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요약
1日美國科技股走弱,費城半導體指數重挫逾6%,記憶體大廠美光(Micron)股價也大跌超過10%,台股今早盤一度跌破10日線、下探46,303點,隨後跌幅收斂;群益投顧董事長蔡明彥指出,短期影響市場的2大變數為記憶體價格與降息預期路徑可能修正,但強調,台股長線基本面多頭未變,現階段較像是漲多後的調整。
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