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成長型績優股 資金回補首選
Sep 13th 2013, 14:40

政局動盪,台股也無法倖免,雖然外資連13買,台股今(13)日仍收黑,成了黑色星期五。綜觀基本面,產業趨勢向上、具競爭優勢及企業獲利穩定的成長型績優股如F-昂寶(4947)、宇隆、儒鴻等15檔個股,可望力抗政爭,成為第4季盤勢主流。

以營收月增率排名產業前20%、毛利率排名產業前20%,以及每股稅後純益(EPS)排名產業前10%,加上9月初以來外資買超排序,挑選出15檔成長型績優股。

摩根台灣金磚基金經理人葉鴻儒指出,美國量化寬鬆(QE)政策調整在即,資金行情逐漸消退,將由景氣行情接手。

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