<div class=draft-block draft--p left>01/09</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>美股拉尾火力強</div> <div class=draft-block draft--p left>台股有心續跟上</div> <div class=draft-block draft--p left>午盤年終拿來砸</div> <div class=draft-block draft--p left>裝上晶片更囂張</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>周五美股反應正面的就業數字</div> <div class=draft-block draft--p left>今年市場有越來越正常</div> <div class=draft-block draft--p left>不要再什麼轉著彎想:</div> <div class=draft-block draft--p left>好經濟數字=>通膨升溫</div> <div class=draft-block draft--p left>=>升息加速=>股市下殺</div> <div class=draft-block draft--p left>接下來是美股財報周 </div> <div class=draft-block draft--p left>除了觀察去年數字之外</div> <div class=draft-block draft--p left>對今年的展望也很重要</div> <div class=draft-block draft--p left>台股部份</div> <div class=draft-block draft--p left>1/10(二) 12月營收公告完畢</div> <div class=draft-block draft--p left>也就公告去年最終的數字</div> <div class=draft-block draft--p left>接著還有</div> <div class=draft-block draft--p left>1/12(四)台積電和大立光法說</div> <div class=draft-block draft--p left>封關之前的刺激還不少</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>指數部份</div> <div class=draft-block draft--p left>台指期上周五就見到正價差拉抬</div> <div class=draft-block draft--p left>今日盤中更為明顯</div> <div class=draft-block draft--p left>一路拉 一路正價差 空方完全沒有活過</div> <div class=draft-block draft--p left>一度還拉高到近40點</div> <div class=draft-block draft--p left>軋空力度連兩日都很強勁</div> <div class=draft-block draft--p left>配合今天台幣強升1.5角</div> <div class=draft-block draft--p left>看來要軋到空軍投降才行</div> <div class=draft-block draft--p left>理論上在長假之前</div> <div class=draft-block draft--p left>應會有放空避險的動作</div> <div class=draft-block draft--p left>不過目前盤勢看來就是 </div> <div class=draft-block draft--p left>先把雜空軋一波噴出</div> <div class=draft-block draft--p left>等過幾天再來空 </div> <div class=draft-block draft--p left>位子還可以更漂亮</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>內容來看</div> <div class=draft-block draft--p left>台版晶片法案在加班的周六那天過關</div> <div class=draft-block draft--p left>一早電子占比65%</div> <div class=draft-block draft--p left>被動元件 ABF IC設計 等等的</div> <div class=draft-block draft--p left>都活過來了</div> <div class=draft-block draft--p left>盤中金融股和傳產大公司再助威</div> <div class=draft-block draft--p left>市場傳言: 政府希望在過年前拉到萬五</div> <div class=draft-block draft--p left>氣氛非常好 </div> <div class=draft-block draft--p left>不過</div> <div class=draft-block draft--p left>創高攻的個股和類股都不多</div> <div class=draft-block draft--p left>主要強勢上漲個股 多為低檔反彈</div> <div class=draft-block draft--p left>甚至也看到0056 0050 盤中持續爆量</div> <div class=draft-block draft--p left>指數漂亮 </div> <div class=draft-block draft--p left>不過個股的情況似乎不同哦!! </div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>此心得分享內容只為個人看法 </div> <div class=draft-block draft--p left>無任何建議或引導之意圖</div> <div class=draft-block draft--p left>股市有風險 進出要小心</div> <div class=draft--imgNormal draft-block><div><div style=height:597px class=image-block-prerender data-src=https://images.vocus.cc/0eb9357d-0b49-4eb1-89d5-02f32e3cc077.png data-width=597 data-height=556 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>