訂單回溫 PCB、3X鏡頭概念股表現優於預期
Date: 2019-02-25
News Type:
受惠於國際情勢逐漸明朗,加上基本面和資金面均持續回溫,台股近一周漲幅超過2%,優於其他主要股市。其中在基本面上,農曆年前訂單出現回溫,成為推動市場大幅上揚的一大主力。
安聯台灣科技基金經理人廖哲宏表示,目前訂單出現回溫部分,主要包括:SP/伺服器、PCB上游CCL、高速運算相關、3X鏡頭相關、IC 設計-ASIC, HPC、Intel矽光計畫,以及5G基地台相關概念股或個股,顯示去年第四季銷售狀況要比原本市場預期來得相對正面。
此外,資金面持續增溫,則是另一股推動市場向上的主要力道。根據今年1月聯準會會議紀錄顯示,官員態度偏向鴿派,下半年或有停止縮表可能,貨幣政策寬鬆,帶動市場資金持續湧入新興市場,加上外資加持,連五天累積買超234.03億元,台股資金面持續偏多,短多續掌優勢。
經理人蕭惠中分析,受惠於需求增溫優於市場預期,蘋概股展望翻多,建議可偏多操作,「不要再往後看後照鏡、擔心過去的事情,而是要往前看正向」。
蕭惠中表示,其他題材包括:電動自行車、出口概念股,亦具投資吸引力;其中電動自行車的利基在於台灣廠商在國際產業地位的優勢上已經從既有的車架組裝、逐步升級至零組件研發設計相關,國際競爭力大為提升;另受惠於2020奧運登場,運動相關題材及代工廠商等也具有投資潛力,值得關注。
觀察指標方面,蕭惠中表示,近期中小型股不論在國際情勢上,基本面或資金面上都持續正向發展,接下來,建議可留意急漲後的獲利回吐賣壓、外資動向、中美貿易談判數字、各國央行升息或降息態度轉變等,作為投資上的參考。(齊瑞甄/台北報導)(新聞來源:蘋果日報)
More news
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12
- Server shipments declined in Q1, and an increase in AI-server orders is expected in the second half of the year 2023-06-02
- Apple plans to head to Thailand for NB production 2023-04-27
- Sales of global semiconductors decline to their lowest level in 14 years. 2023-04-21
- Tripod Technology to acquire an existing Japanese-funded PCB factory in South Vietnam 2023-03-24