美國關稅政策變數，市場觀望氣氛濃厚。富蘭克林華麗投信表示，雖外部不肯定性升溫，但在AI持久需求支持及台灣出口數據亮眼加持下，台股基本面仍屬穩健，周四台積電法說成要害，市場將高度關注其在AI需求、先進製程進度及關稅影響下的最新看法。

上周美國公布新一輪對等關稅清單，個中對銅材課徵高達50%關稅引發市場關注，由於至8月初的協商緩衝期，市場解讀空間仍大。富蘭克林華麗投信FT臺灣永續高息ETF（00961）基金司理人江明鴻觀察，全球首要股市對此動靜反映安穩，費城半導體指數上漲0.87%，即使被課徵25%的南韓KOSPI指數也逆勢大漲近4%，顯示市場對關稅議題已逐步消化。

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富蘭克林華美投信示意，雖外部不肯定性升溫，但在AI長時間需求支持及台灣出口數據亮眼加持下，台股根基面仍屬穩健，周四台積電法說成要害，市場將高度關注其在AI需求、先進製程進度及關稅影響下的最新見解。離婚證人","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"湯暖萱｜Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/湯暖萱","jobTitle":""},"creator":{"@type":"Person","name":"湯暖萱｜Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/湯暖萱","jobTitle":""},"provider":{"@type":"Organization","name":"Yahoo奇摩股市","url":"https://tw.stock.yahoo.com/reporter/","logo":{"@type":"ImageObject","width":156,"height":32,"url":"https://s.yimg.com/os/creatr-uploaded-images/2024-12/1eeff400-bcd6-11ef-8ffc-9e7a7e9d3e65"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/luWM9a4cNJ23j2lXz0CJSg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://media.zenfs.com/vi/cna.com.tw/04167fa62295fca1c3dcdfdbdbf58b7d","height":533,"width":800},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/luWM9a4cNJ23j2lXz0CJSg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://media.zenfs.com/vi/cna.com.tw/04167fa62295fca1c3dcdfdbdbf58b7d"}