| # | 代號 | 週漲跌 | 代號 | 週漲跌 | |
|---|---|---|---|---|---|
| 1 | SNOW | +43.26% | 1 | ZS | -25.46% |
| 2 | IONQ | +33.68% | 2 | WMT | -9.13% |
| 3 | ENPH | +30.76% | 3 | MSTR | -8.55% |
| 4 | ARM | +30.59% | 4 | COST | -7.34% |
| 5 | DELL | +30.51% | 5 | COP | -6.02% |
| 6 | FSLR | +27.55% | 6 | XOM | -5.96% |
| 7 | MU | +26.17% | 7 | UBER | -4.93% |
| 8 | APP | +24.39% | 8 | COIN | -4.73% |
| 9 | SMCI | +23.43% | 9 | ADBE | -4.71% |
| 10 | CRDO | +21.52% | 10 | CVX | -4.34% |
| # | 代號 | 月漲跌 | 代號 | 月漲跌 | |
|---|---|---|---|---|---|
| 1 | ENPH | +102.62% | 1 | RBLX | -16.54% |
| 2 | RKLB | +88.36% | 2 | NIO | -12.74% |
| 3 | MU | +83.13% | 3 | BYDDY | -12.66% |
| 4 | DDOG | +71.22% | 4 | LI | -12.60% |
| 5 | ARM | +68.77% | 5 | PYPL | -10.44% |
| 6 | SNOW | +67.79% | 6 | NEE | -9.59% |
| 7 | IONQ | +62.81% | 7 | HIMS | -9.06% |
| 8 | QCOM | +62.19% | 8 | TTD | -8.95% |
| 9 | AMD | +60.30% | 9 | DASH | -8.88% |
| 10 | FSLR | +54.90% | 10 | GEV | -8.53% |
| 產業 | 短線 | 中期 | 資金 | 評等 | 代表公司 |
|---|---|---|---|---|---|
| AI 伺服器 | ★★★★★ | ★★★★★ | ★★★★★ | A+ | DELL +30.5%、SMCI +23.4%、MSFT +3.5% |
| AI 半導體 | ★★★★★ | ★★★★★ | ★★★★★ | A+ | MU +26.2%、AMD +15.8%、MRVL +9.7% |
| 科技軟體 | ★★★★ | ★★★★ | ★★★★ | A | SNOW +43.3%、DDOG +6.1%、APP +24.4% |
| 健康護理 | ★★★★ | ★★★ | ★★★★ | A- | LLY +4.1%、UNH -0.4%、JNJ -0.2% |
| 小型股 | ★★★★ | ★★★ | ★★★★ | A- | Russell +4.2%、IONQ +33.7%、RKLB +10.2% |
| 能源 | ★★ | ★★ | ★★ | C | XOM -6.0%、COP -6.0%、CVX -4.3% |
| 日期 | 事件 | 重要 |
|---|---|---|
| 5/29 | MSCI 調整生效 | ★★★★ |
| 6/1 | GTC Taipei 黃仁勸 | ★★★★★ |
| 6/2–6/5 | Computex 2026 | ★★★★★ |
| 6/2 | 美國 ISM 製造業 | ★★★★ |
| 6/6 | 5 月 NFP | ★★★★★ |
| 宏觀 | 數值 |
|---|---|
| Core PCE YoY | 3.3% |
| Headline PCE YoY | 3.8% |
| 10Y 國債 | 4.48% |
| Fed Funds | 3.64% |
| WTI | $88.90 |
| 代號 | 名稱 | 日漲跌 | 角色 | 優先 |
|---|---|---|---|---|
| TAIEX | 加權指數 | +2.65% | 大盤 | — |
| 2382 | 廣達 | +9.89% | ODM | ★★★★★ |
| 2330 | 台積電 | +2.61% | 晶圓 | ★★★★ |
| 6669 | 緯穎 | — | 直供 | ★★★★★ |
| 3711 | 日月光 | — | 封裝 | ★★★★★ |
| 3661 | 世芯-KY | — | ASIC | ★★★★★ |
| 2308 | 台達電 | — | 散熱 | ★★★★★ |