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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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