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var t_MediaGalleryBobaSpotlight_end = new Date().getTime();彭博報導,11 月全球債券蒸發市值約 54.2 兆元台幣,受到債市流出資金,加速投入股市影響,此波川普勝選效應意外長久,8 日台股連三日收漲,成交量成長逾三成;台幣盤中升值來到 31.7 元,熱錢有重新回流新興市場味道。籌碼方面,外資連三天買超台股,且金額大增;投信連五日買超,自營商則連二日賣超。目前美股已來到歷史新高,市場預期川普上任前,資金行情可望持續,惟不宜追高,宜選擇低股價淨值比,且產業進入旺季族群逢低操作。