谷月涵：美股還能漲　台股上漲下跌均有限 - 股票

By Emily
at 2020-10-06T10:59

Table of Contents

1.原文連結：

https://tw.appledaily.com/property/20201006/BEXDGWZXWBG5NCLAOTFISXG5OQ/

2.原文內容：

谷月涵：美股還能漲　台股上漲下跌均有限

外資圈「台灣先生」、寬量國際策略長谷月涵聚焦後疫情投資，谷月涵表示，疫情開啟投
資新時代，以市值部位和現金來看，熱錢讓美股還有上漲空間，台股本益比已趨合理，因
此上漲有限，下跌也有限。

谷月涵在世界投資週論壇指出，台灣堪稱是面對疫情是最成功的國家，台灣內需市場有支
撐，出口市場也還OK，科技因疫情帶動，在家辦公趨勢持續，因此領先傳產類股

台灣資本支出方面強勁，因2018年在川普啟動貿易戰，台灣可能受害，因為外商還是倚賴
台商製造，因此提供更好的條件，且疫情發生後，產能轉移，部分回流台灣至東南亞，讓
台灣資本支出相當有表現。

美股印鈔票拯救股市，出現瘋狂的本益比，谷月涵指出，2008年金融風暴發生後，經過半
年才反映推出QE1寬鬆量化，才拉升股市，但今年美央行動做更即時、規模更大，推出無
限寬鬆量化，讓錢大量湧出，在美國市場部分區域還呈現封鎖下，美國人只好在家裡賭股
票，然而熱錢湧出卻在經濟面滾動很慢，對經濟沒有太大幫助。

美股、台股創高後能否再向上，谷月涵透過股票市值和現金供應的比例來分析，以估值來
看，美股還有上漲空間，台股本益比16~17倍數來講很合理，但以現金來看，股市上漲空
間有限，但下跌也有限。

谷月涵在證券及投行業經歷超過20年，經歷每次台灣上萬點，每次在演講時都會問聽眾，
股市創高後何時會崩盤，他說，股票崩盤通常都是市場最樂觀的時候

市場情緒難以預測，因此投資股票要聽專家，然後反向操作。

谷月涵也分享近期對台灣，美國經濟政治的看法，台灣政治愈來愈像美國，趨向平衡，美
國政治愈來愈像台灣，愈來愈極端。而台灣股市愈來愈像以前的美股，美股愈來愈像以前
台股，具備瘋狂的本益比。（陳俐妏／台北報導）

3.心得/評論：

美股漲不上去了

台股接下來即將無限下跌

谷大師已開示不要不信邪

--

Tags: 股票

All Comments

By Todd Johnson
at 2020-10-06T18:18

不要不相信！！！

By Margaret
at 2020-10-08T23:45

快逃啊~

By Barb Cronin
at 2020-10-11T18:23

啊~來了！

By Jessica
at 2020-10-13T00:05

大ㄕ別鬧啊......

By Belly
at 2020-10-13T23:08

大師你還來啊....

By Hardy
at 2020-10-15T00:17

塊陶阿

By Candice
at 2020-10-15T12:55

完了

By Rae
at 2020-10-17T10:34

上漲有限xd訊號來了

By Linda
at 2020-10-21T11:35

大師出手了

By Sierra Rose
at 2020-10-22T09:18

米股跌台股區間震盪

By Zora
at 2020-10-23T13:45

上次一次就往下殺真的猛今天出一出

By Oscar
at 2020-10-25T06:00

谷月 VS 冬冬頂尖對決

By Tracy
at 2020-10-26T13:34

天啊股大師開示

By Elma
at 2020-10-27T05:39

大師開示了，你各位知道方向了吧

By Wallis
at 2020-10-28T20:27

大行情要來了

By Jacky
at 2020-10-31T20:20

快逃

By Ida
at 2020-11-04T04:49

谷大師你這開示有方向嗎 0.0?

