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大昌投顧晨訊：台股區間游走

Oct 28th 2013, 00:29

【高佳菁／台北報導】大昌投顧表示，台股上周的黑K 棒也已將上上周的红K 棒實體部分全部吃完，顯示上方壓力確實相當沉重，後續若多方量能無法有效增加，則盤勢仍是不易有較佳表現。另外外資也於上周五轉為賣超，後續若外資方向確實轉為偏空，也將影響市場信心，都是盤面的最重要因素。此外，第3季季報的公布情形，也須持續留意，預期今日指數將在8300~8400點區間游走。

大昌投顧指出，本周仍有多家電子大廠如大立光、聯發科、矽品、面板雙虎、電信雙雄等，都將舉辦法說會，會中訊息及前景展望，都需持續留意。但一些毛利率較低者則需注意新台幣匯率升值所帶來的不利影響，另外弱勢族群如面板、觸控等族群，反彈完畢後仍須注意風險，最好能做調節。

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