鉅亨台北資料中心◆盤勢分析由於蘋果自財報公布後,股價連跌八日、美六月可能不升息,日本又未如預期擴大寬鬆,日元狂升至106.05,日股連二日重挫,令3日台股在勞動節復市後補跌,類股跌多漲少,僅少數首季獲利優於預期,或高股息個股撐盤,8300點宣告失守,終場加權指數收在 8294.12點,下跌83.78點或1%,成交額795.42億元。OTC指數收在 124.01點,下跌0.73點或0.59%,成交額168.06億元。中經院公布,4月製造業採購經理人指數月跌0.3%來到54.6;雖連二月擴張,但復甦速度緩慢,另外,金管會放行REITS准投資海外房市,此外,外籍旅客開放購物退稅E化,這三項消息並未提振國內股市,主要受到投資人賣股繳稅、外資調降大型IC設計股目標價、台幣走升,不利出口,市場不看好企業首季獲利;及臨近520市場擔心兩岸關係惡化,外資近日大幅調節持股等消息影響,使得台股連跌三日,由於缺乏主流股領盤,台股可能向下修正,建議降低持股,保守操作。

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A European Union flag flutters outside the Athens stock exchange, Greece, July 27, 2015. REUTERS/Ronen Zvulun



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2015年8月3日週一 台北標準時間上午5時33分





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