By Adele
at 2020-11-07T16:12

差一個老謝看世界方向就出來了

By Tristan Cohan
at 2020-11-11T13:11

丸子

By Zenobia
at 2020-11-13T00:55

篜的丸了

By Elizabeth
at 2020-11-15T18:27

XDDDDDDD

By Agatha
at 2020-11-18T02:37

歐硬

By Elvira
at 2020-11-18T03:59

幹壓美股欸

By Madame
at 2020-11-21T16:17

還好，平盤不怕不怕

By Lucy
at 2020-11-22T02:04

不用看噴定了噴到外太空 0.0

By Cara
at 2020-11-23T00:20

怕

By Charlie
at 2020-11-24T05:04

上漲有限，好買爆

By Olivia
at 2020-11-27T07:09

呆股沒有極限

By George
at 2020-12-01T12:33

馬上做空

By Aaliyah
at 2020-12-03T04:27

美股向上，台股噴爆

By Liam
at 2020-12-08T01:49

靠邀難怪聯電一直跌

By Susan
at 2020-12-08T17:36

上下都有限大行情要來了

By Callum
at 2020-12-13T00:07

大師你不要這樣搞我們可不可以啊？求你了....QQ

By James
at 2020-12-16T22:34

當大家都這樣想的時候

By Kristin
at 2020-12-18T18:29

上漲有限，下跌也有限…先來波大漲，再來跳崖的意
思？

By Lily
at 2020-12-21T07:55

上漲有限我看懂了但是台股要上天堂還下地獄阿...

By Ursula
at 2020-12-23T21:12

立馬一個恥骨翻綠....

By Iris
at 2020-12-27T20:34

........丸子

By Zanna
at 2020-12-31T02:55

不是大漲就是大跌！！！

By Bethany
at 2020-12-31T06:29

台股本益比16~17倍數來講很合理我都抓10

By Andy
at 2021-01-04T02:10

股海冥燈來了，塊陶啊！

By Lily
at 2021-01-08T19:19

來惹
兩大國師聯手出擊

By Elma
at 2021-01-10T07:36

有限? 丸子要噴爆

By Zanna
at 2021-01-11T07:58

這次開兩道上下無限沒品啦

By Heather
at 2021-01-13T20:31

這個開示應該是準備區間超大震盪了

By Isabella
at 2021-01-17T02:28

上漲下跌有限反著看就是先突破天際再跌落深淵

By Victoria
at 2021-01-21T04:17

丸惹，台股只能大爆噴了，只是不知道往哪QQ

By Jacky
at 2021-01-25T06:17

上次也超準的講完暴跌

By Dinah
at 2021-01-28T18:12

美國GG

By Rebecca
at 2021-01-30T19:15

大師你...不是很便宜嗎

By Rebecca
at 2021-02-02T12:38

骨大師開示了！

By Carolina Franco
at 2021-02-04T04:12

持股跳水...

By Jacky
at 2021-02-04T22:35

蒸的丸子

By Damian
at 2021-02-08T23:08

台股大怒神開始

By Joseph
at 2021-02-13T17:35

反著看，台股要暴漲暴跌了(x

By Agatha
at 2021-02-16T03:51

又兩隻恥骨平盤了....

