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川震_大和總研.pdf

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上傳時間: 2008-05-14
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四川強震專用討論:

>發生這種不幸的事件，首先要對罹難者與其家屬表達哀悼之意！
<

>投資人算是間接的商人，因為我們是出資金的，商人則是出勞力又出資金！既然是商人，自然以賺錢為主，助人為輔，這個版面除了討論強震後的商機外，也希望近期有獲利的人，能捐助些小額資金給有需要的人！(關於這一點請一併參考<A href="http://www.ntd2u.net/thread-681-1-1.html">這一篇</A>)個股訊息區有跟著我賺到華夏40％與東聯15％的同學，要記得貢獻一點出來助人哦！
<

> 
<

>以下內容引述精實新聞
<

> 
四川發生7.8級強震，台股上市公司計在重慶、成都及四川境內，合計至08年Q1止，設立據點達59個，投資金額達189.57億元，其中以亞泥投資達92億元為最；茂德29.23億元居次；統一集團合投資16.46億元第三。
 
單位：千元  

<TABLE cellSpacing=1 cellPadding=2 width=431 border=1>
<TBODY>
<TR>
<TD vAlign=top width="13%" height=20>
公司</TD>
<TD vAlign=top width="25%" height=20>
被投資公司</TD>
<TD vAlign=top width="20%" height=20>
投資比重%</TD>
<TD vAlign=top width="22%" height=20>
投資淨額</TD>
<TD vAlign=top width="20%" height=20>
獲利</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞泥</TD>
<TD vAlign=top width="25%" height=20>
四川亞力水泥</TD>
<TD vAlign=top width="20%" height=20>
99.99</TD>
<TD vAlign=top width="22%" height=20>
125259</TD>
<TD vAlign=top width="20%" height=20>
4398</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞泥</TD>
<TD vAlign=top width="25%" height=20>
四川亞利運輸</TD>
<TD vAlign=top width="20%" height=20>
99.99</TD>
<TD vAlign=top width="22%" height=20>
134181</TD>
<TD vAlign=top width="20%" height=20>
6964</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞泥</TD>
<TD vAlign=top width="25%" height=20>
四川亞東水泥</TD>
<TD vAlign=top width="20%" height=20>
99.99</TD>
<TD vAlign=top width="22%" height=20>
4231785</TD>
<TD vAlign=top width="20%" height=20>
413540</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞泥</TD>
<TD vAlign=top width="25%" height=20>
成都亞力水泥</TD>
<TD vAlign=top width="20%" height=20>
99.99</TD>
<TD vAlign=top width="22%" height=20>
197932</TD>
<TD vAlign=top width="20%" height=20>
6132</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞泥</TD>
<TD vAlign=top width="25%" height=20>
成都亞鑫礦渣</TD>
<TD vAlign=top width="20%" height=20>
48.99</TD>
<TD vAlign=top width="22%" height=20>
38302</TD>
<TD vAlign=top width="20%" height=20>
465</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞泥</TD>
<TD vAlign=top width="25%" height=20>
四川亞力水泥</TD>
<TD vAlign=top width="20%" height=20>
99.99</TD>
<TD vAlign=top width="22%" height=20>
125259</TD>
<TD vAlign=top width="20%" height=20>
4398</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞泥</TD>
<TD vAlign=top width="25%" height=20>
四川亞利運輸</TD>
<TD vAlign=top width="20%" height=20>
99.99</TD>
<TD vAlign=top width="22%" height=20>
134181</TD>
<TD vAlign=top width="20%" height=20>
6964</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞泥</TD>
<TD vAlign=top width="25%" height=20>
四川亞東水泥</TD>
<TD vAlign=top width="20%" height=20>
99.99</TD>
<TD vAlign=top width="22%" height=20>
4231785</TD>
<TD vAlign=top width="20%" height=20>
413540</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
統一</TD>
<TD vAlign=top width="25%" height=20>
四川弘通商貿</TD>
<TD vAlign=top width="20%" height=20>
73.49</TD>
<TD vAlign=top width="22%" height=20>
-64663</TD>
<TD vAlign=top width="20%" height=20>
-4881</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
統一</TD>
<TD vAlign=top width="25%" height=20>
成都統一企業</TD>
<TD vAlign=top width="20%" height=20>
73.49</TD>
<TD vAlign=top width="22%" height=20>
1084701</TD>
<TD vAlign=top width="20%" height=20>
81790</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
統一</TD>
<TD vAlign=top width="25%" height=20>
重慶家樂福</TD>
<TD vAlign=top width="20%" height=20>
10</TD>
<TD vAlign=top width="22%" height=20>
