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"description": "台股盘在电子权值股带动下,开盘大涨 413 点,一度站回 4 万 3 千点,开盘 10 几分钟,在新台币重贬 1 角影响下,震荡翻黑下跌 605 点,指数回测 4 万 2 千点点,高低点差距超过千点,盘中再翻红涨 160 点或 0.37%,暂报 42,811 点",
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"content": "<p>台股今 (20) 日开盘一扫上周五创史上最大单日跌点阴霾,随着台指期夜盘翻红,在电子权值股带动下,开盘大涨 413 点,一度站回 4 万 3 千点,开盘 10 几分钟,在新台币重贬 1 角影响下,震荡翻黑下跌 605 点,指数回测 42,000 点,高低点差距超过千点,盘中再翻红涨 160 点或 0.37%,暂报 42,811 点,单日成交量估 1.51 兆元。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6539558/l/60ba55d8ed284c8c7068564a4bb6bb41.jpg\" alt=\"〈台股开盘〉反弹抢占4万3陷千点震荡 台积电守红盘、政策概念股军工走强\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>柜买市场 (OTC) 部分,开盘大跌逾 5%,盘中跌 2% 以上,表现较集中市场弱势。</p>\n\n<p>权值股部分,台积电 (2330-TW) 开高走高,开盘涨 50 元逾 2%,触及 2,340 元;鸿海 (2317-TW) 小涨 1.5%,联发科 (2454 -TW) 开高走黑跌 1.64,日月光投控 (3711-TW) 跌 65,联电 (2303-TW) 则在开低后卖压迅速涌现重挫,一度亮灯跌停。</p>\n\n<p>今日盘面上以政策军工概念股较强,受惠于《国防自主无人载具采购特别条例》,规划于 2026 至 2031 年间编列最高 2,100 亿特别预算,也带动军工与无人机概念股成为市场焦点,包括汉翔 (2634-TW) 涨停、安集 (6477-TW)、Jpp-KY(5284-TW)、和成 (1810-TW) 一度联袂亮灯涨停。</p>\n\n<p>其他包估亚航 (2630-TW)、宝一 (8222-TW)、中光电 (5371-TW) 涨 7-8%,台船 (2208-TW)、龙德造船 (6753-TW) 涨半根涨停版。</p>\n\n<p>被动元件部分,受涨多修正,加上多档个股因震荡剧烈相继遭列处置股,又先后有多笔巨额违约交割案警示,加上部分提前公告业绩个股处于亏损状态,基本面利多未能衔接,多头士气遭打击,包括国巨 *(2327-TW)、信昌电 (2327-TW) 日电贸 (3090 -TW) 、凯美 (2375 -TW)、华容 (5328-TW)、禾伸堂 (3026-TW) 等近 10 挡杀跌停板。</p>\n\n<p>法人表示,市场在 AI 投资过热疑虑攀升下,费半技术面进入熊市,市场避险情绪急速升温,投资人可观察具有业务、获利表现稳定,营运受景气循环影响低,同时具备稳定配息、低波动特性的防御型标的个股,在股市动荡时下,有机会展现抗跌性。</p>\n\n<p>美股上周五再度收黑,道琼指数下跌 406.55 点、跌幅 0.77%;标普 500 指数下跌 76.08 点、跌 1.01%;那斯达克下跌 361.71 点、跌 1.4%;费半指数则续跌 193.61 点、跌 1.63%,正式跌入技术性熊市区间,反映近期半导体族群自高点回落已超过 20%。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-580.html\" title=\"颖崴董座:客户急着要产能 明年Q2探针月产能上看1,400万支\">颖崴董座:客户急着要产能 明年Q2探针月产能上看1,400万支</a></li>\n <li><a href=\"/new/tw/article-512.html\" title=\"丰兴钢筋基价每公吨调降200元 近7个月首见下跌\">丰兴钢筋基价每公吨调降200元 近7个月首见下跌</a></li>\n <li><a href=\"/new/tw/article-6539.html\" title=\"贸协率巨大等33家台企进军帛琉 协助友邦打造绿色运输与智慧观光\">贸协率巨大等33家台企进军帛琉 协助友邦打造绿色运输与智慧观光</a></li>\n <li><a href=\"/new/tw/article-5662.html\" title=\"营收速报 - 台汽电(8926)6月营收67.22亿元年增率高达1719.48%\">营收速报 - 台汽电(8926)6月营收67.22亿元年增率高达1719.48%</a></li>\n <li><a href=\"/new/tw/article-7272.html\" title=\"台股血腥黑五!6档主动式ETF打败大盘展抗跌力 高息型包办前三\">台股血腥黑五!6档主动式ETF打败大盘展抗跌力 高息型包办前三</a></li>\n <li><a href=\"/new/tw/article-12866.html\" title=\"〈台股盘后〉连续6天测试4万5关卡成功站稳 开低走高涨663点收45832.62点\">〈台股盘后〉连续6天测试4万5关卡成功站稳 开低走高涨663点收45832.62点</a></li>\n </ul>\n</div>",
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"createdAt": "2026-07-20T02:27:21.000Z",
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