外資回來了 謝金河:外資買超台股史上第二 - 股票QA

David avatar
By David
at 2023-06-20T13:36

Table of Contents

原文標題:外資回來了!謝金河:外資買超台股史上第二高 AI浪潮台灣最受益

原文連結:https://ynews.page.link/PbguL

發布時間:2023-6-20

原文內容:

受惠美科技股外溢帶動,台股近一個月飆漲逾千點,財訊傳媒董事長謝金河表示,如果日
本股市是2023年最大的黑馬,台股則是全球最接近去年高點的市場,AI浪潮下,台灣是最
大受益者。國際地緣政治仍緊張,但外資今年大力加碼台股,顯然是過去三年賣超太多的
回補,外資買超台股創下歷史第二高,另一個原因則是台灣在電子資訊產業和半導體產業
的無窮競爭力!

2023年已經過了近半,今年台灣出口顯著衰退,首季GDP是負3.02%,行政院主計總處本來
想保二,現在下修至1.46%。經濟基本面不佳,台股卻殺出重圍,今年上漲22.7%,在全球
僅次於日本的日經指數,表現可圈可點。

謝金河指出,最大的動能來自Open AI帶來的狂熱,Nvidia帶動費城半導體指數的大漲,
Apple,微軟股價創下歷史新高,台積電ADR也上漲到110.69美元,台灣的台積電也上漲到
594元,台灣的加權指數也拉升至17346.32。如果説日本股市是2023年最大的黑馬,台股
則是全球最接近去年高點的市場。這其中還有一個大家都不熟悉的國家:波蘭股市不停的
上漲,似乎暗示俄烏戰爭有新的變化。

謝金河分析,今年的AI浪潮,台灣是最大的受益者,外資今年買超台積電501775張,買超
聯電380863張,今年外資買超台股4326.28億元,已經是2009年以來的次高,台積電上漲
,也拉升了加權指數。而今年外資的買超也扭轉過去三年外資的極度賣超。

去年外資賣超台股1.2325兆台幣,台股下跌4081.15,外資賣超台股的理由是台海戰爭的
風險,2020年外資賣超台股5394.69億元,台股上漲2715.39,2021年賣超4540.07億元,
台股仍然上漲3486.31,去年1.2兆巨大賣超,台股就頂不住了。

謝金河說明,今年外資重新買超台股,加權指數在經濟衰退中仍然昂首向前,而且,台股
的表現遠遠把香港、深圳、上海拋在後面。這次AI新革命,大家回頭終於看到台灣的威力
,台灣的半導體囊括世界的半壁江山,如果再把Nvidia,AMD加進來,威力更可怕。緯創
的林憲銘說全球ICT產值六千多億美元,其中有七成是台灣貢獻的,這是台灣的實力,但
卻有很多人把台灣說得一無是處。

今年外資買超台股創下歷史第二高,國際地緣政治仍緊張,外資今年大力加碼台股,顯然
是過去三年賣超太多的回補,另一個是台灣在電子資訊產業及半導體產業的無窮競爭力!


心得/評論:

今天盤前的新聞
小兒今天不會就是看到這篇嚇到吃手手吧
老謝某方面真的是很穩

--
Tags: 股票

All Comments

Adele avatar
By Adele
at 2023-06-18T21:02
感謝提醒
Odelette avatar
By Odelette
at 2023-06-20T23:47
丸子
Hardy avatar
By Hardy
at 2023-06-18T21:02
樓下知道接下來該怎麼做了吧?
Leila avatar
By Leila
at 2023-06-20T23:47
快逃啊
Lily avatar
By Lily
at 2023-06-18T21:02
穩了
Victoria avatar
By Victoria
at 2023-06-20T23:47
糕點
Zenobia avatar
By Zenobia
at 2023-06-18T21:02
看完這篇 空軍振奮 多軍潰逃
Hedwig avatar
By Hedwig
at 2023-06-20T23:47
丸子
Ivy avatar
By Ivy
at 2023-06-18T21:02
丸子
Linda avatar
By Linda
at 2023-06-20T23:47
丸子
Madame avatar
By Madame
at 2023-06-18T21:02
丸子
Ophelia avatar
By Ophelia
at 2023-06-20T23:47
丸子
Jake avatar
By Jake
at 2023-06-18T21:02
丸子
Olivia avatar
By Olivia
at 2023-06-20T23:47
閉嘴 好險 哥 不買 台股
Elma avatar
By Elma
at 2023-06-18T21:02
B嘴
Hedwig avatar
By Hedwig
at 2023-06-20T23:47
完了跑光了
Edwina avatar
By Edwina
at 2023-06-18T21:02
馬後炮大師
Sandy avatar
By Sandy
at 2023-06-20T23:47
穩了
Mason avatar
By Mason
at 2023-06-18T21:02
還好盤後還能買put
Daniel avatar
By Daniel
at 2023-06-20T23:47
玩惹
金河懂玩
Robert avatar
By Robert
at 2023-06-18T21:02
hindsight
Leila avatar
By Leila
at 2023-06-20T23:47
還好跑了
Candice avatar
By Candice
at 2023-06-18T21:02
GG
Frederica avatar
By Frederica
at 2023-06-20T23:47
丸子
Vanessa avatar
By Vanessa
at 2023-06-18T21:02
最近很愛講
Edith avatar
By Edith
at 2023-06-20T23:47
2023第一季報慘不忍睹!謝金河曝「半導體恐衰退」
:這一年台灣會較辛苦
Harry avatar
By Harry
at 2023-06-18T21:02
丸子
Steve avatar
By Steve
at 2023-06-20T23:47
Ok 全部清空
Susan avatar
By Susan
at 2023-06-18T21:02
拜託你閉嘴
Elma avatar
By Elma
at 2023-06-20T23:47
反指標
William avatar
By William
at 2023-06-18T21:02
最好是最接近去年高點....印度德國表示
Candice avatar
By Candice
at 2023-06-20T23:47
丸子QQ
Queena avatar
By Queena
at 2023-06-18T21:02
這2天都在出貨 呵呵
Kristin avatar
By Kristin
at 2023-06-20T23:47
感謝
Faithe avatar
By Faithe
at 2023-06-18T21:02
緯創都出來喊了,難怪股價居高不下
Barb Cronin avatar
By Barb Cronin
at 2023-06-20T23:47
丸子
Rachel avatar
By Rachel
at 2023-06-18T21:02
這次給老謝推 滿手現金趕快幫忙把台股喊下來
Tristan Cohan avatar
By Tristan Cohan
at 2023-06-20T23:47
沒錯!明天補缺口!台股準備向下!
Yedda avatar
By Yedda
at 2023-06-18T21:02
AI快逃鴨
Victoria avatar
By Victoria
at 2023-06-20T23:47
丸~~台幣貶值@@"
Mason avatar
By Mason
at 2023-06-18T21:02
塊陶
Skylar Davis avatar
By Skylar Davis
at 2023-06-20T23:47
...
Kumar avatar
By Kumar
at 2023-06-18T21:02
完蛋
Victoria avatar
By Victoria
at 2023-06-20T23:47
快逃呀!反指標
Hedda avatar
By Hedda
at 2023-06-18T21:02
完了
Doris avatar
By Doris
at 2023-06-20T23:47
丸子....冥燈開釋
Donna avatar
By Donna
at 2023-06-18T21:02
穩了
Faithe avatar
By Faithe
at 2023-06-20T23:47
丸子 我要清倉了
Rachel avatar
By Rachel
at 2023-06-18T21:02
沒錯 台股兩萬點
Hedda avatar
By Hedda
at 2023-06-20T23:47
丸子.....他們來了
Irma avatar
By Irma
at 2023-06-18T21:02
丸子
Oscar avatar