90467</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
統一</TD>
<TD vAlign=top width="25%" height=20>
四川弘通商貿</TD>
<TD vAlign=top width="20%" height=20>
73.49</TD>
<TD vAlign=top width="22%" height=20>
-64663</TD>
<TD vAlign=top width="20%" height=20>
-4881</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
南亞</TD>
<TD vAlign=top width="25%" height=20>
南亞塑膠工業</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
341218</TD>
<TD vAlign=top width="20%" height=20>
-6055</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
東陽</TD>
<TD vAlign=top width="25%" height=20>
重慶大江渝強</TD>
<TD vAlign=top width="20%" height=20>
48.4</TD>
<TD vAlign=top width="22%" height=20>
307881</TD>
<TD vAlign=top width="20%" height=20>
18608</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
年興</TD>
<TD vAlign=top width="25%" height=20>
重慶大江東陽</TD>
<TD vAlign=top width="20%" height=20>
0.21</TD>
<TD vAlign=top width="22%" height=20>
0</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
年興</TD>
<TD vAlign=top width="25%" height=20>
重慶大江渝強</TD>
<TD vAlign=top width="20%" height=20>
0.46</TD>
<TD vAlign=top width="22%" height=20>
0</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
東元</TD>
<TD vAlign=top width="25%" height=20>
四川長虹東元</TD>
<TD vAlign=top width="20%" height=20>
25</TD>
<TD vAlign=top width="22%" height=20>
120554</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞洲</TD>
<TD vAlign=top width="25%" height=20>
亞化科技(成都</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
3929</TD>
<TD vAlign=top width="20%" height=20>
373</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
台玻</TD>
<TD vAlign=top width="25%" height=20>
台玻成都玻璃</TD>
<TD vAlign=top width="20%" height=20>
75.78</TD>
<TD vAlign=top width="22%" height=20>
1650924</TD>
<TD vAlign=top width="20%" height=20>
66530</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
和泰</TD>
<TD vAlign=top width="25%" height=20>
重慶和凌雷克</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
283237</TD>
<TD vAlign=top width="20%" height=20>
21497</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
和泰</TD>
<TD vAlign=top width="25%" height=20>
重慶渝都汽車</TD>
<TD vAlign=top width="20%" height=20>
10.5</TD>
<TD vAlign=top width="22%" height=20>
11187</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
和泰</TD>
<TD vAlign=top width="25%" height=20>
重慶渝潤汽車</TD>
<TD vAlign=top width="20%" height=20>
10.5</TD>
<TD vAlign=top width="22%" height=20>
11978</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
神達</TD>
<TD vAlign=top width="25%" height=20>
成都宇達電通</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
8027</TD>
<TD vAlign=top width="20%" height=20>
70</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
廣宇</TD>
<TD vAlign=top width="25%" height=20>
成都賽博數碼</TD>
<TD vAlign=top width="20%" height=20>
43.38</TD>
<TD vAlign=top width="22%" height=20>
-7448</TD>
<TD vAlign=top width="20%" height=20>
221</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
廣宇</TD>
<TD vAlign=top width="25%" height=20>
重慶賽博特爾</TD>
<TD vAlign=top width="20%" height=20>
36.38</TD>
<TD vAlign=top width="22%" height=20>
0</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
廣宇</TD>
<TD vAlign=top width="25%" height=20>
重慶賽博邁特</TD>
<TD vAlign=top width="20%" height=20>
43.38</TD>
<TD vAlign=top width="22%" height=20>
53139</TD>
<TD vAlign=top width="20%" height=20>
9173</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
聯強</TD>
<TD vAlign=top width="25%" height=20>
聯強國際成都</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
67192</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
錸德</TD>
<TD vAlign=top width="25%" height=20>
重慶新華多媒体</TD>
