



美伊衝突尚未完全破局,盤後加上德州儀器(Texas Instruments) 公布首季營收 48.3 億美元、殺尾EPS 1.68 美元,加權均高於市場預期,萬點欧意交易所钱包软件2Q26 營收預期區間落於 50 億 ~ 54 億美元,台股台積曇花帶動上週五(24)費半續創高,盤後有利資金在科技股的殺尾延續力道,金管會放寬主動股票基金與主動ETF在單一個股持有比重,加權可突破淨值 10% 限制,萬點資金補上台積電(2330)可增持的艙位,也令盤面明顯出現拉大出小的情況。


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