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台股：操作以財報多空為依據

Oct 25th 2013, 00:43

台股昨（24）日觀望氣氛漸濃，除量能萎縮至697億元外，指數一度失守10日線，不過，在今天美股反彈，加上台股下檔支撐力道亦不弱下，法人機構認為，多方格局未變。

統一投顧並表示，預期台股仍可維持震盪盤堅格局，主因在於不僅國內外政治利空因素解除，且台積電法說會表示庫存調節近尾聲，以及中國第3季GDP年增7.8%符合預期等利多因素外，外資連16買，期貨部位在昨日由淨空單轉為淨多單，偏多看法未變。

不過，由於時序貼近11月15日企業財報與法說會高峰，企業獲利與第4季展望將陸續出爐，是以財報多空將為近期之操作重心，選股仍重於選市，可留意半導體、太陽能、中概、蘋果新品供應鏈等族群。

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