<TD vAlign=top width="20%" height=20>
49</TD>
<TD vAlign=top width="22%" height=20>
263007</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
藍天</TD>
<TD vAlign=top width="25%" height=20>
百腦匯電子信息</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
247687</TD>
<TD vAlign=top width="20%" height=20>
19932</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
藍天</TD>
<TD vAlign=top width="25%" height=20>
群光大陸實業</TD>
<TD vAlign=top width="20%" height=20>
28.5</TD>
<TD vAlign=top width="22%" height=20>
186062</TD>
<TD vAlign=top width="20%" height=20>
4175</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
矽統</TD>
<TD vAlign=top width="25%" height=20>
矽統信息科技</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
87417</TD>
<TD vAlign=top width="20%" height=20>
-11362</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
凌陽</TD>
<TD vAlign=top width="25%" height=20>
凌陽成芯科技</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
90926</TD>
<TD vAlign=top width="20%" height=20>
-2523</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
大榮</TD>
<TD vAlign=top width="25%" height=20>
連運物流倉儲</TD>
<TD vAlign=top width="20%" height=20>
98</TD>
<TD vAlign=top width="22%" height=20>
38003</TD>
<TD vAlign=top width="20%" height=20>
-2296</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
遠百</TD>
<TD vAlign=top width="25%" height=20>
成都全興大廈</TD>
<TD vAlign=top width="20%" height=20>
27</TD>
<TD vAlign=top width="22%" height=20>
15270</TD>
<TD vAlign=top width="20%" height=20>
4024</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
遠百</TD>
<TD vAlign=top width="25%" height=20>
成都商廈太平洋</TD>
<TD vAlign=top width="20%" height=20>
27</TD>
<TD vAlign=top width="22%" height=20>
157799</TD>
<TD vAlign=top width="20%" height=20>
23420</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
遠百</TD>
<TD vAlign=top width="25%" height=20>
重慶大都會太百</TD>
<TD vAlign=top width="20%" height=20>
27</TD>
<TD vAlign=top width="22%" height=20>
108370</TD>
<TD vAlign=top width="20%" height=20>
19021</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
遠百</TD>
<TD vAlign=top width="25%" height=20>
重慶太平洋商管</TD>
<TD vAlign=top width="20%" height=20>
27</TD>
<TD vAlign=top width="22%" height=20>
159100</TD>
<TD vAlign=top width="20%" height=20>
-387</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
統一超</TD>
<TD vAlign=top width="25%" height=20>
四川統一量販</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
142242</TD>
<TD vAlign=top width="20%" height=20>
-547</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
統一超</TD>
<TD vAlign=top width="25%" height=20>
成都統一量販</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
346438</TD>
<TD vAlign=top width="20%" height=20>
-5806</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
文曄</TD>
<TD vAlign=top width="25%" height=20>
成都聯創恆捷</TD>
<TD vAlign=top width="20%" height=20>
78.5</TD>
<TD vAlign=top width="22%" height=20>
9530</TD>
<TD vAlign=top width="20%" height=20>
-689</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
建碁</TD>
<TD vAlign=top width="25%" height=20>
四川劍南春晟博</TD>
<TD vAlign=top width="20%" height=20>
35</TD>
<TD vAlign=top width="22%" height=20>
0</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
華義</TD>
<TD vAlign=top width="25%" height=20>
四川華義軟件</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
-41655</TD>
<TD vAlign=top width="20%" height=20>
-161</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
明泰</TD>
<TD vAlign=top width="25%" height=20>
明瑞電子成都</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
288853</TD>
<TD vAlign=top width="20%" height=20>
-23636</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
源恆</TD>