By Oscar
at 2023-06-20T23:47
丸子
Emma avatar
By Emma
at 2023-06-18T21:02
丸了
Frederic avatar
By Frederic
at 2023-06-20T23:47
完了
Valerie avatar
By Valerie
at 2023-06-18T21:02
穩了 穩死了
Noah avatar
By Noah
at 2023-06-20T23:47
端午變盤
Liam avatar
By Liam
at 2023-06-18T21:02
每次出來放屁的反指標
Frederic avatar
By Frederic
at 2023-06-20T23:47
蒸丸
Megan avatar
By Megan
at 2023-06-18T21:02
外資好像開始轉空了耶?
Eden avatar
By Eden
at 2023-06-20T23:47
蒸得要端午變盤了
Kyle avatar
By Kyle
at 2023-06-18T21:02
今天一定賣超
Steve avatar
By Steve
at 2023-06-20T23:47
https://i.imgur.com/QUnco2G.jpg
Necoo avatar
By Necoo
at 2023-06-18T21:02
派對結束嘍
Aaliyah avatar
By Aaliyah
at 2023-06-20T23:47
蒸的丸子
Anthony avatar
By Anthony
at 2023-06-18T21:02
進進出出進來就就是為了出去
Gilbert avatar
By Gilbert
at 2023-06-20T23:47
穩了
Edward Lewis avatar
By Edward Lewis
at 2023-06-18T21:02
台達 兆元 直接陣亡 變頭部
Genevieve avatar
By Genevieve
at 2023-06-20T23:47
丸 鴨肉丸
Poppy avatar
By Poppy
at 2023-06-18T21:02
已反應 要崩了
Ingrid avatar
By Ingrid
at 2023-06-20T23:47
精準(快逃
Connor avatar
By Connor
at 2023-06-18T21:02
老謝加持,這次穩了!
Hedwig avatar
By Hedwig
at 2023-06-20T23:47
你不要再說了.jpg
Christine avatar
By Christine
at 2023-06-18T21:02
難怪今天崩崩
Puput avatar
By Puput
at 2023-06-20T23:47
閉嘴
Tristan Cohan avatar
By Tristan Cohan
at 2023-06-18T21:02
難怪 又是你 馬後炮風向牆頭謝?
Quintina avatar
By Quintina
at 2023-06-20T23:47
老謝 空軍浮木 塊陶鴨
Poppy avatar
By Poppy
at 2023-06-18T21:02
見風轉舵
Jake avatar
By Jake
at 2023-06-20T23:47
欸靠 他真的很準耶…蒸丸哪
Edward Lewis avatar
By Edward Lewis
at 2023-06-18T21:02
玄學金河大師
Bethany avatar
By Bethany
at 2023-06-20T23:47
他怎麼一說話台股就跌啊
Erin avatar
By Erin
at 2023-06-18T21:02
還好我今天出清了
Audriana avatar
By Audriana
at 2023-06-20T23:47
丸子看到他就想起岳父看他裝b
Megan avatar
By Megan
at 2023-06-18T21:02
以為看他很厲害噁心
Aaliyah avatar
By Aaliyah
at 2023-06-20T23:47
丸子
Andrew avatar
By Andrew
at 2023-06-18T21:02
蒸的丸子
Anonymous avatar
By Anonymous
at 2023-06-20T23:47
難怪跌
Enid avatar
By Enid
at 2023-06-18T21:02
不買股的馬後炮大屍
Selena avatar
By Selena
at 2023-06-20T23:47
蒸的
Margaret avatar
By Margaret
at 2023-06-18T21:02
丸了
Emma avatar
By Emma
at 2023-06-20T23:47
蒸丸
Andrew avatar
By Andrew
at 2023-06-18T21:02
可是歐洲創新高耶
Wallis avatar
By Wallis
at 2023-06-20T23:47
好lag
Ethan avatar
By Ethan
at 2023-06-18T21:02
一再驗證,不要不信邪
Selena avatar
By Selena
at 2023-06-20T23:47
快陶啊
Andrew avatar
By Andrew
at 2023-06-18T21:02
完了
Susan avatar
By Susan
at 2023-06-20T23:47
幹 明天結算 完蛋
Hazel avatar
By Hazel
at 2023-06-18T21:02
幹 我少考慮你啦
Valerie avatar
By Valerie
at 2023-06-20T23:47
丸子 要開崩了
Lily avatar
By Lily
at 2023-06-18T21:02
完了,明燈開口了
Barb Cronin avatar
By Barb Cronin
at 2023-06-20T23:47
塊陶
Ophelia avatar
By Ophelia
at 2023-06-18T21:02
五窮六絕七上吊 本來要賣一直找不到賣點 現在出現了
Barb Cronin avatar
By Barb Cronin
at 2023-06-20T23:47
蚤了個羔
Lily avatar
