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下面附上一則新聞讓大家了解時事

工商時報【富蘭克林華美投信傳產組主管楊金峰】

市場分析: 美國總統大選在即,導致市場投資人多秉持觀望態度,加以近期美元走勢強勁,外資資金於新興亞股的買盤意願不高,但台股走勢相對較佳,美股蘋果財報雖遜,但財報公佈前市場資金已先行進駐零組件、光電、半導體等台股蘋概股,相關類股週線仍呈現上漲走勢,支撐台股一週收於平盤,第三季經濟成長率2.06%,明顯優於預期。

觀盤重點:

回顧今年台股已在9,000點價位盤踞2個多月,但成交量並未相對熱絡,外資買盤依舊是主要推升力量,根據彭博資訊統計,累計今年以來外資累計淨買超金額約達130億美元,未來是否還有買盤力道,成為台股續漲與否重要指標。

觀察過去10年經驗,外資每波累積買超滿足點約在200~300億美元之間,但目前外資累積買超規模較滿足點仍有相當距離,暗示仍有加碼空間。且從歷史經驗來看,外資累積買超的高點,通常領先台股高點約9~18個月,顯示在外資累積買超滿足點未確立前,台股仍有高點可期。

此外,美元走強反應美國經濟好轉,預期也將帶動美國股市及與美國經濟連動性高的台股漲勢,目前台股大盤指數屬良性拉回、暫無損於盤堅格局,加上年底若有傳統旺季效應、將可視為加碼投資之觸媒,此階段選擇具有利基題材的個股表現可望優於大盤。

投資建議:

考量11月美國總統大選逼近、12月美國升息機率高,台股短線可能跟隨國際股市震盪,然美國總統選舉由希拉蕊.柯林頓贏得勝選仍是基本情境,選後不確定性降低有利全球股市走勢回歸基本面,而在低成長及負利率環境下,外資挾帶巨額資金進軍台股的關鍵需求,安全與收益性仍然存在,年底升息若確認,全球資金可望追逐更具成長題材的股市,在全球資金浪潮及外資台股期貨持續偏多的情況下,樂觀看待台股明年元月行情。

今年各產業輪動快速,個股表現將優於族群的整體股價表現,建議選股上,可佈局評價合理、高成長性的個股,避開短線漲多拉回個股,仍持續看好半導體、雲端應用、網路通訊、汽車電子、自動化等產業的表現。

科技產業獲利進入到由「雲端服務、物聯網、汽車電子、行動通訊」共同帶動的多引擎階段,未來台灣電子股不再由蘋概股獨撐大局,將由新科技趨勢串接所挹注相關電子企業更多獲利機會。由於明年農曆年較早,有助觸發客戶提早下單,以及第四季拉貨需求來臨,有機會締造消費旺季效應,將能提供電子股走勢支撐。

傳產部份,美國經濟呈現緩步增長,對以出口美、歐為主的傳產業者仍屬正面,中國大陸在一連串的寬鬆政策後,經濟表現略微好轉,看好趨勢向上的食品消費、全面二胎受惠股與環保產業等,而在越南、印尼等東南亞國家設廠的傳統產業,需求端大都為北美與歐洲,工資較大陸有優勢,雖部分產業出現客戶庫存修正情形,仍看好其後續發展。

(路透多倫多19日電)桑塔納(Carlos Santana)和克里斯普(Coco Crisp)先後轟出陽春全壘打,助克里夫蘭印地安人今天以3比0擊敗多倫多藍鳥,贏得美國聯盟冠軍系列賽,挺進世界大賽。

印地安人在7戰4勝制的系列賽中打出4勝1負戰績,接下來將在25日開打的世界大賽,面對芝加哥小熊和洛杉磯道奇之間的勝方。

左投梅瑞特(Ryan Merritt)主投4又1/3局被敲2安,但沒有保送、沒有失分,並三振3名打者。中央社(翻譯)

★更多相關新聞

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不推柯蕭拚第5戰 前田盼證明自己
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對手質疑投手犯規 道奇總仔:這是心理戰!
印地安人菜鳥投手令人驚奇的一戰

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  • 勸敗ire/Getty ImagesHow many have the Indians scored in the seventh or later?

    Zero.?

    Cleveland appears incapable of putting runs on the board with their backs against the wall. Their game plan, as mentioned, is to get an early lead and turn things over to the bullpen.

