台股三大變數 外資保守看

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2016/05/02 第3902期  |  訂閱/退訂  |  看歷史報份

股市要聞 台股三大變數 外資保守看
一周盤前解析/傳產績優股 吸睛
朱晏民專欄/車電運動休閒航太 強勢
技術指標/高殖利率 扮台股救兵
台股5月天 4變數攔路
夏季概念發燒 十檔熱力四射
本周指標/美製造業PMI 恐不如預期
財報亮眼股 法人力挺
漢微科、穩懋 外資喊讚
股市焦點 單軋廠報價漲 鋼市長多
F-崇佑超額認購351倍
SSD躍主流 供應鏈威風
旭隼本季業績喊衝
台灣之星4G用戶 拚倍增
陸促銷彩電 面板鏈振奮
鴻海、正崴、宣德 營運來電
裕融搶攻大陸 孵金雞
康那香攻對岸 虛實並進
燁聯、唐榮盤價 大漲7%

★ 台股重要指標:外資買賣超投信買賣超自營商買賣超融資增減排行融券增減排行

股市要聞

台股三大變數 外資保守看
記者周克威、簡威瑟/台北報導/經濟日報
由於國內首季GDP表現不如預期等四大利空罩頂,使得市場對於台股後市瀰漫保守觀望氣氛。法人指出,包括國內4月採購經理人指數(PMI)、上市櫃公司4月營收與第1季財報等表現,將是影響5月行情多空的關鍵因素。 國內首季GDP表現與蘋果財報等不如預期,加上外資對台股轉買為賣、及大盤失守季線等利空,市場對台股後市轉趨偏空,連一向對台股展望正向的外資研究單位,近期也拋出降評台股至「減 …
 

一周盤前解析/傳產績優股 吸睛
周克威/經濟日報
台股在蘋果財報不如預期、日銀利率決議引爆日圓驟升等因素中,上周周K線大跌157點,並一舉失守月、年、季、5日等重要均線支撐,下檔唯一一道半年線支撐也岌岌可危。法人建議,近期操作宜回歸基本,業績成長股將是後市率先殺出重圍的焦點。 元大投信經理許晉誠表示,台股從前波低點7,628點反彈至8,840點,反彈幅度近16%,目前台股跌破月線及季線,日KD及周KD也出現交叉向下,近期出現漲多拉 …
 

朱晏民專欄/車電運動休閒航太 強勢
朱晏民/經濟日報
「傳產強,科技弱」是台股今年的最佳寫照。今年以來台股指數雖小漲2.7%,鋼鐵、橡膠等原物料類股大漲22%至25%,產業趨勢明確的汽車零組件與休閒運動產業亦上漲10%至20%,表現均遠優於大盤;而身為科技股重心的蘋果供應鏈與PC零組件則逆勢下挫10%至20%,表現明顯落後大盤。 由於NB市況偏冷,且高階智慧型手機銷售不佳,加上大陸手機自主品牌崛起且優先採用大陸當地供應鏈,導致台廠相關供應 …
 

技術指標/高殖利率 扮台股救兵
元大投信台股暨大中華投資部資深經/聯合晚報
台灣加權指數從前波低點7,628點反彈至8,841點,反彈幅度近16%,目前台股跌破月線及季線,日KD及周KD也出現交叉向下,近期出現漲多拉回修正,加上短線外資轉為賣超,需持續觀察外資是否有轉買為賣的跡象,恐將使台股短期面臨修正壓力較大。 全球負利率時代來臨,債券報酬率大幅修正,使得台股的低本益比及高殖利率題材更顯得具有吸引力。台股這波主要推手是外資持續性的買盤,尤其是現貨市 …
 

台股5月天 4變數攔路
記者葉憶如/台北報導/聯合晚報
台股正式邁入5月,「五窮六絕」的淡季效應、520總統就職典禮、報稅與美超級財報下半場續登場四大變數,左右台股未來一周走勢變化,尤其電動車大廠特斯拉5月4日公布財報與新車銷售業績,全世界矚目,牽動之前強飆的電動車概念股。另外金融法說會包括國泰金(2882)、玉山金(2881)連袂登場,國泰金將公布隱含價值,而玉山金公布展望。電動車與金融股能否在本周扮演反攻司令,將是台股轉折 …
 

