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《亞股》韓股、日股及台股各逼近歷史高 晶片廠Sumco飆近兩成 鴻海、緯穎各漲近一成 三星電子升5%
市場憧憬美伊戰事結束,且美國4月核心通脹意外回落,隔晚(28日)美股三大指數上升,齊創歷史收市高。亞太區主要股市今早普遍上升,韓股、日股及台股各逼近歷史高,區內半導體及先進電子設備股炒上。中國內地滬深兩市半日偏軟,滬綜指半日收跌15點或近0.4%,報4,083點;深成指半日收跌157點或1%,報15,704點。港股半日反彈275點或1.1%,報25,281點...
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《亞股》韓股、日股及台股各逼近歷史高 晶片廠Sumco飆近兩成 鴻海、緯穎各漲近一成 三星電子升5%
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市場憧憬美伊戰事結束,且美國4月核心通脹意外回落,隔晚(28日)美股三大指數上升,齊創歷史收市高。亞太區主要股市今早普遍上升,韓股、日股及台股各逼近歷史高,區內半導體及先進電子設備股炒上。

中國內地滬深兩市半日偏軟,滬綜指半日收跌15點或近0.4%,報4,083點;深成指半日收跌157點或1%,報15,704點。港股半日反彈275點或1.1%,報25,281點,成交1,941.18億元。台股現升1,283點或2.9%,報44,919點,逼近歷史高位。台積電曾升見2,375元新台幣創歷史高,現升3.3%,報2,370元新台幣。鴻海升9.9%,鴻海董事長劉揚偉表示,由於AI需求飆升,主要雲端服務供應商今年的資本支出已經超過7,000億美元,預計明年資本開支可能達到一萬億美元,因此對公司增長勢頭充滿信心。緯穎亦急升9.8%。台達電升4.6%,聯發科微跌0.6%。

日經指數重上66,000關,曾升見66,417點逼近歷史高,最新報66,311點,升1,617點或2.5%。半導體及精密設備股造好,晶片股Sumco急升19.7%,、基恩士、信越化學、東電化(TDK)、京瓷、太陽誘電、村田製作所升7.3%至17.4%。三菱汽車急跌9.8%。軟銀及記憶體股鎧俠各升逾4%。

南韓KOSPI現升267點或近3.3%,報8,452點逼近歷史高。三星電子升5%、SK海力士則升1.4%。現代汽車升7.8%,報73萬韓圜。KB證券表示,現代汽車將躍升為全球體能人工智能(AI)產業的代表,維持「買入」評級,目標股價從原先80萬韓圜上調至120萬韓圜。

澳洲200指數及紐西蘭50指數分別升約1.5%及0.7%。印尼IDX升1.4%、星股升0.9%、泰國Set 50及馬來西亞KLCI微升0.3%至0.4%。菲律賓PSEI則跌0.9%。印度Nifty 50指數微升不足0.1%、印度孟買指數升0.3%。越南胡志明指數跌不足0.1%、河內指數急升2.6%。(da/a)

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