微軟財報救全村！「25檔」含微軟ETF績效硬起來！

Yahoo Entertainment - 2 августа 2026 г.

微軟財報救全村！「25檔」含微軟ETF績效硬起來！

微軟繳出優於預期的亮眼財報，激勵股價單日飆升逾15%，市值激增4500億美元，成功緩解市場對AI資本支出的擔憂，帶動美股全面走揚。目前台灣市場共有25檔海外ETF持有微軟，其中凱基全球菁英55、國泰全球品牌50及統一FANG+等權重逾雙位數，直接受惠於此波漲勢。法人分析，AI產業基本面穩健且盈餘成長持續上修，經歷短線估值修正後，反而提供投資人逢低布局的絕佳契機。在微軟強勢領軍下，重倉科技龍頭與具備自由現金流優勢的相關ETF，後市動能表現備受市場期待，投資人可持續關注相關標的之長期成長潛力。

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