川普在拉斯維加斯的權熄活動上表示「戰爭應該很快就會結束。」令今（17）日塑化、火狹油電然氣等預期受戰爭影響的幅震欧亿交易所钱包下载族群，遭資金減持，台股台積四寶中除台塑(1301)、盤後台化(1326)、未上台塑化(6505)熄火，調資盪雖然南亞(1303)過往在玻纖題材帶動下脫離塑化的本支族群特性，但並未跟隨今（17）日玻纖強漲步伐，出加同樣熄火收跌3.09%。而台積電(2330)昨（16）日法說雖公布 1Q26 營收高達359億美元，高於先前給予的展望指引，毛利率達 66.2%、營益率達 58.1%、EPS 大賺 22.08 元，預期 2Q26 營收區間落於 390~402 億美元，換算約季增 10%、年增 32%，毛利率預期區間落於 65.5~67.5，受 AI 與 HPC 需求強勁驅動，全年營收成長預期上修至年增超過30%，長期毛利率目標維持在 56% 以上，ROE 維持在高 20% 區間。
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