夏季概念發燒 十檔熱力四射
記者簡威瑟/台北報導/經濟日報
美國國家海洋暨大氣總署(NOAA)製作的3月均溫全球地圖,今年3月全球均溫達到13.92度,不僅連續11個月創新高,也打破了137年來的紀錄。由於預期未來幾個月氣溫還將持續飆高,引動「夏季概念股」提前成為近期市場焦點。 英國氣象局長期預測單位表示,全球均溫升高已成為趨勢,接下來幾個月,很可能再創均溫新高;美國航空暨太空總署(NASA)則預測,今年將 …
 

本周指標/美製造業PMI 恐不如預期
Nipun Sharma、Jaekyoo Yang/經濟日報
5月首周,美國供應管理協會(ISM)製造業採購經理人指數(PMI)4月成績將出爐,目前市場預測值已降至51.5(3月為51.8)。整體而言,鑑於美國總經情勢疲弱,PMI表現恐較預期稍差,惟暫時不致跌破50大關;但若真跌落分水嶺,將對大盤造成衝擊。 另外,美國自動資料處理公司(ADP)與非農就業人口變化數據亦公告在即,成績料將不俗,但依金融圈普遍看法,結果可能較先前略微遜色,而5月8日聯 …
 

財報亮眼股 法人力挺
記者王皓正/台北報導/經濟日報
台股月線翻黑,指數失守8,400點,本周將面臨半年線保衛戰。法人表示,第2季來到今年基本面谷底,近期盤勢拉回將有利第3季再度上攻,「財報佳、法人買超」族群,走勢可望相對抗震。 富蘭克林華美投信表示,台股本周將持續震盪整理格局,成交量維持中低量的500至750億元。由於國際市場存在變動因子,如美國經濟數據成長緩速、英國脫歐公投、日本未如預期擴大寬鬆等,加上進入第2季傳統淡季, …
 

漢微科、穩懋 外資喊讚
記者簡威瑟/台北報導/經濟日報
台股恰逢第1季財報公布期間,僅少數企業繳出優於市場預期成績單、或未來展望令市場萌生期待感。瑞信證券、元大投顧看多營運創高的穩懋(3105)全年表現,推測未來12合理股價均高於77元;里昂、麥格理證券則青睞漢微科營運回溫,看好股價重返四位數。 由於國際金融市場除美國外,其餘大型經濟體經濟復甦腳步皆差強人意,影響所及,台股不少外銷企業獲利備受 …
 

股市焦點

單軋廠報價漲 鋼市長多
記者林政鋒/高雄報導/經濟日報
鋼價氣勢暢旺,昨(1)日起主力單軋廠燁輝(2023)、盛餘、裕鐵等5月報價每公噸再漲2,000元至2,500元,上市鋼廠普遍認定流通價短期行情修正整理,有利鋼市長遠發展。 法人指出,中鋼6月盤價上漲10.5%,為燁輝、盛餘內外銷漲價提供了很好的基礎,短期看前景依舊樂觀。29日燁輝收盤8.19元、跌0.03元;盛餘收19.6元、跌0.1元。 法人分析,盛餘、燁輝基本面看俏。盛餘大陸合肥廠經長時間的整頓 …
 

F-崇佑超額認購351倍
記者陳美玲/台北報導/經濟日報
中國最大金屬建材大廠F-崇佑(5543)5月9日回台第一上櫃,將以每股22元掛牌;F-崇佑此次公開申購共吸引9.56萬筆,超額認購351倍,中籤率約1.71%。F-崇佑表示,目前訂單能見度至少四個月以上,去年底承接印尼雅加達機場工程案,將是推動今年營運成長的強力動能之一。 F-崇佑下周一(9日)將以每股22元掛牌上櫃,承銷主辦單位國泰證券表示,此次公開申購共計吸引9.56萬筆,超額認購達351倍, …
 

SSD躍主流 供應鏈威風
記者簡永祥/台北報導/經濟日報
固態硬碟(SSD)價格到了取代傳統硬碟的甜蜜點,今年在筆記型電腦滲透率快速拉升,推升相關控制晶片廠群聯(8299)、慧榮,代工廠台積電、聯電,封測廠力成、矽品,及模組廠創見、威剛及宇瞻等今年營運。 矽品董事長林文伯日前法說會明確指出,今年SSD是科技產業成長動能強勁的領域之一,主因SSD在筆電的滲透率,將由去年的27%,增至43%。 以SSD為主力封 …
 

旭隼本季業績喊衝
記者張義宮/台北報導/經濟日報
不斷電系統(UPS)股王旭隼(6409)指出,本季營運將比第1季樂觀,大陸市場可望有二位數成長,歐、美展望也不錯。 旭隼去年在20KVA及以下的中小型UPS ODM出貨量達400萬台,今年目標維持去年規模,並增加利潤較好的在線式(On-line)比重,毛利率維持25%以上,蟬聯全球中小型UPS龍頭地位。 旭隼董事長謝卓明表示,由於美元升值,影響到中南美、菲洲等新興 …
 

