NQ ICT 覆盤與經濟行事曆 — 每日覆盤、每週經濟大事、KOL 觀點比對https://week.nqio.dev/zhCopyright © 2026 NQ WeeklyNQ WeeklyNQ WeeklySat, 30 May 2026 03:02:28 GMTAstro RSShttps://www.rssboard.org/rss-specification60https://week.nqio.dev/posts/kol-2026-05-30/https://week.nqio.dev/posts/kol-2026-05-30/Sat, 30 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6477705/l/7755d48c7a8d0c26687491e98dffae4c.jpgkol-daily-brief2026-05-30nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-30-07-45/https://week.nqio.dev/posts/morning-2026-05-30-07-45/Sat, 30 May 2026 00:00:00 GMTtee-morning-brief2026-05-30us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-29/https://week.nqio.dev/posts/kol-2026-05-29/Fri, 29 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6472294/l/3747dade1c552a89e8175a1add360343.jpgkol-daily-brief2026-05-29nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-29-07-45/https://week.nqio.dev/posts/morning-2026-05-29-07-45/Fri, 29 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6472495/l/8d0682a0068f8afb14a2407074a2f765.jpgtee-morning-brief2026-05-29us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-28/https://week.nqio.dev/posts/kol-2026-05-28/Thu, 28 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6471581/l/d9c0409648ada9cf7340a4f4d8bc584c.jpgkol-daily-brief2026-05-28nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-28-07-45/https://week.nqio.dev/posts/morning-2026-05-28-07-45/Thu, 28 May 2026 00:00:00 GMTtee-morning-brief2026-05-28us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-27/https://week.nqio.dev/posts/kol-2026-05-27/Wed, 27 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6471336/l/e5bc8d0f523f6507421ec4ebc87b19db.jpgkol-daily-brief2026-05-27nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-27-07-45/https://week.nqio.dev/posts/morning-2026-05-27-07-45/Wed, 27 May 2026 00:00:00 GMTtee-morning-brief2026-05-27us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-26/https://week.nqio.dev/posts/kol-2026-05-26/Tue, 26 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6470089/l/0be10e692c12053681d3910c17e0e1a8.jpgkol-daily-brief2026-05-26nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-26-07-45/https://week.nqio.dev/posts/morning-2026-05-26-07-45/Tue, 26 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6470061/l/9baab3b017946f62c5bcef25d61f74c0.jpgtee-morning-brief2026-05-26us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-25/https://week.nqio.dev/posts/kol-2026-05-25/Mon, 25 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6469587/l/1d70eba73f594fada40f8f4944cfdff5.jpgkol-daily-brief2026-05-25nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-25-07-45/https://week.nqio.dev/posts/morning-2026-05-25-07-45/Mon, 25 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6468807/l/68d44032b7aeba8d63cf17f0d6f2e94c.jpgtee-morning-brief2026-05-25us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-23/https://week.nqio.dev/posts/kol-2026-05-23/Sat, 23 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6468464/l/65d574c2c46393bc23d7d4eaa042f52d.jpgkol-daily-brief2026-05-23nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-23-07-45/https://week.nqio.dev/posts/morning-2026-05-23-07-45/Sat, 23 May 2026 00:00:00 GMTtee-morning-brief2026-05-23us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-22/https://week.nqio.dev/posts/kol-2026-05-22/Fri, 22 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6466742/l/8f035359e7a281f2c4d4106f93adc5e9.jpgkol-daily-brief2026-05-22nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-22-07-45/https://week.nqio.dev/posts/morning-2026-05-22-07-45/Fri, 22 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6466885/l/22a1af0b4b47ff2c2924ac035a5d2ffe.jpgtee-morning-brief2026-05-22us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-21/https://week.nqio.dev/posts/kol-2026-05-21/Thu, 21 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6465294/l/24d3956275de1d677dfe39fc58fa67a9.jpgkol-daily-brief2026-05-21nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-21-07-45/https://week.nqio.dev/posts/morning-2026-05-21-07-45/Thu, 21 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6464934/l/4746d801451a4b450a902b03a7f816cc.jpgtee-morning-brief2026-05-21us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-20/https://week.nqio.dev/posts/kol-2026-05-20/美國30年期公債殖利率逼近金融海嘯前高點，對美股科技板塊估值造成沉重壓力，費半指數面臨破位風險。同時，谷歌在I/O大會展現強大AI實力挑戰輝達，Cerebras等新對手相繼上市，市場擔憂AI巨頭龐大資本支出將拖累現金流。