<TD vAlign=top width="25%" height=20>
成都華通豐田</TD>
<TD vAlign=top width="20%" height=20>
15</TD>
<TD vAlign=top width="22%" height=20>
18605</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
茂德</TD>
<TD vAlign=top width="25%" height=20>
普天茂德重慶</TD>
<TD vAlign=top width="20%" height=20>
49</TD>
<TD vAlign=top width="22%" height=20>
49138</TD>
<TD vAlign=top width="20%" height=20>
-68428</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
茂德</TD>
<TD vAlign=top width="25%" height=20>
渝德科技重慶</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
2874342</TD>
<TD vAlign=top width="20%" height=20>
-40745</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
松翰</TD>
<TD vAlign=top width="25%" height=20>
松翰科技成都</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
84663</TD>
<TD vAlign=top width="20%" height=20>
-5115</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
亞翔</TD>
<TD vAlign=top width="25%" height=20>
亞翔系統集成</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
47309</TD>
<TD vAlign=top width="20%" height=20>
-4063</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
百一</TD>
<TD vAlign=top width="25%" height=20>
成都百昌電子</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
-8726</TD>
<TD vAlign=top width="20%" height=20>
-1345</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
旭展</TD>
<TD vAlign=top width="25%" height=20>
旭展成都</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
104</TD>
<TD vAlign=top width="20%" height=20>
-34</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
旺玖</TD>
<TD vAlign=top width="25%" height=20>
旺玖科技成都</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
19447</TD>
<TD vAlign=top width="20%" height=20>
-3010</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
長華</TD>
<TD vAlign=top width="25%" height=20>
成都住礦電子</TD>
<TD vAlign=top width="20%" height=20>
15</TD>
<TD vAlign=top width="22%" height=20>
66054</TD>
<TD vAlign=top width="20%" height=20>
2810</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
寶成</TD>
<TD vAlign=top width="25%" height=20>
寶信成都商貿</TD>
<TD vAlign=top width="20%" height=20>
34.68</TD>
<TD vAlign=top width="22%" height=20>
76894</TD>
<TD vAlign=top width="20%" height=20>
14013</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
寶成</TD>
<TD vAlign=top width="25%" height=20>
寶渝成都商貿</TD>
<TD vAlign=top width="20%" height=20>
34.68</TD>
<TD vAlign=top width="22%" height=20>
117677</TD>
<TD vAlign=top width="20%" height=20>
3175</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
大華</TD>
<TD vAlign=top width="25%" height=20>
重慶聯合製罐</TD>
<TD vAlign=top width="20%" height=20>
65</TD>
<TD vAlign=top width="22%" height=20>
0</TD>
<TD vAlign=top width="20%" height=20>
-4855</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
統一實</TD>
<TD vAlign=top width="25%" height=20>
成都統一實</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
47059</TD>
<TD vAlign=top width="20%" height=20>
19489</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
康那</TD>
<TD vAlign=top width="25%" height=20>
成都康那香</TD>
<TD vAlign=top width="20%" height=20>
75</TD>
<TD vAlign=top width="22%" height=20>
211239</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
巨大</TD>
<TD vAlign=top width="25%" height=20>
捷安特成都</TD>
<TD vAlign=top width="20%" height=20>
100</TD>
<TD vAlign=top width="22%" height=20>
135094</TD>
<TD vAlign=top width="20%" height=20>
2932</TD></TR>
<TR>
<TD vAlign=top width="13%" height=20>
信義</TD>
<TD vAlign=top width="25%" height=20>
重慶信義立業</TD>
<TD vAlign=top width="20%" height=20>
15</TD>
<TD vAlign=top width="22%" height=20>
3251</TD>
<TD vAlign=top width="20%" height=20>
0</TD></TR></TBODY></TABLE>
 
