Podcast EP309 從6月底開始，開發金（2883）遭逢外資連續賣超15天，要如何評估? 從6月底開始，開發金（2883）遭逢外資連續賣超，股價隨即向下走，外資賣超的原因為何？應該跟聯準會傳聞7月又將升息有關。升息會導致壽險金控持有的債券價格下跌，也是開發金去年股價幾近腰斬的主要原因之一，所以外資就先賣再說。 外資賣超導致股價下跌，算是籌碼面的影響，但是賣超會過去，而且賣超導致股價便宜了，可以逢低加碼嗎？先來看一下獲利狀況，開發金控（2883）6月自結稅後純益為51.19億，今年上半年累計稅後純益突破百億，達101.01億，每股盈餘0.60元。看樣子獲利不錯，有機會較去年全年的0.98元成長。 目前看起來通膨已經下滑，再升息2碼的機率也不會太高，所以升息循環應該即將結束了，因此我覺得是布局壽險金控的時機了，特別是前陣子股價跌到我去年底買進的價位，算是相對便宜。 訂閱【不敗教主陳重銘】Podcast 📍Apple Podcast：https://reurl.cc/6l329V 📍Spotify podcast：https://reurl.cc/k0eXM9 📍Google podcast：https://reurl.cc/d53D88 📍KKBOX podcast：https://reurl.cc/LdEObK 📍聽眾贊助連結：https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4 -- Hosting provided by SoundOn
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