Wed, 20 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6464104/l/c31dec94c1fface0ff0be8932ce73803.jpgkol-daily-brief2026-05-20nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-20-07-45/https://week.nqio.dev/posts/morning-2026-05-20-07-45/Wed, 20 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6464077/l/775c8ffe550a0e33df3bfcce17842b03.jpgtee-morning-brief2026-05-20us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-19/https://week.nqio.dev/posts/kol-2026-05-19/美債殖利率突破5%引發市場對高估值科技股的擔憂，加上希捷擴廠耗時發言導致存儲板塊暴跌。同時，全球面臨缺電與缺人危機，三星罷工恐衝擊HBM供應，但AI算力長線供不應求的邏輯仍未改變。Tue, 19 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6463185/l/05f8ced72f5b526fdecc3af16e7d87cf.jpgkol-daily-brief2026-05-19nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-19-07-45/https://week.nqio.dev/posts/morning-2026-05-19-07-45/Tue, 19 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6462692/l/95503b1a80b9f4e0db86ae4c0495c37d.jpgtee-morning-brief2026-05-19us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-18/https://week.nqio.dev/posts/kol-2026-05-18/美債殖利率突破5%引發美股短線回檔，科技股與半導體板塊承受估值修正壓力。同時Cerebras（CBRS）成功上市成為輝達的強勁挑戰者，中美科技戰略與AI晶片解禁亦成為焦點。多數KOL認為此波回檔為清除浮額的良性修正，建議投資人逢低佈局長線AI核心資產。Mon, 18 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6460163/l/296fda48ad1aa19b89b7923901cac085.jpgkol-daily-brief2026-05-18nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-18-07-45/https://week.nqio.dev/posts/morning-2026-05-18-07-45/Mon, 18 May 2026 00:00:00 GMTtee-morning-brief2026-05-18us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-16/https://week.nqio.dev/posts/kol-2026-05-16/川習會釋放降稅與AI晶片鬆綁利多，推升美股四大指數與輝達等科技巨頭股價齊創歷史新高。台積電發布「AI三層蛋糕」技術框架，半導體與記憶體板塊持續吸引資金湧入。儘管市場情緒極度樂觀，部分分析師仍提醒需防範資金過度集中與潛在的獲利了結賣壓。Sat, 16 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6460891/l/5e7157e8f28d22fef24a665ed0e03c10.jpgkol-daily-brief2026-05-16nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-16-07-45/https://week.nqio.dev/posts/morning-2026-05-16-07-45/Sat, 16 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6460797/l/74d443e68c25a03d0bc1f0938591a7d1.jpgtee-morning-brief2026-05-16us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-15/https://week.nqio.dev/posts/kol-2026-05-15/川習會釋放穩定訊號，美國調降對中關稅並批准部分中企採購輝達H200晶片，帶動美股四大指數與輝達市值續創歷史新高。同時，台積電於技術論壇提出「AI三層蛋糕」框架，強調先進製程與高頻寬記憶體的底層算力需求。市場整體情緒極度樂觀，資金持續追捧科技巨頭與半導體板塊，暫時忽視通膨與地緣隱憂。Fri, 15 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6459343/l/be69856590735b959f955951c540fd05.jpgkol-daily-brief2026-05-15nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-15-07-45/https://week.nqio.dev/posts/morning-2026-05-15-07-45/Fri, 15 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6459224/l/108ac289bd69f3c48e1a9833af603621.jpgtee-morning-brief2026-05-15us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-14/https://week.nqio.dev/posts/kol-2026-05-14/美國4月PPI數據超預期引發通膨升溫與升息擔憂，但川普率領包含輝達執行長黃仁勳在內的重量級企業團隊訪華，大幅緩解了中美科技脫鉤的市場疑慮。此利多消息抵銷了宏觀經濟數據的利空，帶動輝達股價創下歷史新高，並支撐美股大盤尤其是科技半導體板塊持續走強。Thu, 14 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6455935/l/4b7b2b60f65c48de6e7314c1228f0f85.jpgkol-daily-brief2026-05-14nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-14-07-45/https://week.nqio.dev/posts/morning-2026-05-14-07-45/Thu, 14 May 2026 00:00:00 GMTtee-morning-brief2026-05-14us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-13/https://week.nqio.dev/posts/kol-2026-05-13/美國4月CPI年增3.8%超乎預期，加上中東局勢與川習會前夕的不確定性，導致美股出現拋售，費半重挫3%。市場資金出現分化，散戶投機情緒收斂，但AI長期需求仍在，投資人應回歸企業實際獲利與基本面。Wed, 13 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6456019/l/a1ae96a252afec91b3aa4cd34298f167.jpgkol-daily-brief2026-05-13nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-13-07-45/https://week.nqio.dev/posts/morning-2026-05-13-07-45/Wed, 13 May 2026 00:00:00 GMTtee-morning-brief2026-05-13us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-12/https://week.nqio.dev/posts/kol-2026-05-12/美國司法部暫緩對聯準會主席鮑爾的刑事調查，大幅緩解了市場對貨幣政策失控的擔憂。同時川普即將訪華，隨行科技巨頭有望獲得實質訂單與政策鬆綁，推升市場樂觀情緒。在資金推動下，費半指數與大型AI科技股持續創下歷史新高，但需留意市場廣度極差與資金過度集中的風險。Tue, 12 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6454454/l/5d70b7397f48a44cc422420015eb68ed.jpgkol-daily-brief2026-05-12nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-12-07-45/https://week.nqio.dev/posts/morning-2026-05-12-07-45/Tue, 12 May 2026 00:00:00 GMTtee-morning-brief2026-05-12us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-11/https://week.nqio.dev/posts/kol-2026-05-11/非農就業數據與科技股財報表現亮眼，推動美股三大指數與費半持續創下歷史新高。然而，AI資本支出飆升引發市場對現金流枯竭的擔憂，且資金過度集中於半導體板塊。本週市場將密切關注美聯儲高層人事變動、四月CPI通膨數據以及川習峰會帶來的潛在影響。