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Consumer 2018-04-17T13:49 財經茄呢啡 內需型類股表現優於大盤,制藥股早盤漲1.5%,零售股漲0.9%,食品股漲0.8%。日經動蕩指數跌至17.75點,創下10周低點,投資人對安倍支撐率暴跌的反應淡定。
Consumer 2018-04-17T13:49 財經茄呢啡 內需型類股走強,制藥股收漲2.1%,零售股漲1.1%,食品股漲1.0%。日經動蕩指數跌至10周低點,顯示投資人對日相安倍晉三支撐率暴跌的消息反應冷淡。
Consumer 2018-04-17T13:49 財經茄呢啡 近日中美貿易戰爆發,反令內需股受惠,加上國家全力催谷內需,百貨業前景明顯增長。加上近期不少同業加速並購整合,如新世界百貨被私有化,或是得到同業龍頭並購。因此市值細而擁有良好零售網絡的百貨股,肯定可成各方爭購對象,莊勝之所以獲斟盤,正好確認此一新趨勢。
Consumer 2018-04-16T13:38 財經茄呢啡 以美國為首對敘利亞發動的攻擊似乎不會再發生第二次,但是對貿易戰的憂慮持續籠罩,使投資人湧向防御型和內需型類股,周一日經225指數早盤收漲0.26%,為21,834.42點。東證一部指數收漲0.19%,為1732.64點。防御型、內需型類股表現優於大盤,制藥股早盤漲1.5%,零售股漲0.9%,食品股漲0.8%。日經動蕩指數跌至17.75點,創下10周低點,投資人對安倍支撐率暴跌的反應淡定。
Consumer 2018-04-14T13:40 財經茄呢啡 內需股有沽壓,萬洲國際跌逾2%,報8.43元,是最弱勢的藍籌,恆安國際跌1%,報78.25元,旺旺及蒙牛乳業跌近1%。
Consumer 2018-04-12T13:36 財經茄呢啡 受制法人逢高砍單電子股,並積極在權證市場避險,使台股集中交易市場上檔承壓。不過,官股券、集團大股東、主力群與業內實戶等,短期資產火力似聚焦在傳產股或內需股,使台塑四寶、統一、亞泥力撐大盤,化解鴻海、面板股與南亞科等科技股表現弱勢壓力,加上國泰金等金融保族群穩盤,使盤勢迄中場10:56暫報10848.19點,上升26.66點,漲幅0.25%,成交680.65億元。
Consumer 2018-04-12T13:36 財經茄呢啡 中美貿易關系陰晴不定,令資產避險轉入內需股,過去數月受消費升級主題推動的食品股昨天再度跑出,旺旺更大陽燭炒上,高收5.84%,為升幅第三大藍籌。內外因素支撐下,內需板塊主力食品股有望繼續成今年巿場關注的焦點,策略上可逢低收集。
Consumer 2018-04-12T13:36 財經茄呢啡 大中華投資策略研究學會副會長(港股)李偉傑指,內地股市今天(9日)復市,但受CDR及貿易戰等因素影響,料A股續反覆整固,滬綜指仍受制於3,200點水平,港股亦會跟隨動蕩。恆生指數向上阻力位於100天線約30,500點,支撐為29,100點附近,待負面消息淡化後,資產才會再重投股市,暫時圍繞醫藥、內房及內需股等炒作。
Consumer 2018-04-12T13:36 財經茄呢啡 前稱「合生元」的H&H國際股東批股,但內需股依然各自各精彩。統一企業升2.9%見7.7元,同年初高位阻力7.88元僅一步之遙。中國旺旺亦連續兩日大成交搶高,周三升0.7%報6.57元。
Consumer 2018-04-10T15:22 財經茄呢啡 在港股這個跌浪中,內需股股價不跌反創新高,顯示資產買貨意欲極強,睇好的就是中國的內需市場。如金蝶國際、華潤啤酒、石藥集團、中國利郎及海螺水泥等均無懼大幅回落市而雙雙創出上市新高。另IMAX CHINA走勢也開始轉強,建議25元附近入場,今季上望30元,跌穿20元止損。
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