台股大涨1236点收49712点创历史新高，成交量放大至新台币1.15兆元
台北——据中央社报道，台股10月5日开高走高，加权股价指数终场大涨1236.30点、涨幅2.55%，收在49712.04点，创下历史收盘新高，也是台股首度收在49000点大关之上；单日成交量同步放大至新台币1.15兆元，约合361.1亿美元。
市场人士指出，买盘集中于人工智慧相关个股，这波涨势由三股力量叠加：其一，上周五美股科技股走强，带来外部动能；其二，美国8月就业数据不如预期，市场对联准会升息的疑虑缓和，资金面转趋宽松，激励资金回流台股；其三，鸿海营收印证AI基本面。同日公布的企业营收数字正呼应AI需求的热度：鸿海精密9月合并营收首度单月突破新台币1兆元，主要由云端网路产品部门、也就是AI伺服器相关业务带动成长，显示AI供应链的出货动能已具体反映在龙头厂商的营收上，权值电子股领涨大盘。
在AI供应链题材推动下，台股今年以来屡创收盘新高，指数位阶来到历史高位。台股加权指数采市值加权计算，电子权值股占比高，这波以AI供应链为核心的涨势，对指数点数的推升格外直接；单日涨逾千点的行情，在台股历史上并不多见。接下来一周，上市柜公司将陆续公布9月营收，法人与分析师的观察重点将放在美股科技股走势、联准会利率动向，以及AI订单能见度是否延续，指数短线波动料将随消息面放大。本周适逢国庆连假，台股交易日仅至10月8日，这波涨势能否在连假后延续开盘表现，同样受到市场关注。
Taiex Surges 1,236 Points to a Record Close of 49,712 as Turnover Tops NT$1.15 Trillion
Taipei — Taiwan's stock market roared to a record close on October 5, the Central News Agency reported. The benchmark Taiex jumped 1,236.30 points, or 2.55 percent, to finish at 49,712.04 — its highest close in history and its first finish above the 49,000 mark — with turnover swelling to NT$1.15 trillion (about US$36.11 billion).
Dealers said buying concentrated in artificial-intelligence-related stocks, with three forces stacking up behind the rally: momentum from Friday's gains in U.S. technology shares; a friendlier liquidity backdrop after weaker-than-expected U.S. jobs data for August eased concern over Federal Reserve rate hikes, drawing money back into Taipei; and corporate results confirming the AI fundamentals. Hon Hai Precision Industry's consolidated revenue for September passed NT$1 trillion in a single month for the first time, driven mainly by its cloud and networking products division — the business tied to AI servers — showing how AI supply-chain demand is translating into headline revenue at the sector's leaders, with heavyweight electronics shares leading the advance.
Powered by the AI supply chain, the Taiex has set record closes repeatedly this year and now sits at historic levels. The index is capitalization-weighted and dominated by electronics heavyweights, so a rally led by the AI supply chain lifts the headline number with unusual force; single-day gains of more than a thousand points are rare in the market's history. Over the coming week, listed companies will release their September revenue figures one after another, and brokers and analysts say the market's next moves will hinge on U.S. technology shares, the Federal Reserve's rate path, and whether visibility on AI orders continues, with short-term swings likely to widen on headline news. With the National Day holiday shortening the week — the market trades only through October 8 — whether the rally carries into the post-holiday reopening is also in focus.
图片来源：资料图：台湾证券交易所行情资讯看板，萤幕显示台湾加权指数走势，中华民国总统府 摄，CC BY 2.0（Wikimedia Commons）
