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名家指路-元富投顧總經理劉坤錫
Aug 19th 2013, 06:34

【聯合晚報╱記者葉憶如/採訪整理】

吸睛股:商店街(4965)。半年報全數出爐後市場關注長線產業面題材,電子商務有「本夢比」題材,帶動相關概念股齊聲上揚成盤面焦點。

關鍵數據:8月21日即將有美國聯準會公布會議紀錄,歐美股市上周漲勢停鈍,等待美聯準會參與委員正式發言公布,進一步聯想QE的進度與決策內容,影響全球股市變化。

技術面:台股仍在7900點上下狹幅盤整、成交量也不大,後續短期間仍處於7900~8000盤整走勢機率多,靜待821聯準會決議報告。

觀盤重點:明天觀注電子商務相關股是否續強;今年歐美汽車銷售好轉,汽車零組件相關股值得留意。另外電子指標蘋果供應鏈表現平淡,在新機上市時程靠近時能否慢慢緩步上攻。

【2013/08/19 聯合晚報】

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