[新聞] 台股摔近600點!郭哲榮急喊「別自己嚇自己」 點1關鍵:有機會先反攻
原文標題:
台股摔近600點!郭哲榮急喊「別自己嚇自己」 點1關鍵:有機會先反攻
原文連結: 網址超過一行,請用縮網址,連結不能點擊者板規 1-2-2 處分。
https://inews.setn.com/news/1891969
發布時間: 請勿張貼超過3天新聞
2026/08/19
記者署名:
李紹宏
原文內容:
台股今(19)日開盤遭遇強烈亂流,最終收盤暴跌589.33點,收在44719.35點。對此,摩
爾投顧分析師郭哲榮(哲哲)中午發文喊話,直言台股先前反彈超過七千點,「漲多休息
很正常」,短線大跌主要是受到結算與美債殖利率衝高雙重影響,並非基本面崩壞,強調
待結算壓力消退後,優質股將有機會率先發動反攻。
台股今日下跌的原因?
郭哲榮在YouTube發文表示,今日開盤就崩千點看似可怕,但回顧先前他投入1億元買進元
大台灣50(0050)後,台股一路反彈超過7000點,大盤在累積龐大漲幅後適度回檔實屬健
康,「休息一下是為了走得更遠,台股未來仍將逐步挑戰5萬點大關」。
針對今日盤面重挫原因,郭哲榮點出原因:
1.台指期月結算:今日逢台指期月結算日,法人部位進行最後調整,結算價角力自然放大
了盤中波動。
2.美債殖利率創高:美國公債殖利率一度衝上5.34%,創下2007年以來新高。郭哲榮分析
,殖利率攀升確實容易壓抑高本益比AI族群的估值,但本次殖利率飆升主要是由AI龐大資
金需求推動,屬於籌碼與估值調整,並非產業基本面反轉。
郭哲榮點名哪些個股?
在盤面個股方面,郭哲榮特別點名被動元件與半導體族群:
1.國巨(2327):股價平盤附近震盪,被動元件族群全面大漲,多檔鎖上漲停。郭哲榮說
,國巨沒理由一直跌,也告訴投資人可以買進。
2.環球晶(6488):今日盤中大跌逾7%,郭哲榮提醒,雖然波段獲利豐厚,但此時切忌盲
目追高,需靜待適當買點。
郭哲榮強調,面對滿盤綠字「真的不用自己嚇自己」,相關公司的訂單沒有減少、獲利更
沒有消失。待期貨結算壓力消退後,市場將重新回歸基本面檢驗,真正具備實質業績與訂
單的優質股,將最有機會率先發動反攻。
心得/評論:
折折老蘇發話了
不要自己嚇自己!
好公司基本面穩健
漲多休息很正常
不要跌一點點就受不了
台股還能挑戰5萬點大關!
--
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