[新聞] 歐系外資調高台股指數目標至10600點已刪文
1.原文連結(必須檢附):http://ppt.cc/UiRf
2.原文內容:
歐系外資在最新出爐的報告中表示,看好台股將受惠資金量能充沛,加上殖利率13.9%水準
具有吸引力,等電子產業本季庫存調整後,預期台股下半年指數可望有所表現,將台股指
數目標從9850點上調至10600點。新增可成( 2474 )至最受青睞的個股。至於點名看好的
個股有台積電( 2330 )、聯發科( 2454 )、日月光( 2311 )、大立光( 3008 )、可成、凌
華( 6166 )、遠傳( 4904 )和國泰金( 2882 )。
歐系外資表示,台股具備13.9%殖利率,企業獲利成長也達12.4%,相較許多開發市場具吸
引力,不過雖有量能和殖利率題材支撐,仍要待基本面轉佳,由於本季電子硬體和上游半
導體仍有庫存調整,讓近期產業有逆風,不過多數利空訊息市場多已反映。
歐系外資看好台股下半年可望表現,加上電子類股迎接旺季題材,今年的目標指數可上看
10600點,建議台股組合「加碼」大型權值股電子股及電信類股等,「減碼」原物料和運
輸類股。
3.心得/評論(必需填寫):
馬der~就沒人玩所以殖利率高阿
繼續殺下去殖利率更高喔
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