金融股跌夠了?新光金、富邦金外資繼續 - 股票QA

By Daph Bay
at 2022-05-31T22:03
at 2022-05-31T22:03
Table of Contents
原文標題:金融股跌夠了?新光金、富邦金外資繼續砍,
卻專挑這3檔買超! 2理由為何買它們
原文連結:https://reurl.cc/VDmy4n
發布時間:2022-05-31 19:00
記者署名:旺得富理財網 黃順德
原文內容:
美股4大指數上周五(27日)持續強彈,收復短期均線,道瓊指數兩天噴漲逾千點,激勵
台股上周五上漲297.39點,終場收16,266.22點,在半導體股、金融股領漲之下,奪回月
線。
安聯投信台股團隊也看好隨著近期非電族群的修正,有利於資金面的結構,跌深電子股的
族群可望獲得支撐、並逐漸吸引外資回流。
電子指數單周走跌0.06%,相較之下,金融指數上漲1.2%,傳產指數在航運族群強彈推
升,週漲幅更是大漲2.33%之多,目前電子與傳產雙雙來到月線之上,僅剩下金融股仍位
於短中長天期均線之下,本周有望挑戰月線與年線反壓。
PGIM保德信高成長基金經理人葉獻文表示,台股快速修正多已反映目前市場利空,投資價
值已然浮現,搭配高殖利率優勢,有利於吸引低接買盤進場,第2、3季業績具有實質成長
、高能見度之產業,將成為資金回補的首要選擇,包括位於成長趨勢上的半導體相關產業
鏈、電子零組件類股與光電產業,以及非壽險背景的金融股等。
觀察上周法人資金動向,三大法人全數站在買方,為3月28日當周以來,首見三大法人同
步買超,外資連2周回補台股,單周加碼77.38億元,本土法人方面,投信連續第19周站在
買方,單周回補26.36億元,自營商終止連7賣,單周反手買超14.7億元,合計買超台股
118.44億元。
金融指數從4月中高點一路下殺,累計跌幅逾15%,外資也陸續回補,其中臺企銀(2834
)、永豐金(2890)單周買超張數都在2萬張以上,合庫金(5880)也有1.8萬張,法人則
認為金融股中長期仍偏多,投資價值也開始浮現,操作策略仍可逢低進場。
新光金(2888)、元大金(2885)、開發金(2883)、富邦金(2881)仍居外資賣超前10
大排行的1到4名,其中,新光金賣超又再擴大到12.3萬張,累計5週遭賣66萬張,賣壓依
舊沈重、而元大金則是賣超8.6萬張,開發金7萬張,富邦金為4.5萬張。
心得/評論:近期匯率強升,
外資陸續買回銀行為主的金融股,
不過不要看紅就腦衝進去追高當韭菜被割,
有耐心慢慢布局,
坐等外資回來抬轎,
蒿兔鷺鷥?
--
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