; overflow: hidden; padding: 12px 0px; } .embed-url > a { width: 100%; font-size: 14px; color: #141413 !important; text-decoration: none !important; line-height: 1.5; text-align: left; } .embed-thumbnail-wrapper { padding-left: 12px; } .embed-thumbnail { width:100px; border-radius: 8px; } pre { background: #F6F6F6; border-radius: 8px; padding: 16px; font-size: 16px; color: #535150; line-height: 180%; text-align: left; } .lexical__textBold { font-weight: bold; } .lexical__textItalic { font-style: italic; } .lexical__textUnderline { text-decoration: underline; } .lexical__textStrikethrough { text-decoration: line-through; } .lexical__textUnderlineStrikethrough { text-decoration: underline line-through; } .lexical__textSubscript { font-size: 0.8em; vertical-align: sub; } .lexical__textSuperscript { font-size: 0.8em; vertical-align: super; } .lexical__textCode { background-color: rgb(240, 242, 245); padding: 1px 0.25rem; font-family: Menlo, Consolas, Monaco, monospace; font-size: 94%; } 週漲跌美股上週漲勢顯然是受到Nvidia強勁財報所帶動,,美股四大指數,S&P500週五一度突破5,100點大關,終場漲勢逐漸收窄不到0.1%,DJ指數漲0.2%,NQ在週四飆漲3%,創下近一年來最大單日漲幅後,週五回落0.3%,SOX週五亦回落1.1%,美股主要指數週線皆收漲,在美股充分反映企業財報的利多之後,接下來仍將面對FED的利率態度,目前市場已經排除三月降息的機率,經濟數據的發展趨勢,仍是攸關整體利率決策的重要先期指標,本週重要經濟數據全球PMI、美國及歐元區GDP數字,其他重要股市的表現,陸港股持續的強力反彈中,中國持續寬鬆的貨幣政策,及政策性的打擊所謂的股市賣空行為下,陸港股週線再度全面上揚收紅。CNN Fear&Greed Index美股個股表現部分,車用半導體SiC(碳化矽)大廠Wolfspeed上週五持續弱勢重挫5.97%的2020年來的新低,AI伺服器大廠SMCI週五無法延續前兩日的上漲動能,單日重挫11.84%,目前仍守住上週四的多方跳空缺口,值得留意在美股急漲的同時,CNN所發布的恐懼貪婪指數,再度來到78分極度貪婪的區域,顯示美股投資人情緒顯得越來越敢於承擔風險,在指數高檔的同時,慎防快速壓回的修正風險。週末最大的新聞都集中在台積電熊本廠落成,這是一個重要的里程碑,在上個世紀80年代初期日本是世界重要半導體的生產大國,而來台普設代工廠,但半個世紀後,台灣與日本合作將加速半導體在日本在地化生產,主要還是來自日本重要的汽車產業,對於晶片的需求大增,促使日本重新思考產業政策,並且透過台積電與日本索尼(SONY)合資設立晶圓廠,未來台積電的供應鏈勢必將陸續強化與日本方面的合作,台廠半導體的設備及特用化學廠商有機會一起邁向世界的舞台。現階段選股方向上,矽光子族群內的輪動加速,4908前鼎及3363上詮股價創高,是接棒6442光聖及3081聯亞之後,IC設計族群表現則聚焦在2454聯發科及其子公司6526達發,筆者觀察到目前AI應用最多的在於影像生成,而語音辨識及合成的部分,多數在翻譯與文字轉化,但未來隨著NB及智慧手機的運算能力強化,未來物聯網的語音辨識將是重要的介面,相對應的語音辨識題材的麥克風驅動IC 6679鈺太將可多所留意。