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요약
【記者呂承哲/台北報導】AI基建需求強勁,亞股今年表現傲視標普500指數,統一投信表示,第二季至下半年,台股較大機率「先蹲後跳」,如遇波動整理,將是擇優布局良機,宜鎖定需求曲線陡峭上揚的AI供應鏈,進入下半年後面對美國期中選舉、降息等政策利多,台股評價更具想像空間。
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