產業財經

台灣手機市場年成長6%

根據市場研究機構GfK的零售銷量調查結果顯示,2012年對於手機產業來說仍然充滿成長勁道,而智慧型手機熱潮的延續,也帶動整體市場總量向上成長近6%,創下近年新高。

智慧型手機所占的比例,也由2011年的40%上升至2012年的65%。銷量成長的動能,來自於上半年由高階智慧型手機所帶動的換機潮,以及下半年度在平均手機價格下滑,與電信業者促銷方案所帶動入門款智慧型手機的銷售。

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PCB族群今反彈

蘋果近期股價反彈,上市PCB廠商等相關概念股如F-臻鼎(4958)、台郡 (6269)等,近兩日股價相對強勢,而在智慧型手機新產品持續推出下,包括欣興 (3037)、台表科(6278)、 志超 (8213)、志聖 (2467),及軟板廠台虹(8039)今日股價相對亮眼。法人表示,PCB廠商上半年因客戶調整庫存,營運將相對疲弱,不過,新機鋪貨將於第二季後慢慢增溫,下半年業績可望明顯好轉。

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台股大跌 平衡基金順勢奮起

台股近來在8000點以下震盪,但反觀平衡基金在股債彈性調配之下,發揮隨漲抗跌實力,今年來同類型基金平均報酬率36%,為同期間大盤績效1.45%的2.5倍之多,扭轉市場對平衡型基金「牛皮」之刻板印象。台新投信表示,在歐美股市創新高拉回壓力下,台股也面臨漲多回檔格局,平衡基金可發揮進可攻退可守的防禦優勢,正是佈局時機。

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