Mon, 11 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6452654/l/0a8c5be0b9760962908feaa8ce9a5211.jpgkol-daily-brief2026-05-11nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-11-07-45/https://week.nqio.dev/posts/morning-2026-05-11-07-45/Mon, 11 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6452324/l/a5b6b1c01269829c6a2b64fb9314a19f.jpgtee-morning-brief2026-05-11us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-09/https://week.nqio.dev/posts/kol-2026-05-09/美股受中東局勢與非農就業數據影響呈現高檔震盪，資金高度集中於半導體板塊，引發市場對流動性與泡沫的擔憂。各大 KOL 提醒投資人關注軟體股財報分化與超級央行週的政策動向，並建議在極端廣度下保持謹慎，避免盲目追高。Sat, 09 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6451513/l/73d0bb6ef31e560f9c7dd76e249b9907.jpgkol-daily-brief2026-05-09nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-09-07-45/https://week.nqio.dev/posts/morning-2026-05-09-07-45/台積電（TSMC）雖未直接出現在當日新聞標題中，但整體台股科技板塊在AI驅動下活躍度持續攀升，台股週五一度衝上7203點新高，反映市場對晶圓代工與半導體生態鏈強勁動能之信心，尤其蘋果傳將深化與英特爾在晶片代工領域合作，連帶激勵相關供應鏈預期升溫 。 輝達（NVIDIA）雖無單獨新聞披露，但其主導之AI擴散效應持續發酵。美銀最新報告指出，儘管AI搜尋戰火猛烈，Google全球搜尋市占率仍回升至90%Sat, 09 May 2026 00:00:00 GMTtee-morning-brief2026-05-09us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-09-0745/https://week.nqio.dev/posts/morning-2026-05-09-0745/Intel飆漲帶動半導體鏈與科技股風險偏好升溫，NQ期貨強勢突破前高Fri, 08 May 2026 23:46:52 GMThttps://cimg.cnyes.cool/prod/news/6451634/l/61e1117c11d8262534cb1bc933d20478.jpgmorning-brief2026-05-09NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-08/https://week.nqio.dev/posts/kol-2026-05-08/美伊衝突變數導致美股四大指數集體收跌，避險情緒短暫升溫。AI基建與半導體板塊因產能瓶頸與高估值面臨回調壓力，但Datadog等軟體股受惠優異財報逆勢突破，市場資金出現顯著的板塊輪動。Fri, 08 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6448560/l/677b670545fc3155b6bab494dfa1bc47.jpgkol-daily-brief2026-05-08nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-08-07-45/https://week.nqio.dev/posts/morning-2026-05-08-07-45/非農數據與CPI為本周最重要的兩大總經指標，將直接影響市場對聯準會6月降息與全年政策路徑的預期。當前預估美國4月CPI年增率持平於3.5%，核心CPI微降至3.6%，若實際數據顯著高於預期，將強化「Higher for Longer」利率預期，不利高估值科技股表現。日本央行決議則需關注其是否調整YCC（收益率曲線控制）政策或刪除「負利率」表述，任何鷹派轉向都可能引發全球債市與匯率波動。鮑爾講話內容Fri, 08 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6448223/l/f5ac98b5214861af6d971264b76105d0.jpgtee-morning-brief2026-05-08us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-08-0745/https://week.nqio.dev/posts/morning-2026-05-08-0745/蘋果正加速布局 AI 穿戴裝置，最新消息指出，搭載攝影機與人工智慧功能的新一代 AirPods Pro 已進入接近量產前測試階段，整體研發進度已明顯超前外界預期。Thu, 07 May 2026 23:49:26 GMThttps://cimg.cnyes.cool/prod/news/6448223/l/f5ac98b5214861af6d971264b76105d0.jpgmorning-brief2026-05-08NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-07/https://week.nqio.dev/posts/kol-2026-05-07/美伊談判取得重大進展與川普即將訪華的預期，大幅緩解地緣風險並帶動大盤與費半創下新高。然而，部分企業財報優異股價卻下跌，顯示市場正對高估值進行修正與再平衡。各KOL普遍提醒投資人應警惕市場廣度惡化與投機過熱，勿盲目追高。Thu, 07 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6446037/l/aaa2b3d46670679cef30009737d8acf5.jpgkol-daily-brief2026-05-07nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-07-07-45/https://week.nqio.dev/posts/morning-2026-05-07-07-45/美國4月ISM非製造業PMI將於台北時間07:30公布，該指數涵蓋就業、新訂單與物價支付等關鍵子項，為Fed評估服務業通膨壓力的重要參考指標，市場預期將微幅回升至51.5，若數據強於預期，可能再度引發利率高點停留更久的擔憂。Thu, 07 May 2026 00:00:00 GMTtee-morning-brief2026-05-07us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-07-0745/https://week.nqio.dev/posts/morning-2026-05-07-0745/AI光通信基礎設施投資升級，直推輝達、康寧及供應鏈股價與NQ期貨多頭情緒。Wed, 06 May 2026 23:45:31 GMThttps://cimg.cnyes.cool/prod/news/6445905/l/e5c61a9633394ab155a5167b1800ee0e.jpgmorning-brief2026-05-07NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-06/https://week.nqio.dev/posts/kol-2026-05-06/美股在半導體與科技巨頭的帶動下持續創下歷史新高，但市場廣度極端收斂，且主要由量化資金推動，散戶與避險基金反而高位減碼。同時，美國長天期債券殖利率突破5%與中東局勢引發的通膨擔憂，正對高估值的科技股形成潛在的均值回歸與回調壓力。Wed, 06 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6444193/l/6a7c4c08ff916001519c2a0bdc29e93d.jpgkol-daily-brief2026-05-06nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-06-07-45/https://week.nqio.dev/posts/morning-2026-05-06-07-45/非農就業報告為本週最重要經濟數據，將直接影響聯準會降息時程預期。若新增就業低於15萬且薪資年增率低於3.5%，將強化9月前降息可能性；反之則可能延後市場預期。同時，褐皮書對區域經濟與物價壓力的描述，將提供理事會內部立場的關鍵線索。油市方面，EIA庫存變化若顯著減少，可能抵消地緣降溫帶來的油價壓力。中國貿易數據則為全球需求動能風向球，尤其關注對美出口是否持續放緩。Wed, 06 May 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6443991/l/9f12c67b16937b16aba8336aa86ec9a3.jpgtee-morning-brief2026-05-06us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-06-0745/https://week.nqio.dev/posts/morning-2026-05-06-0745/AMD財報超預期且Q2展望強勁，直接點燃AI伺服器與費半多頭行情。Tue, 05 May 2026 23:45:45 GMThttps://cimg.cnyes.cool/prod/news/6444007/l/e5c56f64499bf52910444bd5505662ed.jpgmorning-brief2026-05-06NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-05/https://week.nqio.dev/posts/kol-2026-05-05/今日美股受中東戰火重啟與油價狂飆影響而小幅收黑，市場避險情緒升溫，科技股與金融股承壓。