外資回來了 謝金河:外資買超台股史上第二 - 股票QA

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