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兩岸政治紅利股 唱主調 工商時報【記者王姿琳╱台北報導】
馬習會即將登場，市場看好兩岸「和平紅利」再起，昨（4）日搶買各產業在大陸布局深耕有成的龍頭與指標廠商，連同陸企鎖定入股、併購的個股全面大漲，聯發科、台塑、潤泰新、正新、台泥、台玻、統一及聯強等和平紅利概念股，昨日吸引三大法人全面大買，成為盤面上多頭新焦點。
台股昨日在權值股帶頭衝鋒下，大漲143點收8,857點，一舉突破半年線反壓，成交值也創8月下旬以來新高達1284.4億元，三大法人合計買超237.8億元，除了外資狂加碼買超逾5萬張的台積電之外，法人更是全部重新回補兩岸政治紅利股。
大展投顧策略長李政諺表示，馬習會為兩岸分治以來重大突破，市場預期馬習會將針對兩岸合作釋出利多，未來包括台商在大陸的投資保障、大陸內需商機的搶食等等，在和平紅利帶動下，資金大舉湧入相關概念股，包括近期和陸企洽談併購或入股的個股如聯發科與力成，及長期在中國經營有成的傳產各產業龍頭或指標企業如台塑、台玻、正新、寶成、台泥、台玻、統一、裕隆及潤泰雙雄等，明顯有法人卡位。
此外，中國紫光集團動作頻頻，在取得力成25％股權後，又宣布展訊願和聯發科合併的訊息，激勵三大法人昨日繼續買超聯發科10,909張，尤其外資連5買超達17,977張，股價連4日大漲重回300元大關，創8月3日以來新高。
另外，台玻在中國平板、LOW-E玻璃廠的產能利用率皆在6成左右，受惠中國市場進入旺季，房地產稍有起色。法人預估，台玻中國市場營運第4季可望小幅回升，激勵股價連2日跳空開高，昨日獲得三大法人加碼買超3,006張，漲幅7.45％；正新長期布局中國市場，中國的銷售額占整體營收逾5成以上，昨日獲得法人支持買超3,134張，激勵股價上漲1.81％，強勢突破半年線。
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FILE - This combination of file photos show Taiwan's President Ma Ying-jeou, left, and China's President Xi Jinping. Ma and Xi will meet Saturday, Nov. 7 in Singapore for the first time since civil
．．． 較多 FILE - This combination of file photos show Taiwan's President Ma Ying-jeou, left, and China's President Xi Jinping. Ma and Xi will meet Saturday, Nov. 7 in Singapore for the first time since civil war divided their lands 66 years ago, their governments said Wednesday, Nov. 4, 2015, a highly symbolic move that reflects quickly improving relations between the formerly bitter Cold War foes. (AP Photo/File)
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Associated Press
2015年11月4日週三 台北標準時間下午7時56分
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