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台積電今日領軍大漲，帶動台股上揚1276點，一舉站上4萬7千點關卡並改寫歷史新高，台積電股價也衝上2510元新天價，半導體、先進封裝、記憶體及AI供應鏈全面走強。然而在AI科技股連續大漲後，市場開始擔憂評價偏高及籌碼過度集中，投信法人對後市看法出現明顯分歧。
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