未來三個月上漲機率分析
新光鋼74%
台達電70%
東元66%
???
四大公投中的「珍愛藻礁」、「重啟核四」兩議題與電力有關，影響未來能源使用配比，是經濟發展的最重要因素，公投結果也使綠能發展，再度吸引投資人的目光。法人表示，台股中太陽能、離岸風電等族群，多不占權值，又有公投題材加持，17日已吸引資金進駐、掀起一波行情，指標股上緯投控成交量暴增並衝上漲停，包括世紀鋼、亞聚等個股也紛紛翻紅。
兆豐國際投顧協理黃國偉表示，為兼顧環保與電力供應，最好的解決方案就是使用綠電，無論公投結果如何，離岸風電都擁政策面上的強力支持，在政府大力扶植下，趨勢不會改變，沉寂已久的風電族群，挾公投議題吸引買盤進駐，在投票日前夕集體轉強。
17日台股盤面上，離岸風電族群包括上緯投控、世紀鋼、中鋼、中鋼構、新光鋼、台達電、東元等全數成交量日增，股價一片紅通通，除上緯投控強勢漲停外，其餘漲幅在0.98％～4.95％；然太陽能股表現者較少，以亞聚、元晶、碩禾為代表收紅，漲幅都在1％左右。
相較於離岸風電，法人認為，太陽能產業至今仍需政府補貼，顯示整體產業競爭力仍偏弱，也持續承受大陸的價格壓力。台廠供應鏈若能朝一條龍發展，從上游到下游，若能擁自有電廠更好，可躉售給台電，才能穩定現金流貢獻。
對於綠能投資，黃國偉提醒，綠能股常有搭題材表現的特性，惟須留意買盤短線操作。不過，對於部分已在基本面上開始有實質營收、獲利貢獻的個股，則可持續留意，因風電訂單長期且明確，是未來三年以上穩定現金流的來源，且有利未來配息，將擁現金殖利率優勢
The two issues of “cherishing algae reefs” and “restarting the nuclear four” in the four referendums are related to electricity, which affects the future energy use ratio and is the most important factor in economic development. The result of the referendum also makes green energy development and attracts investors again. look. The legal person said that most of the groups in Taiwan stocks such as solar energy and offshore wind power do not account for the weight, and there are referendum themes to support them. On the 17th, they have attracted funds to settle in and set off a wave of market conditions. Daily limit, including Century Steel, Yaju and other stocks have also become popular.
Huang Guowei, Associate of Investment Advisor of Mega International, stated that the best solution is to use green power for both environmental protection and power supply. Regardless of the result of the referendum, offshore wind power has strong policy support. It will not change. The wind power group, which has been silent for a long time, used the referendum to attract buyers and strengthened collectively on the eve of polling day.
On the 17th Taiwan stock market, offshore wind power groups including Shangwei Investment, Century Steel, Sinosteel, Sinosteel, Xinguang Steel, Delta, TECO, etc., all the trading volume increased day by day, the stock price was very red, except for Shangwei In addition to the strong daily limit of investment control, the remaining gains were between 0.98% and 4.95%; however, there were fewer performers in solar energy stocks. Yaju, Yuanjing, and Shuohe were the representatives, and the gains were all around 1%.
Compared with offshore wind power, the legal person believes that the solar energy industry still needs government subsidies, which shows that the overall industrial competitiveness is still weak and it continues to bear the price pressure on the mainland. If the Taiwanese factory's supply chain can develop from upstream to downstream, it is better to have its own power plants, which can be sold to Taipower in order to stabilize the cash flow contribution.
Regarding green energy investment, Huang Guowei reminded that green energy stocks often have the characteristics of performing with themes, but they must pay attention to short-term buying operations. However, for some stocks that have begun to have substantial revenue and profit contributions on the fundamentals, we can continue to pay attention to it. Because wind power orders are long-term and clear, they will be a source of stable cash flow for more than three years and will be beneficial to future dividends. Will have a cash yield advantage
小額贊助支持本節目： https://open.firstory.me/join/wmomgreat
留言告訴我你對這一集的想法： https://open.firstory.me/story/ckxcxqobj28kk0c730rtmcl1l?m=comment
純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0
理財起點-分享會2在LINE官方帳號登場囉！
我們將會提供許多好康資訊給大家，
???
請利用下方連結，將我們的帳號加入好友來接收優惠資訊：
https://lin.ee/1kBwwmN
???
Telegram,理財STB
https://t.me/stbstock11