NASDAQ+42QQQ+38SOX+55SMH+46S&P500+24VIX-31TSM_ADR+48TSM_ADR_PREMIUM+8NVDA+62AMD+34AAPL+18AVGO+47MU+22MSFT+19META+12GOOGL+16AMZN+152330 台積電78SOX and NVDA support AI/semiconductor linkage2454 聯發科74SOX and NVDA support AI/semiconductor linkage2317 鴻海70SOX and NVDA support AI/semiconductor linkage2308 台達電66SOX and NVDA support AI/semiconductor linkage
Explanation連動解釋半導體SOX、SMH、TSM ADR、NVDA、AMD、AVGO 權重較高。AI ServerNVDA、AMD、AVGO、雲端巨頭資本支出訊號較重要。Apple 鏈AAPL 與 guidance 類事件會提高相關標的敏感度。內需美股連動權重較低,主要作為市場情緒背景。