整體而言，關稅風險可控、AI趨向不變，加上又見大戶回籠，台股後市顯露可期，建議採取成長股與價值股雙軌並重來面臨選股不選市行情，電子股部分看好，中長線AI伺服器、AWS供給鏈、IC設計，傳產則看好高殖利率、生技與籌碼乾淨個股。
主動群益台灣強棒ETF（00982A）經理人陳沅易分析，第二季台股大戶、中實戶生意業務人數回升終結連三季減少，統計曩昔經驗顯示，這代表資金動能與投資決心信念增加。
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