儘管PLTR與ON等AI相關企業財報表現亮眼，但在高估值與獲利了結賣壓下股價雙雙下跌。同時，中美金融博弈加劇與台股突破四萬點的資金狂潮形成鮮明對比，投資人正密切關注後續地緣政治發展與通膨數據。Tue, 05 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6442480/l/e3cd38d646572a17aac4bcb520c29b81.jpgkol-daily-brief2026-05-05nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-05-07-45/https://week.nqio.dev/posts/morning-2026-05-05-07-45/市場於 D-1 夜間至 D 上午間處於高度警戒狀態，地緣政治與能源價格變動主導資金流向。台股雖受外圍衝擊，惟本土科技產業動能堅強，特別是AI與半導體供應鏈展現韌性。美股全線下跌反映風險偏好降溫，但AI與創新藥物等長期題材仍在機構關注名單內。短期市場焦點將轉向美國通膨數據與鮑爾聽證會發言，以判斷聯準會是否仍維持年底降息路徑。能源市場需密切監控荷姆茲海峽船舶通行狀況，任何中斷皆可能引發更大幅度油價波動Tue, 05 May 2026 00:00:00 GMTtee-morning-brief2026-05-05us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-05-0745/https://week.nqio.dev/posts/morning-2026-05-05-0745/強化AI商業化落地預期，提振科技股與NQ期貨風險偏好Mon, 04 May 2026 23:46:03 GMThttps://cimg.cnyes.cool/prod/news/6442209/l/749f7d3ddb4c32ec82ccf66b9e32a132.jpgmorning-brief2026-05-05NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-04/https://week.nqio.dev/posts/kol-2026-05-04/本週市場焦點圍繞在巴菲特波克夏股東會、中東停火談判進展以及AI科技巨頭財報後的資本支出展望。四位KOL普遍指出，儘管地緣政治風險暫時降溫且科技巨頭財報亮眼，但市場已處於高檔震盪且資金集中度極高。投資人應關注未來AI應用的變現能力與通膨數據，防範量化資金獲利了結與市場廣度收窄帶來的回調風險。Mon, 04 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6440661/l/b798ab6e31693ef7ab314bb8dd654b12.jpgkol-daily-brief2026-05-04nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-04-07-45/https://week.nqio.dev/posts/morning-2026-05-04-07-45/台股續創歷史新高，站上7200點大關，主要受AI伺服器與資料中心需求旺盛帶動，台積電（2330）作為核心供應鏈龍頭，接單能見度延伸至2027年，先進製程產能持續滿載，3奈米與2奈米良率優於預期，有望於下半年提前放量，支撐整體半導體族群動能 。然而外資近期獲利了結動作明顯，資金輪動加劇市場波動，投資人宜留意技術性修正風險 。 輝達（NVIDIA）在生成式AI推理應用擴展下，持續主導AI晶片市場，並加Mon, 04 May 2026 00:00:00 GMTtee-morning-brief2026-05-04us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-04-0745/https://week.nqio.dev/posts/morning-2026-05-04-0745/記憶體供應緊張加劇，直接提振NASDAQ權值股AI伺服器相關產業鏈。Sun, 03 May 2026 23:45:46 GMThttps://cimg.cnyes.cool/prod/news/6440553/l/6303e780e8361fe33da2e54105cb5290.jpgmorning-brief2026-05-04NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-02/https://week.nqio.dev/posts/kol-2026-05-02/Sat, 02 May 2026 05:00:00 GMTkol-daily-brief2026-05-02nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-02-07-45/https://week.nqio.dev/posts/morning-2026-05-02-07-45/非農就業報告為今日市場最高關注焦點，預期新增就業人數約18萬，失業率持穩3.9%，但需特別留意平均時薪年增率是否再超預期，一旦高於3.8%，將強化Fed延後降息的合理性。此外，葉倫談話內容若涉及中國關稅調整或伊朗制裁細節，將即時影響風險性資產走勢。台股部分，三大法人動向將顯示外資對電子權值股的續抱態度，尤其台積電與AI伺服器族群為觀察重點。Sat, 02 May 2026 00:00:00 GMTtee-morning-brief2026-05-02us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-02-0745/https://week.nqio.dev/posts/morning-2026-05-02-0745/蘋果財報激勵科技股，AI題材延燒促使資金湧入NQ期貨。Fri, 01 May 2026 23:49:55 GMThttps://cimg.cnyes.cool/prod/news/6440078/l/ec87dcbe3a9e7bb79051b00316c3cd59.jpgmorning-brief2026-05-02NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-05-01/https://week.nqio.dev/posts/kol-2026-05-01/美股受惠於蘋果與高通財報優於預期及千億美元回購計畫，四大指數持續創下歷史新高。儘管PCE通膨數據高居不下且原油價格維持高檔，市場暫時忽視宏觀風險，資金集中追逐大型科技股與AI概念股。各大機構警告需留意資金過度集中與散戶追漲可能帶來的短線回調風險。Fri, 01 May 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6439518/l/092ae9c07ebfebca12fc6a2636e17667.jpgkol-daily-brief2026-05-01nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-05-01-07-45/https://week.nqio.dev/posts/morning-2026-05-01-07-45/台積電ADR於美股盤後表現穩健，受惠於台股大盤突破4萬點，市場情緒高漲；國泰永續高股息ETF（00907）配息破紀錄，顯示資金持續湧入高息與轉型科技題材，AI與數位支付企業加速布局半導體應用，凸顯供應鏈轉型趨勢 。 輝達（Nvidia）雖在AI支出持續擴大的背景下遭逢逆風，股價單日跌幅逾4%，主因投資人對其資本報酬率出現疑慮，即便微軟、Meta等雲端巨頭加碼AI投資，但財報顯示邊際效益未如預期，引Fri, 01 May 2026 00:00:00 GMTtee-morning-brief2026-05-01us-macroNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-30/https://week.nqio.dev/posts/kol-2026-04-30/Thu, 30 Apr 2026 05:00:00 GMTkol-daily-brief2026-04-30nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-30-07-45/https://week.nqio.dev/posts/morning-2026-04-30-07-45/當前市場主線由三大因素交織主導：一是科技股在財報季展現的成長韌性，特別是雲端與AI相關營收的持續爆發；二是中東地緣政治升溫與阿聯酋退出OPEC所引發的能源市場重組風險；三是Fed維持利率不變下，殖利率曲線動能轉向，反映市場對「higher for longer」利率路徑的定價調整。台灣方面，數位資產發展與最低工資調升雙雙推動內需與科技轉型，標普維持AA+信評展望穩定，為半導體與資產市場提供基本面支Thu, 30 Apr 2026 00:00:00 GMTtee-morning-brief2026-04-30us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-30-0745/https://week.nqio.dev/posts/morning-2026-04-30-0745/Fed創1992年以來最大政策分歧，維持高利率預期打壓成長股估值Wed, 29 Apr 2026 23:48:16 GMThttps://cimg.cnyes.cool/prod/news/6436842/l/73ea859fbbab8f0d75b0816de25d6d0a.jpgmorning-brief2026-04-30NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-29/https://week.nqio.dev/posts/kol-2026-04-29/Wed, 29 Apr 2026 05:00:00 GMTkol-daily-brief2026-04-29nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-29-07-45/https://week.nqio.dev/posts/morning-2026-04-29-07-45/儘管輝達（NVIDIA）週二股價下跌逾1.5%，主因《華爾街日報》質疑OpenAI成長動能與AI產業過熱疑慮[N8]，但交易員仍樂觀看待後市，選擇權市場顯示多頭正伺機布局，押注其股價將重返歷史高點，反映市場對AI晶片龍頭長期需求的強勁信心。 