By Queena
at 2021-02-20T00:18

應該是上吧？

By Liam
at 2021-02-24T22:49

怕

By Zora
at 2021-02-28T01:53

完了完了

By Noah
at 2021-03-03T15:53

幹

By Bethany
at 2021-03-08T14:00

乾，最近很準

By Caitlin
at 2021-03-10T09:54

大濕讚讚讚

By Jessica
at 2021-03-10T15:44

甘，又來

By James
at 2021-03-12T23:06

這個開示太模糊了啦

By Charlie
at 2021-03-16T02:34

大師說平盤

By Suhail Hany
at 2021-03-20T11:09

大師開示要大漲了，安心

By Belly
at 2021-03-24T09:13

完惹美股

By Iris
at 2021-03-26T02:14

應該是。美股要跌了。台股可能爆漲爆跌

By Todd Johnson
at 2021-03-28T04:15

轉折來了，

By Belly
at 2021-04-01T18:32

謝骨大濕開釋

By Bennie
at 2021-04-02T00:21

安心了

By Eden
at 2021-04-05T07:15

幹你娘

By Anonymous
at 2021-04-08T00:39

9月那次有夠準，這次我信了

By Bethany
at 2021-04-08T14:49

美股要跌台股要出方向啦大激安全帶綁緊

By Edward Lewis
at 2021-04-11T01:38

Errr，還好我跑了

By Kama
at 2021-04-14T14:05

這不是廢話嗎?

By Liam
at 2021-04-16T05:51

開示

By Odelette
at 2021-04-17T03:19

丸子

By Elizabeth
at 2021-04-17T13:39

這超級反指標又開示了

By Yuri
at 2021-04-19T05:06

上下有限意思就是要大噴或大跌

By Ursula
at 2021-04-24T04:24

只好繼續空手了0.0

By Puput
at 2021-04-25T08:48

丸子

By Hedy
at 2021-04-27T20:52

言下之意：我不知道

By David
at 2021-04-29T20:54

退休後會變準了吧

By Zenobia
at 2021-04-30T01:19

開示丸子

By Iris
at 2021-05-04T23:56

乾....塊陶啊

By Agnes
at 2021-05-09T04:54

股大濕已經轉正了CX

By Jacky
at 2021-05-12T19:46

翻譯:美股下跌台股大震盪

By Agnes
at 2021-05-16T13:29

谷大早就沒用了上次講完還是漲

By Edward Lewis
at 2021-05-17T04:12

谷大師懂川普？

By Quintina
at 2021-05-18T13:57

反著看超準啦

By Oscar
at 2021-05-22T19:45

丸子

By Aaliyah
at 2021-05-23T22:20

是說只有我覺得股大師講的沒錯嗎

By Hamiltion
at 2021-05-28T06:55

訊號出來了！美股跌台股不再盤

By Rebecca
at 2021-06-01T06:36

意思就是美股準備大跌台股即將大漲大跌抓穩了!

By Freda
at 2021-06-04T19:40

趕快出場

By Valerie
at 2021-06-07T16:57

賣美股買台股了

By Hedy
at 2021-06-09T14:43

懂了

By Kumar
at 2021-06-13T01:37

台股即將瘋狂上漲

By Quanna
at 2021-06-17T09:34

大濕開示平盤震盪，該怎做。QQ

By Mary
at 2021-06-19T04:38

大濕開口了

By Cara
at 2021-06-23T03:07

完了

By Caroline
at 2021-06-25T00:47

明燈來了

By Hardy
at 2021-06-26T00:26

大師這次有開跟沒開差不多

By Elma
at 2021-06-27T15:43

谷大師的話要反過來看，所以可以把對折的話拿出來
用，台股接下來不是大崩盤就是大爆噴，選我正解

By George
at 2021-06-27T17:56

我分析：台股未來不是大好，就是大壞

By Catherine
at 2021-07-02T13:06

晚上來清倉.....

By Emma
at 2021-07-03T23:03

丸子

By Gilbert
at 2021-07-05T18:23

FUCK!

