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台股收盤重挫752點收22119點!摜破季線 改寫史上單日最大跌點「次高」紀錄 @ 2024-07-26T Back Hot News
Keyword:台股 台積電
Concept:台股台風
拋棄台股和台積電!外資轉投三星等韓國AI股
凱米台風來襲,全台連續2天放台風假,台股也停牌2天,美股這2天也回檔修正、主要指數都收跌,若是台股開盤勢必受到沖擊,對此,財信傳媒董事長謝金河在臉書上以「台股高掛免戰牌,今天若開盤恐凶多吉少」為題發文,指出台積電ADR跌近6%,若回推台股,恐怕至少跌600點,台股總要開盤,老人與狗的乖離修正仍將持續,基本面好先看季線,基本面不夠強大可能到半年線。
尋求人工智慧(AI)題材的投資人,如今正將目光從台灣轉向南韓。據彭博報導,FEDERATED HERMES、M&G投資和景順投信(INVESCO)正減持台股,加碼南韓股,理由是台股這一波反彈已嫌擁擠。三星電子和SK海力士積極投入高頻寬記憶體(HBM)、股價價位較低,加上台積電(2330)已大漲多時,韓股成為更具吸引力的選擇。

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