台灣之星4G用戶 拚倍增
記者黃晶琳/台北報導/經濟日報
台灣之星(3157)新2.6GHz頻段加入,4G網路傳輸速度較去年成長六倍,台灣之星總經理賴弦五表示,資費重點不是價格戰,強打CP值是最高策略,下半年用戶要再倍增,挑戰100萬戶,而全年營收也以100億為目標,要拚電信業第四名。 台灣之星去年以66.15億元標得2.6GHz頻段,同時取回900頻段頻寬,加上2.6GHz頻段開台,網速最高達225Mbps,較於去年成長六倍,下 …
 

陸促銷彩電 面板鏈振奮
記者蕭君暉/台北報導/經濟日報
大陸五一彩電促銷季開跑,今年推出舊換新、庫存出清、通路降價及新產品出籠等促銷手法,有機會帶動友達(2409)、群創等面板供應商,以及聯發科、瑞昱等電視晶片廠,還有鴻海、瑞軒等組裝廠出貨。 IHS研究總監楊靜萍表示,今年大陸五一對彩電的降價促銷十分積極,以一線品牌的55吋4K液晶電視為例,將降至人民幣5,000元(約新台幣2.5萬元)以下,比沒有促銷 …
 

鴻海、正崴、宣德 營運來電
記者詹惠珠/台北報導/經濟日報
大陸手機品牌新機全面將Type C連接器列為標備之後,蘋果等國際大廠也將陸續投入,引爆Type C連接器供不應求。國內目前僅鴻海(2317)、正崴、宣德等三家連接器廠深耕大陸市場,將是第一波直接受惠的業者。 大陸品牌手機廠華為、小米、樂視、OPPO、Vivo、聯想、中興、魅族、金利等近期發表的新機種,全面採用Type C連接器,主要是手機業者的問卷調查顯示,盲 …
 

裕融搶攻大陸 孵金雞
記者邱馨儀/台北報導/經濟日報
裕融(9941)為裕隆集團旗下汽車融資公司,是台灣第一家汽車融資上市公司,也是唯一具有車廠專業的汽車融資上市公司,轉投資大陸汽車金融公司並成為首家純外資汽車金融公司,除有轉投資獲利,更是集團大陸水平事業整合的關鍵事業。 裕融總經理許國興指出,透過東南汽車及東風裕隆結合二手車市場,突破大陸汽車金融公司都由當地組車廠為主體的模式,以八個 …
 

康那香攻對岸 虛實並進
記者潘羿菁/台北報導/經濟日報
衛材大廠康那香(9919)今年衝刺大陸市場,自有品牌「御守棉」轉攻電子商務平台與藥妝門市兩大通路,另積極爭取大陸當地衛材品牌代工訂單,康那香希望藉此策略拉抬上海廠與成都廠稼動率,力拚上海廠損益兩平,成都廠虧損額度獲得改善。 康那香去年營收為44.75億元,年增2.6%,毛利率為13.89%,比前一年度的13.41%上升,但稅後純益4,140萬元,年減30.5%, …
 

燁聯、唐榮盤價 大漲7%
記者林政鋒/高雄報導/經濟日報
全球鋼價大漲,碳鋼漲幅達六成以上,不□鋼積極跟上腳步,上游廠燁聯(9957)與唐榮昨(1)日起盤價每公噸最高漲4,500元,第2季接單無虞,但榮景能否延到第三季還要看鎳價臉色。 法人表示,碳鋼龍頭中鋼從3月至6月盤價全面上調,連漲了四個月,而且幅度一次比一次大,但今年來不□鋼仍跌多漲少,4月小幅調高,5月再漲並且漲幅擴大到7%以上,顯然有趕進度 …
 

虛擬如何變實境?這本科幻小說給靈感
科技公司多年來一直在研發更好、更便宜的裝置,讓人們浸淫在數位世界裡。但他們仍在苦思如何把虛擬實境變成人們生活中不可缺的科技。因此,為了找靈感,知名的虛擬實境公司找上這本科幻小說。

青空學堂 印尼熱血師的教育翻轉夢
《青空下的學堂》描述3位對兒童教育懷有熱忱的年輕人杜德、班吉和愛迪,如何在各自崗位上發揮己力,讓物資缺乏的小城孩子學會讀寫,建立自信,也讓來自不同社經背景的孩子彼此交流,一起學一起玩。

 

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