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受到中國DeepSeek橫空出世震撼，美科技股包括輝達、台積電ADR過年期間跌幅不小，台股周一(2/3)開紅盤直接摜殺超過1023點或4.3%、最低來到22502.2點，一度跌破半年線支撐。 法人提醒，就算DeepSeek帶來短線上的亂流，但在川普加大美國AI投資、CSP大廠紛紛擴大資本支出、龍年封關前台積電法說釋出的正向訊息等，都將催化AI股仍是交投最重要亮點。惟台股今年高低點震盪會拉大，投資人操作上必須更謹慎，建議可聚焦六大次產業的精選個股。 - 撰文｜魏千翔 文章連結｜https://reurl.cc/04e6Mx - ★立即加入Podcast專屬交流社群 | https://lihi.cc/cL6aH -- Hosting provided by SoundOn
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