分析 師
- Rank: 3
- Volume: 2,000+
- Increase: —
- Started: 2026-10-04T23:20:00+08:00
- Status: 活躍
- Report date: 2026-10-05
- Source: https://tw.news.yahoo.com/%25E5%2588%2586%25E6%259E%2590%25E5%25B8%25AB%25E7%259C%258B%25E5%25A5%25BD%25E5%258F%25B0%25E8%2582%25A1q4%25E6%2585%25A2%25E7%2589%259B%25E8%25B5%25B0%25E5%258B%25A2-%25E6%25AC%25BD%25E9%25BB%259E5%25E6%25AA%2594ai%25E5%258F%2597%25E6%2583%25A0%25E4%25BD%258E%25E4%25BD%258D%25E9%259A%258E%25E8%2582%25A1-132611829.html
主要內容摘要
1. 外資8月單月回補3568億元，創下歷史新高
2. 分析師預估台股第四季「慢牛碎碎漲」，朝5萬點逼近
3. 選股組合以禾伸堂、晶技為主，鎖定AI受惠的低位階股
為何成為話題
台股逼近5萬點，散戶關心資產配置；AI需求也帶動被動元件與光通訊產業升級。
三個爭議點
1. 競賽型選股著重短期報酬，未必適合一般投資人
2. 大盤已處高檔，「低位階股」能否補漲仍不確定
3. AI需求能否延續，攸關被動元件漲價題材是否成立