By Ina
at 2021-07-09T19:46

靠北，上下都說了我要怎麼買

By Tracy
at 2021-07-10T00:32

我多蛙看到這篇瑟瑟發抖

By Hedy
at 2021-07-13T22:52

你b嘴

By Elizabeth
at 2021-07-18T04:59

美國又要印錢了錢花完

By Kristin
at 2021-07-22T10:51

你各位還不快逃

By Yedda
at 2021-07-23T03:22

翻譯：美股不漲台股暴漲暴跌

By Lauren
at 2021-07-27T02:25

大哥又是你@@！

By Carolina Franco
at 2021-07-29T23:24

完了

By Joe
at 2021-08-02T23:51

可以預測最樂觀就是疫情過的時候

By Olivia
at 2021-08-04T15:57

翻譯 vix要起飛了

By Eartha
at 2021-08-05T00:49

f姐，台股現在本益比19上下……

By Zenobia
at 2021-08-09T23:56

谷大師：中秋沒變盤，雙十只能加碼

By Quanna
at 2021-08-12T08:49

明燈

By James
at 2021-08-14T02:41

反過來就是美股跌,但台股震盪..看樣子會先暴跌再暴

By Olga
at 2021-08-18T17:12

翻譯:快買選擇權跨式 XD

By Mary
at 2021-08-22T01:36

大行情要來了

By Delia
at 2021-08-23T21:20

翻譯:美股即將大跌。台股跟著跌但是跌的有限!!!

By Jessica
at 2021-08-25T15:58

翻譯：美國漲不動台股噴到哭

By Candice
at 2021-08-26T10:41

某樓你是不是忘記台灣錢淹腳目啊

By Charlie
at 2021-08-27T05:50

賣美股買台股跟現在貨幣走勢一致

By Yedda
at 2021-08-28T19:43

幹

By Isla
at 2021-09-01T07:47

訊號來了

By Bennie
at 2021-09-02T02:47

大漲大跌要歐印Vix?

By Kristin
at 2021-09-02T23:00

訊號來了.....

By Rachel
at 2021-09-04T20:23

美股：淦

By Hedy
at 2021-09-09T16:41

塊陶啊

By Zanna
at 2021-09-12T07:30

川普：谷大師，別這樣，我剛出院！

By Ina
at 2021-09-16T05:35

美股跌，台股爆漲爆跌

By Poppy
at 2021-09-20T06:25

谷大師表示上漲下跌都有限，意謂著要表態了，井噴or
墜落，逗幾？

By Olive
at 2021-09-21T08:38

不...

By Necoo
at 2021-09-23T19:32

完了

By Erin
at 2021-09-26T13:34

GGGGGGGGGGGGGGGGGGGGGGGGGGG

By Rebecca
at 2021-09-26T18:24

蒸的丸子

By Adele
at 2021-10-01T10:23

反骨指標又出現

By Audriana
at 2021-10-02T14:21

台股要漲只能靠台gg

By Megan
at 2021-10-03T04:18

全力做多

By Zora
at 2021-10-06T00:44

塊陶

By Christine
at 2021-10-07T18:03

大師出示惹塊陶啊

By Olivia
at 2021-10-07T21:14

轉折大師

By Kyle
at 2021-10-09T01:01

夭壽喔

By Andy
at 2021-10-13T16:33

上漲下跌均有限一字型塑膠？XD

By Genevieve
at 2021-10-15T12:13

完了

By Bethany
at 2021-10-16T15:37

完了

By Bethany
at 2021-10-19T17:29

幹這我不能不信...馬的被害死

By Leila
at 2021-10-20T13:56

終於…拜託99vix

By Christine
at 2021-10-21T12:11

.....

By Kelly
at 2021-10-25T03:05

感謝大師開示

By Lauren
at 2021-10-28T13:42

大師的意思是要噴了

By Bethany
at 2021-10-31T01:28

By Oliver
at 2021-10-31T10:57

太師老了？怎會看不出漲/跌？XD

By Todd Johnson
at 2021-11-03T20:21

大師一出手便知有沒有

By Kelly
at 2021-11-08T19:06

大師，，，

By Gilbert
at 2021-11-09T06:36

塊桃阿啊啊啊

By Callum
at 2021-11-14T05:12

翻譯台股可能上噴或下崩

By Barb Cronin
at 2021-11-19T02:36

有講等於沒講各自解釋

By Sarah
at 2021-11-23T22:28

各位觀眾請看~~

By Dinah
at 2021-11-26T21:41

我愈來愈像郭董，郭董愈來愈像我

By Hazel
at 2021-11-30T02:33

乾.....

