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2021年第一季，我買進這4家金控的股票 2020年肺炎疫情，引發美國聯準會降息，資金行情席捲全球股市。肺炎引發的『宅經濟』，導致筆電品熱賣，連帶的半導體供不應求，造就了2020年電子股的飆漲行情。2021年初，台積電股價站上670之後卻沒有站穩，出現獲利了結的賣壓，資金開始從電子族群流出轉向了『低本益比、高殖利率』的金融股。 我在第一季買進中信金、國票金、華票與玉山金這4檔金融股，就是看到這個趨勢。首先我的選股重點是『獲利成長』，中信、國票、華票的成長都不錯。再來就是『股利迷人』，也是投資金融股的重點。 -- Hosting provided by SoundOn
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