新光投信指出,由於今朝台灣關稅談判後果仍未清明,接下來上市櫃公司陸續公布第二季財報,匯損壓力仍會影響台股後市體現,但台積法說優於預期、加上美對中晶片管束鬆綁,下半年AI仍扮演台股趨勢主流,大盤高檔盤堅施展闡發下,建議中曆久投資人可以選擇被動投資半導體ETF,下降市場波動風險。法人透露表現,除了台積電,其他半導體族群有望吸引外資及法人資金歸隊,不外,考量8月底前台灣對等關稅公布期近,建議投資人可透過半導體ETF分離布局利基個股,降低關稅波動風險。
台積電(2330)第二季法說會報佳音,董事長魏哲家說AI、CoWoS成長趨向十分強勁,釋出半導體景氣瞻望正向。
按照CMoney統計,台股從4/9波段低點反彈以來,台股ETF買氣隨大盤一路攀升,截至7/18為止,台股ETF受益權單元數新增最多的類型,首要來自高股息、市值型ETF,至於科技型ETF,則以半導體ETF最為吸金,此中,新光臺灣半導體30(00904),受益權單位數淨成長5.12%,領先其他半導體及科技型ETF,人氣追捧情形凸起,中信關鍵半導體(00891)單位數亦保持正成長表示。
近期美股那指創歷史新高、輝達晶片解禁中國後,股價市值締新高記載,台積電上周公布亮麗財報,台積電本錢支出不變,外資紛紛調高其目的價,率領台積電ADR股價攀新岑嶺,看出全球AI海潮持續火紅,帶旺AI半導體景氣翻揚,台股除台積電申購買氣延續熱絡外,具高含積量的半導體ETF,近期也呈現一波人氣追捧的申購熱況。
台積電董事長魏哲家利多連發,法人看好布局半導體ETF。資料照片:中心社法人暗示,除台積電,其他半導體族群有望吸引外資及法人資金歸隊,不過,考量8月底前台灣對等關稅公布在即,建議投資人可透過半導體ETF分散布局利基個股,降低關稅波動風險。","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"王詩婷Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E7%8E%8B%E8%A9%A9%E5%A9%B7","jobTitle":""},"creator":{"@type":"Person","name":"王詩婷Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E7%8E%8B%E8%A9%A9%E5%A9%B7","jobTitle":""},"provider":{"@type":"Organization","name":"Yahoo奇摩股市","url":"https://tw.stock.yahoo.com/reporter/","logo":{"@type":"ImageObject","width":156,"height":32,"url":"https://s.yimg.com/os/creatr-uploaded-images/2024-12/1eeff400-bcd6-11ef-8ffc-9e7a7e9d3e65"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/BxW7JdqRQv_xUAPZfin0Kw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNDY4/https://s.yimg.com/os/creatr-uploaded-images/2022-08/ae4a2aa0-14ac-11ed-9e9d-a939a82151d9","height":734,"width":1200},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/BxW7JdqRQv_xUAPZfin0Kw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNDY4/https://s.yimg.com/os/creatr-uploaded-images/2022-08/ae4a2aa0-14ac-11ed-9e9d-a939a82151d9"}
