輝達H20晶片解禁 PCB族群漲翻還能追？台股盤解析
發布時間：2025/07/17 09:13:57
更新時間：2025/07/17 09:13:57
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財經中心／綜合報導
南電再鎖漲停 富喬.欣興跟著衝 PCB族群該追還是逃？台股盤解析 今天 Shot 這盤 豐雲學堂直播
《本日直播重點》
📌台股續創7月新高，昨大漲206點後多頭延續，盤面氣勢旺盛
📌儘管美股因傳出白宮有意撤換鮑爾傳聞而盤中急殺，但影響短暫
📌外資台指期空單擴大至53,396口，短線形成潛在軋空動能
【PCB族群成為全場主角】
南電連續兩天鎖漲停
富喬、欣興跟著衝高
景碩、金居也有明顯表現
【PCB相關個股霸榜當沖熱門與主力籌碼排行】
新盛力、順達、楠梓電等股也獲投信與市場熱錢青睞
散熱族群題材持續發酵，關注雙鴻、奇鋐
【美股方面】
1. EIA資料顯示汽油庫存意外暴增340萬桶，油價走軟
2. 市場開始反應降息預期、新任Fed主席可能立場寬鬆
【投資人應留意】
PCB族群是否為短線誘多？
還是新一波主升段啟動訊號？
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