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>鉅亨網編譯林鼎為
本週國際重磅大事,莫屬英國將於週四 (23日) 舉辦公投,讓人民決定是否脫離歐盟 (Brexit) 。近幾週來,在英國脫歐的高不確定性下,已對市場造成極大動盪,各國股市也因此付出慘痛代價;然而, 1 間華爾街大行卻指出,若公投結果是脫歐派勝出,那麼受到恐慌情緒驅使而急拋股票的投資人,勢必後悔莫及。
富國銀行投資部 (Wells Fargo Investment Institute) 的資深全球股票策略師 Scott Wren 近期接受媒體《CNBC》財經節目訪問時指出,市場在經過數週的喧鬧雜音與動盪後,投資人會發現,當初應該選擇買進,而不是賣出股票。
Wren 進一步表示,「無論公投最後結果如何,都不會對接下來 12 個月至 18 個月的美國經濟乃至於全球經濟的發展產生什麼重大影響。」
儘管富國銀行未提供英國脫歐的機率有多大,但根據摩根士丹利的數據,英國實際脫歐的可能性不到 50% 。
根據 Wren 的預測, S&P 500 指數年底將漲至 2190 點至 2290 點區間;若以上週五 (17日) 收盤落在 2071.22 點來推算,股指下半年最多還有 9% 的上漲空間。
另外,隨著公投日逼近, 芝加哥商業交易所波動指數 (CBOE Volatility Index, VIX) 也逐步攀高;過去 1 個月來 VIX 指數勁揚約 5 成,一度突破 20 ,創下 2 月以來最高值 。對此, Wren 也認為美股是散戶最佳的避險選擇。
Wren 以美股過去 5 年來的發展為例,指出當重大動盪事件出現時,事後證明美股幾乎都扮演避風港的角色;因此,投資人若想在這股不確定性中獲利,就不應隨著英國脫歐事件起舞。
Wren 指出,在大型股中,尤以非必需性消費類股、工業類股、科技類股,以及健康照護類股,都是值得投資人目前關注的對象。
延伸閱讀:
? 一位英國議員之死 如何牽動脫歐公投結果?
? 英國公投決戰日!脫歐若成真 英鎊或將重貶逾8%
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留歐派以更美好未來爭取選民支持 (圖)
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中央社
2016年6月20日週一 台北標準時間上午10時25分
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下面附上一則新聞讓大家了解時事
(記者黃秀麗新北報導)位於大臺北都會公園中山橋下的原住民族主題園區, 15 日舉行落成啟用典禮,市長朱立倫與新北各區頭目一同祈福,他致詞時表示,歡迎原住民朋友及市民大眾,常到園區聚會同樂。
朱立倫表示,鄰近大臺北都會公園的三重、新莊、五股及蘆洲等區,約有 1 萬 1,000 多位的原住民居民,所以非常高興能夠新闢一處原住民族主題園區,作為原住民集合聚會、休閒生活及舉辦活動等的好去處,同時也讓新北市民朋友更加了解原住民文化。
朱立倫強調,新北市是原住民族的新故鄉,是讓台灣各地北上打拚的原住民朋友們落地深根的家園,在新故鄉裡不論是就學、就業、就醫及就養等,每一項工作新北市政府都會努力與各族頭目及協會共同合作,打造最適合原民的生活環境。
高管處表示,大臺北都會公園中山橋下空間面積約有 7,000 平方公尺,原為疏洪道路, 101 年重新橋至中山橋段疏洪一路堤坡綠化後,重新將此空間規劃為多功能的地坪廣場,並加入原住民元素,並於去年 5 月 22 日開工,其中園區內也設置原住民元素廣場,讓鄰近地區的原住民朋友可以輕鬆從事文化活動,也讓前往公園休閒與運動的民眾,增加了解原民文化機會。(自立晚報2016/5/15)
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