[新聞] 谷月涵:股市氣氛好轉 生技股具吸引力
1.原文連結(必須檢附):
http://www.appledaily.com.tw/realtimenews/article/finance/20141229/532798
2.原文內容:
2014年12月29日16:09
聚焦趨勢展望,花旗台灣區研究部主管谷月涵(Peter Kurz)表示,今年碰到3個影響全
球股市因素,第一是美元強勢表現,第二是利率,第三是油價。從台灣角度來看,股市氣
氛有好轉,外銷產業會受到美元轉強挹注,具備新藥題材生技類股仍有吸引力。
谷月涵與會「北威論壇」表示,油價走跌時,全球股票多也跟進,主要是市場會有恐慌反
應,但油價維持40~50美元價位久的話,總體經濟的消費支出將提升,對總體經濟是有利
。
谷月涵也指出,美元的強勢,其實並不是好事,因為美元強的時候,台股新興市場都會走
跌。因此要看的是,美元如果漲得很快會是壞事,會讓外銷產業有壓力,如果慢慢漲的話
,購買力會增加,對出口產品是有幫助,壓力會變成支撐。
目前台股現金和股票市值比例,投資者還是偏悲觀,代表錢還沒有完全投進來。以產業趨
勢來看,美國市場最強的產業是生技,IT軟體產業,從台灣角度來看,股市氣氛漸漸好轉
,外銷產業受到美元的挹注,具備新藥題材生技類股仍有吸引力。(陳俐妏/台北報導)
3.心得/評論(必需填寫):
平生不識股越寒 笑傲股市也枉然
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