{"schema":"hottub-news/story/v1","story":"st_5gl3snlnibsxryxjuk2q","title":"AI股暴跌別急著逃？大摩點名台積電、聯發科等9檔「逢低布局」","title_en":"AI stocks plunge but don't rush to flee? Morgan Stanley names TSMC, MediaTek and 9 others as 'buy on the dip' opportunities","outlets":2,"brief":null,"page":"https://hottub.news/stories/story-5gl3snlnib","count":2,"items":[{"id":"n_jsizw6yxpedntyacfsxa","seq":9417071,"kind":"article","title":"AI股暴跌別急著逃？大摩點名台積電、聯發科等9檔「逢低布局」","title_en":"AI stocks plunge but don't rush to flee? Morgan Stanley names TSMC, MediaTek and 9 others as 'buy on the dip' opportunities","url":"https://www.storm.mg/article/11180304","summary":"美國期中選舉後，市場擔心資料中心面臨更嚴格監管，AI供應鏈股價承壓，摩根士丹利卻認為市場反應過度，近期修正帶來選擇性逢低布局機會。根據《東森財經》轉述大摩報告，台積電、聯發科、世芯-KY、創意、日月光投控、京元電、欣興、南電及台達電等9檔台股，均被列入看好名單。《路透》9日報導，大摩研判，選後政策變化可能讓部分資料中心專案從2028年延後至2029年，但尚不.........","published":"2026-11-10T11:03:15Z","seen":"2026-11-10T11:09:00Z","lang":"zh","country":"TW","source":{"id":"kite-storm-mg-4a0d0a","name":"storm.mg","domain":"storm.mg","outlet":{"wikidata":"Q16927004","name":"The Storm Media","type":"other","country":"TW","designations":["company"]}},"via":"kite-storm-mg-4a0d0a","authors":["蕭宥宸"],"entities":[{"id":"Q713418","name":"TSMC","type":"org"},{"id":"Q699848","name":"MediaTek","type":"org"}],"mentions":2,"story":"st_5gl3snlnibsxryxjuk2q","category":"economy-business","category_p":0.6600000262260437,"category2":"science-technology","sentiment":"neutral","tone":-0.2800000011920929,"political":0.03999999910593033},{"id":"n_5gl3snlnibsxryxjuk2q","seq":9273394,"kind":"article","title":"AI股殺過頭？ 大摩點名「這幾家」：快逢低買入","url":"https://tw.stock.yahoo.com/news/ai%E8%82%A1%E6%AE%BA%E9%81%8E%E9%A0%AD-%E5%A4%A7%E6%91%A9%E9%BB%9E%E5%90%8D-%E9%80%99%E5%B9%BE%E5%AE%B6-%E5%BF%AB%E9%80%A2%E4%BD%8E%E8%B2%B7%E5%85%A5-005100555.html","summary":"摩根士丹利、瑞銀等多家華爾街經紀商指出，上週AI概念股的急挫潮明顯反應過度。投行分析認為，市場擔憂民主黨控制的國會將對資料中心建設實施極端監管的可能性並不高。相比於政治疑慮，Anthropic的首次IPO以及輝達即將公布的季度財報，才是對AI市場更具實質影響力的重磅事件。","published":"2026-11-10T00:51:00Z","seen":"2026-11-10T01:35:00Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","story":"st_5gl3snlnibsxryxjuk2q","category":"economy-business","category_p":0.7200000286102295,"sentiment":"neutral","tone":-0.019999999552965164,"political":0.019999999552965164}]}