首頁 »
2016/05/27

5/27盤後資訊~~台股突破年線 挑戰8500 點


1       

美國聯準會是否升息下月揭曉,加上大陸A股6月也恐納入MSCI指數,屆時不排除發生資金排擠效應,使得台股近期盤面資金動作保守,今指數開高震盪,在量能沉悶下,指數上攻不易,整場在8450點附近狹幅跳動,全場聚焦封測雙雄矽品 (2325) 、日月光 (2311) 結親家,股價聯袂強勢歡慶,終場台股收漲69.49點、報在8463.61點、成交量666.491億元,指數收在今日高點並收復年線,呈現價量背離,下周挑戰季線;台股在520新政府就職後首周交易日上漲332點、周線2連紅。

本周台股在520新政府的政策概念股還有半導體族群的強勢領漲下,周線成功收連2紅,並站上年線,只是在量能持續萎縮下,仍需留意季線套牢區的反壓。

 

日月光 (2311) 誠意感動矽品 (2325) ,雙方化干戈為玉帛,宣布合組控股公司,可望搖身變成封測界台積電 (2330) ,攜手強攻世界盃,今市場給予正面鼓勵,日月光不僅跳空漲停,衝上36.35元,漲停價還有逾33萬張買單排隊,可說是有錢也買不到,至於矽品方面,儘管股價並未漲停,但因日月光開出每股55元的換股價,股價也順勢大漲5%,最高來到54.5元,直逼換股價格。

 

盤面大型權值電子股,在外資近來連續小幅買超下,台積電整場幾乎持穩在平盤附近震盪有守,聯電 (2303) 亦多於平盤附近跳動,宏?? (2353) 則在法說即將登場,聚焦VR布局下,股價率先反應,放量大漲,盤中漲幅一度達7%。

 

分析師表示,目前台股市場仍舊缺乏新動能,成交量低迷,籌碼方面,儘管外資、投信維持買超,自營商轉為賣超,但幅度相對縮小,顯示在聯準會6月可能升息、6月A股可能納入MSCI指數下,市場操作轉趨謹慎,選股上建議低接業績成長股,包括網通、醫材等類股,另外,高殖利率族群亦可留意。

 

主力買進股~ 

主                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      

量放大股~

 量                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    

強勢股~

 強                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              

 創當日新高股~

 創                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             

創當日新低股~

創低                                                                                                                                                                                                                                                                                                                                                                                        

三大法人買賣超~~

 4                                                                                                                                                                                                                                                                                                                                                                                                                                                   

期貨未平倉口數~~ 

 13                        

晚報重點新聞 

◇重要新聞內容

■嘉義地區今天下午1時45分出現攝氏37.2度高溫,不僅創下今年目前為止最高溫紀錄,更創下當地歷年來5月最高溫紀錄。

■衛福部長林奏延說,中華台北是我們參與WHA的正式名稱,國人有委屈他感同身受,多元的聲音也是進步的動力,林奏延強調,對世界公共衛生和醫學領域有貢獻和專業,才能有自信的參與。

■日媒報導,一架韓航客機編號2709的波音777班機,今天中午在日本東京羽田機場發現左引擎冒煙,機長於是疏散機上300多名乘客,有2男、5女共7人受傷。

◇財經新聞

■日月光(2311-TW)與矽品(2325-TW)宣布共股控股公司,利多激勵日月光股價,早盤直攻漲停價位,委買張數高掛35.9萬張,矽品則是每股換發55元現金,股價也強勢表態,大漲近4元,已達54元以上,漲幅近8%。

■國發會今(27)日公布4月景氣概況,4月景氣對策信號由藍燈轉呈黃藍燈,綜合判斷分數較3月增加1分至17分,主要是受惠於機械及電機設備進口值由黃藍燈回升至綠燈所帶動,終止從去年6月以來連10藍的低迷困境。

■鴻海(2317-TW)公告,將與策略投資夥伴將以每股4.5美元共同收購SMART Technologies Inc. 100%股權,以目前該公司在外流通股數約1.2億股計算,本次收購案總金額將達5.5億美元(約新台幣180億元)。

■在美國聯準會 (Fed) 升息預期大增之下,近幾週來人民幣再度出現了貶值態勢,統計五月初至今人民幣兌美元已再度貶值 1.23%,近期市場傳言甚囂塵上,紛紛憂慮是否人民幣又將再度出現重貶。

■日月光今(27)日公告表示,矽品的每股55元現金對價,是包含矽品即將發放的3.8元現金股利,也就是矽品除息後,矽品每股是以51.2元現金對價換發。

◇重要指標

■日本4月全國CPI同比 -0.3%

■日本4月全國核心CPI(除生鮮食品)同比 -0.3%

■中國4月規模以上工業企業利潤同比 4.2%

■台灣第一季修正後 GDP 成長率年比為 -0.68%,原先預估值為 -0.84%

◇亞洲股市

■台股加權指數收盤上漲69.49點,報8463.61點,成交量583.66億元新台幣

■日經225指數收高62.38點或0.37%至16834.84點

■韓國Kospi指數收高12.11點或0.62%至1969.17點

■澳洲ASX普通股指數收高17.80點或0.33%至5469.70點

■上海綜合指數收低1.39點或0.05%至2821.05點

■香港恆生指數收高179.66點或0.88%至20576.77點

◇台北匯市

■今(27)日新台幣收盤升0.48角,報32.528元兌1美元。

 



5/25盤後資訊~~群龍無首,8400再等等←上一篇 │首頁│ 下一篇→6/1盤後資訊~~進逼8600點 指數將反覆落底再反彈