市場風險逐漸淡化 布局台股時機浮現 - 股票
By Carol
at 2018-04-15T21:24
at 2018-04-15T21:24
Table of Contents
1.原文連結:
https://tw.finance.appledaily.com/realtime/20180415/1335020/
2.原文內容:
APPLE
市場風險逐漸淡化 布局台股時機浮現
出版時間:2018/04/15 17:27
台股因仍籠罩在國際變數陰影,持續高檔震盪,不過跟國際股市相比,台股表現仍相對強
韌,總計3月加權指數小漲0.8%,OTC指數則上漲3.9%並創10年新高。由於市場風險已逐漸
淡化,加上先前股市因中美貿易戰而拉回修正,專家看好在股市風險降低後,第2季台股
可正向看待。
日盛精選五虎基金經理人林佳興表示,資本市場歷經美國聯準會恐將加速升息疑慮、川普
貿易戰爭後,近期美國總統川普提到敘利亞戰事並非箭在弦上,並對美中貿易進展期望正
面,使得市場風險已逐漸淡化,在股市風險降低後,第2季台股可正向看待。
林佳興指出,美股與台股將進入超級財報周,目前觀察財報表現良好,4~5月在財報基本
面保護下,第2季指數有機會挑戰高點。台股接續將公布3月營收以及第1季季報,可以趁
勢挑選出今年具有業績動能的族群或者個股。而傳產類股在今年以來表現相對疲弱,可以
觀察具有高股息的傳產是否有機會在未來躍升盤面主流。
富蘭克林華美投信則指出,短期內台股將以題材為王,觀察4月以來盤面表現,政府力推
綠能發電,離岸風電遴選結果將於4月下旬公告,受此利多激勵,離岸風電概念股成近期
焦點,包括電器電纜、電機類等類股4月以來漲幅達9.06%、7.19%,分居1、2名,而受惠
中美貿易衝突及油價持穩的化學、塑膠類股表現亦相對亮眼,漲幅分別有3.07%、2.40%,
至於沉寂2年,股價基期偏低,籌碼相對乾淨的生技醫療也有2.07%的表現。
展望後市,富蘭克林華美投信表示,國際政經局面不定將使台股漲跌的輪動性提高,然台
灣2月景氣對策信號由黃藍燈轉呈綠燈,顯示國內景氣穩定,建議可觀察指數守穩的關鍵
點位,並視為合理進場的布局契機。(林韋伶/台北報導)
3.心得/評論:
這篇新聞難道是多軍買的業配文
還是法人最後拉高出貨的新聞?
--
Tags:
股票
All Comments
By Valerie
at 2018-04-17T20:33
at 2018-04-17T20:33
By Zora
at 2018-04-18T03:16
at 2018-04-18T03:16
By Candice
at 2018-04-19T07:01
at 2018-04-19T07:01
By Poppy
at 2018-04-22T08:30
at 2018-04-22T08:30
By Isla
at 2018-04-22T22:43
at 2018-04-22T22:43
By Freda
at 2018-04-25T01:52
at 2018-04-25T01:52
By Necoo
at 2018-04-29T18:23
at 2018-04-29T18:23
By Belly
at 2018-04-30T01:35
at 2018-04-30T01:35
By Anthony
at 2018-05-01T12:58
at 2018-05-01T12:58
By Caitlin
at 2018-05-04T16:56
at 2018-05-04T16:56
By Valerie
at 2018-05-09T08:27
at 2018-05-09T08:27
By Ophelia
at 2018-05-12T16:55
at 2018-05-12T16:55
By Genevieve
at 2018-05-16T19:36
at 2018-05-16T19:36
By Ivy
at 2018-05-19T12:25
at 2018-05-19T12:25
By Frederic
at 2018-05-23T13:26
at 2018-05-23T13:26
By Belly
at 2018-05-26T19:40
at 2018-05-26T19:40
By Andrew
at 2018-05-29T14:36
at 2018-05-29T14:36
By Agatha
at 2018-06-03T14:01
at 2018-06-03T14:01
By Belly
at 2018-06-07T09:57
at 2018-06-07T09:57
By Andy
at 2018-06-09T04:59
at 2018-06-09T04:59
By Rae
at 2018-06-13T21:00
at 2018-06-13T21:00
By Tom
at 2018-06-14T03:05
at 2018-06-14T03:05
By Rachel
at 2018-06-17T15:29
at 2018-06-17T15:29
