1.1~4月漲幅較大類股：橡膠(+23%)、其他(+15%)、汽車(+12%)、營建(+11%)、電機(+11%)、金融(+10%)、食品(+10%)。
2.4月漲幅較大類股：橡膠(+8.6%)、紡織(+5.4%) 、其他(+5.6%)、玻璃(+4.5%)、百貨(+4.6%)。
3.連4個月上漲的類股：大盤、橡膠、電子、營建、其他類。
4.今年以來因原物料價格表現不佳使傳產循環性強的類股，包括塑膠、玻璃、鋼鐵、航運類股仍為負報酬。
|
|
權值 |
1月 |
2月 |
3月 |
4月 |
YTD |
|
大盤 |
100% |
1.95% |
0.61% |
0.26% |
2.21% |
5.12% |
|
水泥 |
1.39% |
1.57% |
-2.64% |
-1.44% |
3.38% |
0.75% |
|
食品 |
2.19% |
-0.68% |
5.06% |
2.00% |
3.19% |
9.83% |
|
塑膠 |
6.83% |
4.70% |
-5.08% |
-5.93% |
2.90% |
-3.79% |
|
紡織 |
1.92% |
2.55% |
-1.39% |
-1.82% |
5.37% |
4.62% |
|
電機 |
1.38% |
7.45% |
0.87% |
-1.17% |
3.62% |
10.99% |
|
電器 |
0.44% |
0.94% |
1.42% |
-5.73% |
2.27% |
-1.31% |
|
化學生技 |
2.22% |
0.16% |
0.57% |
-0.11% |
-0.42% |
0.20% |
|
玻璃 |
0.37% |
-3.19% |
-2.71% |
0.55% |
4.52% |
-1.01% |
|
造紙 |
0.33% |
0.63% |
3.34% |
-0.71% |
-2.53% |
0.63% |
|
鋼鐵 |
2.67% |
1.86% |
-1.83% |
-3.54% |
-0.36% |
-3.89% |
|
橡膠 |
2.09% |
1.67% |
3.97% |
7.25% |
8.59% |
23.11% |
|
汽車 |
1.75% |
3.83% |
-1.25% |
7.47% |
1.68% |
12.03% |
|
電子 |
52.83% |
1.05% |
0.68% |
0.88% |
2.98% |
5.69% |
|
營建 |
2.23% |
5.49% |
1.47% |
0.98% |
3.02% |
11.36% |
|
航運 |
1.96% |
3.01% |
-1.36% |
-2.09% |
-3.61% |
-4.10% |
|
觀光 |
0.55% |
-1.34% |
0.79% |
-6.24% |
-3.11% |
-9.67% |
|
金融 |
13.84% |
4.40% |
4.66% |
2.58% |
-1.92% |
9.92% |
|
百貨 |
1.66% |
1.19% |
-0.98% |
-0.90% |
4.63% |
3.89% |
|
其他 |
3.33% |
3.33% |
3.12% |
2.22% |
5.55% |
14.97% |
資料來源:CMNOEY
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