國際全觀

·         法國新增20萬確診再破紀錄 每秒2人染疫大浪來襲

·         COVID-19確診創新高 歐股多收跌

·         5年首見 那指2021漲幅恐輸標普

·         美股擁耶誕行情 首日漲聲20年最響

·         10年期債息 專家:2022估微幅攀升

·         市場甩疫情顧慮 美元指數清淡交投下走低 日圓貶抵115

·         台積電ADR0.5% 較台北交易股票溢價9.73% 費半微漲

·         道瓊和標普500指數同創新高 Omicron疫情疑慮緩解

·         國際原油期貨上漲 美庫存降幅大於預期 黃金連二日下跌

·         IMF擬出手救 阿根廷公債強漲

·         越南市場列績優生 明年續衝

·         兩岸貿易額創高 國台辦:ECFA為企業帶來好處

·         蔡崇信推文 喜歡虛擬加密貨幣

 

台股話題

·         台股天天高 喜迎元月行情

·         新台幣強 全年升值2.96

·         三資金加持 台股攻擺尾行情

·         三重作帳 聚焦五族群

·         封關日飆戲 半導體雙雄再戰新高

·         作夢行情 中小、低價股強強滾

·         搭電子擴產潮 十檔化工指標股樂透

·         11檔異質整合概念股 法人捧

·         外資 電金權值股吸金

·         三星西安NAND Flash廠降載 台廠得利

·         西安封城衝擊記憶體供應鏈 三星、力成產線受創

·         櫃買國際債 規模創高

·         期交所三變革 期市再添動能

·         111年公司治理評鑑指標 出爐

·         健和興、光寶科 認購夯

·         瑞鼎申購熱 將凍資2,000

·         力智113上市 每股589

 

金融焦點

·         金融科技股股價 重摔落地

·         證交所通過富邦新ETF資格認可

 

科技發燒

·         科技股飆漲難再現 2022風險與機會並存

·         蘋果查印度廠弊端 鴻海道歉了

·         穆斯克賣股近尾聲 特斯拉跳漲

·         索尼PS5主機 紅鏈擠掉和碩

·         MOSFET 大吃轉單紅利

·         Mini LED監視器 三星市占稱王

·         帆宣、家登 四檔強強滾

·         萬潤、中砂 瞄準逾90

·         鴻海牽緊吉利 強攻車用IC

·         視訊雙雄狂飆 雙雙遭警示

·         可成買庫藏 執行率23%

·         緯創加碼高雄 5年拚創3千職缺

·         家登 挑戰2022賺逾一股本

·         矽格砸40 擴充智慧化產線

·         佳能 11EPS0.01

·         神基 今年營收拚重返300

·         文曄今年獲利 挑戰一個股本

·         研揚 2022營收看增逾一成

 

傳產趨勢

·         REITs狂飆 漲幅50年新高

·         租賃業:對房地產授信 H1不到300

·         亞洲廠大減產 鋼市明年來勁

·         燁聯唐榮華新 下調盤價 內銷價每公噸調降36千元

·         貨運運力全開搶市 長榮航八架新貨機到齊

·         陽明私募普通股 13開放交易

·         昆山統一食品申設總部

·         母憑子貴 裕隆Q4獲利可期

·         興農多箭齊發 營運添翼

·         國產南港都更案獲建照 業績補

·         大魯閣商場差異化 拚業績

·         高林股強信 訂單旺到明年Q2

·         明揚 今年營運創三高

·         昇貿新品放量 明年會更旺

·         誠美材 通過處分恒美光電持股

·         富崴能源、Vestas 簽訂31支風機合約

·         綠界IPO1,010 創天價

 

生技醫藥

·         醫療檢測、疫苗類股 長線聚光

·         醫療保健股估值偏低 新藥研發題材 帶旺後市

·         永信昆山廠 6.5億賣出

 

陸股脈動

·         年關護市 人行連三天大放水

·         上海鬆綁外資准入 擴大開放領域

·         反制美國 大陸發布出口管制白皮書

·         人民幣實質、名目有效匯率 雙創高

·         陸鋼、水泥產能 十四五只減不

·         原料漲+需求淡 陸輪胎業獲利不妙

·         下架新疆商品?山姆賣場爆退卡潮

·         網路互助落幕 螞蟻相互寶關閉

·         紫光重整資金傳明年3月到位

·         滴滴轉港股 擬明年6月掛牌

 

基金理財

·         明年企業獲利點火 歐美日股看俏

·         拜登衝零碳 電動車基金氣盛

·         變種病毒侵襲 生技基金突圍

 

 
 


