電子期強勢.. - 期貨
By Quanna
at 2010-09-09T09:56
at 2010-09-09T09:56
Table of Contents
電子期近期強勢..不外乎是撐指數..以及電子公司第四季與明年第一季展望
漸趨樂觀...還有...最近這陣子日幣大幅升值...也讓台廠與日商公司
競爭力提升不少...接下來最值得觀察的指標是韓元...日元一路升下
隨時有可能成為下一個大幅升值的貨幣...台幣又在彭總刻意維持弱勢貨幣下
不樂見其大升...一旦韓元升掉10%以上...台幣沒升的話.
可預期的是台灣的電子業與韓製品抗衡力會提高..
屆時電子股與電子期也許有機會引爆下一波漲勢.
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期貨
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