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統一投顧晨訊：資金行情啟動續向高點前進

Oct 14th 2013, 00:28

【高佳菁／台北報導】統一投顧指出，近期國際不確定因素逐一消失，考量美國方面政治僵局出現曙光，再加上葉倫正式被提名為下任Fed（Federal Reserve，聯邦準備理事會）主席，有利資金行情啟動。加上政策面偏多，以及金保會即將召開，預期將推升指數緩步墊高，持續往5月中高點8439點邁進。

投資上可留意台幣升值之資產股，營運動能強勁之太陽能，以及題材面偏多之金融股，統一投顧表示，在金融股部分，受惠金保會即召開，開放題材將推升金融指數沿5日線向上邁進，指標股國泰金、富邦金及中信金可以留意；至於太陽能族群受惠大陸產銷結構改善，近期公布的營收表現佳，係法人加碼重點。

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