川普預言上證6,000點 - 股票
By Noah
at 2018-05-07T08:43
at 2018-05-07T08:43
Table of Contents
1.原文連結:http://www.chinatimes.com/newspapers/20180507000188-260202
※過長無法點擊者必須縮網址
2.原文內容:
美國總統川普在推特(Twitter)又發言,看好大陸上證A股指數突破6,000點。外資研究主管認為,這隱含對A股入摩、中美貿易摩擦可望緩解2大期望,但別忘了台股有殖利率高配息穩定、資金外溢效應雙多,不需要陷入台股又要被資金排擠恐慌。
麥格理、瑞信證券、兆豐國際投顧等研究機構,過往發出台股策略報告時,均曾提及台股現金殖利率的優勢,顯然現金殖利率是法人機構眼中台股的最大利器。
外資主管說,A股入摩實質效應與中美貿易戰結局,現在都還是未定數,要斷言台股大受其害,未免太過武斷。還不如重新審視台股大優勢:約3.8%的高現金殖利率,評估對資金的牽引強度。
依據上市櫃企業股利政策與外資持股比例估算,外資今年可望從台股豪奪5,500億元以上現金股利,這筆資金將何去何從,已有法人開始進行沙盤推演。
目前的主流意見是,替外資機構法人創造現金股利的優質企業,長期下來配息穩定度均相當高,除非全球股市轉向空頭,不然拿到配息銀彈的長線資金,首選還是回到同樣個股的懷抱。
其次,美系外資券商台灣區主管說,國際機構法人著眼的是整體大中華市場,部分資金過去對大陸市場著墨少,當A股入摩成為趨勢,資金必須要往大中華市場移動,順勢投入台、港股,反而有機會提供台股部分新資金活水,台股等同享外溢效應之利。
3.心得/評論:難道川川跟習習一直在演戲?顆顆,你看不出來?
※必需填寫滿20字
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