???????taiwan-stock-morning-analyst

???????? 2026-06-25

?????????????????????? 2026-06-24 ???????? 2026-06-24 ??????????????????????

????46,043.60
???-1,057.05 / -2.24%
??50-3.12%
??????力積電
??????元大台灣50
????????
1. ????
????????????????????????
2. ????
????????0050?00981A???????????
3. ???ETF
00981A?00403A??????ETF?????????????????

1. ??????

2. ?????? 10 ?

?????

Top 10?????
?????????
1力積電 677083295.8 ?元大台灣50 0050-126206.9 ?
2華航 261061356.5 ?主動統一台股增長 00981A-61390.5 ?
3長榮航 261825400.6 ?華邦電 2344-51790.2 ?
4台塑 130120646.3 ?元大台灣50正2 00631L-45164.8 ?
5台化 132620604.7 ?友達 2409-43044.5 ?
6臺企銀 283415294.1 ?兆豐金 2886-40496.7 ?
7中鋼 200214041.7 ?台積電 2330-38450.2 ?
8凌巨 810510154.1 ?玉山金 2884-37759.6 ?
9復華富時不動產 0071210131.1 ?主動復華未來50 00991A-37168.6 ?
10東和鋼鐵 20067741.3 ?主動統一全球創新 00988A-33985.0 ?

?????

Top 10?????
?????????
1兆豐金 288640906.5 ?聯電 2303-27264.7 ?
2華邦電 234433632.0 ?元大金 2885-13353.1 ?
3永豐金 289030210.1 ?日月光投控 3711-8220.0 ?
4華南金 288026678.0 ?東和鋼鐵 2006-5604.7 ?
5玉山金 288424193.9 ?群益證 6005-4495.3 ?
6遠傳 490418985.0 ?仁寶 2324-4227.0 ?
7南亞 130318072.0 ?亞泥 1102-4193.5 ?
8第一金 289216345.0 ?京元電子 2449-3807.0 ?
9南亞科 240813077.0 ?光寶科 2301-3701.0 ?
10遠東新 140211697.0 ?瑞儀 6176-3557.0 ?

??????

Top 10?????
?????????
1元大台灣50反1 00632R80702.8 ?主動凱基台灣 00407A-539998.3 ?
2元大美債20正2 00680L13114.6 ?元大台灣50正2 00631L-337106.9 ?
3期元大S&P原油反1 00673R8900.1 ?凱基台灣TOP50 009816-191336.9 ?
4元大台灣價值高息 009407509.7 ?野村稀土關鍵資源 009821-91454.8 ?
5大華優利高填息30 009187166.4 ?主動富邦台灣龍耀 00405A-50250.5 ?
6富邦臺灣加權反1 00676R6925.4 ?主動國泰動能高息 00400A-38284.3 ?
7中信中國50 007525575.8 ?元大台灣50 0050-38229.9 ?
8統一美國50 0098114540.2 ?主動統一全球創新 00988A-28737.2 ?
9貝萊德標普卓越50 0098134013.2 ?主動統一升級50 00403A-28304.4 ?
10聯電 23033786.8 ?主動復華未來50 00991A-24414.6 ?

??????

Top 10?????
?????????
1力積電 677088899.9 ?主動凱基台灣 00407A-540479.7 ?
2元大台灣50反1 00632R82225.8 ?元大台灣50正2 00631L-382803.7 ?
3華航 261069053.3 ?凱基台灣TOP50 009816-217286.3 ?
4長榮航 261827233.4 ?元大台灣50 0050-162143.3 ?
5台塑 130121808.9 ?野村稀土關鍵資源 009821-95894.5 ?
6台化 132621471.8 ?主動統一台股增長 00981A-68673.3 ?
7臺企銀 283415228.1 ?主動統一全球創新 00988A-62382.2 ?
8中鋼 200214083.7 ?主動國泰動能高息 00400A-61883.1 ?
9元大美債20正2 00680L12391.6 ?主動復華未來50 00991A-61063.2 ?
10凌巨 810510207.7 ?主動富邦台灣龍耀 00405A-46688.8 ?

3. ?????????

????

TWSE 2026-06-24
  • ????? 46,043.60??? 1,057.05 ???? -2.24%?
  • ?????? 41,392.60??? -2.26%??????????????
  • ?????????????????????????????????????????
  • ?????????????????????????????????AI?????????

??????

2026-06-24
???????Dow +0.4%?S&P 500 -0.1%?Nasdaq -0.4%?Russell 2000 +0.4%????????????????Micron ?????????????
  • Dow ???S&P 500 ? Nasdaq ????????????????????????????
  • ??/????? Micron ???????????AI?????????????
  • ?????????????????????????????????????
  • ??????????????????????AI ETF?????????????????
  • VIX?????????????????AI???????????
  • FED????PCE???????????????????????????

4. ????

?????????????????????

