<html lang=en><head><style> .article-container { width: 100%; font-family: Microsoft JhengHei,Helvetica Neue,Helvetica,Arial,sans-serif; } ul, ol { margin: 12px auto; max-width: 740px; color: #535150; line-height: 1.8; padding-left: 0px; } .graf--img { display: table; justify-content: center; align-items: center; text-align: center; color: gray; font-size: 14px; letter-spacing: 0px; margin: 10px auto 50px; width: 100%; position: relative; clear: both; } .graf--img.center img { width: 100%; max-width: 740px; margin: 10px auto 0px; display: block; margin: 0 auto; } .graf--img.full img { width: 100%; } .captionTheme__wrapper { width: 100%; font-style: normal; line-height: 22px; font-size: 16px; max-width: 600px; margin-top: 8px; display: inline-block; } .graf--img.full { max-width: 100%; margin: 40px 0px; display: block; margin: 0 auto; align-items: center; } .graf--figure { text-align: center; color: gray; font-style: italic; font-size: 15px; margin: 28px auto; box-sizing: border-box; } .graf--figure iframe { width: 100%; max-width: 740px; margin: 0 auto; } .graf--p { font-size: 16px; line-height: 1.8; font-family: Microsoft JhengHei fixed, Helvetica Neue ,Microsoft JhengHei, Helvetica, Segoe UI, Tahoma, Arial, sans-serif; letter-spacing: 1px; font-weight: 400; max-width: 740px; color: #535150; text-align: left; } .graf--p > a { color: #00B3C6 !important; text-decoration: none !important; } .graf--li > a { color: #00B3C6 !important; text-decoration: none !important; } .graf--quotesSpecial > a { color: #00B3C6 !important; text-decoration: none !important; } .graf--blockquote > a { color: #00B3C6 !important; text-decoration: none !important; } .graf--h1 > a { color: #00B3C6 !important; text-decoration: none !important; } .graf--h2 > a { color: #00B3C6 !important; text-decoration: none !important; } .graf--h3 > a { color: #00B3C6 !important; text-decoration: none !important; } a.graf--mention { color: #535150 !important; text-decoration: underline !important; font-weight: 700; } .graf--h2 { font-size: 24px; padding: 0; max-width: 740px; text-align: left; letter-spacing: 1px; font-weight: 700; margin-top: 34px; line-height: 1.5; } .graf--h3 { font-size: 18px; padding: 0; max-width: 740px; text-align: left; letter-spacing: 1px; font-weight: 700; margin-top: 28px; line-height: 1.5; } .graf--li { font-size: 16px; padding: 0px 0px 0px 4px; font-weight: 400; letter-spacing: 0px; list-style-position: outside; text-align:left; margin-left: 24px; } .graf--hr { width: 100%; margin: 0px auto; transform: translateY(-50%); position: relative; padding: 0px; text-align: left; max-width: 740px; margin: 0 auto; } .graf--hr hr { height: 0; } .graf--blockquote { padding: 10px 0px 10px 16px; font-size: 16px; color: #7A7574; letter-spacing: 1px; margin: 28px 0px; border-left: 4px solid #DDD9D8; width: 100%; max-width: 740px; text-align: left; } .graf--quotesSpecial { display: table; color: #7A7574; position: relative; padding: 31.5px 40px; text-align: center; letter-spacing: 0px; position: relative; margin: 29px auto; font-family: Microsoft JhengHei fixed, Helvetica Neue, Microsoft JhengHei, Helvetica, Segoe UI, Tahoma, Arial, sans-serif; font-size: 16px; -webkit-box-ordinal-group: 1; -webkit-box-flex: 0; } .embed-wrapper { max-width: 740px; border: 1px solid #DDD9D8; display: block; 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%; } </style></head><body><div class=article-container><div class=graf--img center><div class=lexical__imageWrapper><img src=https://images.vocus.cc/f888bf9e-dc3e-4f2d-9979-d1ca08d15cc1.png data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2Ff888bf9e-dc3e-4f2d-9979-d1ca08d15cc1.png&width=740&sign=otzlBUFExNxXN3-yOBLc34QA2JhtUFJ7J42Hk9ve-T0 class=lazy data-original-src=https://images.vocus.cc/f888bf9e-dc3e-4f2d-9979-d1ca08d15cc1.png data-lowquality=false data-width=1536 data-height=1536 alt=十萬伏特行情再現></div><div class=captionTheme__wrapper><p class=captionTheme__paragraph>十萬伏特行情再現</p></div></div><div class=graf--img center><div class=lexical__imageWrapper><img src=https://images.vocus.cc/d0feb3e8-55cc-46af-906e-3ed8af5deaeb.png data-src=https://d2a6d2ofes041u.cloudfront.net/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2Fd0feb3e8-55cc-46af-906e-3ed8af5deaeb.png&width=740&sign=pbaxk0bSHHq0X1nWQWG2CNe0RvQqkw523T7l-jXcXJc class=lazy data-original-src=https://images.vocus.cc/d0feb3e8-55cc-46af-906e-3ed8af5deaeb.png data-lowquality=false data-width=1009 data-height=677 alt=raw-image></div><div></div></div><h3 class=graf--h3 dir=ltr><span style=white-space: pre-wrap;>失業率升至4%,為2022年1月以來首次,高於市場預期的3.9%,此前連續27個月保持在4%以下,儘管失業率創2年新高,惟非農數據大增,大幅度超過預期,加深投資人對FED保持高利率的擔憂,上週五黃金下挫60美元,而美債收益率及美元走高,明晚將公布5月通膨數字,將是支持物價確實得到控制、經濟成長也讓人滿意的線索,投資人焦點是否轉為關注FED降息時程。</span></h3><h3 class=graf--h3 dir=ltr><span style=white-space: pre-wrap;>美股四大指數6月首週全數上揚,SOX3.2%漲勢最強,次之NQ週漲2.38%,接續5月的6.9%漲勢,台積電公布5月營收年增30.1%,令人看好第2季業績將優於展望,上週台積電ADR大漲8.9%是SOX強漲的主要原因。週一Nvidia一拆十股價開低走高收漲0.75%,重要代工夥伴台積電ADR續漲2.29%收歷史新高價168.81美元,S&P500、NQ及SOX皆收漲歷史新高,而在Nvidia的分拆將佔S&P500權重將達6%,接近APPLE及Microsoft的6.6%及7%,若Nvidia股價持續上揚將成為科技股權重最重的個股。</span></h3><h3 class=graf--h3 dir=ltr><span style=white-space: pre-wrap;>加權股價指數在台積電創高的拉抬下,週K長紅創下歷史新高21970,盤面上雖然看似台積電推升指數,但架構電子次族群表現也相當精采,例如記憶體相關4967十詮及2451創見都創下波段新高,台積電相關的5347世界先進及3443創意股價也跟隨強勢,而前波強勢的散熱雙雄則自高檔進行修正,輪動格局未變,由於Nvidia執行長在台多次發表,AI算力中心發展最重要就是電力穩定,這與美國強化電力基礎建設也不謀而合,自高檔修正整理近兩個月的重電及電線電纜族群,再度受到市場資金的青睞,從台灣電力政策發展的角度來看,除了開源之外,節流也是未來電力基礎設施的重要發展方向,10年期的台電強韌電網計畫中,1513中興電及1514亞力都扮演重要的角色,不管是綠電儲能、配電設備到半導體廠重要的IDC機房,重電都將是未來AI發展重要的基石。</span></h3></div></body></html>