2026-07-13

臺積電將於本週四公佈財報且召開說明會。分析師認爲，臺積電雖然有望交出亮眼成績，但是第三季度的行情仍存在變數。統一投顧總經理廖婉婷表示，近期全球對算力的銷售增長出現放緩的聲音。她指出，如果目前大家擔心的AI供應鏈的長短料、出貨不順問題，在投資人說明會上被安撫了，股價就會反彈。但如果真的有人開始說資本支出不要這麼多，那可能證實了大家心中的憂慮。她表示，目前AI成長雖好，但還沒有到達要上修的程度，供應鏈也出現瓶頸，使得各方對7月企業財報公佈的展望變得遲疑。回顧過去，去年市場也質疑過AI的發展，事實上它也是走走停停，AI的發展還未到後期，因此目前不會看壞AI的發展。只是短線股價可能面臨籌碼修正。 第一金投顧董事長黃詣庭表示，臺積電的說明會至關重要。如果臺積電的財報表現比預期來得好，且展望也是正向的，那臺股很快有機會朝向前波高點、甚至是突破前波高點。此前三星雖公佈亮麗財報但隨後暴跌，主要是因爲韓股的槓桿太高，因此三星的案例被複制的機會並不大。

臺積電將於本週四公佈財報且召開說明會。分析師認爲，臺積電雖然有望交出亮眼成績，但是第三季度的行情仍存在變數。統一投顧總經理廖婉婷表示，近期全球對算力的銷售增長出現放緩的聲音。她指出，如果目前大家擔心的AI供應鏈的長短料、出貨不順問題，在投資人說明會上被安撫了，股價就會反彈。但如果真的有人開始說資本支出不要這麼多，那可能證實了大家心中的憂慮。她表示，目前AI成長雖好，但還沒有到達要上修的程度，供應鏈也出現瓶頸，使得各方對7月企業財報公佈的展望變得遲疑。回顧過去，去年市場也質疑過AI的發展，事實上它也是走走停停，AI的發展還未到後期，因此目前不會看壞AI的發展。只是短線股價可能面臨籌碼修正。 第一金投顧董事長黃詣庭表示，臺積電的說明會至關重要。如果臺積電的財報表現比預期來得好，且展望也是正向的，那臺股很快有機會朝向前波高點、甚至是突破前波高點。此前三星雖公佈亮麗財報但隨後暴跌，主要是因爲韓股的槓桿太高，因此三星的案例被複制的機會並不大。

2026-07-13

Australia's S&P/ASX 200 opened up 15.1 points (0.17%) at 8,821.10 on Monday, July 13.

Australia's S&P/ASX 200 opened up 15.1 points (0.17%) at 8,821.10 on Monday, July 13.

2026-07-13

澳大利亞S&P/ASX200指數7月13日（週一）開盤上漲15.10點，漲幅0.17%，報8821.10點。

澳大利亞S&P/ASX200指數7月13日（週一）開盤上漲15.10點，漲幅0.17%，報8821.10點。

2026-07-13

CITIC Securities says that in AI diffusion end users often avoid the most compute‑intensive models due to token‑budget constraints. Q2 strength in compute hardware was driven mainly by price rises rather than volume; as market focus shifts from scarcity to sustainability, markets such as Korean equities have adjusted. Compute is not in surplus, but the evolution of supplier bargaining power is becoming decisive. US corporate AI adoption is rising and enterprise tech investment intensity remains

CITIC Securities says that in AI diffusion end users often avoid the most compute‑intensive models due to token‑budget constraints. Q2 strength in compute hardware was driven mainly by price rises rather than volume; as market focus shifts from scarcity to sustainability, markets such as Korean equities have adjusted. Compute is not in surplus, but the evolution of supplier bargaining power is becoming decisive. US corporate AI adoption is rising and enterprise tech investment intensity remains in line with long‑run trends; CITIC expects competition to drive firms to deploy AI for productivity gains, creating demand for compute services, AI models and applications. The firm remains constructive on the US tech theme, preferring mid‑to‑downstream segments of the overseas compute chain and viewing US equities as more attractive than Japanese and Korean peers.

2026-07-13

On July 12 Zhongji Xuchuang said 2027 pricing for optical modules is still being determined and market rumors of steep markdowns are exaggerated. Only a handful of suppliers can mass-deliver 1.6T and 800G modules because of technical barriers, market access and yield constraints, leaving customer deliveries limited. The company said delivery tightness will persist in 2027, making large-scale delivery capacity the primary value driver; high-end optical modules are not a low-price, cutthroat segme

On July 12 Zhongji Xuchuang said 2027 pricing for optical modules is still being determined and market rumors of steep markdowns are exaggerated. Only a handful of suppliers can mass-deliver 1.6T and 800G modules because of technical barriers, market access and yield constraints, leaving customer deliveries limited. The company said delivery tightness will persist in 2027, making large-scale delivery capacity the primary value driver; high-end optical modules are not a low-price, cutthroat segment.

2026-07-13

South Korea's KOSPI rapidly rallied into positive territory after earlier sliding more than 1%.

South Korea's KOSPI rapidly rallied into positive territory after earlier sliding more than 1%.