工商時報【吳姿瑩╱台北報導】

大慶投顧分析師蘇毓超表示,美國總統大選結果出爐,由於川普當選與先前民調結果大相逕庭,而台灣與韓國以科技股為主軸,受到影響的程度甚大;另外,歐美股市近來表現雖強,但後續空間恐也不大,但陸股卻因美中關係有轉機反而可望從中受惠。

台股部分,外資上周期貨淨多單水位降至六萬口以下,雖然淨多單口數仍多,但從外資上周在現貨市場兩度出現百億以上的賣超,加上新台幣兌美元貶破31.8元的關鍵位置,顯示整體心態已大幅轉空。

布局上維持未來營運將高速成長且第三季季報可望有優異的個股,並持續將各類的反向ETF納入投資組合中,以規避指數高檔反轉的風險,此外本周也布局中國ETF,期望可望在台股行情不佳之際,搭上大陸股市自低檔回升的列車。

持續看好高速傳輸滲透率快速增加,預期晶焱未來營運持續向上,且第3季季報都可望繳出不錯成績單,因此維持在季報公布前布局的策略不變。

至於選擇元大滬深300正2與FB上証正2的著眼點則是美國大選結束,共和黨與中國官方的合作可望更密切,且陸股低檔打底許久,近期突破三角收斂並站上所有均線,配合基期不高,後續上漲機率相對高。

至於布局元大台灣50反1與國泰臺灣加權反1,則是認定指數高檔盤頭已久,且上周收盤正式跌破今年10月低點9076點的頸線位置,加上外資上周連續性的大舉賣超,撘配台幣大貶,心態明顯偏空,後續可能進一步回檔。

另外,選擇日友則是看上其穩定向上的營運表現,在整體股價開始自低檔反彈下,股價漲勢可望延續,因此布局。

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In this image released by CBS News, 60 MINUTES Correspondent Lesley Stahl, left, interviews President-elect Donald J. Trump and his family, wife Melania, daughter Ivanka, seated right, daughter ... 較多In this image released by CBS News, 60 MINUTES Correspondent Lesley Stahl, left, interviews President-elect Donald J. Trump and his family, wife Melania, daughter Ivanka, seated right, daughter Tiffany, seated second row from left, and sons Donald Jr. and Eric at his home, Friday, Nov. 11, 2016, in New York. The first post-election interview for television will be broadcast on 60 MINUTES on Sunday. (Chris Albert for CBSNews/60MINUTES via AP) 較少











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Associated Press





2016年11月12日週六 台北標準時間上午8時03分





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