台股遭重殺!專家:要小心3大黑天鵝 - 股票
By Caitlin
at 2021-05-04T11:47
at 2021-05-04T11:47
Table of Contents
原文標題:台股遭重殺!專家:要小心3大黑天鵝 揭下跌真正原因
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原文連結:https://bit.ly/3tegDd2
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發布時間:2021/5/3 19:00
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原文內容:
記者戴玉翔/台北報導
台股今(3)日賣壓湧現,指數開低後不斷走跌,台股終盤下跌344.31點,跌幅1.96%,收
在17222.35點。資深分析師蔡明彰表示,「要小心!如今的台股面臨3大黑天鵝!」
●黑天鵝一:電子股財報利空
萬寶投顧總監蔡明彰表示,今天會大跌的主要原因之一,就是因為電子股財報利空,穩懋
公告第一季自結財報,稅後純益10.95億元,季減14%、年減30%,每股純益(EPS)2.72元
探7季低點;美律第1季每股純益只有0.1元。
加上PA供應商思佳訊(Skyworks)預估第三季營收將持續成長態勢,但是EPS數字恐下滑
,所以股價重挫8.35%。且蘋果第二季通常是iPhone清庫存的淡季,加上三星也看淡手機
需求,要知道台灣的電子股都是跟手機綁在一起的,恐會影響電子股獲利。
●黑天鵝二:印度疫情失控
蔡明彰表示,不要以為印度疫情失控跟台灣沒關係,台灣有許多公司都有在當地設廠,包
括鴻海、和碩、緯創等,在印度皆有生產線,此時就投下變數。
印度是全球人口第2多,根據國際貨幣基金組織預估,印度2020年GDP為全球第6大國,疫
情如此嚴重,肯定影響全球。如今美國已經下達命令,自5月4日起將限制曾到過印度的非
美國公民入境,很有可能引發其他國家跟隨,後續問題相當複雜,還需要仔細觀察。
●黑天鵝三:台灣本土疫情擴大
蔡明彰表示,華航諾富特案不斷延燒,近日本土案例急速增加,也造成投資人擔憂,所以
台股出現賣壓。
但在今日大跌的時候,「紡織纖維」族群仍有南紡、弘裕、東和、宏遠、大東、聯發、利
華、宏洲等8檔股票漲停。最主要原因是,印度是全球第2大生產棉花的國家,同時也是第
2大紡織服裝的生產國。但種棉花以及紡織服裝的生產,是典型的勞力密集,假如疫情嚴
峻,農民、工人進行隔離,恐將造成短缺。
另外,部分航運、鋼鐵上漲,則是因為期待財報的公布。所以現在全世界就是大宗原物料
的飆漲,但會造成正負面的影響,正面就是上游漲翻天,但下游廠商卻因為成本增加苦哈
哈。
心得/評論: ※必需填寫滿20字
我是覺得本來就沒有每天都在過年的啦
時間到了就該趕快下車囉
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