3大兇手抓到了！台股千點大屠殺還沒完 更慘烈在後頭

【中時新聞網 吳美觀】

台股今日（2日）收盤狂瀉1,004點，以21,638.09點作收，創下史上最大收盤跌點，導致大盤重挫有三大原因。包括美國經濟數據不佳，引發陷入衰退擔憂，拖累美股費半指數重挫；外資指期空單攀升至4.1萬口，反映其看空市場態勢；散戶融資餘額持續維持高檔，顯示籌碼凌亂，不利於後市發展。 首先，美國經濟數據不佳，引發衰退擔憂。

ISM製造業數據連續第四個月萎縮，加上上周初請失業金人數大增，導致市場憂慮美國經濟陷入衰退。科技巨頭英特爾、亞馬遜等財報表現也不如預期，進一步加深了市場信心動搖。

受此影響，美股四大指數全面重挫1.2％～7.1％不等，其中與台灣命運相連的費城半導體指數崩跌7.14％最慘，摜破半年線，而相關晶片股也遭血洗，輝達大跌6.67％、超微慘跌8.26％、博通暴跌8.5％、高通狂瀉9.37％、台積電ADR也下跌4.6％。

其次，外資在台指期空單激增至4.13萬口，僅次於7月18日的4.3萬口，創史上第二大。截至8月1日，散戶融資餘額也高達3,292億，導致市場籌碼凌亂，不利於後市發展。

法人分析，外資期貨空單若降至2萬口，散戶融資低於3千億，才有機會化解台股下探的危機。 目前台股盤勢偏弱，操作宜保守。7月30日的21,833點低點已摜破，中長線回測半年線機率大，目前半年線約在20,700點。

https://www.ctee.com.tw/news/20240802701403-430201?utm=copy_link

台股上周五（8月2日）跌1004點，證交所擔心的「違約交割」真的發生了！根據證交所統計，截至上午11點，10券商通報，違約交割金額高達2.3億，13戶沒繳錢，由於台股昨天再跌1807點，T+2日交割恐怕還會更多。

The Sound of Silence ~ Simon & Garfunkel | lyrics

Hello darkness, my old friend

Ive come to talk with you again

Because a vision softly creeping

Left its seeds while I was sleeping

And the vision that was planted in my brain

Still remains

Within the sound of silence

In restless dreams I walked alone

Narrow streets of cobblestone

Neath the halo of a street lamp

I turned my collar to the cold and damp

When my eyes were stabbed by the flash of a neon light

That split the night

And touched the sound of silence

And in the naked light I saw

Ten thousand people, maybe more

People talking without speaking

People hearing without listening

People writing songs that voices never share

No one dared

Disturb the sound of silence

"Fools" said I, "You do not know

Silence like a cancer grows

Hear my words that I might teach you

Take my arms that I might reach you"

But my words like silent raindrops fell

And echoed in the wells of silence

And the people bowed and prayed

To the neon god they made

And the sign flashed out its warning

In the words that it was forming

And the sign said, "The words of the prophets

Are written on the subway walls

And tenement halls

And whispered in the sounds of silence"

https://www.youtube.com/watch?v=rEWLDSKYMJs