201607081408[可刷卡] 現省Rock Icons 閃飾太陽眼鏡 - 229938





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以下為您可能感興趣的商品

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工商時報【第一金投信國內投資部經理陳思銘】

國內外情勢分析:

蘋果2016全球開發者大會與美國E3電玩展近日登場,帶動電子類股回神,並支撐台股止跌反彈。周二加權指數開低震盪走高,終場小漲39點收8,576點,外資買超28.69億元、台指期淨多單增加3,763口,未平倉多空淨額回到5萬口之上的高水位,市場恐慌情緒暫時平息。

亞洲各主要股市,除了日股持續下挫外,南韓、中國、香港與東南亞各國指數跌幅紛紛收斂,上證指數與上海A股指數甚至由黑翻紅,讓投資人喘口氣。

截至限時目前,影響6月金融市場的幾大變數,包括:蘋果全球開發者大會、美國聯準會與日銀利率決策等,本周已經揭曉大半。

其中,蘋果全球開發者大會雖然只發布作業系統等軟體更新,未公布新的硬體產品,但從供應鏈訊息顯示,Macbook Pro有機會在下半年大改版,市場抱以高度期待,激勵台廠概購買念股率先反彈。

此外,美國5月非農就業數據意外衰退與英國脫歐等外部風險加劇,原本高漲的升息態勢再度陡降。如果7月仍然未決議升息,考量11月總統大選,選前2~3個月的升息機率不高,未來4個月,聯準會升息與否對市場造成的干擾將暫時解除。所以,接下來只剩下6月23日舉行的英國脫歐公投。

觀察3月脫歐議題高漲以來,只有英鎊受到重擊而貶值,歐美股市呈現震盪走高,絲毫不受影響;代表恐慌程度的VIX波動率指數亦不升反跌,有別於過去三次歐債危機爆發期間的衝擊。研判,即便脫歐成功,對歐洲政治的影響性大於對經濟的殺傷力,況且一旦因政治風險引發市場劇烈震盪,英國或歐洲央行勢必祭出貨幣政策穩定市場信心。

台股操作建議:

投資人無須對近期的不確定性事件過度負面反應,反而應該冷靜觀察,善用市場波動,伺機布局操作,創造更好的收益。如果還有印象的話,台股今年來的兩波反彈行情,都是在悲觀中誕生,一次是年初的陸股熔斷機制上路,造成全球股災;一次則是日本央行未擴大寬鬆規模,國際熱錢減碼亞洲新興市場。兩次急跌後,台股便以「驚驚漲」的走勢一路向上。

在全球低利率環境盛行下,資金最終仍將尋找停泊的標的。台股中,不乏體質佳、具成長題材的公司,如半導體、電子零組件、生技醫藥和醫材等,可供留意。

半導體產業自3、4月落底回溫,晶圓代工龍頭與設備大廠於最近的股東會中,都釋出樂觀消息,為下半年電子業景氣反轉預先鋪路。

生技醫藥在新政府政策借力使力下,吸引市場人氣,醫材則隨著全球醫療檢測儀需求穩定增長,未來5年年複合成長率上看7%,表現不俗。

下面附上一則新聞讓大家了解時事

台灣高鐵南港站訂於七月一日通車啟用,高鐵公司宣布自該日全面調整班表。相對於去年因應苗栗、彰化、雲林新站啟用的班表調整,此次南港站加入營運可說是整體高鐵系統的完成,雖有北延宜蘭、南延屏東恆春之議,但在未來的十至十五年當以此三四五公里、十二個車站為基本營運路網。在有限列車資源、人力與路網容量下,新的班表與營運計畫確實能夠明顯提升服務品質。其中南港與左營兩端點站班車提早自六時十五分發車,直達車班次大幅增加,民眾可以在上午九時以前北上抵達台北站,以及南下抵達嘉義、台南、左營的班次也增加,而在各站停靠間隔也力求均衡,縮減民眾等候時間。這些服務的提升,值得予以肯定,對於高鐵與其他公共運輸的整合,以及因應需求的購車增員規劃,仍有待交通部、地方政府及客運業者共同努力。

首先,本次班表調整能兼顧旅運需求及列車運用效能,並依據尖離峰、日夜間、通勤,以及假期等不同時段旅運特性,安排多元化列車停靠模式,可滿足短、中、長程旅客的需求。檢視其次班表調整內容,可歸納出下列特色:一、增加直達車,便利長途旅行規劃。二、增加停靠原八站列車,符合旅運實際需求。三、發車與各站停站間距均勻化,縮減等候時間。四、首班車提早發車,增加九點前抵達南北各大站的班次,提高民眾洽公便利性。五、末班車延後發車,旅客行程規劃更有彈性。然而,若檢視此次總班次數量可以發現有不增反減的現象,固然這是班表規劃在三十四組車輛,以及南北總行駛時間因新設車站而增加的折衝結果,但三站新增與南港站早已是既定計畫,交通部未能善盡督導責任在二、三年前即依營運規劃要求高鐵公司提出增車與增員計畫,實有必要進行檢討。

此外,高鐵車輛購置攸關未來維運成本,也涉及和日本高鐵產業協力進軍國際市場的策略,這更需要交通部與高鐵公司做細緻的規劃與合作。當然,在財務改造計畫、延長經營年期通過後,優質服務、全民共享已是高鐵責開箱文無旁貸的目標,除了應有合理增車與增員計畫,更應同步精進技術能量,透過提速與動態排班進一步提高系統容量,提供民眾更密班次、多元選擇的服務。

其次,高鐵是高速幹線系統,其有賴地方捷運、公路客運與市區公車提供接駁轉乘服務,才能形成真正的高快速公共運輸完整路網。因此,高鐵班表優化的同時,應對於接駁系統同步優化,包含路線、營運班表、費率和資訊的整合。這些需要交通部和地方政府以及客運業者共同努力,也需要挹注適當經費。而台灣觀光發展在旅客可刷卡疏運方面可以充分利用高鐵幹線與台灣好行巴士服務與各地特色景點、美食、文化形成套裝行程,這亦是交通部觀光局、台灣高鐵公司結合地方政府共同合作推動的方向。還有,台鐵和高鐵在南港、台北、板橋、新竹、台中、台南、與高雄等站已有共站整合設計,未來可以進一步強化雙鐵班表與費率整合。最後,台灣邁向高齡化社會,高鐵與整體公共運輸服務也必須同步思考,透過更佳的規劃實現通用設計的目標。

總之,高鐵班表優化是整體公共運輸服務品質提升的重要一環,而優化的背後涉及增車增員的長期規劃、跨國產業合作與技術輸出、觀光與交通服務、以及高鐵、台鐵與地方捷運和客運整合,期盼交通部與高鐵公司能以更宏觀的思維協力合作,讓民眾更願意使用公共運輸,享受低碳出行的優質服務。



















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