 
 
我記得曾經與各位討論過地震後的商機，水泥、鋼鐵自然是直接受惠的族群，食品應該是間接受惠(罐頭、泡麵、飲料等)，不過受惠自然伴隨著受害，投資前也要注意受害的族群！

原帖由 austin 於 2008-5-13 01:23 發表 <A href="http://www.ntd2u.net/redirect.php?goto=findpost&pid=6229&ptid=1342" target=_blank><IMG alt="" src="http://www.ntd2u.net/images/common/back.gif" border=0></A> 發生這種不幸的事件，首先要對罹難者與其家屬表達哀悼之意！投資人算是間接的商人，因為我們是出資金的，商人則是出勞力又出資金！既然是商人，自然以賺錢為主，助人為輔，這個版面除了討論強震後的商機外，也希望近期有獲利的人，能捐 ...

這是一定要的啦， 首先表達哀悼之意，好恐怖的地震，希望不要再發生了。 做好事不一定會有好報~ 但 從小弟以前的經驗~ 如果當月有捐錢~ 錢就會回來找自己喔   快樂的將錢送出去 錢就會就快樂的回來  共勉之~ 哈這也有可能是我的錯覺或唸力讓錢回來 ~ 不過總之就是在能力範圍捐出去沒錯啦 ~  這社會上很多人~非常弱勢的~ 很可憐~ 順便貼上慈濟的捐款方式供大家參考~ 如果想捐給大陸的  也可以等晚一點~ 有專戶的機構  <A href="http://www2.tzuchi.org.tw/tc-join/html/donation03.htm">http://www2.tzuchi.org.tw/tc-join/html/donation03.htm</A>

我承認我有跟單。
會透過所往來銀行帳戶捐款，錢直接從帳戶扣除，從電腦鍵盤動動手指可以搞定，是一個安全又方便的方法。

>四川地震對封測廠的影響 
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> 
<

>由於INTEL在成都有設封測廠，如果廠區受地震損傷，對國內一線封測廠日月光、矽品有受惠的題材，日月光、矽品有承接INTEL南橋及邏輯產品的訂單，其中日月光佈局中國較深，目前打線機在1500台左右，年底達2400台，題材想像空間較大。但必須考慮的是後段封測是顆粒非晶圓，受地震影響處理程度較容易，丟棄佔小部份，修復程度較快，另一方面英特爾在MCU的產品大多內製，釋出單量僅佔全部封測1/10，而大陸封測廠接單仍要考慮自身的產能，短期以題材面視之，長期觀察實際受損程度。另外國內DRAM廠茂德在重慶設廠，主要產品在非DRAM部份，目前所知當地地震規模較小，對廠房影響不大。

>幾家券商的相關報告如下面的附件！各位可參考！
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> 
<

>昨日大陸四川發生7.8級大地震，相當256顆原子彈及5個台灣921大地震，具官方估計，死亡人數已經破萬人。在此大地震所震出的商機部份可分二階段，第一階段為救災階段、第二階段為重建階段。在第一救災階段，受惠的商機有糧食、方便麵的統一、味全、大成及卜蜂等；在衛生條件維護方面最主要的有口罩及衛生消毒用品，受惠廠商為康那香、恆大、中化、花仙子、毛寶、美吾華及美克能等。小型發電設備的華城、東元及中興電等。但利空者有短期旅遊難出四川團的鳳凰及當地展店受損的遠百及藍天等。在第二重建階段，受惠商機有房舍重建所需的鋼筋、水泥及衛生設備，包括台泥、亞泥、國產；東鋼、豐興及和成。

