[新聞] 法人圈傳「英」謀論:520前死守8000?
1.原文連結(必須檢附):
http://udn.com/news/story/7250/1690137
2.原文內容:
外資連十賣,台股頻頻破底,但眼看「520」蔡英文總統就職日僅剩6個交易日,惟準
閣揆林全要所有內閣都動起來,尤其是接任金管會主委丁克華更要關注台股520前後的走勢
變化。今天法人圈盛傳,馬政府希望在520下台前,指數力守8,000點大關上,等520後,台
股漲跌就算到小英頭上,是以外資一天大賣台股上百億元,但政府基金護盤指數動作毫不
間斷,今天以護盤台灣50成分股為主。
今天台灣50成分股相對強勢股票,有台泥(1101)、亞泥(1102)、統一(1216)、
台塑(1301)、正新(2105)、聯電(2303)、矽品(2325)、華碩(2357)、廣達(238
2)、可成(2474)、聯發科(2454)、台塑化(6505)等,是台股穩住8,100點的功臣。
據悉,準行政院長林全注意到外資法人連續多日大賣超,的確已造成台股的下跌,而
這些賣股的外資是否有隱含中國資金的化身等諸多問題,已特別指示金管會主委丁克華要
多加留意,同時要政府四大基金隨時做好護盤股市準備。
-----------------------------------------------------------------------------
MSCI明可能宣布調整
520即將到來,但520前影響台股最深遠的議題,便是MSCI可能在明日(周五)宣布台
股投資權重季度調整,由於外界預期調降可能性升高,加上MSCI對中國股市投資權重調高
機率也攀高,兩岸投資權重一降一升,是否造成原本投入台股的外資資金,出現轉移陸股
效應,被視為影響520前後最關鍵因素。不過,若MSCI此次調降台股權重能縮小在0.1個百
分點內,市場不排除以利空出盡方式回應。
證券商業者表示,外資連日對台股的大賣超,除與MSCI可能調整台股權重有關外,蔡
英文新政府即將上任,蔡英文在520的就職談話中,會如何詮釋兩岸九二共識問題,中國是
否接受,這些不確定變數,恐是干擾本土投信與市場大戶不想躁進的癥結所在。
3.心得/評論(必需填寫):
新聞又開始帶風向了,通常我都是反著看,投資一定要設好停損點,不盲目隨新聞起舞。
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.173.142.23
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1463042367.A.876.html
推
05/12 16:44, , 1F
05/12 16:44, 1F
推
05/12 16:46, , 2F
05/12 16:46, 2F
推
05/12 16:47, , 3F
05/12 16:47, 3F
推
05/12 16:47, , 4F
05/12 16:47, 4F
→
05/12 16:47, , 5F
05/12 16:47, 5F
推
05/12 16:47, , 6F
05/12 16:47, 6F
→
05/12 16:47, , 7F
05/12 16:47, 7F
推
05/12 16:47, , 8F
05/12 16:47, 8F
→
05/12 16:49, , 9F
05/12 16:49, 9F
推
05/12 16:49, , 10F
05/12 16:49, 10F
→
05/12 16:49, , 11F
05/12 16:49, 11F
→
05/12 16:50, , 12F
05/12 16:50, 12F
推
05/12 16:51, , 13F
05/12 16:51, 13F
→
05/12 16:52, , 14F
05/12 16:52, 14F
推
05/12 16:52, , 15F
05/12 16:52, 15F
推
05/12 16:52, , 16F
05/12 16:52, 16F
推
05/12 16:52, , 17F
05/12 16:52, 17F
推
05/12 16:52, , 18F
05/12 16:52, 18F
→
05/12 16:52, , 19F
05/12 16:52, 19F
→
05/12 16:52, , 20F
05/12 16:52, 20F
→
05/12 16:52, , 21F
05/12 16:52, 21F
→
05/12 16:53, , 22F
05/12 16:53, 22F
→
05/12 16:53, , 23F
05/12 16:53, 23F
→
05/12 16:53, , 24F
05/12 16:53, 24F
→
05/12 16:54, , 25F
05/12 16:54, 25F
→
05/12 16:54, , 26F
05/12 16:54, 26F
→
05/12 16:55, , 27F
05/12 16:55, 27F
→
05/12 16:55, , 28F
05/12 16:55, 28F
→
05/12 16:55, , 29F
05/12 16:55, 29F
推
05/12 16:57, , 30F
