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統一證晨訊：指數往8260點挑戰
Sep 12th 2013, 00:40

【陳建彰／台北報導】統一證券表示，近期道瓊指數站上月線並往上挑戰季線關卡，亞股包含港陸股、南韓及日本股市走勢亦偏強，台股受到內部政治因素干擾陷入震盪，惟短線政治亂流利空可望暫時落幕，加上外資連日大買，台股成交量維持800~900億元，預期指數有機會往前波高點8260點靠攏。
 
不過，後續認為國際潛在利空因素包含17~18日 QE退場預期及舉債上限等仍為隱憂，操作上建議不追高，適度調節持股，可留意BDI指數大漲受惠的散裝貨櫃、太陽能、中概及具題材性的金融股。
 
弱勢族群則為蘋果新產品iPhone 5C發表無新意且定價未如預期，外資擔憂出貨量恐有下修疑慮，短線國內蘋果概念股包含鏡頭廠大立光（3008）及玉晶光（3406），組裝廠的和碩（4938），軟板廠的台郡（6269）及臻鼎（4958）等個股須謹慎。
 
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統一證看好台股短線可望向上挑戰8260點。資料照片

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