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日盛投顧晨訊:政治面變數影響後市表現

Sep 17th 2013, 00:48

【陳建彰／台北報導】日盛投顧表示，美國前財長薩默思退出競選聯準會主席，投資人對貨幣寬鬆政策樂觀期待，帶動全球股市上漲、美元走貶，台股昨同步大漲站上8200點，不過，隨著立法院新會期今天開議，因為在野黨揚言杯葛，使得院會充滿變數，台股短期恐再籠罩政治面陰影。

周一台股主攻金融、台塑集團與電子權值股，拉抬指數意圖明顯，盤面輪動健康，有機會繼續墊高，但因政治面變數仍在，大漲機率有限，操作上，電子股波段主流地位不變，或者底部型態明確的族群，例如汽車電子、工業電腦、記憶體相關、蘋果概念及聯發科（2454）相關供應鏈。

金融股中長多不變，另外，水泥、塑膠、生技、中概內需、汽車相關也是盤面焦點，均可留意。

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