1.原文連結:
https://ez2o.co/5NGR5
2.原文內容:
雙利多,台股挑戰今年新高
2018/06/10 14:52 時報資訊
【時報-台北電】台股上周一度來到11,261點,本周繼續挑戰今年高檔11,270點,市場聚
焦5月營收及超級股東會周,前者留意蘋果供應鏈最新業績,後者關注大立光、可成、台
塑化、兆豐金、中信金等指標公司對下半年營運展望。
本周持續關注上市櫃公司5月營收業績,由於10日逢假期,依規定遞延到11日為最後公
布期限,其中蘋果供應鏈業績表現最受市場關注,也牽動股價漲力道。
本周進入超級股東會周,估計超過500家上市櫃及興櫃公司在本周召開股東會,經營階
層對於下半年營運看法,受到法人注目也影響調整投資策略;尤其是產業指標公司,周一
有機殼廠可成 (2474) 、綠能大廠台達電 (2308) 、營建興富發 (2542) ;周二股王大立
光 (3008) 、晶圓代工聯電 (2303) 、通路商統一超 (2912) ;周三5G網通智邦 (2345)
、半導體光罩 (2338) ;周四傳產台塑化 (6505) 、儒鴻 (1476) 、精華 (1565) ;周五
聯發科 (2454) 、台化 (1326) 以及五金控(元大金、兆豐金、國票金、永豐金及中信金
)。
另外,還有法說會題材股,飆漲股國巨 (2327) 將在周一舉行線上法說會,法說內容對
被動元件產業動見觀瞻,矽力-KY (6415) 及貿聯-KY (3665) 在周二,而傳產的亞德客
-KY (1590) 及南港 (2101) 將在周四召開法說會。
日盛投信精選五虎基金經理人林佳興表示,因匯率關係,市場普遍看好第二季財報表現
將優於第一季,可持續關注漲價概念及低基期族群,不論是被動元件、WAFER、MOSFET、
FLASH等都有漲價題材,近期資金外溢到低基期及蘋果概念股,目前主軸仍是選股不選市
。(新聞來源:工商時報─記者林燦澤/台北報導)
3.心得/評論:
看來明天開始 進入一連串法說會與股東會行情了
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 123.194.189.202
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1528621141.A.7E6.html
噓
06/10 16:59, , 1F
06/10 16:59, 1F
→
06/10 17:01, , 2F
06/10 17:01, 2F
推
06/10 17:07, , 3F
06/10 17:07, 3F
噓
06/10 17:07, , 4F
06/10 17:07, 4F
推
06/10 17:08, , 5F
06/10 17:08, 5F
噓
06/10 17:11, , 6F
06/10 17:11, 6F
噓
06/10 17:12, , 7F
06/10 17:12, 7F
噓
06/10 17:13, , 8F
06/10 17:13, 8F
推
06/10 17:13, , 9F
06/10 17:13, 9F
推
06/10 17:13, , 10F
06/10 17:13, 10F
噓
06/10 17:20, , 11F
06/10 17:20, 11F
→
06/10 17:24, , 12F
06/10 17:24, 12F
推
06/10 17:25, , 13F
06/10 17:25, 13F
噓
06/10 17:28, , 14F
06/10 17:28, 14F
推
06/10 17:34, , 15F
06/10 17:34, 15F
推
06/10 17:36, , 16F
06/10 17:36, 16F
推
06/10 17:37, , 17F
06/10 17:37, 17F
推
06/10 17:39, , 18F
06/10 17:39, 18F
推
06/10 17:41, , 19F
06/10 17:41, 19F
噓
06/10 17:42, , 20F
06/10 17:42, 20F
噓
06/10 17:44, , 21F
06/10 17:44, 21F
推
06/10 17:48, , 22F
06/10 17:48, 22F
→
06/10 17:48, , 23F
06/10 17:48, 23F
→
06/10 17:54, , 24F
06/10 17:54, 24F
噓
06/10 17:54, , 25F
06/10 17:54, 25F
→
06/10 17:54, , 26F
06/10 17:54, 26F
噓
06/10 17:56, , 27F
06/10 17:56, 27F
推
06/10 18:00, , 28F
06/10 18:00, 28F
推
06/10 18:19, , 29F
06/10 18:19, 29F
→
06/10 18:40, , 30F
06/10 18:40, 30F
推
06/10 18:50, , 31F
06/10 18:50, 31F
推
06/10 19:03, , 32F
06/10 19:03, 32F
→
06/10 19:11, , 33F
06/10 19:11, 33F
推
06/10 19:24, , 34F
06/10 19:24, 34F
→
06/10 19:28, , 35F
06/10 19:28, 35F
→
06/10 19:28, , 36F
06/10 19:28, 36F
→
06/10 19:43, , 37F
06/10 19:43, 37F
推
06/10 19:45, , 38F
06/10 19:45, 38F
推
06/10 19:58, , 39F
06/10 19:58, 39F
→
06/10 20:08, , 40F
06/10 20:08, 40F
推
06/10 20:14, , 41F
06/10 20:14, 41F
→
06/10 20:14, , 42F
06/10 20:14, 42F
推
06/10 20:22, , 43F
06/10 20:22, 43F
→
06/10 21:07, , 44F
06/10 21:07, 44F
推
06/10 22:14, , 45F
06/10 22:14, 45F
→
06/10 22:14, , 46F
06/10 22:14, 46F
→
06/10 22:14, , 47F
06/10 22:14, 47F
→
06/10 22:14, , 48F
06/10 22:14, 48F
→
06/10 22:14, , 49F
06/10 22:14, 49F
推
06/10 22:17, , 50F
06/10 22:17, 50F
推
06/10 22:52, , 51F
06/10 22:52, 51F
推
06/10 23:32, , 52F
06/10 23:32, 52F
推
06/10 23:36, , 53F
06/10 23:36, 53F
推
06/11 06:18, , 54F
06/11 06:18, 54F
推
06/11 16:05, , 55F
06/11 16:05, 55F
推
06/11 23:46, , 56F
06/11 23:46, 56F
推
06/12 21:07, , 57F
06/12 21:07, 57F