冰炭不同爐

延伸閱讀：25檔台積電ETF全漲！0052重返200元 4月股災沒賣「1張賺6萬元」

新光臺灣半導體30(00904)ETF司理人詹佳峯默示，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給鏈下半年營運前景續旺，台積電在AI海潮鞭策下業績延續擴大，示意AI半導體產業景氣成長可期，投資人若想中長時間投資台股，現階段可以優先選擇半導體市值型ETF，作為中曆久投資台股的「強勢」投資組合。

按照CMoney統計，台股從4/9波段低點反彈以來，台股ETF買氣隨大盤一路爬升，截至7/18為止，台股ETF受益權單位數新增最多的類型，首要來自高股息、市值型ETF，至於科技型ETF，則以半導體ETF最為吸金，其中，新光臺灣半導體30(00904)，受益權單元數淨成長5.12%，領先其他半導體及科技型ETF，人氣追捧情形突出，中信環節半導體(00891)單元數亦維持正成長表示。

離婚證人法人默示，除台積電，其他半導體族群有望吸引外資及法人資金歸隊，不外，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"}