[心得] 端午節前後將是大盤翻轉關鍵已刪文
看板Stock (股票)作者NYWang5566 (天尊戰神56降臨PTT)時間11年前 (2015/06/17 09:30)推噓-14(24推 38噓 32→)留言94則, 70人參與討論串1/2 (看更多)
以近月台股表現來看,短短近兩個月,大盤就跌掉八百點。
但平心而論,台股的表現似乎不該這麼糟。即使最新數據顯示四月的景氣燈號亮起藍燈,
景氣數據指標也只剩下16,但仔細觀察可以發現,這樣的跌幅不合常理,幾乎是短期內暴
跌,但台股競爭力並未喪失優勢。而不久後將公布五月的景氣數據,保守估計指標會相對
回穩,代表台股的實力依舊。
此外,由於今年第一季淡季不淡,許多台股反而在第一季創下營收新高,因此也造成廠商
的庫存水位過高,包括DRAM、面板、晶圓廠皆有類似狀況。因此,第二季的需求空前疲弱
,但這是因為廠商要去庫存的壓力產生的結果,而非台股企業競爭力衰退。嚴格說起來是
遞延效果,不足畏懼。
值得注意的是另外一點,美國升息的可能性其實不高,而法人外資拿這點理由殺大盤,其
實只是要嚇嚇沒信心的投資人,將他們洗出場罷了。
大盤在昨天小跌後,成交量只剩七百億,代表股民不願意在這個價位出脫持股,也象徵股
價落低,未來不會下殺了 。
整體來看,今年六七月由於第一季淡季不淡的關係,廠商的需求空前疲弱,造成台股營收
獲利衰退。而這也是台股今年低點。
但在去庫存的壓力減少後,台股營收可望在八月回穩,第四季有所爆發。
最後,國民黨提名洪秀柱參選總統勢在必行,而洪是藍軍眾望所歸的猛將,有機會和蔡英
文力拼。在藍軍為了確保勝選的情況下,將會全力拉抬台股,為選情打強心針。
整體來看,個人看好台股的未來發展。
本週可望打底成功,開始逐步盤整,若是順利的話可以上攻9500,若是不順利,至少也可
以保住9300不失。
未來兩週內有機會回守9500甚至上攻9800,長遠來看,當第四季旺季到來後,需求增加,
大盤會非常有機會重返萬點大關。
而在端午節前後,將是台股順利打底,重新反攻的重要時間點。
--
Sent from my Android
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 49.215.30.5
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1434504628.A.1AD.html
→
06/17 09:31, , 1F
06/17 09:31, 1F
→
06/17 09:32, , 2F
06/17 09:32, 2F
噓
06/17 09:32, , 3F
06/17 09:32, 3F
→
06/17 09:32, , 4F
06/17 09:32, 4F
噓
06/17 09:32, , 5F
06/17 09:32, 5F
推
06/17 09:32, , 6F
06/17 09:32, 6F
噓
06/17 09:33, , 7F
06/17 09:33, 7F
推
06/17 09:33, , 8F
06/17 09:33, 8F
推
06/17 09:33, , 9F
06/17 09:33, 9F
推
06/17 09:33, , 10F
06/17 09:33, 10F
推
06/17 09:34, , 11F
06/17 09:34, 11F
推
06/17 09:36, , 12F
06/17 09:36, 12F
推
06/17 09:37, , 13F
06/17 09:37, 13F
推
06/17 09:37, , 14F
06/17 09:37, 14F
→
06/17 09:37, , 15F
06/17 09:37, 15F
→
06/17 09:37, , 16F
06/17 09:37, 16F
噓
06/17 09:38, , 17F
06/17 09:38, 17F
噓
06/17 09:38, , 18F
06/17 09:38, 18F
噓
06/17 09:38, , 19F
06/17 09:38, 19F
→
06/17 09:38, , 20F
06/17 09:38, 20F
→
06/17 09:40, , 21F
06/17 09:40, 21F
推
06/17 09:41, , 22F
06/17 09:41, 22F
噓
06/17 09:43, , 23F
06/17 09:43, 23F
噓
06/17 09:46, , 24F
06/17 09:46, 24F
推
06/17 09:49, , 25F
06/17 09:49, 25F
→
06/17 09:49, , 26F
06/17 09:49, 26F
→
06/17 09:53, , 27F
06/17 09:53, 27F
→
06/17 09:57, , 28F
06/17 09:57, 28F
噓
06/17 10:04, , 29F
06/17 10:04, 29F
→
06/17 10:04, , 30F
06/17 10:04, 30F
→
06/17 10:06, , 31F
06/17 10:06, 31F
→
06/17 10:06, , 32F
06/17 10:06, 32F
→
06/17 10:06, , 33F
06/17 10:06, 33F
→
06/17 10:08, , 34F
06/17 10:08, 34F
→
