光罩矽利康< type="application/ld+json">{"@context":"http://schema.org","@type":"NewsArticle","mainEntityOfPage":"https://tw.stock.yahoo.com/news/%E7%87%9F%E5%BB%BA%E8%82%A1%E5%83%85%E4%B8%80%E6%97%A5%E8%A1%8C%E6%83%85%EF%BC%9F%E5%89%A94%E6%AA%94%E4%B8%80%E5%BA%A6%E4%BA%AE%E7%87%88-%E5%88%86%E6%9E%90%E5%B8%AB%EF%BC%9A%E6%8B%89%E5%9B%9E%E6%89%8D%E6%98%AF%E8%B2%B7%E9%BB%9E-023836880.html","headline":"建股一日行情?剩4一度亮 分析:拉回才是","datePublished":"2025-09-05T02:38:36.000Z","dateModified":"2025-09-05T02:38:36.000Z","keywords":["丁","全坤建"],"description":"行政院昨(4)日拍板放新青安款不入72-2限制,追溯自9月1日。今(5)日中也延力道,上市建股全坤建(2509)、海(2348)、永信建(5508)、欣巴巴(9906)4一度亮,剩7逾半根停板。此,投分析丁指出,波建族群受政策利多刺激,呈「谷底翻多」格局,...","publisher":{"@type":"Organization","name":"Yahoo奇摩新","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"暖萱|Yahoo特派者","url":"https://tw.stock.yahoo.com/author/暖萱","jobTitle":""},"creator":{"@type":"Person","name":"暖萱|Yahoo特派者","url":"https://tw.stock.yahoo.com/author/暖萱","jobTitle":""},"provider":{"@type":"Organization","name":"Yahoo奇摩股市","url":"https://tw.stock.yahoo.com/reporter/","logo":{"@type":"ImageObject","width":156,"height":32,"url":"https://s.yimg.com/os/creatr-uploaded-images/2024-12/1eeff400-bcd6-11ef-8ffc-9e7a7e9d3e65"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/QW2HGmgd3U08fV0HnHOyKw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjAwO2NmPXdlYnA-/https://s.yimg.com/os/creatr-uploaded-images/2025-08/ee9c3720-83c0-11f0-bd40-c9f42bf15f30","height":800,"width":1200},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/QW2HGmgd3U08fV0HnHOyKw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjAwO2NmPXdlYnA-/https://s.yimg.com/os/creatr-uploaded-images/2025-08/ee9c3720-83c0-11f0-bd40-c9f42bf15f30"}
行政院昨(4)日拍板放新青安款不入72-2限制,追溯自9月1日。今(5)日中也延力道,上市建股全坤建(2509)、海(2348)、永信建(5508)、欣巴巴(9906)4一度亮,剩7逾半根停板。此,投分析丁指出,波建族群受政策利多刺激,呈「谷底翻多」格局,短幅大恐有修正,但高,投人宜掌握回切入。
延伸>> 央行喊「力配合」!看新青安:公股
今(5)日中也延力道,上市剩4一度亮,剩7逾半根停板。房市示意/永房屋提供今日4一度亮的包括全坤建、海、永信建、欣巴巴,另有多上市建股幅逼近停。丁,此次行情非花一,而是房市景逐步回的,不目前度仍不及去年,「慢慢回」段。
在股表上,丁表示,全坤建(2509)股低於每股值,於落後材;永信建(5508)「先建後售」模式,受惠政策效果著;海(2348)作代者,收列速度快,房市回率先反映在股,市也常以海山林(2540)的收作售屋指。至於欣巴巴,先前股跌幅深、建案延後,但若後利售,EPS有上看30元,具高度力。
於操作建,丁提醒,投人切勿於大盲目追高,等待拉回到均附近再布局,以「股低於值」及「有建案完工列」的公司先股方向。他,短操作控制奏,可布局具基本面支的建股。
展望後市,丁,建股能否全面走,在於中央行的政策度。行政院金管已相出利多,若央行於9月底理事配合放不管制,市金可望再度活,建股有迎更全面的。
自: https://tw.stock.yahoo.com/news/%E7%87%9F%E5%BB%BA%E8%82%A1%E5%83%85%E4%B8%80%E6%97%A5%E8%A1%8C%E6%8 文章定位: