[新聞] 看準FED升息 台股上看萬點
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1.原文連結(超過一行或過長必須縮網址):
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2.原文內容:
看準FED升息 台股上看萬點
圖/聯合報提供
圖/聯合報提供
美國聯準會( FED)利率決策會議正在舉行,市場對FED升息一碼預期逼近百分之百,外資券商主管指出,「市場預期升息」就是抵禦波動的最佳防護罩,這次升息幅度若符合市場預期,研判市場所受影響輕微;另外,凱基投顧更看好台股明年高點攀上一萬零一百點,展現對台股信心。
摩根投信表示,從一九九四年美國走了三次升息循環的經驗來看,升息非但不會造成風險資產下跌,反而有助於股債資產齊揚,像是新興市場股票、亞太(不含日本)股票在升息後三個月內,分別有百分之八點七與七點一平均報酬。
再從美國道瓊指數不斷創高,離兩萬點大關僅一步之遙觀察,國際資金受美股帶動,持續挺進風險性資產意願仍高。由於市場對美FED升息預期,以及川普將大舉擴張基礎建設、刺激經濟發展,外資法人正向看待美國經濟前景,帶動美國金融與原物料族群持續走揚,這股風潮也吹向台股,激勵台股相關類股表現。
凱基投顧提出台股明年高點上看破萬點,首要理由就是由美國拉動,全球經濟將展現溫和循環式復甦,其次,因美國升息、台灣可望結束降息循環,促進銀行業淨利差回穩、壽險業投資收益擴張,金融類股也將持續有好氣色。
投資主軸方面,凱基也提出三大思維。一、大型股轉小型股:主因景氣溫和復甦,中小型股獲利動能轉佳,可望有較佳表現。二、防禦轉成長:低利率或負利率環境不再,資金追逐景氣敏感族群。三、新股轉舊股:川普主政,財政政策取代貨幣政策,基礎建設將帶動鋼鐵、水泥等族群。
3.心得/評論(必需填寫滿20字):
大家準備好迎接萬點行情嗎?
今天留了4口多單,
期待升息帶來的波動!
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