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大摩:台股獲利5族群驅動 明年殖利率看增
Oct 9th 2013, 01:13
【陳俐妏╱台北報導】外資聚焦台灣經濟和台股後市,摩根士丹利證券表示,預估今年台灣GDP為2.9%,明年可回升至3.6%,台股股東權益報酬率可達12.5%,明年將提升至12.7%,主要由DRAM、LED、TFT-LCD、IC設計和原物料族群年成長驅動,明年股市現金殖利率將有3.1%水準,青睞大立光(3008)15檔
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