00981A小愛幫你追追追
AI 主播小愛AI 主播小愛每個交易日帶你追蹤 00981A 統一台股增長主動式 ETF 的持股、收盤、與催化劑。5–10 分鐘掌握主動 ETF 經理人在做什麼，盤後輕鬆吸收最新動態。
| Publishes | Daily | Episodes | 5 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusiness |
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昨天 00981A 收漲近兩趴，瑤姊加碼欣興、南電兩大 ABF 載板標的，新建倉萬潤，同步出清鴻勁與南亞。載板漲價循環正在推升 alpha，這集拆解背後的配置邏輯。
昨天 00981A 收盤小跌○點二五趴，幾乎平盤。美股費城半導體單日跳了超過兩趴，AI 鏈氣氛偏熱，但瑤姊這次選擇維持配置不動，貿聯-KY、健策、南電、金像電這四檔 alpha 來源穩穩壓陣，值得觀察她在等什麼訊號才會出手。
昨日 00981A 小跌 0.32%，但費城半導體重挫近三點六趴，台積電 ADR 也跌了三趴多。瑤姊手上南電、貿聯-KY、金像電、健策這幾張 alpha 牌能不能撐住，今天開盤就是關鍵。
4/27 00981A 小漲零點三六趴，量能爆量超過百萬張。瑤姊昨日最大動作是減碼健策、加碼緯穎與智邦，同時悄悄調輕奇鋐與台達電——在費半走軟的一天，這套微調透露出她對 AI 伺服器供應鏈的最新排序。
2026年4月24日 00981A 單日漲幅四點四趴，成交量將近七十萬張。瑤姊把九成資金押在 AI 供應鏈中型股，健策、金像電、南電、貿聯-KY 四檔純 alpha 合計逾兩成，這才是今天的主角。
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