    That might not work against a team like the Cubs.?

    Chicago's bullpen is beatable, but it's still formidable in the late innings, a time when the Indians' bats seem to be incredibly weak.?

    5. Reviving the dead

    Chicago won more than 100 games without Kyle Schwarber, one of the Cub's elite young superstars. Schwarber hit five postseason home runs last year, but tore his ACL just two games into this season.?

    Now, there's talk he might be back.?

    Since coming off the disabled list on Saturday, Schwarber has been getting back into playing shape in the Arizona Fall League (AFL). Depending on his performance in an AFL game Monday night, the Cubs could activate him for a designated hitter role in the World Series on Tuesday.?

    There's sure to be rust, but if Schwarber performs anything like the player he was in 2015, he could be a difference-maker.?

    For Cleveland, it's looking like starting pitcher Danny Salazar will return as well.

    The All-Star right-hander, who struck out more than 10 batters per nine innings during the regular season, has been sidelined with a forearm strain since Sept. 9. It's unclear whether or not Salazar will start, considering the long layover, but he would bring stability to a starting rotation that desperately needs it.?

    Both teams aren't taking any chances. They want their best lineups on the field.

    Image: Maddie Meyer/Getty ImagesThis World Series figures to be epic, not only because of the historical context, but because of how each team's strengths counter the other's. Chicago's bats are scary, but Cleveland's pitching is hot. The Indians' bullpen is ferocious, but the Cubs know how to score late.?

    Regardless, one of these long-suffering franchises will see relief soon. A historic championship drought will be quenched with a champagne shower.?

    The loser? Well, they're already used to losing, and can wait just a little longer.?">








If you don't like baseball, watch baseball, or know what baseball is, know this — the 2016 World Series is different.?

When the Cleveland Indians host the Chicago Cubs in a best-of-seven series

... 較多If you don't like baseball, watch baseball, or know what baseball is, know this — the 2016 World Series is different.?

When the Cleveland Indians host the Chicago Cubs in a best-of-seven series beginning Tuesday night, we won't just witness another run-of-the-mill Fall Classic. This year's matchup is steeped in history, characterized by decades of suffering, and features two teams who know a whole lot about losing.?

By the end of this World Series, one city will hoist the championship trophy for the first time in a very, very, long time.?

SEE ALSO: The dark side of a feel-good World Series

The Cubs haven't won a World Series since 1908, the longest championship drought in North American professional sports. They haven't even been to a World Series since 1945.?

Chicago's franchise is supposedly cursed, and the years of bad luck and losing seasons prove it.?

But a revamped front office and minor-league farm system have turned the Cubs from lovable losers to a national powerhouse. They showed up at Spring Training with the best odds of winning the World Series and led baseball with 103 wins during the regular season. ?

It's easy to root for this year's Cubs, until you remember who's in the other corner.

Image: Jamie Squire/Getty Images

The Indians haven't won a World Series since 1948, the second longest championship drought in baseball. Cleveland stumbled through the 1970s and '80s, failing to make the postseason every season in a 24-year span. Its last World Series appearances — both losses, of course — came in 1995 and 1997.?

The history of this World Series is huge, and each team's drought will be hyped constantly. But there's more to this matchup.

So, if you're just tuning in, here are our five biggest storylines to watch during the 112th World Series.?

1. Battle of the bullpens



The Cubs and Indians have one very specific thing in common —?in July, they both picked up two of the best relief pitchers in baseball, courtesy of the New York Yankees. The Indians, who traded for Andrew Miller, and the Cubs, who traded for Aroldis Chapman, understood the value of a shut-down bullpen in the postseason, and made sure to stock up on elite relievers.?

Andrew Miller has been unbeatable.

Image: Elsa/Getty Images

The results have been undeniable.?

Miller struck out 21 batters in 11.2 scoreless postseason innings for the Indians, earning MVP honors in the American League Championship Series. He's at the helm of a monster bullpen with a 1.67 ERA in the playoffs.?

Cleveland's strategy this postseason is simple —?get an early lead and let the bullpen save it.?

Though the Cubs' bullpen might not have the flashiest postseason numbers this year — a 3.53 ERA and a couple blown saves — it still features Chapman, who fires 100-mph fastballs right by hitters on a regular basis.?



Image: mlb

Keep an eye on the bullpen. This series could hinge on the guys emerging from it.?

