台積電法說報喜惟國際變數干擾 專家建 - 股票
By Hedda
at 2021-01-18T05:22
at 2021-01-18T05:22
Table of Contents
1.原文連結:
https://tw.appledaily.com/property/20210118/6O27Y3CB55EFJEF7PRMYK3PPZI/
2.原文內容:
台積電法說報喜惟國際變數干擾 專家建議降低持股
上周指數因美股帶動,及期待台積電法說,台股指數繼續挺進,終場以15616點作收。一
周上漲152點,漲幅0.99%,量能持續擴張,市場多頭熱度升溫。永豐金投顧示警,本周美
國總統將進行政權交接,經歷川粉攻入國會山莊的暴亂後,市場對於這一歷史時刻有所警
惕,再加上利多實現、指數不低,建議投資人減量經營。
永豐投顧表示,從台積電法說內容來看,台積電技術優勢再獲肯定,長線發展愈發清晰,
不過股價近期呈現加速上揚,外資對於目標價的估計已經改以2023年的獲利為基礎,顯然
股價有提前兌現遠期利多的情況,應該轉趨謹慎。
本波自12月下旬發動後,指數一路挺進,與月線乖離逐漸拉大,從均線看,固然是多頭排
列,但是短中長期均線發散,其實已是多頭進程的中段。目前指數與月線乖離達到6%,儘
管市場熱鬧滾滾,但是往後勝率漸次降低,故也該逐漸減持。
國際局勢方面,2020年的動盪有兩個因子,武漢疫情與年底的美國總統大選,兩者各位於
兩端,卻彼此震盪,交織一整年,如今將是美國新任總統的就職日,這不是一個變因消除
,而是新的局面。
永豐投顧認為,川普常以美國股市表現自詡,雖然短視近利,但受股民歡迎,拜登中規中
矩,著眼長線大局,大家嘴上歡迎,但未必心悅誠服。觀察美國股市,科技巨擘表現鈍化
,似乎心存觀望,股市需要適應新總統的邏輯,調整過程應該暫時避開。
綜合以上,長線趨勢的景氣復甦、企業獲利成長、央行印鈔、疫苗普遍接種等利多不變,
唯短線股價攀高,利多出盡,建議減量經營,等待更好時機。本周指數區間看15500點至
16000點。
至於選股,半導體製造最大利多已經釋出,資金集中在電子,故IC設計、PCB等可以佈局
。至於傳產股方面,航運股震盪,工具機、腳踏車等市況樂觀,比較看好。(林彤婕/台
北報導)
3.心得/評論:
哀,有人說台GG在低點會再創新高,有人卻說建議降低持股,都有道理,不知該如何判斷?
--
https://tw.appledaily.com/property/20210118/6O27Y3CB55EFJEF7PRMYK3PPZI/
2.原文內容:
台積電法說報喜惟國際變數干擾 專家建議降低持股
上周指數因美股帶動,及期待台積電法說,台股指數繼續挺進,終場以15616點作收。一
周上漲152點,漲幅0.99%,量能持續擴張,市場多頭熱度升溫。永豐金投顧示警,本周美
國總統將進行政權交接,經歷川粉攻入國會山莊的暴亂後,市場對於這一歷史時刻有所警
惕,再加上利多實現、指數不低,建議投資人減量經營。
永豐投顧表示,從台積電法說內容來看,台積電技術優勢再獲肯定,長線發展愈發清晰,
不過股價近期呈現加速上揚,外資對於目標價的估計已經改以2023年的獲利為基礎,顯然
股價有提前兌現遠期利多的情況,應該轉趨謹慎。
本波自12月下旬發動後,指數一路挺進,與月線乖離逐漸拉大,從均線看,固然是多頭排
列,但是短中長期均線發散,其實已是多頭進程的中段。目前指數與月線乖離達到6%,儘
管市場熱鬧滾滾,但是往後勝率漸次降低,故也該逐漸減持。
國際局勢方面,2020年的動盪有兩個因子,武漢疫情與年底的美國總統大選,兩者各位於
兩端,卻彼此震盪,交織一整年,如今將是美國新任總統的就職日,這不是一個變因消除
,而是新的局面。
永豐投顧認為,川普常以美國股市表現自詡,雖然短視近利,但受股民歡迎,拜登中規中
矩,著眼長線大局,大家嘴上歡迎,但未必心悅誠服。觀察美國股市,科技巨擘表現鈍化
,似乎心存觀望,股市需要適應新總統的邏輯,調整過程應該暫時避開。
綜合以上,長線趨勢的景氣復甦、企業獲利成長、央行印鈔、疫苗普遍接種等利多不變,
唯短線股價攀高,利多出盡,建議減量經營,等待更好時機。本周指數區間看15500點至
16000點。
至於選股,半導體製造最大利多已經釋出,資金集中在電子,故IC設計、PCB等可以佈局
。至於傳產股方面,航運股震盪,工具機、腳踏車等市況樂觀,比較看好。(林彤婕/台
北報導)
3.心得/評論:
哀,有人說台GG在低點會再創新高,有人卻說建議降低持股,都有道理,不知該如何判斷?
--
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