By Yedda
at 2021-12-01T22:26

塊陶阿

By Sandy
at 2021-12-04T20:38

向下噴出或是向上崩潰？

By Eden
at 2021-12-09T18:04

丸子，真的糕點到了

By Victoria
at 2021-12-11T04:14

不給漲跌我買來當定存？

By Catherine
at 2021-12-11T12:54

如果台積電合理價500~550 台股現在沒有上升空間?

By Emily
at 2021-12-12T10:09

谷大師開示,台股?

By Zanna
at 2021-12-15T23:06

無限向上

By Gilbert
at 2021-12-16T19:10

真正的領先指標來了

By Tom
at 2021-12-21T09:34

完了完了

By Annie
at 2021-12-24T04:48

谷大師的威能,僅限台灣吧?
美股部分他有發威過嗎?

By Elma
at 2021-12-25T13:57

谷哥出聲怕

By Delia
at 2021-12-28T23:10

我今天才進場....怎麼逃？

By Isabella
at 2021-12-31T16:19

閉嘴

By Ida
at 2022-01-04T10:53

http://i.imgur.com/PIA15dZ.jpg

By Hardy
at 2022-01-04T20:15

蠢材只看到自己想看的東西大師明明說上漲下跌都無
限
嘎死你

By Barb Cronin
at 2022-01-05T21:10

上漲有限@@，要去信貸all in了嗎

By Eden
at 2022-01-10T12:41

先嘎爆空空，再殺爆多多~ 了解

By Anthony
at 2022-01-14T14:43

完了

By Zora
at 2022-01-17T14:10

幹...別鬧了！！！！你給我閉嘴

By Kama
at 2022-01-20T17:09

翻譯：大行情來啦暴漲暴跌自己想

By Daniel
at 2022-01-23T09:57

幹丸子

By Una
at 2022-01-26T17:48

骨大師可是外資的金絲雀呢！

By Tristan Cohan
at 2022-01-28T09:10

幹......喪鐘響起

By Eartha
at 2022-01-31T04:40

他這樣講到底是漲還是跌?

By Vanessa
at 2022-02-03T12:41

通常應該只起伏不大

By Zora
at 2022-02-06T09:48

可樂葡萄買起來

By Freda
at 2022-02-11T03:21

明天買爆

By Kelly
at 2022-02-12T23:57

感謝大師開釋

By Selena
at 2022-02-14T15:36

謝大師

By Regina
at 2022-02-15T22:10

均勻有限，就是超級大震蕩

By Frederica
at 2022-02-19T20:44

``...投資股票要聽專家，然後反向操作'' 這記者內行

By Lily
at 2022-02-23T10:03

噗上次講完大漲就崩了

By Audriana
at 2022-02-25T19:57

股大師一席話勝過千言萬語...

By Lily
at 2022-02-28T04:18

轉折又來了，大家快逃啊

By Robert
at 2022-03-04T17:59

他冥燈一直可以的

By Bennie
at 2022-03-09T14:39

救命啊

By Xanthe
at 2022-03-13T10:14

哪次冥燈沒有你?

