全台解封在即 觀光概念股起風了 - 股票

By Eartha
at 2020-05-28T15:31
at 2020-05-28T15:31
Table of Contents
1.原文連結:
※過長無法點擊者必須縮網址
https://bit.ly/3escPxS
2.原文內容:
全台解封在即 觀光概念股起風了
行政院預訂自6月7日起鬆綁境內限制,新北市政府也宣布解封室內人數限制,對觀光概念股
帶來刺激效益,包括台灣高鐵、雲品、燦星旅等11檔個股「打斷手骨顛倒勇」,27日股價創
今年來新高紀錄。
全台解封在即,歡慶創今年新高的觀光概念股,尚有天蔥、山富、富驛-KY、夏都、新天地
、易飛網、豆府、老爺知。
統一投顧董事長黎方國分析,美國疫情緩解,政府宣布經濟重啟計畫,各州也陸續恢復商業
活動,白宮首席疫情專家佛奇提出是時候重啟經濟,最具指標性。由於經濟活動重啟,有助
未來美國各項經濟數據回溫,也促使航空、觀光旅遊休閒類股領漲其他族群。
股市已迫不及待反映經濟將逐漸邁向復甦,雖外資尚未真正大幅回籠台股,但台灣已連續45
日無本土病例,之前重災族群如航空、觀光等個股,連續三日拉出長紅,顯示內資活躍。
永豐投顧認為,政府預計7、8月上市振興券及國旅安心旅遊,可望帶動餐飲、運輸市場,飯
店方面,以度假型的飯店受惠較高,例如遠雄來、夏都、雲品、晶華等,餐飲方面,瓦城、
王品、漢來皆可望受惠,交通方面則以高鐵受惠相對較高。
國泰證期經理蔡明翰則指出,消費族群景氣谷底已過,加上股價位階偏低,因此,隨著振興
券議題出爐,引導資金流入此一族群帶量轉強。反觀防疫族群在出口解禁下,出現利多出盡
現象,股價拉回,資金快速流出,也流向短線強勢的消費觀光族群,帶動相關個股強漲。
不過,新冠肺炎可透過無症狀患者傳染,因此,在疫苗出爐前,消費景氣雖回升仍無法回到
疫情之前,並且恢復速度緩慢,蔡明翰建議,消費族群投資上,仍以低位階反彈的短線操作
為主,漲多後價量轉弱,便建議獲利了結出場。
3.心得/評論:
※必需填寫滿20字
資金輪轉的速度還真快
有些投顧老師打包了一組股票
給他個名稱叫解封概念股、振興券概念股
其他類股馬上退流行
話說台灣算有實際封過嗎?
不然為何要跟美國炒解封
會消費的早就在消費了吧
不論如何
現在風潮在哪是不是就該跟風才會賺啊
--
※過長無法點擊者必須縮網址
https://bit.ly/3escPxS
2.原文內容:
全台解封在即 觀光概念股起風了
行政院預訂自6月7日起鬆綁境內限制,新北市政府也宣布解封室內人數限制,對觀光概念股
帶來刺激效益,包括台灣高鐵、雲品、燦星旅等11檔個股「打斷手骨顛倒勇」,27日股價創
今年來新高紀錄。
全台解封在即,歡慶創今年新高的觀光概念股,尚有天蔥、山富、富驛-KY、夏都、新天地
、易飛網、豆府、老爺知。
統一投顧董事長黎方國分析,美國疫情緩解,政府宣布經濟重啟計畫,各州也陸續恢復商業
活動,白宮首席疫情專家佛奇提出是時候重啟經濟,最具指標性。由於經濟活動重啟,有助
未來美國各項經濟數據回溫,也促使航空、觀光旅遊休閒類股領漲其他族群。
股市已迫不及待反映經濟將逐漸邁向復甦,雖外資尚未真正大幅回籠台股,但台灣已連續45
日無本土病例,之前重災族群如航空、觀光等個股,連續三日拉出長紅,顯示內資活躍。
永豐投顧認為,政府預計7、8月上市振興券及國旅安心旅遊,可望帶動餐飲、運輸市場,飯
店方面,以度假型的飯店受惠較高,例如遠雄來、夏都、雲品、晶華等,餐飲方面,瓦城、
王品、漢來皆可望受惠,交通方面則以高鐵受惠相對較高。
國泰證期經理蔡明翰則指出,消費族群景氣谷底已過,加上股價位階偏低,因此,隨著振興
券議題出爐,引導資金流入此一族群帶量轉強。反觀防疫族群在出口解禁下,出現利多出盡
現象,股價拉回,資金快速流出,也流向短線強勢的消費觀光族群,帶動相關個股強漲。
不過,新冠肺炎可透過無症狀患者傳染,因此,在疫苗出爐前,消費景氣雖回升仍無法回到
疫情之前,並且恢復速度緩慢,蔡明翰建議,消費族群投資上,仍以低位階反彈的短線操作
為主,漲多後價量轉弱,便建議獲利了結出場。
3.心得/評論:
※必需填寫滿20字
資金輪轉的速度還真快
有些投顧老師打包了一組股票
給他個名稱叫解封概念股、振興券概念股
其他類股馬上退流行
話說台灣算有實際封過嗎?
不然為何要跟美國炒解封
會消費的早就在消費了吧
不論如何
現在風潮在哪是不是就該跟風才會賺啊
--
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