★國際全觀
•         法國新增20萬確診再破紀錄 每秒2人染疫大浪來襲<https://udn.com/news/story/121707/5997617>
•         COVID-19確診創新高 歐股多收跌<https://udn.com/news/story/6811/5997681>
•         5年首見 那指2021漲幅恐輸標普<https://www.chinatimes.com/newspapers/20211230000133-260203>
•         美股擁耶誕行情 首日漲聲20年最響<https://www.chinatimes.com/newspapers/20211230000136-260203>
•         美10年期債息 專家:2022估微幅攀升<https://www.chinatimes.com/newspapers/20211230000139-260203>
•         市場甩疫情顧慮 美元指數清淡交投下走低 日圓貶抵115<https://udn.com/news/story/6811/5997776>
•         台積電ADR跌0.5% 較台北交易股票溢價9.73% 費半微漲<https://udn.com/news/story/6811/5997773>
•         道瓊和標普500指數同創新高 Omicron疫情疑慮緩解<https://udn.com/news/story/6811/5997771>
•         國際原油期貨上漲 美庫存降幅大於預期 黃金連二日下跌<https://udn.com/news/story/6811/5997767>
•         IMF擬出手救 阿根廷公債強漲<https://www.chinatimes.com/newspapers/20211230000137-260203>
•         越南市場列績優生 明年續衝<https://www.chinatimes.com/newspapers/20211230000355-260208>
•         兩岸貿易額創高 國台辦:ECFA為企業帶來好處<https://www.chinatimes.com/newspapers/20211230000188-260203>
•         蔡崇信推文 喜歡虛擬加密貨幣<https://www.chinatimes.com/newspapers/20211230000194-260203>



★台股話題
•         台股天天高 喜迎元月行情<https://www.chinatimes.com/newspapers/20211230000087-260202>
•         新台幣強 全年升值2.96%<https://www.chinatimes.com/newspapers/20211230000206-260205>
•         三資金加持 台股攻擺尾行情<https://udn.com/news/story/7251/5997486>
•         三重作帳 聚焦五族群<https://udn.com/news/story/7251/5997520>
•         封關日飆戲 半導體雙雄再戰新高<https://www.chinatimes.com/newspapers/20211230000102-260202>
•         作夢行情 中小、低價股強強滾<https://www.chinatimes.com/newspapers/20211230000265-260206>
•         搭電子擴產潮 十檔化工指標股樂透<https://www.chinatimes.com/newspapers/20211230000267-260206>
•         11檔異質整合概念股 法人捧<https://www.chinatimes.com/newspapers/20211230000269-260206>
•         外資挺 電金權值股吸金<https://www.chinatimes.com/newspapers/20211230000271-260206>
•         三星西安NAND Flash廠降載 台廠得利<https://www.chinatimes.com/newspapers/20211230000104-260202>
•         西安封城…衝擊記憶體供應鏈 三星、力成產線受創<https://udn.com/news/story/7240/5997513>
•         櫃買國際債 規模創高<https://www.chinatimes.com/newspapers/20211230000310-260206>
•         期交所三變革 期市再添動能<https://www.chinatimes.com/newspapers/20211230000125-260202>
•         111年公司治理評鑑指標 出爐<https://www.chinatimes.com/newspapers/20211230000307-260206>
•         健和興、光寶科 認購夯<https://udn.com/news/story/7255/5997553>
•         瑞鼎申購熱 將凍資2,000億<https://udn.com/news/story/7251/5997512>
•         力智1/13上市 每股589元<https://www.chinatimes.com/newspapers/20211230000308-260206>



★金融焦點
•         金融科技股股價 重摔落地<https://www.chinatimes.com/newspapers/20211230000182-260203>
•         證交所通過富邦新ETF資格認可<https://udn.com/news/story/7251/5997602>



★科技發燒
•         科技股飆漲難再現 2022風險與機會並存<https://www.chinatimes.com/newspapers/20211230000352-260208>
•         蘋果查印度廠弊端 鴻海道歉了<https://www.chinatimes.com/newspapers/20211230000105-260202>
•         穆斯克賣股近尾聲 特斯拉跳漲<https://www.chinatimes.com/newspapers/20211230000177-260203>
•         索尼PS5主機 紅鏈擠掉和碩<https://www.chinatimes.com/newspapers/20211230000106-260202>
•         台MOSFET廠 大吃轉單紅利<https://www.chinatimes.com/newspapers/20211230000257-260206>
•         Mini LED監視器 三星市占稱王<https://www.chinatimes.com/newspapers/20211230000221-260204>
•         帆宣、家登 四檔強強滾<https://udn.com/news/story/7255/5997555>
•         萬潤、中砂 瞄準逾90天<https://udn.com/news/story/7255/5997557>
•         鴻海牽緊吉利 強攻車用IC<https://udn.com/news/story/7240/5997502>
•         視訊雙雄狂飆 雙雙遭警示<https://www.chinatimes.com/newspapers/20211230000281-260206>
•         可成買庫藏 執行率23%<https://udn.com/news/story/7253/5997124>
•         緯創加碼高雄 5年拚創3千職缺<https://www.chinatimes.com/newspapers/20211230000224-260204>
•         家登 挑戰2022賺逾一股本<https://www.chinatimes.com/newspapers/20211230000276-260206>
•         矽格砸40億 擴充智慧化產線<https://www.chinatimes.com/newspapers/20211230000223-260204>
•         佳能 11月EPS僅0.01元<https://www.chinatimes.com/newspapers/20211230000282-260206>
•         神基 今年營收拚重返300億<https://www.chinatimes.com/newspapers/20211230000278-260206>
•         文曄今年獲利 挑戰一個股本<https://www.chinatimes.com/newspapers/20211230000255-260206>
•         研揚 2022營收看增逾一成<https://www.chinatimes.com/newspapers/20211230000304-260206>