VC的台塑、南亞及華夏。電纜的華新。
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> 
Asia Economics: Economic impact of China's earthquake 
Earthquake in China: Impact on economy likely small Analysts: TJ Bond, Ting Lu 
<TABLE style="WIDTH: 100%" cellSpacing=0 cellPadding=0 width="100%" border=0>
<TBODY>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
Impact of the earthquake on economy: A quick assessment</TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
We think the earthquake today should have much smaller impact on China's macro-economy than the snowstorm in Jan-Feb, especially regarding CPI inflation, industrial production and exports. We thus conclude that the earthquake is unlikely to have significant impact on current macro policies.</TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
The 2nd major natural disaster in China this year</TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
Today around 14:30 Beijing time, China's Chengdu city in Sichuan province was hit by the biggest earthquake (with a magnitude 7.8) in China in recent years. This is the second major natural disaster this year, with more than a dozen regions including Beijing and Shanghai affected (the first natural disaster is the snowstorm in Jan-Feb which dealt a serious blow to China's economy). </TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
Smaller impact on national economy than the snowstorm</TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
Information of casualties and damage is very limited so far. However, we believe that the earthquake should have a much smaller impact on China's economy than the snowstorm happened earlier this year. The earthquake affected less area in China, and the disaster itself has a short time span.</TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
n    Sichuan province is not a manufacturing center. The province makes up 3.9% of China's GDP and manufacturing output in Sichuan is only about 2.5% of the national total. </TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
n    Little or no major damage to the national transportation system. Unlike the snowstorm which directly paralyzed some of the most important railways and highways in China, the earthquake only affected some local transport systems.</TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
n    As an inland province, Sichuan is not relevant for China's external trade, so we don't think China's exports and imports will be noticeably affected by the earthquake. </TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
Some impacts on inflation, but not much</TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
We expect the earthquake to further fuel inflationary expectations in some parts of China due to possible supply shortages as a result of disruption in transportation. Agricultural production, in contrast, should be little impacted. Compared with the snowstorm, we believe the impact on inflation is much smaller. </TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
Little impact on currency</TD></TR>
<TR>
<TD style="PADDING-RIGHT: 0in; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; PADDING-TOP: 0in">
We also see little impact on China's currency because the earthquake took place in regions almost negligible for China's external trade. This is quite different from the snowstorm which affected both Pearl and Yangtze Deltas.</TD></TR></TBODY></TABLE>

<img src="http://0.blog.xuite.net/0/3/f/d/15181078/blog_487797/txt/17134901/0.gif" border="0"> 沒想到百貨類從受災股變受惠股..... 看2903可見一斑 (昨天去摸底了)

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> 
<

>四川大地震死傷慘重，中華民國紅十字會昨天捐出卅萬美元，並組成救災團隊待命中。世界展望會也透過大陸世界宣明會，組成勘災小組前往成都，並緊急運送物資到災區。 
<

>各宗教團體也紛投入賑災，法鼓山昨天捐出一千兩百萬元物資，並組成賑災指揮所，將於後天前往災區，慈濟志工也分批出動，今天將把四萬兩千條毛毯送至當地，法鼓山、佛光山、慈濟、靈鷲山等團體都成立捐款帳戶，籲民眾捐大愛，也發起祈願、法會等活動。
<

> 
紅十字會表示，九二一大地震時，大陸民眾也透過大陸紅十字總會捐給台灣三百萬美元，讓台灣災民相當感動。昨天一早紅十字會志工接到大批民眾電話，主動表示要捐款、捐物資、也有醫護人員願參加志願隊前往救災。 
由於目前尚不清楚災區需要何種物資，紅十字會請要協助的民眾先以捐款為主，暫時不要捐物資。而且四川物價比台灣便宜，未來的救助方式會以捐款為主，請大陸紅十字會在當地採購。
 
世界展望會昨天也跟中國世界宣明會聯絡上，南中國緊急救援副總監簡祺偉昨天說，目前已派勘災小組成往四川成都途中，預計先將放在昆明倉庫的兩千條棉被、一百頂帳棚先送往災區備用。
 
