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【台股盤後】震盪趨堅漲6點 收8299點
Sep 24th 2013, 05:45

【陳建彰/台北報導】台股今天開高突破8300點後,旋即震盪拉回,其中蘋果(Apple)概念股因為新iPhone在3天就熱銷900萬支,股價表現相對強勢,扮演撐盤要角,終場指數小漲6.29點收8299.12點,成交值802億元。
 
第一金投顧研究部副總陳奕光表示,美國聯準會維持QE(Quantitative easing,量化寬鬆)政策,可望吸引外資資金回流新興市場,預估這2~3周指數有望挑戰8450點。
 
他指出,大盤季線已經突破半年線,短線在8100點有支撐,外資已連18買台股,匯市持續升值,預料外資在期貨、現貨作多趨勢應不會有太大變化,全球股市在資金策動下,預期指數在8439點見壓不是壓,對於高點暫不設立場,大盤會偏多輪漲。
 
選股方面,陳奕光建議,外資已部重兵在金融股,金融股後市漲相佳,國內法人聚焦蘋概股、非蘋低價手機、4G題材,景氣循環類股也可留意,生技類股趨勢仍不變,三中全會將登場帶動中概股也有題材。
 
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