Yahoo!奇摩股市 - 台股盤勢
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高檔震盪 選股為重
May 5th 2014, 22:47

高檔震盪 選股為重
2014/05/06 06:47中央社

(中央社記者許湘欣台北2014年5月6日電)儘管外資對台股買盤縮手,但今年亞股仍以台股最吸金。投信業者認為,短線高檔震盪格局不變,個股選擇最重要。

德盛科技大壩基金經理人陳威任表示,統計今年來台股吸引資金淨流入近64億美元,超過其他主要亞洲市場。

儘管市場持續檢視企業財報、外資縮手及五窮六絕淡季效應,但他認為,國際總經情勢向上不變,大盤應會持續高檔箱型震盪整理,但個股震盪加大,應精選個股,擁抱走在趨勢之上、營收獲利能見度高的企業。

陳威任建議,第2季電子和傳產應並重。6月的COMPUTEX和蘋果WWDC舊金山發表大會,將有機會帶動相關趨勢電子族群提前反應。

電子股相對看好上游半導體、4G、雲端與LED、金屬機殼,特別是在趨勢上的產業,如雲端資料中心、IPC、低價智能機、高階智能機等,此外,隨著蘋果繳出優於預期的財報,蘋果概念股也可找到機會。

至於傳產也不乏質優標的,如汽車與零組件、替代能源與環保相關、成衣、房屋等與歐美經濟復甦有關聯者,在電子股淡季,建議可擇優納入投資組合中。

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Yahoo!奇摩股市 - 台股盤勢
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個股大事誌(1)
May 5th 2014, 23:09

個股大事誌(1)
2014/05/06 07:09中央社

大立光4月營收創新高 5月續航

勝華4月營收月增9%

華擎擬配息9.576元

瑞儀4月平板背光板 月減1成

華晶科首季EPS 0.22元優於預期

瑞昱息5元 殖利率5.54%

宸鴻4月營收月增逾1成

F-譜瑞Q1每股賺 3.47元

F-再生案 格勞克斯質疑證交所

義隆獲窄邊框晶片封裝結構專利

景碩Q1每股賺1.78元

可成4月營收 月增4.8%

京元電4月營收 8個月高點

碩禾4月營收佳 月增13%

國巨4月營收 3年來高峰

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Yahoo!奇摩股市 - 台股盤勢
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個股大事誌(1)
May 5th 2014, 23:09

個股大事誌(1)
2014/05/06 07:09中央社

大立光4月營收創新高 5月續航

勝華4月營收月增9%

華擎擬配息9.576元

瑞儀4月平板背光板 月減1成

華晶科首季EPS 0.22元優於預期

瑞昱息5元 殖利率5.54%

宸鴻4月營收月增逾1成

F-譜瑞Q1每股賺 3.47元

F-再生案 格勞克斯質疑證交所

義隆獲窄邊框晶片封裝結構專利

景碩Q1每股賺1.78元

可成4月營收 月增4.8%

京元電4月營收 8個月高點

碩禾4月營收佳 月增13%

國巨4月營收 3年來高峰

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Yahoo!奇摩股市 - 台股盤勢
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From our sponsors
高檔震盪 選股為重
May 5th 2014, 22:47

高檔震盪 選股為重
2014/05/06 06:47中央社

(中央社記者許湘欣台北2014年5月6日電)儘管外資對台股買盤縮手,但今年亞股仍以台股最吸金。投信業者認為,短線高檔震盪格局不變,個股選擇最重要。

德盛科技大壩基金經理人陳威任表示,統計今年來台股吸引資金淨流入近64億美元,超過其他主要亞洲市場。

儘管市場持續檢視企業財報、外資縮手及五窮六絕淡季效應,但他認為,國際總經情勢向上不變,大盤應會持續高檔箱型震盪整理,但個股震盪加大,應精選個股,擁抱走在趨勢之上、營收獲利能見度高的企業。

陳威任建議,第2季電子和傳產應並重。6月的COMPUTEX和蘋果WWDC舊金山發表大會,將有機會帶動相關趨勢電子族群提前反應。

電子股相對看好上游半導體、4G、雲端與LED、金屬機殼,特別是在趨勢上的產業,如雲端資料中心、IPC、低價智能機、高階智能機等,此外,隨著蘋果繳出優於預期的財報,蘋果概念股也可找到機會。

