15檔法人加碼 卡位節後行情 - 股票

By Agatha
at 2018-09-23T13:05
at 2018-09-23T13:05
Table of Contents
1.原文連結:
https://goo.gl/7tw9vM
2.原文內容:
https://imgur.com/br3Vdxy.jpg
美股勁揚,台股上周五(21日)也大漲141點,有效化解中秋變盤疑慮,市場抱股過節信
心高漲,成交量也大幅回升至1,559億元水準。正所謂「量先價行」,包括中信金、中鋼
等15檔法人加持股,上周量能明顯升溫,三大法人積極加碼,頗有卡位連假後行情味道。
台股資金近期明顯轉向,盤面上傳產股與電子股成交比重互換,電子成交佔比降至59%,
而塑膠、金融股成交比重則大幅提升,價量齊揚成為盤面新主流。
保德信高成長基金經理人葉獻文表示,市場對美中貿易戰升級的反應暫時鈍化,雖然台股
不免隨消息面震盪,但指數低點卻愈墊愈高,且隨第4季即將到來,法人開始進行下一階
段佈局,加上外資翻多回補力道頗強,帶動台股再度進逼11,000點關卡。統計2004~2017
年,外資第4季淨流入機率高達7成,平均買超金額逾700億,看來在外資加持下,台股Q4
有機會重回上升軌道。
包括兆豐金、中信金、富邦金、中鋼、大成鋼、台塑、華南金、欣興、南茂、元大金、
景碩、合庫金、台化、統一、台灣高鐵等15檔個股,上周獲三大法人偏愛,累積買超在萬
張之上,且股價、成交量均較前一周明顯走強。
美國聯準會9月幾篤定升息,美10年期公債殖利率突破3%,市場預期美債殖利率將進一
步走高,有利銀行收益,美金融股轉強連帶激勵國內金融股,也獲青睞加碼。
安聯台灣大壩基金經理人蕭惠中持續看多水泥、鋼鐵等原物料族群,他認為一方面受惠
中國環保稽查不會放鬆,另方面則是相對不受貿易戰影響。
3.心得/評論:
(1) 台股上周五(21日)也大漲141點,有效化解中秋變盤疑慮,市場抱股過節信心高漲。
(2) 兆豐金、中信金、富邦金、中鋼、大成鋼、台塑、華南金、欣興、南茂、元大金、
景碩、合庫金、台化、統一、台灣高鐵等15檔個股,上周獲三大法人偏愛。
(3) 投資人對電子股有疑慮,可把資金轉往15檔法人愛股,順便吃法人豆腐。
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