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外在變數排除 反彈格局延續
Sep 22nd 2014, 00:32

美國聯準會(FED)升息懸念、蘇格蘭獨立公投等外在變數逐一排除後,加上金管會曾主委再度喊話,政策面作多可期,法人機構普遍看好台股短多仍有可為;但是籌碼面外資期現貨偏空雖仍為短線隱憂,上周五期指空單續增近3,100口至1.77萬口,但現貨賣超幅度已大幅降低。

幸好櫃買指數已領先轉強,顯示市場人氣與資金已緩步回籠,判斷台股在量增價穩下,可望延續短線反彈格局。至於選股策略,以目前量能水準,可優先留意中小型股,類股則優先關注蘋概股、網路股與散裝、水泥、百貨通路、金融股等。

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