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位階仍低佈局好機會?!「這檔」權值股迎強勁復甦!

CMoney
2024/09/30 | 4分鐘閱讀

歐美盤勢回顧

image

(圖片來源:CMoney)

台股盤前重點整理

▲盤勢回顧&分析

上週五(9/27)台股大盤不久即為最高點,之後賣壓出籠一路震盪向下尾盤收黑,權王台積電力守千元大關,加權指數終場下跌36.02點(-0.16%)報22822.79點,時序進入第三季末法人做帳,加上美國科技股漲勢未能續強,盤勢進入震盪,大盤結束連6紅;櫃買指數同步走弱,下跌0.64點(-0.24%)報270.34點。

上週五傳產部分類股迎來飆漲,台玻(1802)帶領玻璃陶瓷族群飆漲8%;塑膠族群在台塑(1301)南亞(1303)領軍下上漲幅度也來到6.2%;鋼鐵族群也有4.6%的漲幅表現。當日其餘熱門漲停股有新興(2605)精湛(2070)亞德客-KY(1590)順藥(6535);熱門強勢股則有矽力*-KY (6415)、創威(6530)第一銅(2009)南亞(1303)

籌碼方面,三大法人全數買超,合計301.5億元,外資買超246.5億元;投信買超9.8億元;自營商買超45.2億元。受到外資青睞的強勢股有藍天(2362)榮成(1909)台塑(1301)萬海(2615)台塑(1301)。而外資、投信同步看好的則有慧洋-KY(2637)中租-KY(5871)華新(1605)中鋼(2002),投資人可多留意後續表現。

焦點股方面,亞德客-KY(1590)上週五開盤跳空亮漲停,股價時隔4個月重回季線之上!亞德客是中國第二大氣動元件廠,以自有品牌「AirTAC」銷售於兩岸地區,目前有9成的營收來自於中國。受惠於中國央行近日宣布降息、降準,同時大灑1兆人民幣進入金融市場,有望帶動疲軟的製造業漸漸復甦,帶動亞德客出貨增長!此外,中國近年氣動元件市場有大者恆大的趨勢,市場集中度持續增高,亞德客市占率也將同步提升,加速未來營運規模拓展!

本日關注個股

這零件GB200中使用量翻百倍!國巨(2327)迎來強勁復甦!
搶攻350億元潛在市場,昇陽半導體(8028)先進製程需求引爆!
NVIDIA龐大訂單貢獻,廣達(2382)長線潛力無窮!

加權指數籌碼&近5日大盤成交量變化

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(圖片來源:CMoney)

三大法人 買賣超個股前5名

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(圖片來源:CMoney)

近60日外資期貨淨留倉狀況

描述: C:\Users\user1\Desktop\晨報&獵報&VIP文\晨報\大盤圖\3.JPG

(資料來源:籌碼K線-電腦版)

加權指數(昨日走勢)

描述: C:\Users\user1\Desktop\晨報&獵報&VIP文\晨報\大盤圖\螢幕擷取畫面 2024-09-28 150458.jpg

(資料來源:籌碼K線)

櫃買指數(昨日走勢)

描述: C:\Users\user1\Desktop\晨報&獵報&VIP文\晨報\大盤圖\擷取.JPG

(資料來源:籌碼K線)

消息面多空:

利多:

【13:30 投資快訊】1312 國喬:潛力股逆勢上漲6.18% 營運穩健
【13:27 投資快訊】8488 吉源-KY 營運狀況簡介與股價訊號
【13:24 投資快訊】1304臺聚:營運狀況雖有改善,競爭壓力仍存

資訊最完整的投資看盤軟體【籌碼K線】

今日市場動向打開APP即時查看https://chipk.page.lin k/wHL6

免費下載電腦版https://cmy.tw/00Bte4

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