05/12 16:57, 30F
推
05/12 16:58, , 31F
05/12 16:58, 31F
推
05/12 17:02, , 32F
05/12 17:02, 32F
推
05/12 17:03, , 33F
05/12 17:03, 33F
→
05/12 17:04, , 34F
05/12 17:04, 34F
推
05/12 17:05, , 35F
05/12 17:05, 35F
推
05/12 17:08, , 36F
05/12 17:08, 36F
推
05/12 17:08, , 37F
05/12 17:08, 37F
→
05/12 17:13, , 38F
05/12 17:13, 38F
→
05/12 17:16, , 39F
05/12 17:16, 39F
推
05/12 17:17, , 40F
05/12 17:17, 40F
推
05/12 17:21, , 41F
05/12 17:21, 41F
推
05/12 17:26, , 42F
05/12 17:26, 42F
推
05/12 17:28, , 43F
05/12 17:28, 43F
推
05/12 17:33, , 44F
05/12 17:33, 44F
→
05/12 17:35, , 45F
05/12 17:35, 45F
推
05/12 17:36, , 46F
05/12 17:36, 46F
→
05/12 17:36, , 47F
05/12 17:36, 47F
推
05/12 17:38, , 48F
05/12 17:38, 48F
推
05/12 17:38, , 49F
05/12 17:38, 49F
推
05/12 17:51, , 50F
05/12 17:51, 50F
推
05/12 17:53, , 51F
05/12 17:53, 51F
→
05/12 18:01, , 52F
05/12 18:01, 52F
→
05/12 18:01, , 53F
05/12 18:01, 53F
→
05/12 18:02, , 54F
05/12 18:02, 54F
→
05/12 18:03, , 55F
05/12 18:03, 55F
→
05/12 18:03, , 56F
05/12 18:03, 56F
推
05/12 18:05, , 57F
05/12 18:05, 57F
→
05/12 18:05, , 58F
05/12 18:05, 58F
推
05/12 18:10, , 59F
05/12 18:10, 59F
推
05/12 18:10, , 60F
05/12 18:10, 60F
推
05/12 18:15, , 61F
05/12 18:15, 61F
推
05/12 18:19, , 62F
05/12 18:19, 62F
推
05/12 18:19, , 63F
05/12 18:19, 63F
→
05/12 18:20, , 64F
05/12 18:20, 64F
推
05/12 18:23, , 65F
05/12 18:23, 65F
推
05/12 18:27, , 66F
05/12 18:27, 66F
推
05/12 18:30, , 67F
05/12 18:30, 67F
噓
05/12 18:33, , 68F
05/12 18:33, 68F
推
05/12 18:33, , 69F
05/12 18:33, 69F
推
05/12 18:42, , 70F
05/12 18:42, 70F
→
05/12 18:42, , 71F
05/12 18:42, 71F
推
05/12 18:46, , 72F
05/12 18:46, 72F
→
05/12 18:55, , 73F
05/12 18:55, 73F
推
05/12 18:55, , 74F
05/12 18:55, 74F
推
05/12 19:00, , 75F
05/12 19:00, 75F
→
05/12 19:01, , 76F
05/12 19:01, 76F
推
05/12 19:02, , 77F
05/12 19:02, 77F
→
05/12 19:04, , 78F
05/12 19:04, 78F
推
05/12 19:17, , 79F
05/12 19:17, 79F
→
05/12 19:24, , 80F
05/12 19:24, 80F
推
05/12 19:38, , 81F
05/12 19:38, 81F
推
05/12 20:02, , 82F
05/12 20:02, 82F
推
05/12 20:30, , 83F
05/12 20:30, 83F
→
05/12 20:42, , 84F
05/12 20:42, 84F
推
05/12 21:02, , 85F
05/12 21:02, 85F
推
05/12 22:50, , 86F
05/12 22:50, 86F
→
05/13 09:33, , 87F
05/13 09:33, 87F
推
05/13 12:27, , 88F
05/13 12:27, 88F