外資砍金融股不手軟 這幾檔首當其衝 - 股票

By Emily
at 2020-08-08T11:02
at 2020-08-08T11:02
Table of Contents
【銀行獲利衰4】外資砍金融股不手軟 這幾檔首當其衝
鏡週刊
更新於 3小時前 ‧ 發布於 3小時前 ‧ 鏡週刊
https://i.imgur.com/A3QMTgO.jpg
近期外資大量賣超金融股,兆豐金與永豐金首當其衝。
受新冠疫情影響,匯豐銀行上半年獲利崩跌近7成,股價更跌破2008年金融海嘯的低點。
專家普遍認為,匯豐的崩盤,恐將只是開了金融業衰退潮的第一槍。進一步觀察台股法人
動作,赫然發現,近2週外資也正悄悄地拋售金融股。
攤開外資近期賣超統計表,可說是「金」光閃閃,近2週賣超前10名榜單,金控股竟包辦
了7檔,包括永豐金、兆豐金、第一金、中信金、新光金、開發金、台新金。其中,外資
砍兆豐金與永豐金更是不手軟,10個交易日內皆拋售超過7萬5千張以上。
針對永豐金被大砍,台新投顧指出,今年上半年總放款高達1.14兆元,主要來自中小企業
及房貸放款,但第2季受到台、美降息的負面影響,存放款利差下降1.19%,而淨利差(N
IM)則下降0.96%。
展望永豐金後市,淨利差預期將持續下降,直到明年中才可望回穩。而上半年在銀行及證
券手續費收益表現不差的情況下,明年將因今年基期拉高,難有亮眼成績,預估明年EPS
僅小幅成長、約1.02元。
進一步觀察金融指數表現,受外資賣壓衝擊,儘管近期台股創下歷史高點,一度站上1萬3
000點,但金融指數近2週卻沒有動靜,仍收在1260點上下。
台新投顧建議,全球掀起降息風,金融股首當其衝,由於利差空間遭壓縮,預期金融族群
在第4季與明年,股價漲幅將受到壓抑,在未見到升息契機,以及疫情尚未明確好轉前,
操作上應轉為謹慎保守,適當降低持股水位,切勿追高買進。
【銀行獲利衰1】金融股清一色大貼息 存股達人:空手者等年底低點再進場
【銀行獲利衰2】疫情衝擊國銀海外分行罕見虧損 金融存股族該換腦袋挑股
https://today.line.me/tw/v2/article/7q7gmk?utm_source=copyshare
目前的趨勢是買電子股及防疫股
金融股真不是時機
只能買些以備未來。
--
鏡週刊
更新於 3小時前 ‧ 發布於 3小時前 ‧ 鏡週刊
https://i.imgur.com/A3QMTgO.jpg
近期外資大量賣超金融股,兆豐金與永豐金首當其衝。
受新冠疫情影響,匯豐銀行上半年獲利崩跌近7成,股價更跌破2008年金融海嘯的低點。
專家普遍認為,匯豐的崩盤,恐將只是開了金融業衰退潮的第一槍。進一步觀察台股法人
動作,赫然發現,近2週外資也正悄悄地拋售金融股。
攤開外資近期賣超統計表,可說是「金」光閃閃,近2週賣超前10名榜單,金控股竟包辦
了7檔,包括永豐金、兆豐金、第一金、中信金、新光金、開發金、台新金。其中,外資
砍兆豐金與永豐金更是不手軟,10個交易日內皆拋售超過7萬5千張以上。
針對永豐金被大砍,台新投顧指出,今年上半年總放款高達1.14兆元,主要來自中小企業
及房貸放款,但第2季受到台、美降息的負面影響,存放款利差下降1.19%,而淨利差(N
IM)則下降0.96%。
展望永豐金後市,淨利差預期將持續下降,直到明年中才可望回穩。而上半年在銀行及證
券手續費收益表現不差的情況下,明年將因今年基期拉高,難有亮眼成績,預估明年EPS
僅小幅成長、約1.02元。
進一步觀察金融指數表現,受外資賣壓衝擊,儘管近期台股創下歷史高點,一度站上1萬3
000點,但金融指數近2週卻沒有動靜,仍收在1260點上下。
台新投顧建議,全球掀起降息風,金融股首當其衝,由於利差空間遭壓縮,預期金融族群
在第4季與明年,股價漲幅將受到壓抑,在未見到升息契機,以及疫情尚未明確好轉前,
操作上應轉為謹慎保守,適當降低持股水位,切勿追高買進。
【銀行獲利衰1】金融股清一色大貼息 存股達人:空手者等年底低點再進場
【銀行獲利衰2】疫情衝擊國銀海外分行罕見虧損 金融存股族該換腦袋挑股
https://today.line.me/tw/v2/article/7q7gmk?utm_source=copyshare
目前的趨勢是買電子股及防疫股
金融股真不是時機
只能買些以備未來。
--
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