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統一證晨訊:留意中概及汽車零組件股
Sep 17th 2013, 00:37

【陳建彰/台北報導】統一證券表示,美國前財長薩默思退出聯準會主席競選行列,市場將其解讀為鴿派抬頭,因此昨日亞股歡騰,上周台股因馬王紛爭,漲幅大幅落後其他亞股,本周有機會彈升,但因周四起進入中秋連假,又有聯準會會議,可能有節前賣壓,量能難有效提升,指數仍是狹幅震盪格局。
 
以次族群來看,蘋果供應鏈受惠iPhone 5C銷售優於預期,有機會再度獲得買盤青睞,DRAM、4G族群也是盤面亮點;傳產族群題材豐富,大陸「金九銀十」概念股持續發燒,台幣升值帶動近期弱勢的營建類股有所表現,此外,美國8月汽車銷售月增0.9%,帶動汽車零組件走勢攀高,投資上可留意中概股、汽車及汽車零組件及網通股。
 
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