小摩看台股 2021年挑戰16,600點 - 股票
By Eartha
at 2020-11-26T07:34
at 2020-11-26T07:34
Table of Contents
1.原文連結：
https://udn.com/news/story/7251/5041860
2.原文內容：
摩根大通發布2021年新興市場展望，預測台股行情雖然高漲一波，但在蘋概股、5G產業等科技股百花齊放，大盤指數還有攻高契機。依全球經濟基本面評估，台股基本、樂觀情境下，加權指數將挑戰15,000點、16,600點新猷。
摩根大通去年發布2020年市場展望，預測台股指數目標和樂觀情境挑戰13,176點至13,892點，24日台股最高衝抵13,951點，已經正式突破。由於近期台股在熱錢匯入，頻頻創下新高且全球經濟復甦，摩根大通預估台股還有上漲空間。
摩根大通新興市場股票策略師馬丁斯表示，2021年新興市場迎來三大利多，包括區域經濟成長（GDP）領先全球並有弱美元加持、超寬鬆的貨幣政策、以及新冠肺炎和美國總統大選等重要變數解除，國際熱錢可望加碼新興市場。
根據經濟動能和企業獲利評估，摩根大通最看好評價被低估的韓國、巴西、俄羅斯、印尼和泰國，台股因評價偏高暫評中立。但樂觀台灣蘋概股、5G族群的台積電（2330）、聯發科（2454）、鴻海（2317）等大型股表現強勁，其推測MSCI台灣指數仍有較大機會向上，基本、樂觀情境各挑戰605點、665點，換算加權指數將來到15,085點至16,584點。
3.心得/評論：
越資深的股民應該越難想像台股會上萬四、萬五、萬六，如果小摩這麼準，那台GG真的要上600塊了吧...？
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https://i.imgur.com/RmJCAJS.jpg
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