Q1航運鋼鐵最強!老謝點5個績優股 - 股票
By Madame
at 2021-05-23T09:38
at 2021-05-23T09:38
Table of Contents
原文標題:Q1航運鋼鐵最強!老謝點5個績優股
原文連結:https://is.gd/dckB2i
發布時間:2021年5月23日 週日 上午8:15
原文內容:
昨(22)日財信傳媒董事長謝金河在臉書指出「世界經濟的動能正出現微妙變化」,也分
析過去幾十年,中國一直扮演著世界經濟成長引擎的角色,全球經濟增長都要看中國的臉
色,對台灣的投資人來說,抓住中國概念,就是創造財富的源頭。
然而這兩年來疫情衝擊全球,去年中國防疫有成,是全球的經濟引擎,但今年歐洲及美國
都在大災難後翻起,謝金河點出,「尤其今年美國的經濟動能十足,可能是世界經濟重要
的引擎,而且也開始影響台灣的產業生態系」。
中華經濟研究院李淳執行長在節目上表示,台灣4月出口電子與傳產成了雙引擎,台灣的
出口市場走向多元,例如:4月對印度出口成長344.5%,對義大利成長103.8%,對越南成
長80.8%,對馬來西亞成長73.9%。其中,除了電子零組件及資通訊產品外,台灣的塑膠、
化學品成長50.1%,紡織前4月出口成長37.4%,礦業出口成長130%。
謝金河點出,從第一季季報來看,貨櫃航運及散裝航運最突出,這可能與歐美景氣的復甦
帶動需求有關;另一個是鋼鐵,這也與美國推動大型基礎建設有關,這次拜登的預算送到
美國國會可能打折,不過美國展開百年以來最大基礎建設的方向不會改變。台灣第三個翻
起的產業是紡織、成衣、休閒服飾及運動鞋、高爾夫球頭產業。
另外他也說明,美國公布5月PMI初值為61.5,服務業的PMI初值也達70.1,這都代表經濟
的活絡,4月美國服飾零售成長726%,台灣的紡織產業低迷了很多年,這次先有新疆棉的
事件,接著印度疫情嚴重,衝擊印度成衣產業,台灣的紡織業從上游尼龍粒、加工絲到聚
酯纖維都好起來。像尼龍絲的集盛,過去都虧損,今年首季EPS0.72元。高爾夫球頭的大
田,過去業績平平,今年首季EPS3.88元,搖身變成績優股。
因此謝金河認為,過去有很長的時間,台灣的產業與中國連結很深;今年美國經濟復甦產
生的帶動力,除了半導體的晶片之外,台灣會有很多產業都會大大受到美國的衝擊。
心得/評論:
這個...打到的產業很多耶,明天局勢到底會怎樣走呢?
--
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