[新聞] 下周國內外大事多!已見資金回流亞洲 台股反彈有撐
下周國內外大事多!已見資金回流亞洲 台股反彈有撐
1.原文連結(必須檢附):
http://goo.gl/lfrGu5
2.原文內容:
台股本週周線上漲305點,收在8305.82點,後續可望再朝季線挑戰,日盛上選基金經理人
施生元表示,下週起國內外重要大事接連登場,尤其9月17日的FOMC會議是否升息持續干
擾全球金融市場,不論升息與否,目前已見到資金由美國流出轉入新興市場,9月以來離
岸人民幣明顯升值,若亞幣競貶態勢消除,新興市場可望吸引資金續入,亞股有走升機會
,台股有機會持續反彈。
施生元指出,目前看來產業基本面無起色,下週起重要大事接連登場,包括:台指期結算
、Fed會議、立院開議審查證所稅、兩岸金銀會、習近平訪美等,都是需要密切留意事件
,本週周線收紅上漲305點,後續有機會向上朝季線附近挑戰。
施生元表示,在電子產業方面,iPhone 6S規格符合預期,沒有大意外,第4季銷售量預計
與往年旺季銷售量差異不大,供應鏈有機會轉強,市佔率有機會提高個股仍可留意,此外
,光纖、工業電腦具長線題材,可持續追蹤。
非電方面,施生元分析,可留意5族群,1.生技,醫療耗材廠在下半年新產能開出後,毛
利率有望提高,而近期受盤勢再度趨緩的影響,加上股價基期低及BTC閉幕放送有利生技
產業條款,部分短線資金有再度轉入生技製藥、醫療週邊等生技族群;2.食品,進入中秋
節等年節送禮旺季,兩岸油脂銷售成長,有助業績表現;3.車用零組件,主要受惠新增車
款市場需求優於預期推升營收所致,部分個股淡季不淡;4.美國景氣復甦概念股;5.風電
族群。
3.心得/評論(必需填寫):
當J 我錯了...
下星期我不敢空了...
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