{"schema":"hottub-news/story/v1","story":"st_gtcza3rj2rk7y5a5hipq","title":"美股真正主角不是輝達！費半走強暗藏玄機 專家：台股2族群點火","title_en":"The real protagonist of the US stock market is not Nvidia! Fei Ban's strong performance hides a secret, expert: Two groups ignite the Taiwan stock market","outlets":1,"brief":null,"page":"https://hottub.news/stories/the-real-protagonist-of-the-us-stock-market-is-not-nvidia-fei-bans-gtcza3rj2r","count":1,"items":[{"id":"n_gtcza3rj2rk7y5a5hipq","seq":324755,"kind":"article","title":"美股真正主角不是輝達！費半走強暗藏玄機 專家：台股2族群點火","title_en":"The real protagonist of the US stock market is not Nvidia! Fei Ban's strong performance hides a secret, expert: Two groups ignite the Taiwan stock market","url":"https://tw.stock.yahoo.com/news/%E7%BE%8E%E8%82%A1%E7%9C%9F%E6%AD%A3%E4%B8%BB%E8%A7%92%E4%B8%8D%E6%98%AF%E8%BC%9D%E9%81%94-%E8%B2%BB%E5%8D%8A%E8%B5%B0%E5%BC%B7%E6%9A%97%E8%97%8F%E7%8E%84%E6%A9%9F-%E5%B0%88%E5%AE%B6-%E5%8F%B0%E8%82%A12%E6%97%8F%E7%BE%A4%E9%BB%9E%E7%81%AB-010358949.html","summary":"中秋4天連假即將結束，台股將於明（29）日恢復正常開市交易，資深分析師周代運在臉書發文指出，上周美股盤勢透露出重要訊號，AI龍頭輝達走勢平平，反而南茂ADR持續走強，預告著記憶體改由封測族群突圍，以及高通走強也可留意台股IC設計中與手機相關標的。","published":"2026-09-28T01:03:58Z","seen":"2026-09-28T02:09:44Z","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","entities":[{"id":"Q182477","name":"Nvidia","type":"org"}],"story":"st_gtcza3rj2rk7y5a5hipq","category":"economy-business","category_p":0.6800000071525574,"sentiment":"neutral","tone":0.23999999463558197,"political":0.09000000357627869}]}