<div class=draft--imgNormal draft-block><div><div style=height:390px class=image-block-prerender data-src=https://images.vocus.cc/9e77b80a-7ca3-4d3d-9f28-c14528bf2d83.jpg data-width=390 data-height=255 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left></div> <div class=draft-block draft--p left>大盤重回萬五,</div> <div class=draft-block draft--p left>多頭有重回之感,</div> <div class=draft-block draft--p left>主要分析有2點:</div> <div class=draft-block draft--p left>一是國安基金進場,</div> <div class=draft-block draft--p left>加上年底選舉,</div> <div class=draft-block draft--p left>指數會撐住不崩,</div> <div class=draft-block draft--p left>經濟跟政治始終脫不開關係。</div> <div class=draft-block draft--p left></div> <div class=draft-block draft--p left>二是FED升息利空消化,</div> <div class=draft-block draft--p left>7月升息3碼,9月升息2碼,</div> <div class=draft-block draft--p left>都是已知的利空,</div> <div class=draft-block draft--p left>通膨不可避免,</div> <div class=draft-block draft--p left>只能儘可能壓抑,</div> <div class=draft-block draft--p left>不讓通膨爆炸,</div> <div class=draft-block draft--p left>市場既然已消化了這個利空,</div> <div class=draft-block draft--p left>美股指數不再大跌,</div> <div class=draft-block draft--p left>那就是回到新的格局。</div> <div class=draft-block draft--p left></div> <div class=draft-block draft--p left></div> <div class=draft-block draft--p left></div>