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【台股盤前】短線傳產股優於電子股
Oct 3rd 2013, 00:46

【陳建彰/台北報導】美國政府停擺,引發美股陷入震盪,後續還有美國債務上限的不確定性,且外資近期買超力道減緩,甚至有轉為賣超疑慮,大盤缺乏上攻力道,大展證券表示,台股周三收復月線及8200點,且周一才向下跳空,這2天不但守住9月30日低點,也回補該跳空缺口,盤勢多空勢均力敵,在盤勢陷入膠著下,應以選股代替選市。
 
多方雖然下檔支撐強勁,惟近4個交易日每天都留下上影線,顯示追價買盤略顯不足,9月營收將陸續出爐、美國債務協商問題及美國超級財報周等因素下,市場可能較為觀望,因此進場點建議以低接為主。
 
大展證券認為,昨天大盤主要由中小型個股所發動,包括紡織、塑膠、電機、汽車與化工股表現較亮麗,短線中小型股優於大型股、傳產股優於電子股的現象會持續,選股策略應以生技、汽車、化纖,機電和中概為主軸。

法人認為,台股盤勢陷入膠著,建議選股不選市。資料照片

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