光環盡失? 外資拋售台積 持股8年最低 - 股票

By Rae
at 2020-05-19T22:14
at 2020-05-19T22:14
Table of Contents
https://www.chinatimes.com/newspapers/20200519000172-260202?chdtv
光環盡失? 外資拋售台積 持股8年最低
晶圓代工台積電慘遭外資狠心賣超,今年以來提款台積電逾兩千億元,持股水位創逾八年
來新低。法人指出,台積電若回補288.5元空方島型反轉跳空缺口,台股中級回檔壓力沉
重,520有可能是台股轉折變盤日。
晶圓代工台積電在外資眼中光環盡失?從兩大項可以觀察。第一、賣超張數、賣超金額及
第二外資持股水位。
首先從外資賣超張數及金額凸顯出外資對台積電看法鬆動。今年以來台積電先後遭遇全球
性新冠肺炎疫情衝擊、美國商務部針對華為頒布新禁令及台積電赴美國設廠等消息夾擊,
連日來慘遭外資提款,18日外資大舉賣超台積電高達4.27萬張,單日賣超張數創2018年4
月23日以來新高,今年以來出脫70.15萬張。
在賣超金額上,18日外資賣超台積電金額高達124.39億元,占18日賣超台股157億元的79
%,拖累台積電股價下挫8元,跌幅2.68%,收在290元,光一檔台積電就貢獻台股下跌
68.63點,顯見外資提款台積電不手軟,統計今年外資賣超台積電單一檔達2,126億元。
第二、外資18日持有台積電水位已將降至75.52%,創2012年01月18日來新低水位,從外
資今年陸續退出台積電的行情觀察,對台積電的股價動能確實有些疑慮。
不過,政府為了貫徹台股護盤政策及營造520行情,內資及政府攜手接下外資拋售台積電
的籌碼,統計今年以來八大公股行庫已買超台積電達13.04萬張,買超金額達387.66億元
,是台股18日仍力守月線的最大推力。
德信證券副總吳文彬認為,台積電必須守住前波缺口288.5元高點,一旦回補空方島型反
轉跳空缺口,中級回檔壓力沉重,但基於政府護盤積極,520之前不至於立刻反轉,但也
建議投資人小心謹慎,因520後尚有5月21~22日大陸兩會登場,29日MSCI生效調整以及
ECFA即將到期等議題,若外資續賣台積電,520將有可能是台股變盤日。
評論:
台積電受國際政治因素影響到美國設廠
在人力成本高昂及當地無產業供應鏈的因素影響下
台積電前景堪慮
而若連相關產業鏈都遷移到美國,對台灣產業發展則是一大重創
--
光環盡失? 外資拋售台積 持股8年最低
晶圓代工台積電慘遭外資狠心賣超,今年以來提款台積電逾兩千億元,持股水位創逾八年
來新低。法人指出,台積電若回補288.5元空方島型反轉跳空缺口,台股中級回檔壓力沉
重,520有可能是台股轉折變盤日。
晶圓代工台積電在外資眼中光環盡失?從兩大項可以觀察。第一、賣超張數、賣超金額及
第二外資持股水位。
首先從外資賣超張數及金額凸顯出外資對台積電看法鬆動。今年以來台積電先後遭遇全球
性新冠肺炎疫情衝擊、美國商務部針對華為頒布新禁令及台積電赴美國設廠等消息夾擊,
連日來慘遭外資提款,18日外資大舉賣超台積電高達4.27萬張,單日賣超張數創2018年4
月23日以來新高,今年以來出脫70.15萬張。
在賣超金額上,18日外資賣超台積電金額高達124.39億元,占18日賣超台股157億元的79
%,拖累台積電股價下挫8元,跌幅2.68%,收在290元,光一檔台積電就貢獻台股下跌
68.63點,顯見外資提款台積電不手軟,統計今年外資賣超台積電單一檔達2,126億元。
第二、外資18日持有台積電水位已將降至75.52%,創2012年01月18日來新低水位,從外
資今年陸續退出台積電的行情觀察,對台積電的股價動能確實有些疑慮。
不過,政府為了貫徹台股護盤政策及營造520行情,內資及政府攜手接下外資拋售台積電
的籌碼,統計今年以來八大公股行庫已買超台積電達13.04萬張,買超金額達387.66億元
,是台股18日仍力守月線的最大推力。
德信證券副總吳文彬認為,台積電必須守住前波缺口288.5元高點,一旦回補空方島型反
轉跳空缺口,中級回檔壓力沉重,但基於政府護盤積極,520之前不至於立刻反轉,但也
建議投資人小心謹慎,因520後尚有5月21~22日大陸兩會登場,29日MSCI生效調整以及
ECFA即將到期等議題,若外資續賣台積電,520將有可能是台股變盤日。
評論:
台積電受國際政治因素影響到美國設廠
在人力成本高昂及當地無產業供應鏈的因素影響下
台積電前景堪慮
而若連相關產業鏈都遷移到美國,對台灣產業發展則是一大重創
--
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