台股可攻上2萬點! 谷月涵樂觀看牛年 - 股票

By Damian
at 2021-02-09T15:05
at 2021-02-09T15:05
Table of Contents
原文標題:
台股可攻上2萬點! 谷月涵樂觀看牛年:這波還沒漲到頂 (請勿刪減原文標題)
原文連結:
https://finance.ettoday.net/news/1917781?redirect=1 (請善用 https://bit.ly/ 縮網址)
發布時間:
2021-02-09 13:57 (請以原文網頁/報紙之發布時間為準)
原文內容:
台股2020年繳出好成績,最高一度站上萬六關卡,
「台灣先生」、寬量國際策略長谷月涵(Peter Kurz)在接受外媒《CNBC》採訪時指出,
目前台股流動性充沛,若重演2000年及2007的情況,很可能會漲到20000點。
谷月涵指出,台股這波還沒漲到頂,
若從過往經驗來看,台股已經達到2000年和2007年以前的高峰情況,將再推升台股走高。
其中,台積電(2330)有機會促成這波上漲的主要動力。
台積電基本面仍在良好狀態,但股價是否反映基本面或變成震盪,仍要看市場反應。
不過,谷月涵認為,半導體需求強,客戶可能擔心拿不到貨,而造成重複下單的狀況,
可能是要擔心的一點。
主持人詢問,針對台幣升值、影響台灣電子業,要怎麼看這狀況?
谷月涵認為,對於短期來說的確有負面影響,
但長期來看,對工廠、設備進口反而有利。
心得/評論: ※必需填寫滿20字
過年沒事看看大師的評論
給大家安個心
過完年台股就是一條好漢
----------------------------------發文提醒-------------------------------
*[m1.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。
*[m2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
*[m3.心得/評論請盡量充實,*[m心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
*[
*[m4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
------------------ *[1;33m以上注意事項請勿刪除 違者4-1 刪文處分*[m -----------
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