三大咖喊話 台股買點到 - 股票

By John
at 2020-03-11T13:17
at 2020-03-11T13:17
Table of Contents
-------------------------------發文提醒----------------------------------
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://goo.gl/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份。
---------------------------按ctrl+y可刪除以上內容。----------------------
1.原文連結:
https://udn.com/news/story/7251/4404813
2.原文內容:
三大咖喊話 台股買點到
台股跌破年線,卻也浮現投資時點,券商公會理事長賀鳴珩、投信投顧公會理事長張錫、
元大投信董事長劉宗聖等提醒投資人「買點到」,張錫更直接以單筆買進台股基金,證
明台股底部已至。
美國10年期公債殖利率近日一度跌至0.5%以下,如果持續下滑,賀鳴珩說,其他維持高利
率的國家也會撐不住,加上國際油價崩跌,通縮壓力大增,錢放在銀行或債券絕非最佳去
處,投資人在金融市場震盪之際要冷靜思考;且台股相較其他國際股市抗跌,展現「不畏
風吹雨打的堅強一面」,股價變便宜也有利券商公會加速推動「要退休就要買股票」的理
念,只要慎選營運正面、股息殖利率較高的產業或個股,長期來看,長報酬率仍佳。
張錫以四大理由證明台股底部已到,其一是新冠肺炎疫情是短期因素且終究會過去,國際
油價大跌有利多數產業生產成本降低。
其二降息是中長期利多,美聯準會帶頭降息將對各國央行起示範效果,市場資金充裕。
第三是產業供應鏈有望於第2季全面恢復生產,5G等發展為長期趨勢,產業面需求不會消
失,第四是台股具高殖利率,在美國等各國降息後,國際資金將尋求有收益的股票市場,
台股有高度吸引力。
劉宗聖認為,此時投資台股具備三大優勢,一是台灣上市櫃公司不僅獲利成長,賺錢還願
分享投資人,配息意願高,使台股現金殖利率全球名列前茅,近期股市修正,台股現金殖
利率達4.13%,更具投資吸引力;二是觀察過去台股遇到系統性風險,不論金融海嘯或歐
債危機期間,台灣優質龍頭企業風險事件後漲幅驚人,且同期相關企業配息能力也令人驚
艷。
三是台灣防疫工作維持高規格布署,疫情掌握度全球第一,因此未來經濟與台股回復速度
最快,長線還有台商回流、轉單效應進一步加持。
3.心得/評論:
※必需填寫滿20字
我快逃 你先買 立旗立好立滿
散戶們還不快進場跟進阿
--
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://goo.gl/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份。
---------------------------按ctrl+y可刪除以上內容。----------------------
1.原文連結:
https://udn.com/news/story/7251/4404813
2.原文內容:
三大咖喊話 台股買點到
台股跌破年線,卻也浮現投資時點,券商公會理事長賀鳴珩、投信投顧公會理事長張錫、
元大投信董事長劉宗聖等提醒投資人「買點到」,張錫更直接以單筆買進台股基金,證
明台股底部已至。
美國10年期公債殖利率近日一度跌至0.5%以下,如果持續下滑,賀鳴珩說,其他維持高利
率的國家也會撐不住,加上國際油價崩跌,通縮壓力大增,錢放在銀行或債券絕非最佳去
處,投資人在金融市場震盪之際要冷靜思考;且台股相較其他國際股市抗跌,展現「不畏
風吹雨打的堅強一面」,股價變便宜也有利券商公會加速推動「要退休就要買股票」的理
念,只要慎選營運正面、股息殖利率較高的產業或個股,長期來看,長報酬率仍佳。
張錫以四大理由證明台股底部已到,其一是新冠肺炎疫情是短期因素且終究會過去,國際
油價大跌有利多數產業生產成本降低。
其二降息是中長期利多,美聯準會帶頭降息將對各國央行起示範效果,市場資金充裕。
第三是產業供應鏈有望於第2季全面恢復生產,5G等發展為長期趨勢,產業面需求不會消
失,第四是台股具高殖利率,在美國等各國降息後,國際資金將尋求有收益的股票市場,
台股有高度吸引力。
劉宗聖認為,此時投資台股具備三大優勢,一是台灣上市櫃公司不僅獲利成長,賺錢還願
分享投資人,配息意願高,使台股現金殖利率全球名列前茅,近期股市修正,台股現金殖
利率達4.13%,更具投資吸引力;二是觀察過去台股遇到系統性風險,不論金融海嘯或歐
債危機期間,台灣優質龍頭企業風險事件後漲幅驚人,且同期相關企業配息能力也令人驚
艷。
三是台灣防疫工作維持高規格布署,疫情掌握度全球第一,因此未來經濟與台股回復速度
最快,長線還有台商回流、轉單效應進一步加持。
3.心得/評論:
※必需填寫滿20字
我快逃 你先買 立旗立好立滿
散戶們還不快進場跟進阿
--
Tags:
股票
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