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台股歷經7月暴力去槓桿後,上週重新站回44000點,市場恐慌情緒明顯降溫。但指數快速反彈不等於整理結束,美國升息壓力、中東戰事及AI投資變現疑慮仍在。投信認為,8月台股仍將高檔震盪,操作上不必急著離場,可利用拉回重新調整持股,聚焦AI基本面強勁的4大族群。
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If you click 'Accept all', we and our partners, including 250 who are part of the IAB Transparency & Consent Framework, will also store and/or access information on a device (in other words, use …