美國經濟動能雖顯放緩，但通膨壓力逐步緩解，市場對聯準會降息的預期升溫，為全球股市提供正面支撐。街口投信表示，第四季台股展望仍以震盪走高為主軸，AI 伺服器、高階封裝與雲端資料中心持續拉貨，將成為驅動多頭格局的重要力量，投資建議維持高持股水位。
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