By Lily
at 2023-06-18T21:02
台股方向我只看老謝
Bennie avatar
By Bennie
at 2023-06-20T23:47
丸子
Hedda avatar
By Hedda
at 2023-06-18T21:02
完了 塊陶鴨
Olive avatar
By Olive
at 2023-06-20T23:47
又來?
Kumar avatar
By Kumar
at 2023-06-18T21:02
….
Olive avatar
By Olive
at 2023-06-20T23:47
冥燈,5月看衰台股後漲1千多點,上週改看好台股後就
跌兩天
John avatar
By John
at 2023-06-18T21:02
丸啦
Mia avatar
By Mia
at 2023-06-20T23:47
轉折點也抓太準
Michael avatar
By Michael
at 2023-06-18T21:02
小兒:!!!走了!走了!
George avatar
By George
at 2023-06-20T23:47
B嘴 看漲說漲 看跌說跌的
Wallis avatar
By Wallis
at 2023-06-18T21:02
塊陶
Michael avatar
By Michael
at 2023-06-20T23:47
訊號來了 先走了
Kumar avatar
By Kumar
at 2023-06-18T21:02
……
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2023-06-20T23:47
哈哈哈哈(星爺笑聲
Una avatar
By Una
at 2023-06-18T21:02
丸子
Yuri avatar
By Yuri
at 2023-06-20T23:47
幹 丸子 準備回測12000了
Wallis avatar
By Wallis
at 2023-06-18T21:02
各位
Thomas avatar
By Thomas
at 2023-06-20T23:47
還好 空手了 嚇不倒我的
Regina avatar
By Regina
at 2023-06-18T21:02
新鬼股冥燈?
David avatar
By David
at 2023-06-20T23:47
穩定轉折 看空漲 喊多跌
Sarah avatar
By Sarah
at 2023-06-18T21:02
快逃啊
Ursula avatar
By Ursula
at 2023-06-20T23:47
完了
Dorothy avatar
By Dorothy
at 2023-06-18T21:02
認真?
Leila avatar
By Leila
at 2023-06-20T23:47
明天趕緊run
Eden avatar
By Eden
at 2023-06-18T21:02
反正今天出清持股了
Aaliyah avatar
By Aaliyah
at 2023-06-20T23:47
AI概念股瑟瑟發抖
Rae avatar
By Rae
at 2023-06-18T21:02
老謝連續兩天發文 小娜小道連續兩天黑
Puput avatar
By Puput
at 2023-06-20T23:47
老謝閉嘴...丸子
Zenobia avatar
By Zenobia
at 2023-06-18T21:02
慘了
Oscar avatar
By Oscar
at 2023-06-20T23:47
...................
Jacky avatar
By Jacky
at 2023-06-18T21:02
老謝請各位吃糕點
Dora avatar
By Dora
at 2023-06-20T23:47
創意 ...
Jacky avatar
By Jacky
at 2023-06-18T21:02
端午已變盤,明天又要吃綠筍了嗎!
James avatar
By James
at 2023-06-20T23:47
空軍總司令 谷大師應該也快出來了
Poppy avatar
By Poppy
at 2023-06-18T21:02
法人與狗 誰是法人誰是狗?嘻嘻
Jack avatar
By Jack
at 2023-06-20T23:47
Hamiltion avatar
By Hamiltion
at 2023-06-18T21:02
蒸丸
Rachel avatar
By Rachel
at 2023-06-20T23:47
Kumar avatar
By Kumar
at 2023-06-18T21:02
好爽。再空啊。每天都是急殺誘空完再嘎空。爽
Robert avatar
By Robert
at 2023-06-20T23:47
謝謝你啊,老洩
Frederic avatar
By Frederic
at 2023-06-18T21:02
這咖
Candice avatar
By Candice
at 2023-06-20T23:47
難怪今天跑光了
Blanche avatar
By Blanche
at 2023-06-18T21:02
笑死!各位知道該棒康了吧
Joseph avatar
By Joseph
at 2023-06-20T23:47
完了
Mason avatar
By Mason
at 2023-06-18T21:02
丸子
Oliver avatar
By Oliver
at 2023-06-20T23:47
要走了
Odelette avatar
By Odelette
at 2023-06-18T21:02
這傢伙真的閉嘴比較好
Doris avatar
By Doris
at 2023-06-20T23:47
Quanna avatar
By Quanna
at 2023-06-18T21:02
反著看
Todd Johnson avatar
By Todd Johnson
at 2023-06-20T23:47
XD
Frederic avatar
By Frederic
at 2023-06-18T21:02
好耶
Lydia avatar
By Lydia
at 2023-06-20T23:47
Hardy avatar
By Hardy
