[閒聊] 營建股爆噴，今天是有什麼消息嗎?
今天營建股暴漲，所謂何來?
可能原因為何?
1. 資金輪動：電子股拉回，短線資金轉進營建股?
2. 政策預期：市場解讀房貸管制可能鬆綁?
3. 交屋潮：第三季起交屋入帳支撐營收?
4. 土地資產重估：新台幣升值、地價題材帶動?
還是等下卓揆開會，有什麼內線消息準備公布?
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