美國周一放假，周二起頭股市就跳升不少，銀行類齊揚帶動道瓊漲終場漲了2.17%。而所有相關的還是和疫情轉趨正向，疫苗好消息，故事圍繞著經濟的解封。台股今天也有一股測試11,000的感覺。
|自動化設備廠| 上銀 2049、亞德克1590 ，市場認為六月將有全線產能的衝刺動能，我觀察很多氣動設備也看好接下來的產業需求熱潮。重點在：自動化設備漲價趨勢。
|解封帶動旅遊| 除了旅館、觀光對外，交通業也會是一項重點，昨夜美國波音公司股價也走揚，回到台灣市場有什麼重點？高鐵 2633的市場觀注度很高，大市值達USD7.18bn很容易吸引外資目光, ROE 12%, PBR 2.7x。
Reopening story
US market jump: Dow +2.17%, Nasdaq +0.17%, SOX +1.01%
TAIEX tests 11,000 points
AAPL: to reopen about 100 more retail stores in the U.S. this week, with more than half offering curbside pick-up service only
$ flows in! TWD Gains: up 0.3% to 29.988/USD.
TW Gov't announced June 7th to open up Economy Domestic Fully +VE for Hotel/Tourism/Twn High Speed Rail.
Automation: order price potential hike story. Hiwin 2049 TT +10% yday on press reported Order fully booked into June.
News: Largan, Thermal, ABF Substrate, WinBond, GIS, Compeq, Hiwin, Textile (Eclat, Makalot), Hota, Bizlink....
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|Morning|5/27 Reopening
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美國周一放假，周二起頭股市就跳升不少，銀行類齊揚帶動道瓊漲終場漲了2.17%。而所有相關的還是和疫情轉趨正向，疫苗好消息，故事圍繞著經濟的解封。台股今天也有一股測試11,000的感覺。
Reopening story
US market jump: Dow +2.17%, Nasdaq +0.17%, SOX +1.01%
TAIEX tests 11,000 points
AAPL: to reopen about 100 more retail stores in the U.S. this week, with more than half offering curbside pick-up service only
$ flows in! TWD Gains: up 0.3% to 29.988/USD.
TW Gov't announced June 7th to open up Economy Domestic Fully +VE for Hotel/Tourism/Twn High Speed Rail.
Automation: order price potential hike story. Hiwin 2049 TT +10% yday on press reported Order fully booked into June.
News: Largan, Thermal, ABF Substrate, WinBond, GIS, Compeq, Hiwin, Textile (Eclat, Makalot), Hota, Bizlink....