理財周刊1128期: 俄烏大戰與疫情蔓延 投資再定向

· 理財周刊
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理財周刊1128期:俄烏大戰與疫情蔓延 投資再定向


升息受惠的金融股穩步墊高,綠能發電儲電股成長趨勢不變,戰禍延宕催動農糧指標股拉開比價空間。本土確診數短線大漲,疫情蔓延也帶動防疫股轉強,現階段可能需要更靈活因應變局調整投資策略。目前,市場資金暫不青睞去年以來大漲過的族群,而去年缺工缺料塞單的紡織績優股,有機會大幅成長,吸引法人買盤進駐。補助電動大客車政策發酵,電動巴士國家隊陣容擴大,車電概念股輪動熱身,至於電動車相關散熱族群,成長趨勢明確,回檔量縮價穩就是另一次機會。...


請看《理財周刊》1128期更多精采內容:

◆ 封城之亂

◆ 美債殖利率倒掛後一年股市平均上漲8%

◆ 陽明3/30法說:四、五月運量可望回升

◆ FED持續釋出鷹派訊號 台股能否維持多頭趨勢?

◆ 升息下的台灣房市停看聽

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