美光科技（Micron）獲DA Davidson首次覆蓋並給予「買入」評級，目標價上看1000美元，為華爾街最高預期[N20]，主因AI驅動記憶體結構性轉型，Wed, 29 Apr 2026 00:00:00 GMTtee-morning-brief2026-04-29us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-29-0745/https://week.nqio.dev/posts/morning-2026-04-29-0745/AI龍頭動搖拖累費半重挫3.5%，NQ期貨多頭信心受挫Tue, 28 Apr 2026 23:46:05 GMThttps://cimg.cnyes.cool/prod/news/6435892/l/91409470be0b5f33d4f9bd794576ac4e.jpgmorning-brief2026-04-29NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-28/https://week.nqio.dev/posts/kol-2026-04-28/今日市場焦點集中於微軟與OpenAI修改合作協議，解除獨家授權並尋求多方發展，為AI基礎建設與雲端市場帶來新變局。同時，費城半導體指數終止18連漲，加上月底養老金再平衡帶來拋壓，資金出現由高位硬體股轉向軟體股的輪動跡象。此外，台灣金管會放寬台積電條款，推升內資買盤進場，台股持續創高。Tue, 28 Apr 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6434439/l/76716016b148698974f9b82616823452.jpgkol-daily-brief2026-04-28nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-28-07-45/https://week.nqio.dev/posts/morning-2026-04-28-07-45/本日市場焦點高度集中於地緣政治與AI產業治理的交織風險。油價突破百美元觸發能源通胀再起擔憂，加上達里歐明確警告停滯性通膨情境，使聯準會降息空間進一步受限。在此環境下，黃金配置價值再度被頂級投資人重申，而科技股則在輝達創新高與AI訴訟開庭的雙重劇本中前行。Tue, 28 Apr 2026 00:00:00 GMTtee-morning-brief2026-04-28us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-28-0745/https://week.nqio.dev/posts/morning-2026-04-28-0745/地緣緊張降溫激勵科技股買氣，NQ期貨技術面突破追價機會顯現Mon, 27 Apr 2026 23:46:30 GMThttps://cimg.cnyes.cool/prod/news/6434382/l/a664912ec915b7bad28c3c54b664d50a.jpgmorning-brief2026-04-28NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-27/https://week.nqio.dev/posts/kol-2026-04-27/今日美股在科技巨頭與半導體板塊帶動下持續創高，費半達成18連漲紀錄，英特爾因財報優異暴漲20%。同時，中東美伊談判陷入僵局使油價與農產品價格攀升，市場面臨通膨再起的壓力。下週即將迎來超級央行周與多檔科技巨頭財報，投資人需警惕高估值回檔與地緣政治風險。Mon, 27 Apr 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6433084/l/79f9919618b076f861f1a31cffc73f4b.jpgkol-daily-brief2026-04-27nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-27-07-45/https://week.nqio.dev/posts/morning-2026-04-27-07-45/台積電（TSMC）雖未直接發布新消息，但受惠於兩岸直航政策放寬及全球AI晶片需求旺盛，台股半導體族群全面走強，資金持續流入相關供應鏈，帶動指數創高，並與主動式ETF熱潮形成共振效應，反映市場對台灣科技創新動能的高度信心 。 輝達（NVIDIA）雖未發布財報，但作為全球AI算力核心，持續驅動伺服器與資料中心投資擴張，間接帶動台積電3nm/2nm先進製程產能滿載，市場預期其即將公布的財報將成台系封裝測Mon, 27 Apr 2026 00:00:00 GMTtee-morning-brief2026-04-27us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-27-0745/https://week.nqio.dev/posts/morning-2026-04-27-0745/Fed利率決議與科技巨頭財報共振，NQ波動恐劇烈。Sun, 26 Apr 2026 23:45:33 GMThttps://cimg.cnyes.cool/prod/news/6432450/l/930996f48b1830f868a09cf3cfc38f3f.jpgmorning-brief2026-04-27NQ Weeklyhttps://week.nqio.dev/posts/propfirm-2026-04-26-apex-90off-q2/https://week.nqio.dev/posts/propfirm-2026-04-26-apex-90off-q2/Apex Trader Funding 全規模 Evaluation 最高 90% OFF，代碼 PAYOUT，截止 5/5；INTRADAY $50K One-Time PA Fee 限時 $69，截止 4/27（一）23:59 ET。Sun, 26 Apr 2026 05:30:00 GMTpropfirm-updateapex-trader-funding2026-04-26NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-25/https://week.nqio.dev/posts/kol-2026-04-25/Sat, 25 Apr 2026 05:00:00 GMTkol-daily-brief2026-04-25nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-25-07-45/https://week.nqio.dev/posts/morning-2026-04-25-07-45/台積電供應鏈動能持續升溫，臻鼎-KY（PCB大廠）宣布擴產計畫，並攜手鴻海深化先進封裝布局，反映AI驅動下對高效能運算（HPC）與CoWoS產能的強勁需求，市場解讀為台積電3nm及2nm製程推進的重要支持鏈條 。 元太科技於國際車用電子展亮相首款電子紙車型應用，結合低碳顯示技術與智慧座艙設計，瞄準電動車與ESG導向車廠訂單，展現台灣半導體生態系跨領域創新潛力 。 輝達（NVIDIA）雖未有直接財報Sat, 25 Apr 2026 00:00:00 GMTtee-morning-brief2026-04-25us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-25-0745/https://week.nqio.dev/posts/morning-2026-04-25-0745/隨著人工智慧快速滲透企業運作，科技巨頭同步裁員與加碼投資的矛盾現象浮現。超過兩萬人面臨失業，顯示 AI 正加速重塑就業市場與企業人力結構。Fri, 24 Apr 2026 23:45:22 GMThttps://cimg.cnyes.cool/prod/news/6432436/l/cad50ef8ead7abbee1b4f29333acfacf.jpgmorning-brief2026-04-25NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-24/https://week.nqio.dev/posts/kol-2026-04-24/美股費半指數突破萬點大關，硬體板塊強勢而軟體板塊受財報拖累失速，市場資金出現明顯輪動。特斯拉財報透露大筆資本支出佈局AI與機器人，同時AI基建推動電力與散熱股持續爆發。然而下週養老金再平衡與CTA買盤放緩可能為後市帶來資金面逆風，投資人需警惕追高風險。Fri, 24 Apr 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6431445/l/a04e07ebc99a2bfda581c2df9b5dfac6.jpgkol-daily-brief2026-04-24nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-24-07-45/https://week.nqio.dev/posts/morning-2026-04-24-07-45/台積電ADR雖未直接列入新聞，但台灣TISA帳戶開戶數持續攀升，突破12萬戶，反映台股科技投資熱度高漲，市場對台積電等權值股之長期布局意願增強，投資人借道結構性產品參與半導體多頭趨勢不減 。 