at 2023-06-18T21:02
真的神耶XD
Caroline avatar
By Caroline
at 2023-06-20T23:47
明天出清
Jacob avatar
By Jacob
at 2023-06-18T21:02
真的神!!!
Suhail Hany avatar
By Suhail Hany
at 2023-06-20T23:47
崩崩
Jacob avatar
By Jacob
at 2023-06-18T21:02
去S 閉嘴
Xanthe avatar
By Xanthe
at 2023-06-20T23:47
完了...
Jessica avatar
By Jessica
at 2023-06-18T21:02
讚讚 感謝提醒
Puput avatar
By Puput
at 2023-06-20T23:47
這咖真的見漲喊漲
Susan avatar
By Susan
at 2023-06-18T21:02
台股呆河馬
Dora avatar
By Dora
at 2023-06-20T23:47
丸子
Hedy avatar
By Hedy
at 2023-06-18T21:02
丸子
Leila avatar
By Leila
at 2023-06-20T23:47
丸子
Cara avatar
By Cara
at 2023-06-18T21:02
鞭嘴,台達電一講就跌
Selena avatar
By Selena
at 2023-06-20T23:47
不要再說了= =
Skylar Davis avatar
By Skylar Davis
at 2023-06-18T21:02
笑死,糕點
Olivia avatar
By Olivia
at 2023-06-20T23:47
Party is over
Rachel avatar
By Rachel
at 2023-06-18T21:02
唉 難怪
Catherine avatar
By Catherine
at 2023-06-20T23:47
原來這咖有說話 太大意了
William avatar
By William
at 2023-06-18T21:02
難怪美元....
Zanna avatar
By Zanna
at 2023-06-20T23:47
難怪今天…
Emma avatar
By Emma
at 2023-06-18T21:02
丸子
Olive avatar
By Olive
at 2023-06-20T23:47
反指標
Anonymous avatar
By Anonymous
at 2023-06-18T21:02
塊陶阿
Annie avatar
By Annie
at 2023-06-20T23:47
閉嘴阿 我的6669
Brianna avatar
By Brianna
at 2023-06-18T21:02
丸子
Rachel avatar
By Rachel
at 2023-06-20T23:47
哇靠,都回來多久了
Daph Bay avatar
By Daph Bay
at 2023-06-18T21:02
丸子
Rosalind avatar
By Rosalind
at 2023-06-20T23:47
丸子
Todd Johnson avatar
By Todd Johnson
at 2023-06-18T21:02
丸子
Dorothy avatar
By Dorothy
at 2023-06-20T23:47
看來糕點到了
Aaliyah avatar
By Aaliyah
at 2023-06-18T21:02
B嘴啦
Margaret avatar
By Margaret
at 2023-06-20T23:47
丸子 AI要泡沫了 塊陶!
Sarah avatar
By Sarah
at 2023-06-18T21:02
丸了?
Erin avatar
By Erin
at 2023-06-20T23:47
丸子
Sarah avatar
By Sarah
at 2023-06-18T21:02
丸子
David avatar
By David
at 2023-06-20T23:47
該是烙跑的時刻了 XD
Jack avatar
By Jack
at 2023-06-18T21:02
昨天就開始跑了
Eden avatar
By Eden
at 2023-06-20T23:47
不過今天看投信賣得更兇的樣子
Charlotte avatar
By Charlotte
at 2023-06-18T21:02
壞掉的時鐘一天準一次 這次真的
Yedda avatar
By Yedda
at 2023-06-20T23:47
散戶指標金河get
Genevieve avatar
By Genevieve
at 2023-06-18T21:02
難怪這兩天跌
Jacky avatar
By Jacky
at 2023-06-20T23:47
跑了 真的準
Rosalind avatar
By Rosalind
at 2023-06-18T21:02
https://i.imgur.com/TtVKkS2.jpg
Agatha avatar
By Agatha
at 2023-06-20T23:47
其實金河的文比記者亂抄亂編的好
Charlie avatar
By Charlie
at 2023-06-18T21:02
快逃
Ethan avatar
By Ethan
at 2023-06-20T23:47
要跑了
Harry avatar
By Harry
at 2023-06-18T21:02
明天真的要賣了,端午變盤機會比清明節高
Hedwig avatar
By Hedwig
at 2023-06-20T23:47
我大意了沒有閃
Rebecca avatar
By Rebecca
at 2023-06-18T21:02
其實真正的反指標是ptt股板
Carol avatar
By Carol
at 2023-06-20T23:47
大家都有貢獻
Mia avatar
By Mia
at 2023-06-18T21:02
最有名的例子就是萬點存股粉身碎骨,當時一堆推文
Emma avatar
By Emma
at 2023-06-20T23:47
結果大家都知道

