[新聞] 美國不升息 曾銘宗:對台股穩定有助
1.原文連結(必須檢附):
http://tinyurl.com/pb89jfz
2.原文內容:
金管會主委曾銘宗今早說,美國暫緩升息,股市不確定因素消除,對股市穩定有助;
外資也會減緩匯出,對金融業而言,金融情勢穩定後,也可提高金融業赴國外投資的意願
。曾銘宗說,美國不升息主因是因通膨低於2%預期,表示經濟溫和成長。
他說,美國暫緩升息,可從三個面向來觀察,一是資金面,外資從4月高峰2048億美元
至今,只剩下1945億美元,這段期間資金已經外移超過100億美元,顯示外資本來預期美國
9月會升息,升息效應在資金面有提前反應。
他說,目前暫緩升息,相信外資不會持續匯出,是否回頭要觀察,但相信匯出情況和
速度會減緩。其次是台股面,短期間不確定因素消除,對台股有正面影響,股市會回到市
場基本面,要等到下一次接近升息才會又有不確定因素,預期心理才會又產生。
最後是金融面,他說,過去一段時間金融面波動大,美國暫緩升息後,金融情勢會比
較平穩,對金融業赴國外投資有助,尤其是保險業,因過去波動大,避險成本高,且金融
情勢不穩定不敢去投資,金融面穩下來後,金融業到國外投資意願比較高。
曾銘宗今早將赴立法院針對證所稅做朝野協商,他說,若今天朝野協商證所稅可以定
案,等於兩大股市不確定因素消除,對台股有助。
3.心得/評論(必需填寫):
其實FED十月和十二月還有兩次會議,不確定因素何時會取消?
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