周俊宏表示,目前左右市場信心的就是美國QE退場疑慮,預期在這不確定的鍋蓋未掀開以前,縱使出現反彈,外資的加碼力道也有限,指數空間自然不大。但拉長戰線來看,從9月開始,陸續將有返校(back to school)需求,接續年底歐美的耶誕旺季,到明年1月下旬中國農曆年消費潮,可望帶動旺季回補庫存行情,有助台股展開另一波多頭行情,建議佈局上宜聚焦高成長、低基期的中小型股為主。
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