輝達未現直接動態，然而OpenAI於23日發布新一代GPT-5.5模型，強化程式碼生成與自主研究能力，再度凸顯AI運算需求爆發性成長，市場對輝達GPU在訓練與推理端的剛性需求保持高度預期，供應鏈緊繃態勢料將延Fri, 24 Apr 2026 00:00:00 GMTtee-morning-brief2026-04-24us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-24-0745/https://week.nqio.dev/posts/morning-2026-04-24-0745/AI運算需求擴散至CPU架構，英特爾強勁財報激勵半導體與NQ期貨多頭情緒Thu, 23 Apr 2026 23:45:35 GMThttps://cimg.cnyes.cool/prod/news/6431010/l/f5ac9f508404738e7f512475b94e4486.jpgmorning-brief2026-04-24NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-23/https://week.nqio.dev/posts/kol-2026-04-23/美股四大指數無視中東地緣政治與高油價風險，在AI基礎建設及科技巨頭帶動下持續創下歷史新高。特斯拉第一季財報揭露250億美元AI資本支出並預警現金流轉負，而谷歌發布TPU v8晶片進一步鞏固其算力地位。市場呈現股債油同漲的反常態勢，分析師提醒需留意短期情緒過熱及通膨外溢的修正風險。Thu, 23 Apr 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6429892/l/5dba5dc24813b4a9b214ea1f0720c2a9.jpgkol-daily-brief2026-04-23nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-23-07-45/https://week.nqio.dev/posts/morning-2026-04-23-07-45/台股在金融科技、電動車與智慧轉型題材帶動下持續回暖，多檔科技股回升支撐市場信心，台糖等傳統企業加速多角化亦成為新亮點 。半導體產業雖面臨地緣供應鏈衝擊，但台積電技術升級與美國封裝廠規劃顯示長期佈局不減，有助穩定投資人預期 。Thu, 23 Apr 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6429711/l/c2f03762bdb5aba4a0d0ef24ddab1afb.jpgtee-morning-brief2026-04-23us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-23-0745/https://week.nqio.dev/posts/morning-2026-04-23-0745/特斯拉 (Tesla)(TSLA-US) 執行長馬斯克 (Elon Musk) 周三 (22 日) 表示，公司計劃在 Terafab 項目中，採用英特爾 (Intel)(INTC-US) 先進的 14A 製程技術生產晶片。Wed, 22 Apr 2026 23:49:41 GMThttps://cimg.cnyes.cool/prod/news/6429779/l/df99dec9e74c21d998d3d279d717e3e1.jpgmorning-brief2026-04-23NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-22/https://week.nqio.dev/posts/kol-2026-04-22/Wed, 22 Apr 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6428339/l/d7dcd9f72e116bd3110556aeb74facd3.jpgkol-daily-brief2026-04-22nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-22-07-45/https://week.nqio.dev/posts/morning-2026-04-22-07-45/台積電雖未直接出現在單一新聞標題中，但受惠於全球 AI 與高效能運算需求持續升溫，台股權值股表現強勁，尤其在高股息 ETF 吸引力上升與金管會放寬網銀交易規範等政策利多支撐下，市場風險偏好回升，有利台積電等大型科技股資金流入 。投資人亦將焦點轉向半導體產業鏈上游，預期先進製程產能利用率將於第二季進一步提升。 輝達（NVIDIA）雖未被明確提及，然其競爭對手英特爾股價暴漲 50%，創下 1980 年Wed, 22 Apr 2026 00:00:00 GMTtee-morning-brief2026-04-22us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-22-0745/https://week.nqio.dev/posts/morning-2026-04-22-0745/華許聽證會釋放政策調整訊號，市場對Fed獨立性與利率路徑轉趨謹慎。Tue, 21 Apr 2026 23:46:03 GMThttps://cimg.cnyes.cool/prod/news/6428356/l/36280e46818ba9d5a9107c9e8508e2d7.jpgmorning-brief2026-04-22NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-21/https://week.nqio.dev/posts/kol-2026-04-21/納斯達克結束連續13天單邊上漲，市場在科技巨頭財報公佈前夕轉趨觀望，中東地緣政治則進入邊打邊談的狀態。資金高度集中於AI基礎建設與電力板塊，但分析師警告CTA買盤即將放緩且市場結構脆弱。此外，SEC放寬散戶當沖規則也引發了對未來非理性波動加劇的擔憂。Tue, 21 Apr 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6426880/l/66a623d77b928d300a0efc503100fb47.jpgkol-daily-brief2026-04-21nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-21-15-58/https://week.nqio.dev/posts/morning-2026-04-21-15-58/當日焦點集中於中東地緣風險與能源市場互動，其中美國與伊朗停火談判是否成局為全球市場最大變數，若能在22日凌晨達成初步共識，將有助緩解油價與航運緊張；反之則可能引發新一波風險資產拋售。EIA原油庫存變化亦具指標意義，若顯示庫存下降，將進一步強化供應短缺預期。經濟數據方面，新屋銷售與IFO指數將提供美歐房市與製造業動能線索，影響後續總經預期。澳洲聯儲雖升息機率低，但其對中國經濟與商品需求的評論值得關注Tue, 21 Apr 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6426850/l/6fa1bfe5bed4e23a4494d6c12afcbfa3.jpgtee-morning-brief2026-04-21us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-21-16-13/https://week.nqio.dev/posts/morning-2026-04-21-16-13/前述事件中，以美伊談判最為關鍵，將直接牽動油價、航運與全球股市風險偏好。若談判破局，市場可能迅速重演2024年紅海危機模式，引發科技股劇烈波動。反之若達成初步協議，則有望釋出短多動能，回補此前因擔憂而超賣的半導體類股。Tue, 21 Apr 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6426694/l/tee-morning-brief2026-04-21us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-21-16-35/https://week.nqio.dev/posts/morning-2026-04-21-16-35/蘋果正式宣布進入新領導時代，由硬體工程資深副總裁 John Ternus 接任執行長，現任 CEO 庫克（Tim Cook）將於 9 月 1 日轉任執行董事長，象徵公司從庫克時代「穩健擴張」過渡至「技術驅動創新」新階段。市場評估此人事布局強化產品整合能力，有利 AI 與穿戴裝置發展，尤其 2026 年底傳將推出的首款智慧眼鏡將鎖定 iPhone 生態延伸，主打語音互動與輕量化設計，直接對決 MetTue, 21 Apr 2026 00:00:00 GMThttps://cimg.cnyes.cool/prod/news/6426850/l/6fa1bfe5bed4e23a4494d6c12afcbfa3.jpgtee-morning-brief2026-04-21us-macroNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-21-0745/https://week.nqio.dev/posts/morning-2026-04-21-0745/若成功商業化，將衝擊輝達AI市占與NVIDIA供應鏈期貨溢價。Mon, 20 Apr 2026 23:51:51 GMThttps://cimg.cnyes.cool/prod/news/6426883/l/0b391677109d870c43280688d640e50c.jpgmorning-brief2026-04-21NQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-20-0745/https://week.nqio.dev/posts/morning-2026-04-20-0745/提振AI硬體供應鏈預期，利好Nasdaq科技權值股與半導體期貨波動。