台積電一度漲近3%勝大盤、ADR! 專家:反彈不代表警報解除

受美國總統川普宣布「以色列與伊朗達成全面停火協議」激勵,台股今(24)日早盤開高,台積電(2330)一度強漲近3%,漲勢明顯優於台積電ADR,也勝過大盤,專家表示,投資人操作宜保持彈性,以防後續出現不確定性。

Taiwan Semiconductor Manufacturing Company, referred to as TSMC, when collectively referred to as its subsidiaries, is called the TSMC Group. It is a Taiwanese company engaged in wafer foundry. The headquarters is located in Hsinchu Science Park, Taiwan. TSMC is the world's first and largest integrated circuit foundry manufacturer. Its main businesses include wafer manufacturing, packaging, testing and technical services.
Taken on July 21, 2024, Baoshan Township, Hsinchu County, Taiwan.
台積電今早盤一度漲近3%。圖/取自Getty images (Gins Wang via Getty Images)

根據外國媒體報導,這項停火協議將自宣布後約6小時生效,預計持續12小時,為市場帶來短暫的避險降溫氣氛。

台積電ADR於美股周一(23日)收盤上漲0.4%,報210.32美元,台積電台北現股早盤開高,最高觸及1050元。

資深台股分析師呂漢威表示,此波台積電反彈,主要是修復昨日因地緣政治升溫所引發的急跌。停火消息釋出和平曙光,市場短線情緒轉向正面。

不過,呂漢威也提到,中東局勢恐還藏有變化,停火協議能否持續仍具高度不確定性,「像是伊朗會否採取報復行動,且以川普風格而言,會不會又有變數。」

在不確定性尚未完全排除前,呂漢威建議投資人操作宜保留彈性,短線若看好指數反彈空間,但不願操作期貨,可透過布局台積電等權值股參與行情,但切勿追高,應留意地緣政治發展變化與美股夜盤訊號。