[新聞] 「國家隊」出動 力守8,000關
1.原文連結(必須檢附):
http://udn.com/news/story/7251/1132891
2.原文內容:
台股昨(19)日盤中跌破8,000點關卡,就傳出「台灣國家隊」政府基金即刻撥款委外
代操基金進場,八大公股行庫也由賣轉買超10億元。法人指出,多數代操經理人為低持股
,且認為目前短線難免震盪,但在8,200點以下布局的中長線投資風險有限,已開始伺機布
局,且勞退基金還會繼續撥款,台股未來動能不小。
台股昨日因陸股劇烈震盪、加上台指期壓低結算等影響,盤中一度跌破8,000點整數大
關,最低下探7,987點;尾盤小幅拉升,終場下跌155點、以8,021點作收。外資現貨連十賣
,昨日賣超60億元;台指期淨空單減少268口至616口;外資選擇權淨空單由18,880口,轉
為淨多單571口。分析師認為,外資對後市已轉趨為中性看法。
據了解,不少投信的政府基金代操操盤手,在大盤9,500點時走訪上市櫃公司,即發現
下半年景氣有下滑的跡象,開始賣多買少,很多代操經理人的持股部位壓低在二到三成、
甚至不到一成,但現在已陸續接到進場指令。
根據政府基金委外代操的潛規則,委外代操的金額會分批提撥,今年勞退基金共有600
億元進軍股市,勞退基金也曾經擔心市場大幅震盪,在6月放寬漲跌幅10%時大筆提撥,昨
天則是另一次大筆提撥。根據代操經理人的分析,8,200點以下的中長期投資風險已經大為
降低,台灣今年的經濟成長率還是有正成長,不應跌破去年8,230低點,大盤短線難免回
測約7,800點的十年線,此時不會立刻補滿持股,但可開始分批找買點。
3.心得/評論(必需填寫):
傳聞說十年線(7800)國安基金會出手~這次真的拭目以待....
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