{"schema":"hottub-news/story/v1","story":"st_tal2l4qpyyzleudifqpa","title":"摩根大通估全球AI題材回檔後有望復甦 看多半導體股","title_en":"JP Morgan estimates that global AI-themed stocks are expected to recover after the pullback, bullish on semiconductor stocks","outlets":2,"brief":null,"page":"https://hottub.news/stories/jp-morgan-estimates-that-global-ai-themed-stocks-are-expected-to-tal2l4qpyy","count":2,"items":[{"id":"n_tal2l4qpyyzleudifqpa","seq":459854,"kind":"article","title":"摩根大通估全球AI題材回檔後有望復甦 看多半導體股","title_en":"JP Morgan estimates that global AI-themed stocks are expected to recover after the pullback, bullish on semiconductor stocks","url":"https://tw.news.yahoo.com/%E6%91%A9%E6%A0%B9%E5%A4%A7%E9%80%9A%E4%BC%B0%E5%85%A8%E7%90%83ai%E9%A1%8C%E6%9D%90%E5%9B%9E%E6%AA%94%E5%BE%8C%E6%9C%89%E6%9C%9B%E5%BE%A9%E7%94%A6-%E7%9C%8B%E5%A4%9A%E5%8D%8A%E5%B0%8E%E9%AB%94%E8%82%A1-150803935.html","summary":"（中央社紐約28日綜合外電報導）摩根大通分析師今天表示，全球人工智慧（AI）相關族群股票近期回檔後，有助改善投資人部位，估值也變得有吸引力，有望帶動市場重新活絡，其中以半導體類股最被看好。","published":"2026-09-28T15:08:03Z","seen":"2026-09-28T15:22:56Z","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":"Q2633403","name":"J.P. Morgan & Co.","type":"org"}],"story":"st_tal2l4qpyyzleudifqpa","category":"economy-business","category_p":0.6499999761581421,"category2":"science-technology","sentiment":"positive","tone":0.5600000023841858,"political":0.019999999552965164},{"id":"n_asbjuhqi4moabhcfuvqq","seq":492497,"kind":"article","title":"摩根大通估全球AI題材回檔後有望復甦 看多半導體股","title_en":"JP Morgan estimates global AI sector recovery after pullback","url":"https://www.cna.com.tw/news/afe/202609280244.aspx","summary":"（中央社紐約28日綜合外電報導）摩根大通分析師今天表示，全球人工智慧（AI）相關族群股票近期回檔後，有助改善投資人部位，估值也變得有吸引力，有望帶動市場重新活絡，其中以半導體類股最被看好。","published":"2026-09-28T15:08:03Z","seen":"2026-09-28T17:57:31Z","lang":"zh","country":"TW","source":{"id":"kite-feedburner-com-616d7e","name":"feedburner.com","domain":"feeds.feedburner.com"},"via":"kite-feedburner-com-616d7e","entities":[{"id":"Q2633403","name":"J.P. Morgan & Co.","type":"org"}],"story":"st_tal2l4qpyyzleudifqpa","category":"economy-business","category_p":0.6499999761581421,"category2":"science-technology","sentiment":"positive","tone":0.5600000023841858,"political":0.019999999552965164}]}