[新聞] 國安基金:銀彈充沛 還要再買
1.原文連結(必須檢附):
http://tinyurl.com/p68t2jo
2.原文內容:
中國PMI不佳 台股嚇跌157點 外資落井下石砍GDP
台股在連5天反彈後,受美股下跌、中國公布製造業PMI指數不佳,及外資擴大賣超逾
53億元,盤中一度重挫逾170點,最低8002點,直逼8千點大關,雖國家隊持續進場護盤,
但終場仍下跌157.36點,以8017.56點作收,成交值843億元,月線再度失守。
不過,國安基金操盤手,財政部次長吳當傑昨再度信心喊說,並指出昨大跌主要是受
中國PMI指數創3年半新低衝擊,但目前全球股市已充分反映中國PMI表現不佳因素,且投資
人對台股的信心也逐漸回籠,國安基金會繼續密切關注全球金融市場,視狀況進場,他強
調,國安基金的銀彈非常充沛,請大家對國安基金要有信心。
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今年保1岌岌可危
在台股再度陷入8000點保衛戰之際,外資再落井下石,美系外資鑒於台灣基本面走緩
,不僅調降台股目標價至8300點,也下砍今明年GDP成長率預估至1%、1.7%,保1岌岌可危
。儘管油價勁揚,推升2線塑化股股價,及太陽能族群受惠基本面改善強烈表態,但受美股
下跌,台股開低,類股普遍走跌,加上盤中中國公布8月製造業PMI不佳,拖累陸股向下影
響,指數開低走低,最低大跌172.74點至8002.18點,跌幅2.11%,不過,在國安基金護盤
下,指數跌幅收斂,但終場依舊跌157點,收8017.56點,再度陷入8000點保衛戰。
台新投顧協理黃文清分析,周一集中市場最後1盤拉了170億元,標的多為權值股及大
型股,研判可能是外資被動式基金在MSCI季調收盤後生效前,先行布局。只不過,這種不
是穩步向上的漲勢,很容易因市場負面消息的影響而回吐,導致昨大跌157點。
3.心得/評論(必需填寫):
今天多空大決戰,國安是否出手來逆天?
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※ transcend789:轉錄至看板 Gossiping 09/02 12:53
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