5. ETF 00981A / 00403A ???????

00981A 主動統一台股增長

??? 2026-06-24
?? 31.48?NAV 31.45???? 0.1%?????? 2026-06-24 ???? -68673.3 ??????????ETF???????
ETF?????????????/????
00981A台積電 — — — — 23309.80%????/AI??2,390.00 / -100.00-36714.6 ??????ETF??????????????????????
00981A國巨* — — — — 23278.60%??/??1,050.00 / +30.00-2076.4 ??????ETF??????????????????????
00981A台光電 — — — — 23838.55%??/??5,560.00 / -140.00-154.5 ??????ETF??????????????????????
00981A聯發科 — — — — 24547.40%??/??4,285.00 / -250.00-4151.3 ??????ETF??????????????????????
00981A旺矽 — — — — 62235.79%??/??????0.0 ??????ETF??????????????????????
00981A智邦 — — — — 23455.16%??/??2,375.00 / -60.00-152.5 ??????ETF??????????????????????
00981A聯電 — — — — 23035.10%????178.00 / +8.00-10496.1 ??????ETF??????????????????????
00981A奇鋐 — — — — 30174.50%??/??2,530.00 / +105.00814.3 ??????ETF??????????????????????
00981A欣興 — — — — 30374.25%??/??931.00 / -43.00-7812.1 ??????ETF??????????????????????
00981A台達電 — — — — 23084.05%??/??2,000.00 / -80.00-6928.2 ??????ETF??????????????????????

00403A 主動統一升級50

??? ????
?? 11.04?NAV ???????? ?????????? 2026-06-24 ???? -40978.2 ?????????????ETF????????
ETF?????????????/????
00403A台積電 — — — — 233017.78%????/AI??2,390.00 / -100.00-36714.6 ??????ETF??????????????????????
00403A聯電 — — — — 23037.66%????178.00 / +8.00-10496.1 ??????ETF??????????????????????
00403A國巨* — — — — 23276.08%??/??1,050.00 / +30.00-2076.4 ??????ETF??????????????????????
00403A欣興 — — — — 30374.81%??/??931.00 / -43.00-7812.1 ??????ETF??????????????????????
00403A奇鋐 — — — — 30174.74%??/??2,530.00 / +105.00814.3 ??????ETF??????????????????????
00403A華邦電 — — — — 23444.59%??/??205.00 / -6.50-18982.6 ??????ETF??????????????????????
00403A台光電 — — — — 23834.33%??/??5,560.00 / -140.00-154.5 ??????ETF??????????????????????
00403A旺矽 — — — — 62233.89%??/??????0.0 ??????ETF??????????????????????
00403A聯發科 — — — — 24543.55%??/??4,285.00 / -250.00-4151.3 ??????ETF??????????????????????
00403A金像電 — — — — 23683.04%??/??1,255.00 / -10.00-769.6 ??????ETF??????????????????????
ETF??????????????
00981A???????????????????AI???????????????????????????????
00403A??50??????????????ETF??????????????????????????????

6. ???? / ????

????????????????
力積電 6770?? / ????/?????????? 88899.9 ???? 83295.8 ?????? 77.20-85.70?
???????????????????????5???????????
83.99-86.5681.4190.84-94.27??????????????????
華航 2610?? / ???????? 69053.3 ???? 61356.5 ?????? 22.25-23.60?
???????????????????????5???????????
22.79-23.4822.0924.64-25.58??????????????????
長榮航 2618?? / ???????? 27233.4 ???? 25400.6 ?????? 42.55-44.80?
???????????????????????5???????????
43.12-44.4441.8046.64-48.40??????????????????
台塑 1301?? / ???????? 21808.9 ???? 20646.3 ?????? 48.15-54.50?
???????????????????????5???????????
53.41-55.0551.7757.77-59.95??????????????????
台化 1326?? / ???????? 21471.8 ???? 20604.7 ?????? 51.30-57.70?
???????????????????????5???????????
56.55-58.2854.8161.16-63.47??????????????????
臺企銀 2834?? / ???????? 15228.1 ???? 15294.1 ?????? 17.50-17.85?
???????????????????????5???????????
17.44-17.9816.9118.87-19.58??????????????????
中鋼 2002?? / ???????? 14083.7 ???? 14041.7 ?????? 19.00-19.45?
???????????????????????5???????????
18.96-19.5418.3820.51-21.29??????????????????
凌巨 8105?? / ???????? 10207.7 ???? 10154.1 ?????? 21.10-23.50?
???????????????????????5???????????
23.03-23.7322.3224.91-25.85??????????????????

7. ???????ETF??

ETF??????????
00981A??? / AI?????????????????????????? 10%-15%???
00403A????50???????????? 8%-12%
0050 / 006208??????????ETF??20%-35%
???ETF??? / ??????????????15%-25%
  • ???????? 50%-60%???ETF 25%-35%?????? 15%????? 2-6 ??
  • ??????ETF 45%-55%??????? 20%-30%??? 20%-30%?????????????
  • ?????????????????????????????????? 5%-7%?

8. ??????

?????????????AI????????????????????????00981A?00403A????ETF?