By Rachel
at 2022-03-16T14:41

平生不識股越寒, 就稱股民也枉然

By Genevieve
at 2022-03-19T01:15

大師開示，揪甘心a

By Lily
at 2022-03-23T18:59

翻譯：台股上下劇烈會很震盪

By Oscar
at 2022-03-26T10:33

我還可以更強啊

By Linda
at 2022-03-27T01:05

完蛋啦

By Kelly
at 2022-03-27T04:48

大家有看到這一段嗎『投資股票要聽專家，然後反向
操作。』

By Bennie
at 2022-03-30T17:09

乾～～～～～～

By Joe
at 2022-04-03T19:16

超前朝聖

By Harry
at 2022-04-07T15:41

完惹

By Skylar Davis
at 2022-04-12T07:24

買美股空台股

By Kyle
at 2022-04-12T23:01

大濕開示惹

By Kyle
at 2022-04-16T01:14

瞭解

By Olga
at 2022-04-16T06:52

谷大濕開示了

By Ula
at 2022-04-16T19:48

大逃亡要開始了

By Christine
at 2022-04-20T20:16

噴！懂？

By Necoo
at 2022-04-21T10:08

不要不信

By Agnes
at 2022-04-24T00:48

丸子

By Sarah
at 2022-04-27T13:33

肏你媽神串留名

By Leila
at 2022-04-29T04:16

別砍在阿呆谷啊！

By Poppy
at 2022-05-02T22:20

幹快下車前面的不要卡在車門啊

By Queena
at 2022-05-07T12:32

谷大師次哪位

By Jack
at 2022-05-10T09:28

gggggggggggggggggggggggggggggggggg

By Hazel
at 2022-05-11T15:41

大師來啦

By Iris
at 2022-05-11T17:30

操真的太扯

By Donna
at 2022-05-12T20:16

明天全出空手囉！

By Dinah
at 2022-05-13T23:45

翻譯: 台股還能漲　美股上漲下跌均有限

By Charlie
at 2022-05-18T20:15

獲利了結的時候到了

By Zanna
at 2022-05-20T01:49

幹幹幹谷大師不要

By Hedy
at 2022-05-23T09:19

肝真的跌了美股

By Cara
at 2022-05-23T13:23

媽丫~~~原來谷神出現了！！！！

By Gilbert
at 2022-05-24T06:36

大師一出手

By Susan
at 2022-05-26T12:11

你怎麼能不佩服谷大師

By Barb Cronin
at 2022-05-29T02:37

再次朝聖！美股大漲變大跌!

By Lydia
at 2022-05-29T16:35

你這解讀不對

By Enid
at 2022-05-30T03:10

朝聖推

By Ophelia
at 2022-05-31T16:42

朝聖

By Oliver
at 2022-06-04T17:08

平生不識股越寒，買賣股票也枉然。

By Edith
at 2022-06-09T04:38

太神了！！！！！！！！！！

By Mason
at 2022-06-12T07:10

朝聖，快逃啊

By Daph Bay
at 2022-06-15T01:45

朝聖！太神啦

By Noah
at 2022-06-19T23:49

朝聖谷大師

By Regina
at 2022-06-20T02:15

一大早就出Call訊我竟然沒空，信仰不夠啊

By Liam
at 2022-06-23T07:15

朝聖

By Elvira
at 2022-06-24T22:41

朝聖

By Leila
at 2022-06-26T13:57

「市場情緒難以預測，因此投資股票要聽專家，然後
反向操作。」這句話你看到了嗎？

By Tom
at 2022-06-30T23:08

谷大師都說的這麼清楚了，再看不懂就沒辦法了。

By Victoria
at 2022-07-01T23:57

谷月涵股越寒股版唯一真神其他投顧都是小丑

By Mary
at 2022-07-02T10:31

一講就崩骨大師

By Lauren
at 2022-07-02T19:33

所以會看到上漲下跌都 "無限" 的台股嗎??

By Queena
at 2022-07-05T02:09

谷大師根本和川普團隊講好了吧...

By Jack
at 2022-07-09T12:27

朝聖推，大師我絕對不會懷疑你

By Candice
at 2022-07-12T16:49

朝聖，賺錢變賠錢

By Connor
at 2022-07-14T05:04

感謝示警

谷月涵：美股還能漲　台股上漲下跌均有限 - 股票

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谷月涵：美股還能漲 台股上漲下跌均有限 - 股票

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谷月涵：美股還能漲　台股上漲下跌均有限 - 股票