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                            <h1 class="h6 herald-mod-h herald-color">Tag • 美股</h1>
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                               title="AI重心從晶片轉向「基建」！法人：美股電力、數據中心相關有戲">
                                <img src="/uploads/images/20260419/82e28e7e9e7852a576.png" alt="AI重心從晶片轉向「基建」！法人：美股電力、數據中心相關有戲"/>
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                                    <a href="/post/140823.html">
                                        AI重心從晶片轉向「基建」！法人：美股電力、數據中心相關有戲                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-04-19</span>
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                                <p> 當前全球AI產業的競爭重點，正從單純的算力比拚，延伸到對底層能源與硬體基礎設施的實力卡位。法人分析，預估未來五年全球AI基建的投資需求將高達5到7兆美元，而散戶對美股電力與數據中心企業的參與度仍低，...</p>
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                                       title="荷姆茲海峽開放！美股標指首破7100點　那指1992年來連漲最長天數">
                                        <img src="/uploads/images/20260418/cf01cf7fcdc8bef3de.png" alt="荷姆茲海峽開放！美股標指首破7100點　那指1992年來連漲最長天數"/>
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                                            荷姆茲海峽開放！美股標指首破7100點　那指1992年來連漲最長天數                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-18</span>
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                                    <p> 以色列與黎巴嫩達成停火協議後，伊朗宣布在此期間，荷姆茲海峽向商船開放，利好消息激勵美股週五持續上漲，標普500指數首次突破7100點...</p>
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                                       title="伊朗全面開放荷姆茲海峽！國際油價跳水　美股道指開盤大漲500點">
                                        <img src="/uploads/images/20260418/99debc02ab05fd9c81.png" alt="伊朗全面開放荷姆茲海峽！國際油價跳水　美股道指開盤大漲500點"/>
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                                            伊朗全面開放荷姆茲海峽！國際油價跳水　美股道指開盤大漲500點                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-18</span>
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                                    <p> 伊朗外交部長阿拉格奇（Abbas Araghchi）宣布，由於黎巴嫩達成停火協議，在停火協議期間，荷姆茲海峽將對「所有商船全面開放」...</p>
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                                       title="以黎停火後換美伊？美股漲勢延續　那指連12漲創2009年來最長紀錄">
                                        <img src="/uploads/images/20260417/c47fcc79ccaacfcbbd.png" alt="以黎停火後換美伊？美股漲勢延續　那指連12漲創2009年來最長紀錄"/>
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                                            以黎停火後換美伊？美股漲勢延續　那指連12漲創2009年來最長紀錄                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-17</span>
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                                    <p> 美國總統川普（Donald Trump）16日宣布，以色列與黎巴嫩將停火10天，市場看好後續伊朗戰爭也有望落幕，美股週四仍延續漲勢，...</p>
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                                       title="標普500罕見11天飆10%　過去僅3次雷同　從歷史經驗看後市劇本">
                                        <img src="/uploads/images/20260417/c8cf402ef8d581cb0a.png" alt="標普500罕見11天飆10%　過去僅3次雷同　從歷史經驗看後市劇本"/>
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                                            標普500罕見11天飆10%　過去僅3次雷同　從歷史經驗看後市劇本                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-17</span>
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                                    <p> 美股標普500指數近期展現驚人爆發力，在短短11個交易日內狂飆10%。根據Yahoo Finance的數據分析，自1962年以來，這...</p>
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                                       title="美股開盤多空拉鋸！台積電ADR跌逾2％　主要指數齊走軟">
                                        <img src="/uploads/images/20260417/d052f23a9a75002656.png" alt="美股開盤多空拉鋸！台積電ADR跌逾2％　主要指數齊走軟"/>
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                                            美股開盤多空拉鋸！台積電ADR跌逾2％　主要指數齊走軟                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-17</span>
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                                    <p> 經歷前幾日的反彈後，標普500指數與那斯達克指數15日收盤均創新高，華爾街居高思危，投資人轉趨謹慎，美股16日開盤後多空拉鋸，截至寫...</p>
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                                       title="市場對伊朗戰爭後續樂觀！美股多收紅　標指、那指創新高">
                                        <img src="/uploads/images/20260416/04bce0e8e9aef5dc02.png" alt="市場對伊朗戰爭後續樂觀！美股多收紅　標指、那指創新高"/>
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                                            市場對伊朗戰爭後續樂觀！美股多收紅　標指、那指創新高                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-16</span>
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                                    <p> 投資人持續觀望伊朗戰爭走向，消息指美伊2國原則上同意延長停火，市場期望戰爭可能會很快結束，美股週三個別發展，漲多跌少，標普500指數...</p>
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                                       title="美股低檔已過？伊朗戰爭消息逐漸鈍化　彭博：市場重回基本面">
                                        <img src="/uploads/images/20260416/d39d5aa4c9f9e528e2.png" alt="美股低檔已過？伊朗戰爭消息逐漸鈍化　彭博：市場重回基本面"/>
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                                            美股低檔已過？伊朗戰爭消息逐漸鈍化　彭博：市場重回基本面                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-16</span>
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                                    <p> 美國與伊朗戰爭爆發至今已一個半月，何時結束仍未確定，但美股歷經戰爭後整個三月的跌勢後，近期似乎有所回彈。美媒彭博指出，華爾街在經歷了...</p>
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                                       title="投資人期待伊朗戰爭將結束！美股那指漲逾百點　主要指數漲跌不一">
                                        <img src="/uploads/images/20260416/9fa744659c93eb57a2.png" alt="投資人期待伊朗戰爭將結束！美股那指漲逾百點　主要指數漲跌不一"/>
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                                            投資人期待伊朗戰爭將結束！美股那指漲逾百點　主要指數漲跌不一                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-16</span>
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                                    <p> 華爾街持續關注美伊局勢以及各大企業財報表現，美股15日開盤後各主要指數漲跌不一，但幅度都不大，截至寫稿時間為止，道瓊工業指數下跌13...</p>
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                                        <img src="/uploads/images/20260415/c47fcc79ccaacfcbbd.png" alt="美股早盤科技七雄罕見齊噴射！輝達股價重返190美元　矽光子熄火"/>
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                                            美股早盤科技七雄罕見齊噴射！輝達股價重返190美元　矽光子熄火                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-15</span>
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                                    <p> 美股主要指數周二（14日）早盤開漲，科技七雄出現久違的全面齊漲的趨勢，輝達股價重返190美元大關，台積電ADR方面，在台股台積電強勁...</p>
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                                       title="美伊談判破局沒在怕！美股收盤三大指數齊漲　標普500逼近新高">
                                        <img src="/uploads/images/20260415/c8cf402ef8d581cb0a.png" alt="美伊談判破局沒在怕！美股收盤三大指數齊漲　標普500逼近新高"/>
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                                            美伊談判破局沒在怕！美股收盤三大指數齊漲　標普500逼近新高                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-15</span>
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                                    <p> 儘管美國與伊朗在上週的談判以破局收場，但交易員並未因此恐慌，反而對兩國最終達成協議持樂觀態度。美股週二（14日）收盤上漲，三大指數同...</p>
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                                            台指期夜盤週一站36000點　台股開盤上漲126點、再創新高                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-14</span>
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                                    <p> 市場情緒仍轉趨樂觀，對美伊有望達成協議的預期升溫下，美國股市週一全數走高，帶動台北股市今（14）日開盤上漲126.8點、來到3558...</p>
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                                                class="meta-item herald-date"><span class="updated">2026-04-14</span>
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