By Oscar
at 2018-06-19T03:49
at 2018-06-19T03:49
By Dora
at 2018-06-23T17:11
at 2018-06-23T17:11
By Olive
at 2018-06-27T11:52
at 2018-06-27T11:52
By Regina
at 2018-06-28T17:11
at 2018-06-28T17:11
By Cara
at 2018-06-30T05:35
at 2018-06-30T05:35
By Zanna
at 2018-07-03T12:11
at 2018-07-03T12:11
By Wallis
at 2018-07-04T05:12
at 2018-07-04T05:12
By Ida
at 2018-07-06T15:59
at 2018-07-06T15:59
By James
at 2018-07-08T02:32
at 2018-07-08T02:32
By Elma
at 2018-07-12T23:06
at 2018-07-12T23:06
By Hedda
at 2018-07-16T20:02
at 2018-07-16T20:02
By Mia
at 2018-07-19T10:58
at 2018-07-19T10:58
By Hardy
at 2018-07-23T20:41
at 2018-07-23T20:41
By Brianna
at 2018-07-26T07:49
at 2018-07-26T07:49
By Edith
at 2018-07-26T17:38
at 2018-07-26T17:38
By Necoo
at 2018-07-27T13:19
at 2018-07-27T13:19
By Puput
at 2018-07-28T06:52
at 2018-07-28T06:52
By Caroline
at 2018-08-01T22:17
at 2018-08-01T22:17
By Tristan Cohan
at 2018-08-04T01:22
at 2018-08-04T01:22
By Dorothy
at 2018-08-08T04:50
at 2018-08-08T04:50
By Caroline
at 2018-08-11T22:48
at 2018-08-11T22:48
By William
at 2018-08-16T18:06
at 2018-08-16T18:06
By Edith
at 2018-08-18T01:18
at 2018-08-18T01:18
By Bennie
at 2018-08-20T09:45
at 2018-08-20T09:45
By Edward Lewis
at 2018-08-24T23:32
at 2018-08-24T23:32
By Donna
at 2018-08-27T17:17
at 2018-08-27T17:17
By Iris
at 2018-08-28T23:58
at 2018-08-28T23:58
By Zanna
at 2018-08-31T01:41
at 2018-08-31T01:41
By Rosalind
at 2018-08-31T06:40
at 2018-08-31T06:40
By Robert
at 2018-09-01T11:41
at 2018-09-01T11:41
By Jake
at 2018-09-02T10:03
at 2018-09-02T10:03
By Edwina
at 2018-09-06T16:53
at 2018-09-06T16:53
By Irma
at 2018-09-07T02:55
at 2018-09-07T02:55
By Oliver
at 2018-09-10T07:29
at 2018-09-10T07:29
By Donna
at 2018-09-11T16:19
at 2018-09-11T16:19
By Leila
at 2018-09-12T23:56
at 2018-09-12T23:56
Related Posts
Hi! 連任大盤
By Jack
at 2018-04-15T19:53
at 2018-04-15T19:53
基本面是否能夠反映企業真實狀況
By Aaliyah
at 2018-04-15T19:38
at 2018-04-15T19:38
台積法說 牽動台股走勢...本周你該注意
By Linda
at 2018-04-15T17:56
at 2018-04-15T17:56
綠色能源崛起 中鋼進駐高雄興達港設置離
By Thomas
at 2018-04-15T17:21
at 2018-04-15T17:21
本週股票多空表
By Rosalind
at 2018-04-15T16:37
at 2018-04-15T16:37