statementSaid on 2026-11-09
國安基金進場主要是在市場非理性崩跌時提供流動性、穩住投資人信心，不代表宣布進場後就會一路往上。
A statement by johnstock888, said on 2026-11-09. Statements are as reported by the cited publishers — not verified by DecisionGateway.
國安基金進場主要是在市場非理性崩跌時提供流動性、穩住投資人信心，不代表宣布進場後就會一路往上
Related claims
Although 國安 entry can resolve liquidity, current selling pressure has not been fully vented and the whole 美股基金 is still being liquidated.林睿閎John · statement國安基金宣布第十次進場，最高可動用5,000億元。johnstock888 · commitmentThe National Financial Stabilization Fund is coming to the rescue.johnstock888 · statementTo avoid damaging core holdings, 基金 can only cut the stocks it likes less — for example, if you hold 台積電 you cannot cut it, you can only cut 聯發科 or 台達電 — and then 中實戶 and 散戶 margin liquidation forms another death spiral.林睿閎John · statementThe key going forward is 外資: this wave 外資 has not only sold weighted stocks but also heavily sold 主被動基金, and for every 100億 外資 sells, 基金 must sell 100億 into the market.林睿閎John · statement本次權益變動系亞振投資實施此前披露的減持計劃。亞振家居公吿 · statement
More claims by johnstock888
如果政策資金持續進場，大型權值與市值型ETF會是最直接的觀察方向。prediction台積電、鴻海、台達電、廣達、富邦金、台塑是過去四次公布持股時每次都有買進的核心標的。statement投信今天買超0050正2 8,566張、0050 7,000張、鴻海(2317) 4,884張、台積電(2330) 2,584張。statement外資現貨賣超900億元、台指期加空1,841口，淨空單超過10萬口，外資尚未真正翻多。statement過去9次護盤一週後全部上漲、平均漲幅6.3%，但其中有7次在三個月內又跌回決議日收盤以下。statement
All claims by johnstock888