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台股面臨長假來臨、短線上漲多調節，以及市場開始關注第一季財報表現，台股維持高檔震盪整理走勢，終場下跌 36.63 點，收在 9811.52 點，成交值 1009.26 億元。

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安聯台灣科技基金經理人廖哲宏表示，隨著時序上將進入第一季財報公布期，加上部分自結數字出爐以及市場對於部分企業獲利的預期，財報表現成為近期市場關注的焦點。不過投資人可優先關注 4 月中旬龍頭或指標企業法說展望。

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在籌碼面，廖哲宏表示，外資在連 10 買後，31 日雖是賣超，但金額僅 21.54 億元、幅度不大，整個 3 月外資買超金額仍累積近 245 億元，故接下來外資動向仍是可留意的地方。

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針對市場關注匯市變化可能對第一季企業財報獲利的影響，廖哲宏表示，如果參考過往經驗，當盤勢樂觀或是在漲勢凌厲階段，匯率波動可能的影響對盤勢影響通常不大，但剛好目前碰到短線累積較大漲幅，因此匯率波動可能的影響，剛好就順勢成為眼前盤勢整理的藉口。

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就盤面主題上，廖哲宏表示，目前台股今年盤面最大主軸還是走 iPhone 新機，以及衍生出來的相關新科技應用，所以台股近期一旦出現拉回整理，有基本面支撐的族群，反而因為評價面的修正而投資價值提高，值得趁盤整或回檔整理伺機布局。

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對面第一季財報將公布，以及部分上市櫃公司自結數字相繼出爐，廖哲宏表示，雖然匯市變化難以預測及掌控，但對於基本面可有較精準的掌握，建議投資人可趁財報公布之際，趁勢檢視所持企業的基本面是否出現變化，做為投資上的參考。

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展望後市，廖哲宏表示，從目前股價與指數位置看，投資人不宜太過噪動追高，反而可以檢視先前因擔憂升息因素而下跌的個股，採取逢低區間操作。基本上在成長基調不變的架構下，台股現階段回歸個股表現，以此來看，檢視基本面選股以及適時介入，還是現階段較佳的投資策略。

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在選股策略上，廖哲宏表示，今年投資主軸仍是以蘋果概念股為主，其次為網通族群 (Data center、IOT 等) 還是值得期待的。此外原物料的波動預期也是激烈的，建議仍可選擇區間操作，留意避開報價下跌的類股與短期因議題漲多的個股，並可優先觀察電子股龍頭指標股以及金融股和壽險股的表現。

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對於現階段有哪些題材值得追逐或避開？廖哲宏表示，今年投資主軸仍是以蘋果概念股為主，其次為網通族群 (Data center、IOT 等) 還是值得期待的。此外原物料的波動預期也是激烈的，可以選擇區間操作；要避開報價下跌及短期因議題漲多的個股。

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