台股今年以來維持強勢創高格局，主因 AI 推升先進製程、散熱、網通及電源管理等供應鏈營收屢創新高，使企業獲利能見度明確上升。此外，國際資金在假期結束後重新回流台灣科技股，為市場加注額外動能。展望後市，本次財報季有望延續盈餘上修循環，並成為指數維持中長期多頭的核心支撐。
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