Sun, 19 Apr 2026 23:45:46 GMThttps://cimg.cnyes.cool/prod/news/6425185/l/78a6b7bc229b6f5d3dcf3bdd9013c08a.jpgmorning-brief2026-04-20NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-17/https://week.nqio.dev/posts/kol-2026-04-17/今日美股大盤續創新高，但市場情緒呈現分歧。台積電交出亮眼財報卻遭遇利多出盡下跌，網飛因第二季指引保守重挫。整體AI需求依舊強勁，但部分專家警告美股存在量化追高的虛假繁榮與潛在風險。Fri, 17 Apr 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6422612/l/6f2eb388ef509353dc30f737719540bd.jpgkol-daily-brief2026-04-17nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-16-0745/https://week.nqio.dev/posts/morning-2026-04-16-0745/半導體期貨賣壓增，拖累NQ期貨短線走勢，市場風險偏好降。Thu, 16 Apr 2026 15:45:29 GMThttps://cimg.cnyes.cool/prod/news/6421909/l/602993b4f0de802edfadac486ccaf7f6.jpgmorning-brief2026-04-16NQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-16-1637/https://week.nqio.dev/posts/morning-2026-04-16-1637/台積電財測超預期，AI晶圓需求續強，支撐NQ期貨科技股多頭信心Thu, 16 Apr 2026 08:38:02 GMThttps://cimg.cnyes.cool/prod/news/6422317/l/c100820f05c8375d0b695432fbc3e4a2.jpgmorning-brief2026-04-16NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-16/https://week.nqio.dev/posts/kol-2026-04-16/美股三大指數因中東地緣政治局勢緩解與對沖基金回補科技股而創下歷史新高。SEC取消兩萬五千美元的日內交易限制帶動散戶大舉湧入股市，分析師提醒需防範短期過熱與追高風險。同時ASML財報亮眼但指引略低導致股價震盪，特斯拉則因AI5晶片流片成功引發關注。Thu, 16 Apr 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6422077/l/03e5ba01c11ee55304b39d1d685b393d.jpgkol-daily-brief2026-04-16nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-15-1926/https://week.nqio.dev/posts/morning-2026-04-15-1926/高利率預期延燒，納斯達克估值壓力升級，債券殖利率跳漲衝擊成長股。Wed, 15 Apr 2026 11:27:14 GMThttps://cimg.cnyes.cool/prod/news/6420904/l/678433d63d2e51ef4fb6f32c3a3337ef.jpgmorning-brief2026-04-15NQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-15-0745/https://week.nqio.dev/posts/morning-2026-04-15-0745/AI晶片訂單能見度提升，強化科技硬體成長動能，利好NQ期貨多方。Wed, 15 Apr 2026 07:12:15 GMThttps://cimg.cnyes.cool/prod/news/6420866/l/b1c35d73b34b292b1c32919d3e74c32a.jpgmorning-brief2026-04-15NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-15/https://week.nqio.dev/posts/kol-2026-04-15/美股四大指數受惠於三月PPI數據低於預期及中東地緣政治談判出現緩和跡象而全面走高，科技與半導體板塊強勢領漲。多數分析師對後市抱持樂觀態度，指出英偉達、亞馬遜等科技巨頭已完成技術面突破。然而，市場也提醒投資人需留意追高風險與VIX期權結算可能帶來的盤面震盪。Wed, 15 Apr 2026 05:00:00 GMThttps://cimg.cnyes.cool/prod/news/6421205/l/a4716da1722a47d69f2f897ff3d0aa69.jpgkol-daily-brief2026-04-15nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-14-0745/https://week.nqio.dev/posts/morning-2026-04-14-0745/NQ期貨收25845點，反彈1.18%。市場關注美伊談判進展與科技股財報季。Tue, 14 Apr 2026 15:45:05 GMThttps://cimg.cnyes.cool/prod/news/5940207/l/8441593a62ed9782e60501787f114830.jpgmorning-brief2026-04-14NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-04-14/https://week.nqio.dev/posts/kol-2026-04-14/KOL 觀點整合午報Tue, 14 Apr 2026 11:40:27 GMThttps://cimg.cnyes.cool/prod/news/6419194/l/161f2cf57bdc644533c571f7f64e4be7.jpgkol-daily-brief2026-04-14nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-14-1804/https://week.nqio.dev/posts/morning-2026-04-14-1804/Anthropic營收暴增3倍，投資人質疑OpenAI戰略失焦、高估值面臨修正。微軟今年已跌逾2成，華爾街仍看好重回4兆美元。Tue, 14 Apr 2026 10:04:13 GMThttps://cimg.cnyes.cool/prod/news/5940215/l/f41dd1a8b95bdbf9fde9874c570ea934.jpgmorning-brief2026-04-14NQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-13-15-51/https://week.nqio.dev/posts/morning-2026-04-13-15-51/美伊和談破裂、荷姆茲海峽封鎖威脅導致油價飆破100美元。Meta開發AI版祖克柏。NQ昨收25102，漲0.16%。Mon, 13 Apr 2026 07:51:02 GMThttps://cimg.cnyes.cool/prod/news/5938557/l/cd71407e2c48aa39c08f29f08778b60b.jpgmorning-brief2026-04-13NQ Weeklyhttps://week.nqio.dev/posts/weekly-2026-04-12-21-32/https://week.nqio.dev/posts/weekly-2026-04-12-21-32/美伊談判破局、油價觸百、褐皮書與PPI數據週。機構觀點、市場情緒、經濟事件因果鏈完整彙整。Sun, 12 Apr 2026 13:32:00 GMThttps://week.nqio.dev/images/covers/weekly-note-2026-04-13.jpgweekly-report2026-04-12NQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-12-20-18/https://week.nqio.dev/posts/morning-2026-04-12-20-18/伊朗開戰初期大宗商品交易商損失慘重，原油出口受限推升油價。NQ昨收25281，微跌0.04%。Sun, 12 Apr 2026 12:18:53 GMThttps://cimg.cnyes.cool/prod/news/5936894/l/92a105fd09a778b5e4ce88e936c04cb3.jpgmorning-brief2026-04-12NQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-11-17-42/https://week.nqio.dev/posts/morning-2026-04-11-17-42/荷姆茲海峽關閉威脅歐洲航空燃料供應。美伊談判代表抵達伊斯蘭堡，副總統萬斯表示應採取積極立場。Sat, 11 Apr 2026 09:42:44 GMThttps://cimg.cnyes.cool/prod/news/5936956/l/b01150068507510ec1285eeabc13b05f.jpgmorning-brief2026-04-11NQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-11-08-26/https://week.nqio.dev/posts/morning-2026-04-11-08-26/歐洲機場警告荷姆茲海峽若關閉將面臨噴氣燃料短缺。NQ昨收25333，微漲0.16%。