台股秋節後趨勢向上非電族群不可忽視:－2014星座運勢. 唐立淇2014星座運勢,2014星座運勢大預言,2014星座運勢處女座,薇薇安2014星座運勢,2014星座運勢雙魚座,2014星座運勢天秤座,2014星座運勢

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台股秋節後趨勢向上非電族群不可忽視

Sep 17th 2013, 00:58

台股本周國內外兩大議題就是今天立法院開議，以及台灣時間周四凌晨的FOMC 會議結果；法人機構指出，目前市場仍以9月啟動QE規模縮減的預期最高，縮減速度和規模則是觀察要點；展望秋節後盤勢，由於美國經濟復甦明確、歐洲正逐漸走出谷底，8月以來中國大陸數據優於預期，預期農曆年前大陸景氣向上無虞，維持中秋後行情向上的看法。

操作上，科技新品為電子選股焦點，不過相較而言，中秋後可偏重非電族群，因為據過去15年的經驗，中秋節後60個交易日大盤上漲機率67%，傳產勝金融、金融又勝電子，19類股中水泥、食品和塑膠類股上漲機率67%，金融、運輸、紡織、百貨和其他類中以中概為主族群也有60%。

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