〈台股盤前〉賣壓重重大盤弱勢探前低 保守因應變局

<p>台北股市集中市場 29 日 8 大類股全數收黑，<a href="https://invest.cnyes.com/index/TWS/TSE01?utm_source=wantgoonews&utm_medium=RSS">加權指數</a>終場下跌 199.79 點，以 15,240.13 點作收，失守 5 日線，成交量爲 2,434.65 億元，在美股<a href="https://invest.cnyes.com/index/GI/SOX?utm_source=wantgoonews&utm_medium=RSS">費半</a>導體指數今晨收盤大趺 2.2% 同時，市場專家指出，台股大盤弱勢之下將探前低 15,102 點位。<p> <p>事實上，在進入除權息旺季及目前市場的融資斷頭賣壓，在籌碼面極為不利，證券分析師黃漢成指出，現階段投資人應嚴控本身持股、現金配置，保守因應盤勢發展。</p> <p>台股集中市場 29 日電子族群占大盤交易資金比重仍達 48.3％、運輸族群占比 22.6%、生醫族群占比 5.3%，但是值得注意的是貨櫃航運三雄的陽明 (<a href="https://invest.cnyes.com/twstock/TWS/2609?utm_source=wantgoonews&utm_medium=RSS">2609-TW</a>)、萬海 (<a href="https://invest.cnyes.com/twstock/TWS/2615?utm_source=wantgoonews&utm_medium=RSS">2615-TW</a>)、長榮 (<a href="https://invest.cnyes.com/twstock/TWS/2603?utm_source=wantgoonews&utm_medium=RSS">2603-TW</a>) 股價全數收黑，且三者合計成交金額達 487 億元。</p> <p>就今晨收盤的美股四大指數來看，聯準會主席鮑爾發表鷹派言論，升息和經濟衰退的擔憂揮之不去，美股收低，能源股賣壓沉重，而美國銀行警告晶片需求疲軟之下，Nvidia、AMD 引領<a href="https://invest.cnyes.com/index/GI/SOX?utm_source=wantgoonews&utm_medium=RSS">費半</a>指數大跌超過了 2%。其中，台積電 ADR (<a href="https://invest.cnyes.com/usstock/detail/TSM?utm_source=wantgoonews&utm_medium=RSS">TSM-US</a>) 跌 0.82%</p> <p>美股收盤指數，<a href="https://invest.cnyes.com/index/GI/DJI?utm_source=wantgoonews&utm_medium=RSS">道瓊指數</a>上漲 82.32 點，或 0.27%，收 31,029.31 點。<a href="https://invest.cnyes.com/index/GI/IXIC?utm_source=wantgoonews&utm_medium=RSS">那斯達克</a>指數下跌 3.65 點，或 0.03%，收在 11177.89 點。<a href="https://invest.cnyes.com/index/GI/SPX?utm_source=wantgoonews&utm_medium=RSS">標普 500 指數</a>下跌 2.72 點，或 0.07%，收 3818.83 點。<a href="https://invest.cnyes.com/index/GI/SOX?utm_source=wantgoonews&utm_medium=RSS">費城半導體</a>指數下跌 58.10 點，或 2.20%，收 2583.98 點。</p> <p>科技五大天王多收紅。蘋果 (<a href="https://invest.cnyes.com/usstock/detail/AAPL?utm_source=wantgoonews&utm_medium=RSS">AAPL-US</a>) 上漲 1.30%；Meta  (<a href="https://invest.cnyes.com/usstock/detail/META?utm_source=wantgoonews&utm_medium=RSS">META-US</a>) 上漲 2.03%；Alphabet (<a href="https://invest.cnyes.com/usstock/detail/GOOGL?utm_source=wantgoonews&utm_medium=RSS">GOOGL-US</a>) 下跌 0.27%；亞馬遜 (<a href="https://invest.cnyes.com/usstock/detail/AMZN?utm_source=wantgoonews&utm_medium=RSS">AMZN-US</a>) 上漲 1.42%；微軟 (<a href="https://invest.cnyes.com/usstock/detail/MSFT?utm_source=wantgoonews&utm_medium=RSS">MSFT-US</a>) 上漲 1.47%。</p> <p><a href="https://invest.cnyes.com/index/GI/DJI?utm_source=wantgoonews&utm_medium=RSS">道瓊</a>成分股互有消長。麥當勞 (<a href="https://invest.cnyes.com/usstock/detail/MCD?utm_source=wantgoonews&utm_medium=RSS">MCD-US</a>) 上漲 2.02%；聯合健康 (<a href="https://invest.cnyes.com/usstock/detail/UNH?utm_source=wantgoonews&utm_medium=RSS">UNH-US</a>) 上漲 1.43 %；家得寶 (<a href="https://invest.cnyes.com/usstock/detail/HD?utm_source=wantgoonews&utm_medium=RSS">HD-US</a>) 上漲 1.38%；開拓重工 (<a href="https://invest.cnyes.com/usstock/detail/CAT?utm_source=wantgoonews&utm_medium=RSS">CAT-US</a>) 下跌 2.11%；雪佛龍 (<a href="https://invest.cnyes.com/usstock/detail/CVX?utm_source=wantgoonews&utm_medium=RSS">CVX-US</a>) 下跌 1.97%。</p> <p><a href="https://invest.cnyes.com/index/GI/SOX?utm_source=wantgoonews&utm_medium=RSS">費半</a>成分股普遍走跌。AMD (<a href="https://invest.cnyes.com/usstock/detail/AMD?utm_source=wantgoonews&utm_medium=RSS">AMD-US</a>) 下跌 3.45%；NVIDIA (<a href="https://invest.cnyes.com/usstock/detail/NVDA?utm_source=wantgoonews&utm_medium=RSS">NVDA-US</a>) 下跌 2.75%；應用材料 (<a href="https://invest.cnyes.com/usstock/detail/AMAT?utm_source=wantgoonews&utm_medium=RSS">AMAT-US</a>) 下跌 3.24%；美光 (<a href="https://invest.cnyes.com/usstock/detail/MU?utm_source=wantgoonews&utm_medium=RSS">MU-US</a>) 下跌 3.18%；德儀 (<a href="https://invest.cnyes.com/usstock/detail/TXN?utm_source=wantgoonews&utm_medium=RSS">TXN-US</a>) 跌 0.90%； 高通 (<a href="https://invest.cnyes.com/usstock/detail/QCOM?utm_source=wantgoonews&utm_medium=RSS">QCOM-US</a>) 下跌 1.04%。</p> <p>台股 ADR 僅中華電信獨強 。台積電下跌 0.82%；日月光 ADR (<a href="https://invest.cnyes.com/usstock/detail/ASX?utm_source=wantgoonews&utm_medium=RSS">ASX-US</a>) 下跌 3.82%；聯電 ADR (<a href="https://invest.cnyes.com/usstock/detail/UMC?utm_source=wantgoonews&utm_medium=RSS">UMC-US</a>) 跌 1.84%；中華電信 ADR (<a href="https://invest.cnyes.com/usstock/detail/CHT?utm_source=wantgoonews&utm_medium=RSS">CHT-US</a>) 上漲 1.06%。</p> <p> </p>