1.台股5月份漲1.99%，至2013年5月底，月月上漲；
2.各類股中僅電子、營建、及其他類股維持月月上漲；
3.月份各類股中以汽車(+10.2%)、觀光(+9.0%)、紡織(+5.2%)、營建(+4.3%)漲幅較大；
4.5月份各類股中僅橡膠(-4.8%)、玻璃(-1.8%)出現下跌；
5.5月份電子及金融類股則分別上漲2.2%及1.8%。
6.1~5月累計上漲較大類股為汽車、橡膠(但5月下跌較大)、其他、營建、金融、食品、電機、紡織、電子。主要仍受惠低利率、原物料價格下跌受惠、利基競爭或子產業成長公司、及電子循環性產業景氣好轉；
7.1~5月仍下跌類股主要仍是傳產循環性產業，包括塑膠、玻璃、鋼鐵、航運類股，另觀光類股亦下跌，不過５月多數類股已隨股市上漲而反彈；
8.整體而言，股市類股表現反應經濟景氣仍處於谷底期~成長初期之反應。
1~5月台股及各類股報酬率表現:
|
|
權值 |
1月 |
2月 |
3月 |
4月 |
5月 |
YTD |
|
大盤 |
100% |
1.95% |
0.61% |
0.26% |
2.21% |
1.99% |
7.21% |
|
水泥 |
1.37% |
1.57% |
-2.64% |
-1.44% |
3.38% |
0.44% |
1.20% |
|
食品 |
2.19% |
-0.68% |
5.06% |
2.00% |
3.19% |
2.05% |
12.08% |
|
塑膠 |
6.80% |
4.70% |
-5.08% |
-5.93% |
2.90% |
1.77% |
-2.09% |
|
紡織 |
1.98% |
2.55% |
-1.39% |
-1.82% |
5.37% |
5.21% |
10.07% |
|
電機 |
1.38% |
7.45% |
0.87% |
-1.17% |
3.62% |
2.10% |
13.32% |
|
電器 |
0.44% |
0.94% |
1.42% |
-5.73% |
2.27% |
3.10% |
1.75% |
|
化學生技 |
2.21% |
0.16% |
0.57% |
-0.11% |
-0.42% |
1.53% |
1.73% |
|
玻璃 |
0.36% |
-3.19% |
-2.71% |
0.55% |
4.52% |
-1.77% |
-2.76% |
|
造紙 |
0.34% |
0.63% |
3.34% |
-0.71% |
-2.53% |
3.86% |
4.51% |
|
鋼鐵 |
2.64% |
1.86% |
-1.83% |
-3.54% |
-0.36% |
0.94% |
-2.99% |
|
橡膠 |
1.95% |
1.67% |
3.97% |
7.25% |
8.59% |
-4.79% |
17.21% |
|
汽車 |
1.89% |
3.83% |
-1.25% |
7.47% |
1.68% |
10.21% |
23.46% |
|
電子 |
52.86% |
1.05% |
0.68% |
0.88% |
2.98% |
2.24% |
8.06% |
|
營建 |
2.28% |
5.49% |
1.47% |
0.98% |
3.02% |
4.33% |
16.18% |
|
航運 |
1.96% |
3.01% |
-1.36% |
-2.09% |
-3.61% |
1.79% |
-2.38% |
|
觀光 |
0.59% |
-1.34% |
0.79% |
-6.24% |
-3.11% |
9.02% |
-1.52% |
|
金融 |
13.79% |
4.40% |
4.66% |
2.58% |
-1.92% |
1.79% |
11.89% |
|
百貨 |
1.65% |
1.19% |
-0.98% |
-0.90% |
4.63% |
1.66% |
5.62% |
|
其他 |
3.35% |
3.33% |
3.12% |
2.22% |
5.55% |
1.89% |
17.13% |
Source:CMONEY
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