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美中關稅戰獲重大突破,美國對中國大陸商品關稅將從145%大降至30%,為期90天,中國大陸對美國商品的關稅將從125%降至10%,同樣為期90天,激勵美國科技股勁揚。台新標普科技精選ETF(009807)經理人黃鈺民表示,就長線基本面來看,進入新AI時代,軟硬體雨露均霑,分析師估計,AI爆發成長將帶動AI伺服器、AI儲存、運算訓練、互聯網、LLM授權收入等相關科技產業2023-2032年營收複合成長率高達2~6成,美國科技相關ETF後市漲升行情看俏。
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