★傳產趨勢
•         美REITs狂飆 漲幅50年新高<https://www.chinatimes.com/newspapers/20211230000180-260203>
•         租賃業:對房地產授信 H1不到300億<https://www.chinatimes.com/newspapers/20211230000202-260205>
•         亞洲廠大減產 鋼市明年來勁<https://www.chinatimes.com/newspapers/20211230000232-260210>
•         燁聯唐榮華新 下調盤價 內銷價每公噸調降3~6千元<https://www.chinatimes.com/newspapers/20211230000239-260210>
•         貨運運力全開搶市 長榮航八架新貨機到齊<https://www.chinatimes.com/newspapers/20211230000095-260202>
•         陽明私募普通股 1/3開放交易<https://www.chinatimes.com/newspapers/20211230000295-260206>
•         昆山統一食品申設總部<https://udn.com/news/story/7333/5997538>
•         母憑子貴 裕隆Q4獲利可期<https://www.chinatimes.com/newspapers/20211230000288-260206>
•         興農多箭齊發 營運添翼<https://www.chinatimes.com/newspapers/20211230000293-260206>
•         國產南港都更案獲建照 業績補<https://www.chinatimes.com/newspapers/20211230000291-260206>
•         大魯閣商場差異化 拚業績<https://www.chinatimes.com/newspapers/20211230000294-260206>
•         高林股強信 訂單旺到明年Q2<https://www.chinatimes.com/newspapers/20211230000297-260206>
•         明揚 今年營運創三高<https://www.chinatimes.com/newspapers/20211230000305-260206>
•         昇貿新品放量 明年會更旺<https://www.chinatimes.com/newspapers/20211230000302-260206>
•         誠美材 通過處分恒美光電持股<https://www.chinatimes.com/newspapers/20211230000280-260206>
•         富崴能源、Vestas 簽訂31支風機合約<https://www.chinatimes.com/newspapers/20211230000225-260204>
•         綠界IPO喊1,010元 創天價<https://www.chinatimes.com/newspapers/20211230000099-260202>



★生技醫藥
•         醫療檢測、疫苗類股 長線聚光<https://www.chinatimes.com/newspapers/20211230000351-260208>
•         醫療保健股估值偏低 新藥研發題材 帶旺後市<https://www.chinatimes.com/newspapers/20211230000353-260208>
•         永信昆山廠 6.5億賣出<https://www.chinatimes.com/newspapers/20211230000296-260206>



★陸股脈動
•         年關護市 人行連三天大放水<https://www.chinatimes.com/newspapers/20211230000185-260203>
•         上海鬆綁外資准入 擴大開放領域<https://udn.com/news/story/7333/5997510>
•         反制美國 大陸發布出口管制白皮書<https://udn.com/news/story/7333/5997493>
•         人民幣實質、名目有效匯率 雙創高<https://www.chinatimes.com/newspapers/20211230000187-260203>
•         陸鋼、水泥產能 十四五只減不增<https://www.chinatimes.com/newspapers/20211230000189-260203>
•         原料漲+需求淡 陸輪胎業獲利不妙<https://www.chinatimes.com/newspapers/20211230000196-260203>
•         下架新疆商品?山姆賣場爆退卡潮<https://www.chinatimes.com/newspapers/20211230000190-260203>
•         網路互助落幕 螞蟻相互寶關閉<https://www.chinatimes.com/newspapers/20211230000192-260203>
•         紫光重整資金傳明年3月到位<https://www.chinatimes.com/newspapers/20211230000195-260203>
•         滴滴轉港股 擬明年6月掛牌<https://www.chinatimes.com/newspapers/20211230000198-260203>



★基金理財
•         明年企業獲利點火 歐美日股看俏<https://www.chinatimes.com/newspapers/20211230000358-260208>
•         拜登衝零碳 電動車基金氣盛<https://www.chinatimes.com/newspapers/20211230000346-260208>
•         變種病毒侵襲 生技基金突圍<https://www.chinatimes.com/newspapers/20211230000349-260208>


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