[新聞] 《台北股市》谷月涵:今年上萬點,買10賣3
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1.原文連結(必須檢附):
http://ppt.cc/-ytT
2.原文內容:
《台北股市》谷月涵:今年上萬點,買10賣3
2015/03/23 11:31 時報資訊
【時報記者任珮云台北報導】花旗環球證台灣區研究部主管谷月涵(Peter Kurz)出具最
新台股策略報告,認為民進黨在2016年總統大選及立委選舉的勝選機率高,民進黨已經整
合出一個更和諧的平台,台股在攻萬點之際,花旗環球證仍較看好大型股,但高價股或非
科技股也提供了投資機會。花旗證仍維持台股今年的萬點論。
花旗環球證建議的「買進」個股包括:台積電 (2330) 、大立光 (3008) 、日月光
(2311) 、廣達 (2382) 、友達 (2409) 、台新金 (2887) 、F-TPK (3673) 、群光
(2385) 、川湖 (2059) 、寶雅 (5904) 。至於「賣出」個股則有:聯發科 (2454) 、新
普 (6121) 、宏達電 (2498) 。
對於台股攻萬點,花旗證認為有3大有利因子:一、政治面趨於成熟和平緩。二、外資持續
流入。三、穩健的貨幣政策。
由於民進黨明年重拾執政機率高,花旗證認,新的政府可望持續進行兩岸的貨貿對談,但
也會聚焦在如何刺激台灣的內需成長,避免對中國的經濟依存度過高。可能的政策包括提
高最低工資、松山機場重建和提高國防預算等。至於中國也不至於對民進黨重掌政權採取
報復的措施,例如兩岸直飛航線喊停等。中國較擔憂的是民進黨執政下,兩岸關係是否漸
行漸遠甚至有台獨的傾向,北京當局較可能採取等待並且觀察的態度。
3.心得/評論(必需填寫):
萬一被他喊對一次,有人心情會山山嗎
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