台積電非獨舞!謝金河:原物料蠢動 貨櫃航 - 股票

By Isabella
at 2020-12-13T11:57
at 2020-12-13T11:57
Table of Contents
台積電非獨舞!謝金河:原物料蠢動 貨櫃航運打響起身炮
https://www.setn.com/News.aspx?NewsID=863921
三立記者戴玉翔/台北報導
2020接近尾聲,因為武漢肺炎(COVID-19、新冠肺炎)疫情罩住整年,大家都認為這是史
上最差的年代,但年終疫苗問世,大家開始2021年充滿期待。財信傳媒董事長謝金河在臉
書發文表示,「春江水暖鴨先知,原物料價格蠢動,台積電獨舞的局面將改變。」
謝金河表示,今年全球經濟面臨巨大撞擊,但資本市場卻走出波瀾壯闊的大行情。美國道
瓊工業指數破三萬,台灣,南韓,印度,日本,中國股市都有不錯的表現。
面對即將來臨的2021,市場正在尋找新的焦距,「一個可能是對未來經濟復甦的憧憬」,
今年上半年疫情帶來恐懼,經濟出現斷崖式下跌,中國首季是負6.8%,美國第二季是負31
.4%,歐元區是負12.1%,對照低基期,經濟將出現跳躍式成長,明年上半年,全球經濟增
長可能非常亮眼,這時候對上已經大幅上升的股市,會出現什麼化學效應?這是一個大題
目!
謝金河最後表示,今年我們都說台股是台積電獨舞的一個人舞林,「明年這個局面可能會
有很大改變,也許山林中猴子成群,像今年貨櫃航運的景氣,很可能是非常重要的起身炮
!」
老謝開示貨櫃航運打響起身炮,以目前航運股的夯動狂漲缺櫃,放到明年Q1 現在還有10
幾元的差價可以吃 大家快搶進
--
https://www.setn.com/News.aspx?NewsID=863921
三立記者戴玉翔/台北報導
2020接近尾聲,因為武漢肺炎(COVID-19、新冠肺炎)疫情罩住整年,大家都認為這是史
上最差的年代,但年終疫苗問世,大家開始2021年充滿期待。財信傳媒董事長謝金河在臉
書發文表示,「春江水暖鴨先知,原物料價格蠢動,台積電獨舞的局面將改變。」
謝金河表示,今年全球經濟面臨巨大撞擊,但資本市場卻走出波瀾壯闊的大行情。美國道
瓊工業指數破三萬,台灣,南韓,印度,日本,中國股市都有不錯的表現。
面對即將來臨的2021,市場正在尋找新的焦距,「一個可能是對未來經濟復甦的憧憬」,
今年上半年疫情帶來恐懼,經濟出現斷崖式下跌,中國首季是負6.8%,美國第二季是負31
.4%,歐元區是負12.1%,對照低基期,經濟將出現跳躍式成長,明年上半年,全球經濟增
長可能非常亮眼,這時候對上已經大幅上升的股市,會出現什麼化學效應?這是一個大題
目!
謝金河最後表示,今年我們都說台股是台積電獨舞的一個人舞林,「明年這個局面可能會
有很大改變,也許山林中猴子成群,像今年貨櫃航運的景氣,很可能是非常重要的起身炮
!」
老謝開示貨櫃航運打響起身炮,以目前航運股的夯動狂漲缺櫃,放到明年Q1 現在還有10
幾元的差價可以吃 大家快搶進
--
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