台股開盤大漲150點！居高思危 ETF受益人上週大減
發布時間：2025/09/24 11:04:34
更新時間：2025/09/24 11:04:34
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圖、文／周刊王
台股24日最高來到26,394.03點，約漲150點，台積電目前來到1340元平盤；在成交量與股價表現部分，東元、仁寶、佳能等繼續向前衝；金融股則仍由台新新光金、永豐金領先。
ETF為00919拔頭籌，00981T平衡凱基雙核收息今天掛牌上市緊跟在後，00687B、00937B、00679B債券型與陸股型00637L等成交有量；不過，台股飆高投資人居高思危，台股ETF受益人數連續兩周減少。
根據集保戶股權分散9月19日最新統計資料顯示，上週台股ETF受益人減少1萬人，總人數來到11338642人，統計今年來增加1112806人。
進一步觀察台股ETF受益人單檔表現，包括元大台灣50（0050）、主動統一台股增長（00981A）、主動群益台灣強棒（00982A）、主動野村臺灣優選（00980A）、主動野村台灣50（00985A）、主動安聯台灣高息（00984A）共6檔受益人數逆勢創高，其中5檔主動式ETF全數上榜。
群益基金經理人陳沅易指出，隨著四大CSP與主權基金資本支出持續、GB300與H20系列開始出貨、ASIC以及邊緣運算持續發展，台股後市不看淡，並看好AI伺服器、ASIC、內需相關類股。
陳沅易表示，台股後市應著重企業長期競爭優勢的重點，整體指數目前位於評價區間上緣，持續AI類股輪動可期，低位階股票近期多點開花，大盤融資金額已逐步回升至2688多億水準，預期融資金額回到3000億時，盤面波動將開始加大，現階段宜採取攻擊與穩健持股布局。
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