本週台股投資人討論最熱門的話題依舊是航運股。7 月下旬航運股重挫,引發許多連鎖效應,像是不僅出現多筆高額的違約交割,竟有人連 3500 元都付不出來。此外,日前陽明的股價跌破 182 元現金增資價,原先要參與增資案的台驊投控臨時放棄,負責承銷的券商元大證只好硬著頭皮自行認購。 一般人認為大型違約交割與融資有關,但其實是另一種槓桿很高的投資方式「墊丙」所導致。「墊丙」的流程是如何?陽明股價跌破現增價,我們會詳談現增股申購價格的訂定方式,以及為何券商必須吸收沒人認購的餘額。 本週中概股崩盤、人民幣跳水,也讓許多投資人措手不及。中國政府下重手管制騰訊音樂及補教業,騰訊音樂、教育相關類股的股價應聲重挫。中國政府的目的是什麼?這些事件會有哪些後續的影響?像中國這樣的市場又該如何操作?我們這一集通通都有深入討論。 更多產業和公司消息,請上財報狗網站:https://statementdog.com/blog
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