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udn股市要聞:每日提供有關股市政策面、基本面及技術面的相關新聞及個股重要訊息,做完整深入的報導,有助投資人抓住進出股市的最佳時機。 
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指數震盪盤堅 電子仍為主流
Jul 16th 2014, 02:36

台股上周雖然中止周線連紅走勢,但指數沿十日線盤堅,昨日盤中再度創下波段新高,多頭格局持續,且操盤人預期,指數仍有高點可期。

主因在於美國進入超級財報周,預估科技股第2季財報獲利動能強勁,整體達6.2%年成長率,財報利多可期,加上美國聯準會(Fed)主席葉倫國會聽證會維持低利率寬鬆基調,資金動能無虞,整體外在投資環境仍佳。另外,台積電、大立光法說會在即,蘋果9月推出新機判斷,第3季相關供應鏈應享有備貨效應,法說會可望釋出利多。

此外,台積電、大立光若能釋出第3季強勁展望,不僅可推升半導體,蘋概股評價,對盤面的權值股,高價股有比價效應。因此,可趁指數震盪整理之際,汰弱留強,選股可留意蘋果供應鏈、半導體、網路、航太等相關概念股。

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