2. The fountain of youth



You can bet Fox announcers will constantly tout the young talent of both World Series teams, particularly Chicago.?

The average age of the Cubs infield — featuring All-Star Addison Russell, NLCS co-MVP Javier Baez, 2015 Rookie of the Year Kris Bryant and MVP candidate Anthony Rizzo — is 24 years old.?

Russell and Baez are only 22 and 23, respectively. They epitomize the Cubs' philosophy of developing young superstars and complimenting them with big-budget free agent signings.?

Clearly, that model has worked.?

Javier Baez was the Cubs' co-MVP of the NLCS.

Image: mlb

The Indians have shallower pockets, and couldn't afford to take the powerhouse approach. Instead, Cleveland relies on contributions from more frugal pick-ups like Rajai Davis and Mike Napoli.?

They still boast a solid young core that features All-Star shortstop Francisco Lindor (22), José Ramirez (24) and rookie Tyler Naquin (25). Rookie starting pitcher Ryan Merritt (24) made only one major league start before helping the Indians clinch a World Series berth last week.?

For a World Series soaked in historical context, this Fall Classic belongs to the kids.?

3. It starts with starting pitching



With all eyes on the bullpen, starting pitching could be the Cubs' not-so -secret weapon.?

Chicago boasts a deep starting rotation that led the majors with a 2.96 ERA during the regular season. Between Jon Lester — who's posted a 0.86 ERA in three postseason games — Jake Arrieta and Kyle Hendricks, the Cubs are set.?

The Indians had a brilliant starting rotation of their own at one point this season, but lost two of their talented arms to injury. There are murmurs of one of them returning, but more on that later.

Aside from Game 1 starter and former Cy Young Award winner Corey Kluber, the Indians have relied on good — but not elite — starting pitchers who turn in gutsy performances.?

Corey Kluber won 18 games in 2016.

Image: Maddie Meyer/Getty Images

Josh Tomlin is largely untested. Trevor Bauer bled himself off the mound last week. Ryan Merritt has two major league starts to his name.

Still, the Indians starting rotation has an impressive 1.86 ERA this postseason.

But don't let the numbers fool you. Chicago has an edge here.?

非逛不可4. Comeback kids



This World Series will feature elite relief pitching, the best of the best. Games will surely come down to the late innings.

But here's something to chew on.?

This postseason, the Cubs have scored 17 runs in the seventh inning or later, the best of any team. They've thrived on comeback wins, and never seem to go down quietly.

Image: Jamie Squire/Getty Images

How many have the Indians scored in the seventh or later?

Zero.?

Cleveland appears incapable of putting runs on the board with their backs against the wall. Their game plan, as mentioned, is to get an early lead and turn things over to the bullpen.

That might not work against a team like the Cubs.?

Chicago's bullpen is beatable, but it's still formidable in the late innings, a time when the Indians' bats seem to be incredibly weak.?

5. Reviving the dead



Chicago won more than 100 games without Kyle Schwarber, one of the Cub's elite young superstars. Schwarber hit five postseason home runs last year, but tore his ACL just two games into this season.?



Now, there's talk he might be back.?

Since coming off the disabled list on Saturday, Schwarber has been getting back into playing shape in the Arizona Fall League (AFL). Depending on his performance in an AFL game Monday night, the Cubs could activate him for a designated hitter role in the World Series on Tuesday.?

There's sure to be rust, but if Schwarber performs anything like the player he was in 2015, he could be a difference-maker.?

For Cleveland, it's looking like starting pitcher Danny Salazar will return as well.

The All-Star right-hander, who struck out more than 10 batters per nine innings during the regular season, has been sidelined with a forearm strain since Sept. 9. It's unclear whether or not Salazar will start, considering the long layover, but he would bring stability to a starting rotation that desperately needs it.?

Both teams aren't taking any chances. They want their best lineups on the field.

Image: Maddie Meyer/Getty Images

This World Series figures to be epic, not only because of the historical context, but because of how each team's strengths counter the other's. Chicago's bats are scary, but Cleveland's pitching is hot. The Indians' bullpen is ferocious, but the Cubs know how to score late.?

Regardless, one of these long-suffering franchises will see relief soon. A historic championship drought will be quenched with a champagne shower.?

The loser? Well, they're already used to losing, and can wait just a little longer.?

較少好康偷偷說











1 / 30





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2016年10月25日週二 台北標準時間上午6時37分





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