至於傳產也不乏質優標的,如汽車與零組件、替代能源與環保相關、成衣、房屋等與歐美經濟復甦有關聯者,在電子股淡季,建議可擇優納入投資組合中。

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Yahoo!奇摩股市 - 國際財經
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國外經濟金融情勢(1)
May 5th 2014, 23:12

國外經濟金融情勢(1)
2014/05/06 07:12中央社

通膨低迷 歐元區成長預測下修

Intel伺服器晶片獨大 定價能力強

推特閉鎖期將屆 大股東續抱股

仿效蘋果 耐吉要利用App促銷

利率提高 印尼成長不如預期

阿里巴巴IPO 擬以合夥制續掌控

利率提高 印尼成長不如預期

日經:軟銀年度獲利恐創新高

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Yahoo!奇摩股市 - 國際財經
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《世界主要股市指數》05日美股道瓊漲17.66點,為16530.55點
May 5th 2014, 23:29

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查詢股號/股名

2014/05/06 07:58 距離台股開盤還有1小時2分鐘

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《美股指數》05日S&P500指數漲3.52點,為1884.66點
May 5th 2014, 23:29

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查詢股號/股名

2014/05/06 07:58 距離台股開盤還有1小時2分鐘

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Yahoo!奇摩股市 - 國際財經
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國外經濟金融情勢(1)
May 5th 2014, 23:12

國外經濟金融情勢(1)
2014/05/06 07:12中央社

通膨低迷 歐元區成長預測下修

Intel伺服器晶片獨大 定價能力強

推特閉鎖期將屆 大股東續抱股

仿效蘋果 耐吉要利用App促銷

利率提高 印尼成長不如預期

阿里巴巴IPO 擬以合夥制續掌控

利率提高 印尼成長不如預期

日經:軟銀年度獲利恐創新高

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《美股指數》05日S&P500指數漲3.52點,為1884.66點
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查詢股號/股名

2014/05/06 07:58 距離台股開盤還有1小時2分鐘

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批踢踢實業坊 Baseball 板
 
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[新聞] 「壓力沉重」 王維中發文訴苦
May 6th 2014, 07:19, by andy880036s

作者andy880036s (倪將再起)

看板Baseball

標題[新聞] 「壓力沉重」 王維中發文訴苦

時間Tue May 6 07:19:34 2014

〔記者倪婉君/綜合報導〕搞笑或許只是王維中的保護色,這位22歲台灣左投昨天難 得感性發文,抒發在大聯盟的沉重壓力,尤其是身處目前全聯盟戰績第1的釀酒人。 牛棚使用率最低 釀酒人昨天雖然3:4不敵紅人,但21勝11敗仍是大聯盟最會贏球的球隊。只是在開季 至今32場比賽中,王維中僅出賽4場,是牛棚使用率最低的投手,不只教練壓力很大, 連王維中自己都忐忑不安。 個性開朗又愛耍寶的王維中,給人無厘頭的印象,實際上卻是非常敬業的球員,和他 同屬台灣體大的同儕就說,他其實練球相當認真。 重複看影片修正 最近一次出賽在5月1日,王維中雖然投了個人最長的3局,但被敲6支安打失4分,包括 1發全壘打,累計防禦率高達15。之前不敢打電話回台灣訴苦,王維中昨天終於打給爸 爸,壓力也瞬間釋放。他並不覺得自己差到無法面對大聯盟打者,最近也一直重複看 自己投球的影片,也希望能從中汲取養分。 釀酒人教頭雷尼基坦言,要留著規則5選秀球員在大聯盟,真的是很困難的決定,但 仍說,「王擁有不錯的手臂,我們希望能多看他投球,也仍會盡可能讓他出賽。」 http://news.ltn.com.tw/news/sports/paper/776403 -- NIWANGKUOCHENHUCHENLINLEELOCHIANGCHEN -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 140.112.250.165 ※ 文章網址: http://www.ptt.cc/bbs/Baseball/M.1399331977.A.0A5.html

clone198923:教頭很甘心了 05/06 07:33

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