蔡英文執政一年 投資人開心數鈔票 - 股票
By Tristan Cohan
at 2017-05-21T18:02
at 2017-05-21T18:02
Table of Contents
1.原文連結(超過一行或過長必須縮網址):http://news.cnyes.com/news/id/3815853
2.原文內容:台灣總統蔡英文上台一年後,投資人在計算他們的收益。
自蔡英文上任以來,台灣加權股價指數以美元計價大漲 32%,漲幅居亞洲股市之冠。外資
一直以來尤其捧場:過去 12 個月淨買入台股 165 億美元,也是在亞洲股市中最多,幫
助將台幣推升到 2014 年以來的高點。
股匯市同步上漲消除市場對於民進黨執政兩岸關係恐惡化的疑慮。倒是市場樂觀看待
iPhone 銷售,加上全球科技股大漲,更是規模 1.1 萬億美元台股的一股助力。該市場上
很多股票都是蘋果的供應商。
儘管股市漲勢面臨的挑戰增加 -- 台幣升值開始壓縮出口商的獲利成長,但是台灣經濟轉
強,股市估值不高應該可以支撐台股進一步上漲。
凱基投顧董事長杜金龍在電話上表示,一年前,大家還在擔心如果民進黨執政,會衝擊兩
岸關係和經濟。他說,但是如果把股市上漲和台幣升值當作經濟櫥窗來看,蔡英文執政第
一年至少可以得到 B + 的成績。
3.心得/評論(必需填寫滿20字):賠錢的不要再嘴了 是你自己不爭氣 看別人都在數鈔票
--
2.原文內容:台灣總統蔡英文上台一年後,投資人在計算他們的收益。
自蔡英文上任以來,台灣加權股價指數以美元計價大漲 32%,漲幅居亞洲股市之冠。外資
一直以來尤其捧場:過去 12 個月淨買入台股 165 億美元,也是在亞洲股市中最多,幫
助將台幣推升到 2014 年以來的高點。
股匯市同步上漲消除市場對於民進黨執政兩岸關係恐惡化的疑慮。倒是市場樂觀看待
iPhone 銷售,加上全球科技股大漲,更是規模 1.1 萬億美元台股的一股助力。該市場上
很多股票都是蘋果的供應商。
儘管股市漲勢面臨的挑戰增加 -- 台幣升值開始壓縮出口商的獲利成長,但是台灣經濟轉
強,股市估值不高應該可以支撐台股進一步上漲。
凱基投顧董事長杜金龍在電話上表示,一年前,大家還在擔心如果民進黨執政,會衝擊兩
岸關係和經濟。他說,但是如果把股市上漲和台幣升值當作經濟櫥窗來看,蔡英文執政第
一年至少可以得到 B + 的成績。
3.心得/評論(必需填寫滿20字):賠錢的不要再嘴了 是你自己不爭氣 看別人都在數鈔票
--
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