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"content": "<p>国际油价涨幅收敛,加上美国10年期公债殖利率自高点回落,投资人对通膨担忧降温,美股四大指数全面收红。台股今(3)日早盘震荡剧烈,市场聚焦的主动式ETF则由海外型、债券型双箭领军,主动统一前沿科技(00411A-TW)一度涨近1%,在主动式ETF中涨幅居冠,主动统一美债量化(00987D-TW)则是债券型主动式ETF最强,统一股债主动式双雄展现强劲韧性。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6592402/l/49293f00f3e2513db42393c2ee3beb86.jpg\" alt=\"〈焦点股〉美科技股反弹、美债殖利率回落 统一股债主动式双雄领军抗跌\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>美国8月民间就业数据(ADP)增幅低于预期,加上联准会(Fed)褐皮书显示经济仅温和成长,带动美债殖利率由高档回落,美股四大指数周三同步收高。戴尔飙15.8%成为标普最大赢家,辉达上涨3.21%为道琼最旺股。随着科技股回升、就业数据降温及长债殖利率回软,有利缓解高估值股票的压力。</p>\n\n<p>台股今天早盘一度反弹300点,但盘中指数翻黑退守4万6千点关卡,主动式ETF在震荡中靠海外型撑盘,主动统一前沿科技(00411A-TW)最高涨1%,表现优于大盘,主动中信ARK创新(00983A-TW)、主动台新龙头成长(00986A-TW)都相对抗跌。主动式债券ETF部分,主动统一美债量化(00987D-TW)、主动贝莱德优投等(00985D-TW)也都小涨抗震。</p>\n\n<p>主动统一前沿科技ETF经理人郭智伟表示,短期通膨起落可能影响市场对联准会政策预期,在地缘政治不确定性下,股市呈现震荡,但长期仍为多头趋势。根据已公布的第二季财报,整体美股企业获利年增率达到五成以上,第三季仍有三成的成长潜力,市场评估明年仍维持双位数成长,显示长期企业营运状况良好,股市基本面具备支撑。美国期中选举逐步逼近,也有望出现政策利多带动股市表现。</p>\n\n<p>展望债市后续发展,主动统一美债量化ETF经理人叶尚鑫指出,非农就业显著放缓,显示经济数据开始转向,市场预期今年联准会升息步调可望收敛。若下半年仅小幅升息,对美债冲击预料将大为减缓;若选择不升息,则将为美债提供更强支撑。</p>\n\n<p class=\"warning\">※免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险,自负盈亏。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-14585.html\" title=\"〈房产〉2026台南预售单价王出炉 由「国城宝实」每坪68.9万元夺冠\">〈房产〉2026台南预售单价王出炉 由「国城宝实」每坪68.9万元夺冠</a></li>\n <li><a href=\"/new/tw/article-10212.html\" title=\"〈台塑四宝业绩〉四宝7月营收年月双增同乐 南亚受惠AI贡献创49个月来新高\">〈台塑四宝业绩〉四宝7月营收年月双增同乐 南亚受惠AI贡献创49个月来新高</a></li>\n <li><a href=\"/new/tw/article-9045.html\" title=\"台股飙涨逾3200点 台积电扛反弹大旗 盘中亮灯涨停 贡献涨点约1,748点\">台股飙涨逾3200点 台积电扛反弹大旗 盘中亮灯涨停 贡献涨点约1,748点</a></li>\n <li><a href=\"/new/tw/article-10431.html\" title=\"盘中速报 - 柜买市场加权指数上涨10.53点至394.72点,涨幅2.74%\">盘中速报 - 柜买市场加权指数上涨10.53点至394.72点,涨幅2.74%</a></li>\n <li><a href=\"/new/tw/article-10163.html\" title=\"【盘后赢指标】权值股疲软,收跌170 点痛失季线!\">【盘后赢指标】权值股疲软,收跌170 点痛失季线!</a></li>\n <li><a href=\"/new/tw/article-7585.html\" title=\"股灾巨震后 台股市值前20大洗牌 南亚冲上第10大、台新新光金新进榜\">股灾巨震后 台股市值前20大洗牌 南亚冲上第10大、台新新光金新进榜</a></li>\n </ul>\n</div>",
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