[標的] 跌深後就是要準備大反彈了已刪文
看板Stock (股票)作者NYWang5566 (天尊戰神56降臨PTT)時間11年前 (2015/06/16 09:45)推噓27(79推 52噓 56→)留言187則, 146人參與討論串1/1
台股本身並不弱,基本面整體來看是非常搶眼的。
臺灣的強項一向都是在電子業,包含半導體都是臺灣的領先產業。
IC設計領域,臺灣的聯發科、聯詠、群聯都是該領域的頂尖佼佼者,而短期內很難有競爭
對手可以幹掉他們,因此,這幾間公司即使營收獲利成長有限,但未來還是非常看好的,
我也不認為他們的股價會崩盤到哪裡去。
在晶圓代工部分,台積電的16奈米搶下蘋果的訂單,市占率在產業過半,效能跟良率表現
佳,短期內看不出崩盤的可能。
封測廠的部分,日月光和矽拼市占率高,技術佳,獲利穩健,也是該領域的領頭羊,看不
出崩盤的可能。
此外,台股中的鴻海 鴻準 大立光 上銀 可成 華碩 這些企業的技術領先,獲利能力極佳
,短期內股價不好,但總會有反彈回來的時候。
我個人認為,台股的企業競爭力皆十分強大,獲利能力極為穩健,因此就算短期內股價低
迷,投資人也不要垂頭喪氣。
台股實力強大,在跌深過後,就是強力反彈。
我認為台股的合理指數是在9800~11500之間,畢竟台股有基本面撐腰,不像陸股是靠外
資炒作。
短期內台股會在9200~9300盤整,然後我個人推估可在一個月內上攻9850~10500,尤其
在第二季旺季到後,台股的表現將會空前強大。
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