近期美股那指創歷史新高、輝達晶片解禁中國後，股價市值締新高記載，台積電上周公布亮麗財報，台積電資本支出不變，外資紛紛調高其目標價，帶領台積電ADR股價攀新岑嶺，看出全球AI海潮持續火紅，帶旺AI半導體景氣翻揚，台股除台積電申購置氣持續熱絡外，具高含積量的半導體ETF，近期也呈現一波人氣追捧的申購熱況。離婚證人
新光臺灣半導體30(00904)ETF司理人詹佳峯暗示，台積電最新法說會上，高層釋出AI、CoWoS需求相當強勁，為AI半導體族群續點明燈，有望帶動相幹半導體供應鏈下半年營運前景續旺，台積電在AI海潮鞭策下業績持續擴大，暗示AI半導體產業景氣成長可期，投資人若想中長期投資台股，現階段可以優先選擇半導體市值型ETF，作為中長時間投資台股的「強勢」投資組合。
新光投信指出，由於今朝台灣關稅商洽結果仍未清朗，接下來上市櫃公司陸續公布第二季財報，匯損壓力仍會影響台股後市浮現，但台積法說優於預期、加上美對中晶片管束鬆綁，下半年AI仍飾演台股趨向主流，大盤高級盤堅施展闡發下，建議中長時間投資人可以選擇被動投資半導體ETF，下降市場波動風險。法人示意，除台積電，其他半導體族群有望吸引外資及法人資金歸隊，不過，考量8月底前台灣對等關稅公布期近，建議投資人可透過半導體ETF分散布局利基個股，下降關稅波動風險。","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"王詩婷｜Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E7%8E%8B%E8%A9%A9%E5%A9%B7","jobTitle":""},"creator":{"@type":"Person","name":"王詩婷｜Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E7%8E%8B%E8%A9%A9%E5%A9%B7","jobTitle":""},"provider":{"@type":"Organization","name":"Yahoo奇摩股市","url":"https://tw.stock.yahoo.com/reporter/","logo":{"@type":"ImageObject","width":156,"height":32,"url":"https://s.yimg.com/os/creatr-uploaded-images/2024-12/1eeff400-bcd6-11ef-8ffc-9e7a7e9d3e65"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/BxW7JdqRQv_xUAPZfin0Kw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNDY4/https://s.yimg.com/os/creatr-uploaded-images/2022-08/ae4a2aa0-14ac-11ed-9e9d-a939a82151d9","height":734,"width":1200},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/BxW7JdqRQv_xUAPZfin0Kw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNDY4/https://s.yimg.com/os/creatr-uploaded-images/2022-08/ae4a2aa0-14ac-11ed-9e9d-a939a82151d9"}
