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【台股盤後】權值股走弱 下跌67點
Oct 25th 2013, 05:44

【陳建彰/台北報導】儘管美股周四全面走高,但台股受到亞股回檔拖累,尤以日股盤中跌幅逾2%最高,在權值股台積電(2330)下跌2.73%壓抑下,指數全場維持盤下整理,終場下跌67.1點,收8346.62點,成交值796億元,周線收黑94.57點。
 
萬寶投顧副總王榮旭表示,近期亞股與美股連動度降低,盤面又缺乏主流股帶動,內外在的變數較大,導致資金退場觀望,成交量未能放大,等10月底上市櫃公司第3季財報公布告一段落,進入11月後資金在財報空窗時期重新進場,指數才機會補量表現。
 
他認為,下周三有摩台期結算,估計量縮格局可能持續至月底,建議在此之前,投資人可鎖定表現空間較大的中小型股,特別是第4季進入旺季的產業,例如傳產股中的化纖、紡織及汽車,以及電子股中,需求成長較大的網通與雲端概念族群。
 
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