[新聞] 美聯準會縮表 孫明德:台股萬點是賣點
1.原文連結(超過一行或過長必須縮網址):
https://goo.gl/lo37Q3
2.原文內容:
(中央社記者蔡怡杼台北2017年6月14日電)台股今天下跌,回防萬點大關,台灣經濟研
究院景氣預測中心主任孫明德表示,美國升息、縮表要讓貨幣政策正常化,台灣現在金融
市場情況就是「29撐不久,萬點是賣點」。
孫明德今天出席安聯經濟趨勢大師論壇,他會中指出,美國聯準會明天的重點在於縮表、
縮減資產負債表,所謂的「縮表」在台灣的術語叫「公開市場操作」,中國大陸叫「逆回
購」。
也就是,聯準會為解決金融海嘯問題,這7、8年印了多少鈔票在外流通,現在要用什麼方
式把這些鈔票收回去,孫明德說,當聯準會天天、週週、月月向市場收回資金時,這時緊
縮流動性的情況會比升息還可怕。
孫明德提醒民眾關注美國縮表是否造成金融市場新的波動,另外,在匯率問題上,近期也
可以感受到新台幣不再這麼強勢,甚至偏弱。
孫明德表示,即使美國總統川普講再多,不希望美元太強,但現在美國要升息、縮表,慢
慢把資金導引回流美國,美元將走強。
孫明德說明,台灣向來都是上半年匯率比較強,下半年適逢出口旺季,匯率會弱一點,現
在感覺起來,股市破萬點後續攻動能有限,且新台幣匯率每次破29元後都撐不久,現在情
況就是「29撐不久,萬點是賣點」。
不過,孫明德也表示,自己的29撐不久,萬點是賣點說法被電視台打槍,希望他可以婉轉
一點,不要重傷股市,所以,他改口提醒民眾29撐不久,萬點小心點。
孫明德指出,台股破萬點後,上攻動能有限,主因台股本益比高,加上新台幣升值有限,
無法有效吸引熱錢進來。
他說,「如果新台幣可以看到28、29元,熱錢可能還會有點興趣」。
3.心得/評論(必需填寫滿20字):
真的是賣點嗎??魯魯身邊的朋友都說4技術性修正,拉回94買點耶
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