06/17 10:11, , 35F
06/17 10:11, 35F
→
06/17 10:11, , 36F
06/17 10:11, 36F
噓
06/17 10:14, , 37F
06/17 10:14, 37F
噓
06/17 10:24, , 38F
06/17 10:24, 38F
噓
06/17 10:29, , 39F
06/17 10:29, 39F
推
06/17 10:32, , 40F
06/17 10:32, 40F
噓
06/17 10:34, , 41F
06/17 10:34, 41F
噓
06/17 10:34, , 42F
06/17 10:34, 42F
噓
06/17 10:37, , 43F
06/17 10:37, 43F
噓
06/17 10:37, , 44F
06/17 10:37, 44F
噓
06/17 10:39, , 45F
06/17 10:39, 45F
噓
06/17 10:43, , 46F
06/17 10:43, 46F
噓
06/17 10:43, , 47F
06/17 10:43, 47F
噓
06/17 10:44, , 48F
06/17 10:44, 48F
→
06/17 11:14, , 49F
06/17 11:14, 49F
推
06/17 11:18, , 50F
06/17 11:18, 50F
推
06/17 11:20, , 51F
06/17 11:20, 51F
推
06/17 11:24, , 52F
06/17 11:24, 52F
噓
06/17 11:29, , 53F
06/17 11:29, 53F
推
06/17 11:30, , 54F
06/17 11:30, 54F
→
06/17 11:35, , 55F
06/17 11:35, 55F
→
06/17 11:45, , 56F
06/17 11:45, 56F
→
06/17 11:50, , 57F
06/17 11:50, 57F
→
06/17 11:51, , 58F
06/17 11:51, 58F
推
06/17 12:08, , 59F
06/17 12:08, 59F
噓
06/17 12:42, , 60F
06/17 12:42, 60F
推
06/17 12:53, , 61F
06/17 12:53, 61F
→
06/17 12:56, , 62F
06/17 12:56, 62F
噓
06/17 12:57, , 63F
06/17 12:57, 63F
→
06/17 12:58, , 64F
06/17 12:58, 64F
推
06/17 13:04, , 65F
06/17 13:04, 65F
噓
06/17 13:07, , 66F
06/17 13:07, 66F
噓
06/17 13:20, , 67F
06/17 13:20, 67F
噓
06/17 13:47, , 68F
06/17 13:47, 68F
噓
06/17 13:50, , 69F
06/17 13:50, 69F
噓
06/17 14:07, , 70F
06/17 14:07, 70F
噓
06/17 14:13, , 71F
06/17 14:13, 71F
→
06/17 14:18, , 72F
06/17 14:18, 72F
→
06/17 14:19, , 73F
06/17 14:19, 73F
推
06/17 14:27, , 74F
06/17 14:27, 74F
噓
06/17 14:49, , 75F
06/17 14:49, 75F
噓
06/17 14:53, , 76F
06/17 14:53, 76F
→
06/17 14:54, , 77F
06/17 14:54, 77F
→
06/17 14:54, , 78F
06/17 14:54, 78F
→
06/17 14:54, , 79F
06/17 14:54, 79F
噓
06/17 14:55, , 80F
06/17 14:55, 80F
噓
06/17 15:04, , 81F
06/17 15:04, 81F
推
06/17 16:13, , 82F
06/17 16:13, 82F
噓
06/17 17:42, , 83F
06/17 17:42, 83F
推
06/17 17:51, , 84F
06/17 17:51, 84F
噓
06/17 18:31, , 85F
06/17 18:31, 85F
推
06/17 19:08, , 86F
06/17 19:08, 86F
→
06/17 21:14, , 87F
06/17 21:14, 87F
推
06/17 21:16, , 88F
06/17 21:16, 88F
噓
06/17 21:17, , 89F
06/17 21:17, 89F
噓
06/17 21:37, , 90F
06/17 21:37, 90F
噓
06/18 08:54, , 91F
06/18 08:54, 91F
→
06/20 20:41, , 92F
06/20 20:41, 92F
推
06/25 20:19, , 93F
06/25 20:19, 93F
→
01/01 16:19,
7年前
, 94F
01/01 16:19, 94F
討論串 (同標題文章)
Stock 近期熱門文章
PTT職涯區 即時熱門文章