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"content": "<p>台股今 (2) 日受台积电 ADR 重挫影响及电子权值股走弱,早盘开低一度重挫逾千点,一度失守 4 万 6 千点大关,盘中随着联发科 (2454-TW) 等电子权值股翻红,指数跌势收敛尾盘小跌 150 点,最后一盘在台积电遭大砍 5,869 张下,终场下跌 274.83 点或 0.58%,收 46,744.16 点,中止日 K 连 3 红,成交量约 1.01 兆元较昨日缩减。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6520383/l/a579a8130ad37c8f58c0697edbeb3c2d.jpg\" alt=\"〈台股盘后〉权值股稍息 中小型题材股窜出 跌点缩至274点收46744点\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>柜买市场 (OTC) 则受惠中小型类股题材活泼,基期较低下,受资金青睐下,开低走高涨 1.92% 表现优于集中市场。</p>\n\n<p>权值股部分,台积电开低走低跌 40 元或 1.6%,收 2,465 元跌破 2,500 元;联发科小涨 10 元或 0.23% 收 4,345 元;台达电 (2308-TW) 跌 1.01%、日月光投控 (3711-TW) 涨 3.41%;今日除息的鸿海 (2330-TW) 则惨遭贴息跌 0.83%。</p>\n\n<p>今日盘面上包括台塑集团领军的塑化股,其他各拥题材的机器人、军工国防及矽晶圆概念股上扬。</p>\n\n<p>塑化股部分,受惠进入旺季加持加上原油期货回档修正,乙、丙烯有望受惠低成本利多,台塑 (1301-TW) 四宝股价表现亮眼,台塑、台化 (1326-TW) 连袂攻上涨停板,南亚 (1303-TW)、台塑化 (6505-TW) 涨幅超过 7%;中石化 (1314-TW) 华夏 (1305-TW) 及台达化 (1309-TW) 也涨半根停板。</p>\n\n<p>机器人概念股部分受惠 Google 与宾士投资的美国人形机器人即将在美国启用,加上近期中国超仿生机器人释出量产消息,今日股价转强包括达明 (4585-TW) 涨停板、和椿 (6215-TW) 涨 9%,罗升 (8374-TW)、所罗门 (2359-TW) 也双双停板。</p>\n\n<p>国防军工股则因无人机条例朝野版本齐发,预算上看 2,400 亿元,包括圆刚 (2417-TW)、力山 (1515-TW) 涨停板、盛群 (6202-TW) 涨 8%,亚光 (3019-TW)、松翰 (5471-TW) 涨超过 6%。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-13097.html\" title=\"房贷逾放暴增引恐慌 金管会澄清:单一银行申报搞乌龙「校正回归」\">房贷逾放暴增引恐慌 金管会澄清:单一银行申报搞乌龙「校正回归」</a></li>\n <li><a href=\"/new/tw/article-16861.html\" title=\"盘中速报 - 柜买市场加权指数上涨9.47点至422.04点,涨幅2.3%\">盘中速报 - 柜买市场加权指数上涨9.47点至422.04点,涨幅2.3%</a></li>\n <li><a href=\"/new/tw/article-11309.html\" title=\"巨亨速报 - Factset 最新调查:华邦电(2344-TW)EPS预估上修至24.64元,预估目标价为238元\">巨亨速报 - Factset 最新调查:华邦电(2344-TW)EPS预估上修至24.64元,预估目标价为238元</a></li>\n <li><a href=\"/new/tw/article-11341.html\" title=\"精材12吋新引擎启动 IVR明年下半年放量、营运续优今年\">精材12吋新引擎启动 IVR明年下半年放量、营运续优今年</a></li>\n <li><a href=\"/new/tw/article-13087.html\" title=\"王道银总座:已送件申请财管2.0 下半年展望审慎乐观\">王道银总座:已送件申请财管2.0 下半年展望审慎乐观</a></li>\n <li><a href=\"/new/tw/article-2721.html\" title=\"巨亨速报 - Factset 最新调查:环球晶(6488-TW)EPS预估上修至21.12元,预估目标价为733.5元\">巨亨速报 - Factset 最新调查:环球晶(6488-TW)EPS预估上修至21.12元,预估目标价为733.5元</a></li>\n </ul>\n</div>",
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"createdAt": "2026-07-02T06:32:50.000Z",
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