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汽車笑傲Q4
Oct 10th 2013, 13:46

受惠傳統民俗月結束所帶動之購車意願，9月台灣汽車總銷量為28,941台，各車廠力拼年底銷售績效，預估10月台灣新車銷售逾3萬輛，相關汽車股如裕隆（2201）、裕日車股價表現可望笑傲第4季。

摩根台灣金磚基金經理人葉鴻儒指出，美國經濟邁向復甦，從就業及房市數據持續增長，帶動消費市場逐漸活絡來看，以美國為主要市場的出口類股可望最為受惠，台灣直接最受惠族群包括汽車零組件、及房地產周邊產業，都可望分享美國經濟果實。隨著美國就業市場逐漸復甦，引領消費者對汽車需求上升，美國汽車銷售連續27個月增長，台灣9月汽車銷售亦較上月成長35%，顯見全球景氣復甦，有助於提升汽車零組件類股的營運動能。

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