萬五不夠看！外資看好台股有望衝萬九 - 股票
By Poppy
at 2021-01-11T10:20
at 2021-01-11T10:20
Table of Contents
1.原文連結：
https://tw.appledaily.com/property/20210111/2ZCMOVYQQJAGJGR2VDMBTT3XYI/
2.原文內容：
萬五不夠看！外資看好台股有望衝萬九 首選21檔急先鋒
台股快牛行情萬五不墜，美系外資表示，在企業獲利周期調升、熱錢狂炸，疫情控制得宜
，讓台股行情極具彈性，將台股評等調升至持平，預估台股今年目標指數上看16500點。
首選台積電（2330）21檔台股組合出列。
假設以美系外資最樂觀的預期，獲利成長可達17%的情況下，台股目標指數將可暴衝至
19000點，悲觀的狀況在萬四也有支撐，平均來看目標指數有站穩16500點的水準。
美系外資指出，台股今年GDP成長可從去年的2%提升至3.8%，是亞太市場中唯二，經濟能
有成長的市場。
雖然台股本益比已高於過去5年平均，但內資買盤增溫、外資推升台幣升值，且台股是亞
洲地區中最高現金殖利率的市場，預期台股估值仍可持續攀升。
在投資布局策略上，美系外資依據權值加重科技類股，加碼原物料、消費內需、工業和健
康醫療，持平看金融類股，減碼電信類股。其中，因應科技類股反彈，加重資訊科技族群
權重，也青睞更多下游科技類股。
美系外資台股組合首選21檔，包括台積電、鴻海、台達電、群創、友達、瑞儀、緯穎、國
巨、景碩、致茂、中租、元大金、台塑、南亞、儒鴻、聚陽、億豐、豐泰、百合、和大、
晶碩。（陳俐妏／台北報導）
3.心得/評論：
馬英九總統卸任經過4年以後
12年前喊出的台股兩萬點
終於有機會看到了
--
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