AI光通訊熱潮再起！波若威領軍衝高 輝達擴大佈局掀起台股新風口
發布時間：2025/10/21 09:52:10
更新時間：2025/10/21 09:52:10
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財經中心／綜合報導
AI光通訊熱潮再起！隨著輝達（NVIDIA）積極擴大高速傳輸佈局，市場資金再度湧向AI概念股，其中光通訊族群全面點火，波若威（3163）領軍強勢攻高，帶動上詮、華星光、前鼎等同步飆漲。法人指出，AI伺服器對高速光模組需求暴增，相關供應鏈將成為本波行情最大亮點，盤面焦點也聚焦誰能趁勢「彎道超車」，搶下AI時代的關鍵門票，也成為關注焦點。
《本日直播重點》 1. 台股震盪整理，外資期貨淨空單維持高檔，成為控盤主力！
2. 鴻海、日月光、南亞科三大權值股撐盤穩氣勢，法人資金持續流入電子權值族群。
3. 川普放話「100%關稅不可持續」，美中關係現轉機，美股科技股領漲，AI與記憶體題材再度升溫。
本集帶你掌握外資籌碼動向、主力資金流向與盤前重點觀察！
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