印度股市市值已超越法、英 名列全球第四

Puput avatar
By Puput
at 2023-06-20T13:21
原文標題: 印度股市市值已超越法、英 名列全球第四 原文連結: https://udn.com/news/story/6811/7247054 發布時間: 2023-06-20 08:19 記者署名: 經濟日報/ 編譯劉忠勇/綜合外電 原文內容: 印度股市市值已超越法、英 名列全球第四 2 ...

群光5月eps0.9,達Q1總合44%,公司稱基本

Harry avatar
By Harry
at 2023-06-20T12:45
財訊快報:群光5月EPS0.9元,達Q1總和44%,除息日爆量貼息,公司稱基本面無異 2023/06/19 08:00:38 【財訊快報/記者王宜弘報導】群光(2385)除息日股價重挫,爆量貼息,因股價達公布注意資訊標準,群光公告5月自結損益,單月EPS 0.9元,雖年減24%,但已達首季的44%。 ...

華航 低割跳機離席

Todd Johnson avatar
By Todd Johnson
at 2023-06-20T11:54
本來想說賺個小錢 之前的航空通常縮量幾天沒有動 都會小彈一到兩天一下2%-4% 從2020疫情開始偶爾會放幾張玩 結果噴一下就這樣了 這幾年都有玩這支 每次都一張賺500-1000便當錢 https://i.imgur.com/GjV81Eq.jpg https://i.imgur.com/GslsVc4. ...

5905南仁湖 多

Olivia avatar
By Olivia
at 2023-06-20T11:51
1. 標的:5905 南仁湖 2. 分類:多 3.分析/正文; A.端午連假即將開始,且此次連假將是疫情後第一次,預期國道服務區將會湧現人潮。 B.雖然國人瘋出國,但出國人潮尚未達到高峰,且機票票價還在高檔, 也會讓部分國人選擇在國內旅遊。 C.端午旺季後,將迎接78月暑假旺季,每年暑假都是營收高峰期 ...

英特爾4天投資三國 豪擲600多億美元

Ivy avatar
By Ivy
at 2023-06-20T11:28
※ 引述《whoamiqq (whoamiqq)》之銘言: : 原文標題:“芯片廠狂魔”英特爾:4天投資三國 豪擲600多億美元 : 原文連結:https://hk.investing.com/news/stock-market-news/article-347176 : 發布時間:2023年6月20日 08 ...