摘要

AI題材帶動資金流入,台股今年以來表現優於其他主要市場,漲多後雖有震盪,但仍在高檔中維持熱度,並呈現多元輪動機會,市場更看好AI發展下,台股的多頭行情可望延續多年,指數持續創新高的機率也相對高。投資人可透過瀚亞台股系列基金,靈活掌握台股成長機會。

資金持續流入AI,台股供應鏈受惠程度相對大,不僅成為全球第六大市場,更是資金鎂光燈下、AI伸展台上的焦點。即便指數創新高,但仍維持在高檔震盪之中,台股時裝秀並未停下腳步,反而在節奏變換與資金輪動中,展現出更豐富的層次與變化。 

台股秀風格多變 重不同策略搭配

AI 仍是今年台股秀的核心主題,從雲端訓練到應用落地,相關產業鏈持續延伸,讓台股在全球科技供應鏈中維持關鍵地位。 

近期盤面最大的變動在於資金輪動方向,瀚亞投信認為目前資金已開始從高基期族從轉向低基期標的,市場不再只聚焦少數領頭個股,而是讓更多產業亮相,從晶片、伺服器到邊緣運算、記憶體與光通訊等產業,使得這場大秀的內容更加多元,也讓「參與台股」不再是看好單一方向,而是開始重視如何在各產業中取得平衡配置。 

    同一市場不同風格 瀚亞基金各具特色

    瀚亞台股系列基金共有四檔,成立時間約30年,每檔各具特色,投資人可依照資產配置偏好參與台股多頭行情。 

    科技主秀:聚焦AI主軸,成台股秀目光焦點

    在這場台股秀中,科技無疑是最核心的主題,以瀚亞高科技基金為代表,投資重點聚焦在半導體、AI伺服器與相關科技產業,緊扣長線發展趨勢。如同伸展台上的主秀服裝,瀚亞高科技基金將在AI持續驅動產業升級的背景下,成為市場關注的焦點,同時反映出投資人對台股市場的期待。 

    國際系列:走出台灣,進軍全球供應鏈

    當AI需求從核心技術延伸至整體供應鏈,市場焦點便不再侷限於少數產業,而是向外擴散至更多受惠族群。瀚亞外銷基金便是此國際系列風格的基金—以台灣為基礎,連結全球需求,從雲服務商資本支出到資料中心的建置等產業動能,不僅展現單一市場特色,更呈現整體供應鏈在全球舞台上的重要性。 

    量身打造:主動選股,打造差異化風格

    市場進入資金輪轉階段,單純投資於指數未必能完整捕捉機會,更加凸顯主動選股的重要性。瀚亞菁華基金採用由下而上(bottom-up)的選股策略,分散投資各式類股中,尋找具成長潛力的企業,追求超額報酬。此基金為投資人量身訂做,整體強調細節與輪廓,在投資市場中展現獨特風格。 

    日常搭配:攻守俱佳,在變動中維持節奏

    隨著市場波動提升,投資不再只是追求單一方向的表現,而是更重視資產配置的彈性與穩定性。瀚亞理財通基金(本基金配息來源可能為本金)透過股債與產業的動態配置,在市場行情上漲時參與成長,市場震盪時適時調整風險部位,雖然投資報酬未必最為亮眼,卻能在不同環境與變化中維持舒適的節奏。 

    瀚亞投信表示,在基本面穩健與資金動能支撐下,台股短期雖以高檔震盪為主,但整體行情尚未落幕,在留意中小型股波動與短線修正風險的同時,透過多元風格的台股基金佈局,參與市場動能,仍有機會延續行情成長。

    表:瀚亞台股系列基金簡介

    資料來源:瀚亞投信,2026/05。

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