[新聞] 台股在虛漲?前政府基金操盤手示警「大盤會打第2隻腳」:持股上限鎖在5成
台股在虛漲?前政府基金操盤手示警「大盤會打第2隻腳」:持股上限鎖在5成
2026-08-12 23:30
風傳媒記者許恩祐報導
https://www.storm.mg/article/11156074
前政府基金操盤手黃豐凱表示,預期大盤後續會再回撤、打第2隻腳,此時盤勢切勿再往
上漲時盲目追價。示意圖。(資料照,顏麟宇攝)
台股12日漲397.35點,收在4萬5518.07點,成交值新台幣8587.32億元。三大法人外資及
陸資、投信、自營商同步買超,合計買超225.22億元。對此,前政府基金操盤手黃豐凱12
日在節目《財經一路發》上表示,當前盤勢雖然站回季線,但老手卻不敢買。
黃豐凱表示,大盤與櫃買的月線目前都沒有勾起來,技術面上彎才具實質支撐,此時上漲
屬於缺乏下檔防護的虛漲,最強的AI主線並未全面暴動,資金反而擴散到腳踏車、上銀等
非AI板塊。
黃豐凱:頸線一跌破,多頭架構就會破壞
黃豐凱表示,這是因為主力只敢挑「財報數字有把握」的個股短打,散戶又都在上一波融
資斷頭潮被大幅清洗出場,預期大盤後續會再回撤、打第2隻腳,此時盤勢切勿再往上漲
時盲目追價,操作必須極度謹慎。目前大盤剛過頸線,一旦跌破,多頭架構就會破壞,持
股上限建議鎖在5成。
黃豐凱提到,外資買超力積電等個股與矽電容及愛普的IP趨勢有關,外資法人買的加減看
就好,應該瞄準被政府「處置交易」牽連的委屈標的,如基本面紮實、數字漂亮,卻被關
到第2次處置才放出來,股價相對落後大盤的禾伸堂。未來必須將反向指標放在心裡,用
周線宏觀監控,一旦突破周大量高點,現股再強也必須立刻戴上鋼盔避險,絕不赤裸迎接
風暴。
心得:前操盤手示警:「此時盤勢切勿再往上漲時盲目追價,操作必須極度謹慎。」目前
是虛漲,還會拉回打第二隻腳,所有操作都要非常謹慎,大家也覺得是這樣嗎?後續盤勢
解析,務必高度關注。
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