Sat, 11 Apr 2026 00:26:17 GMThttps://cimg.cnyes.cool/prod/news/5936961/l/bc2b397c564cc4547c76baafc7eaaa70.jpgmorning-brief2026-04-11NQ Weeklyhttps://week.nqio.dev/posts/morning-2026-04-10-21-33/https://week.nqio.dev/posts/morning-2026-04-10-21-33/晨間速報 2026-04-10Fri, 10 Apr 2026 13:33:28 GMThttps://week.nqio.dev/images/covers/morning-brief-2026-04-10.pngmorning-brief2026-04-10NQ Weeklyhttps://week.nqio.dev/posts/propfirm-2026-03-31-apex-easter/https://week.nqio.dev/posts/propfirm-2026-03-31-apex-easter/Apex Trader Funding 復活節限時一折優惠，代碼 PAYOUT，截止 4/9。慶祝突破 7 億美元出金。Tue, 31 Mar 2026 09:30:00 GMTpropfirm-updateapex-trader-funding2026-03-31NQ Weeklyhttps://week.nqio.dev/posts/kol-2026-03-27/https://week.nqio.dev/posts/kol-2026-03-27/受中東停火談判受阻、油價與美債殖利率飆升影響，美股遭遇系統性拋售。同時，Google 發布降低 AI 記憶體需求的新演算法，引發記憶體板塊崩盤，市場整體避險情緒濃厚。Fri, 27 Mar 2026 05:00:00 GMThttps://week.nqio.dev/images/charts/kol-cover-0327.pngkol-daily-brief2026-03-27nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/kol-2026-03-26/https://week.nqio.dev/posts/kol-2026-03-26/游庭皓：官方給出四到六週停火時間表，市場仍比官方保守；財女珍妮：Google Turbo 壓縮技術「殺估值」，HBM 需求完全不受影響；貝拉：QQQ 跌破 200 日均線為牛熊分界，6475 為多空生死線。Thu, 26 Mar 2026 05:00:00 GMThttps://week.nqio.dev/images/charts/finviz-heatmap-0326.pngkol-daily-brief2026-03-26nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/econ-2026-03-25/https://week.nqio.dev/posts/econ-2026-03-25/3月重點數據密集出爐：NFP -92K vs 預期 +58K，GDP 初值 0.7% vs 預期 1.4%，CPI 2.4% 符合預期，PPI 偏熱。停滯性通膨疑慮升溫，NQ 均線下方偏空結構。Wed, 25 Mar 2026 13:00:00 GMThttps://week.nqio.dev/images/charts/econ-data-2026-03.pngeconomic-datanfpcpigdpppi2026-03nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/Wed Mar 25 2026 00:00:00 GMT+0000 (Coordinated Universal Time)/https://week.nqio.dev/posts/Wed Mar 25 2026 00:00:00 GMT+0000 (Coordinated Universal Time)/市場在美股開盤後因川普增兵傳言與油價重返 104 美元全面回跌，那斯達克下跌 0.84%，費城半導體卻逆勢大漲近 1.3%。盤後紐約時報爆料美國透過巴基斯坦向伊朗遞交 15 點停戰方案，NQ 期貨盤後急漲 0.9%，再度引發和談期待。Wed, 25 Mar 2026 05:00:00 GMThttps://week.nqio.dev/images/charts/market-brief-0325.pngkol-daily-brief2026-03-25nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/recap-2026-03-24/https://week.nqio.dev/posts/recap-2026-03-24/2026-03-24 延續前日停火多頭情緒，但漲勢明顯收斂。全日震幅僅 416 點（vs 前日 990 點），收盤 24,403.75 較開盤 24,417.25 幾乎平收，呈現典型的 Post-Displacement Consolidation 型態。Tue, 24 Mar 2026 11:00:00 GMThttps://week.nqio.dev/images/charts/recap-2026-03-24.pngdaily-recap2026-03-24nq-futuresconsolidationNQ Weeklyhttps://week.nqio.dev/posts/Tue Mar 24 2026 00:00:00 GMT+0000 (Coordinated Universal Time)/https://week.nqio.dev/posts/Tue Mar 24 2026 00:00:00 GMT+0000 (Coordinated Universal Time)/受川普停火言論持續發酵與布蘭特原油單日重挫逾 10% 突破跌破百元大關影響，美股迎來強勁反彈，道瓊急漲 631 點，那斯達克上漲 1.3%，但美光（Micron）逆勢大跌 4.4% 成為利多出盡的警示訊號。Tue, 24 Mar 2026 05:00:00 GMThttps://week.nqio.dev/images/charts/market-brief-0324.pngkol-daily-brief2026-03-24nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/ict-2026-03-23-displacement/https://week.nqio.dev/posts/ict-2026-03-23-displacement/3月23日倫敦盤 NQ 在3分鐘內從 23,890 飆至 24,648，實際位移 758 點，日內總振幅 990 點。完整解析 FVG 形成、Order Block 識別與機構行為邏輯。Mon, 23 Mar 2026 15:00:00 GMThttps://week.nqio.dev/images/charts/ict-displacement-2026-03-23.pngict-lessondisplacementlondon-sessionfvgorder-blockliquidity2026-03-23nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/recap-2026-03-23/https://week.nqio.dev/posts/recap-2026-03-23/2026-03-23 是 2026 Q1 最具代表性的 ICT Displacement 案例。NY AM Killzone 19:05 台北時間，川普宣布暫停對伊朗軍事打擊，NQ 在 10 分鐘內從 23,893 垂直飆至 24,763，單根 K 棒位移 486 點，全程連走 3 根高 FVG，最終全日震幅 990 點。Mon, 23 Mar 2026 11:00:00 GMThttps://week.nqio.dev/images/charts/recap-2026-03-23.pngdaily-recap2026-03-23nq-futuresdisplacementlondon-sessionny-killzonefvgNQ Weeklyhttps://week.nqio.dev/posts/Mon Mar 23 2026 00:00:00 GMT+0000 (Coordinated Universal Time)/https://week.nqio.dev/posts/Mon Mar 23 2026 00:00:00 GMT+0000 (Coordinated Universal Time)/NQ 期貨在開盤前承受三週連跌與聯準會鷹派恐慌的雙重壓力，盤中因川普突然宣布暫停對伊朗軍事打擊 5 天，瞬間觸發垂直急拉，由黑翻紅大漲逾 2%。Mon, 23 Mar 2026 05:00:00 GMThttps://week.nqio.dev/images/charts/market-brief-0323.pngkol-daily-brief2026-03-23nq-futuresNQ Weeklyhttps://week.nqio.dev/posts/about-week-nqio/https://week.nqio.dev/posts/about-week-nqio/NQ ICT 覆盤與經濟行事曆 — 每日覆盤、每週經濟大事、KOL 觀點比對Mon, 23 Mar 2026 00:00:00 GMTaboutNQ Weeklyhttps://week.nqio.dev/posts/recap-2026-03-20/https://week.nqio.dev/posts/recap-2026-03-20/2026-03-20 四巫日（Triple Witching），NQ 從日高 24660.5 跌至收盤 24217.25，全日震幅 689 點。倫敦盤偏多守穩，NY AM 開盤後空頭接管，PM 盤末段再跌至 23971。Fri, 20 Mar 2026 11:00:00 GMThttps://week.nqio.dev/images/charts/recap-2026-03-20.pngdaily-recap2026-03-20nq-futurestriple-witchingNQ Weekly