法鼓山昨天捐出由潤泰集團及信眾捐贈的一千兩百萬元物資，將透過潤泰集團等管道運送至災區。
法鼓山慈善基金會並緊急成立四川賑災前進指揮所，招募完首批義工及醫療團隊，後天赴災區了解各項需求，由法鼓山副住持果品法師率僧團法師隨團撫慰災民。
 
慈濟今天有上海、北京的十七位志工赴當地救災，十一位台灣志工也將於明天出發。
慈濟並整理好大批救援物資，其中內湖聯絡處準備的四萬兩千條賑災毛毯，今天將運至災區。另外，味全公司也將捐出大批物資救災。佛光山世界總會秘書長慈容法師指出，佛光山已捐出一千萬元賑災。靈鷲山創辦人心道法師目前也積極聯繫大陸台商，了解當地災情與救援所需物資，並指示全球弟子以捐血和善款為優先。

每天看新聞報紙~都覺很可憐 也很多人很偉大很感動 ~ <IMG alt="" src="http://www.ntd2u.net/images/smilies/pastrecall/2.gif" border=0 smilieid="44"> 小弟只能進一點綿薄之力 ========================== 下表為921地震後~台股 類股漲幅~ 雖然時空背景不一樣~ 供大家參考~ 
<TABLE style="WIDTH: 445pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=592 border=0 x:str>
<COLGROUP>
<COL style="WIDTH: 54pt" width=72>
<COL style="WIDTH: 111pt; mso-width-source: userset; mso-width-alt: 4736" width=148>
<COL style="WIDTH: 70pt; mso-width-source: userset; mso-width-alt: 2976" span=4 width=93>
<TBODY>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext 0.5pt solid; WIDTH: 54pt; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" width=72 height=22>代號</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 111pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" width=148>類股</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 70pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" width=93>一週後漲幅</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 70pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" width=93>二週後漲幅</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 70pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" width=93>三週後漲幅</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 70pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" width=93>四週後漲幅</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB11</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">水泥類◎</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>27.04</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>19.09</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>16.57</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>14.97</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB12</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">食品類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-3.33</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-3.35</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-4.08</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-6.06</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB13</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">塑膠類◎</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>6.44</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>2.98</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>5.69</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>0</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB14</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">紡織纖維</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>1.13</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-0.43</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>2.27</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-1.88</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB15</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">電機類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>3.17</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>1.58</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>0.55</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-4.86</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB16</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">電器電纜◎</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>10.14</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>7.36</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>8.43</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>2.71</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB17</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">化學生技醫療</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-1.13</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>0.23</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-3.6</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-9.29</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB18</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">玻璃陶瓷◎</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>10.47</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>4.12</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>1.98</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>0.66</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB19</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">造紙類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-1.55</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-7.55</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-1.38</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-4.07</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB20</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">鋼鐵類◎</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>10.39</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>8.11</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>6.79</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>6.7</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB21</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">橡膠類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-3.32</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-7.21</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-5.19</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-11.57</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB22</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">汽車類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-5.1</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-5.54</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-4.61</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-7</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB23</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">電子類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-6.62</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-6.28</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-0.69</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-4.61</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB25</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">營建類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-0.86</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-1.45</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-3.18</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-6.29</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB26</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">運輸類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-0.9</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-5.46</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-5.58</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-9.17</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB27</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">觀光類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-4.47</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-3.44</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-4.32</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-5.86</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB28</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">金融保險</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-10.87</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-14.72</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-11.43</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-12.76</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB29</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">百貨類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-2.62</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-1.35</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-1.9</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-4.46</TD></TR>
<TR style="HEIGHT: 16.5pt" height=22>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 16.5pt; BACKGROUND-COLOR: transparent" height=22>TWB99</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">其他類</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-5.75</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-5.74</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-3.32</TD>
<TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" align=right x:num>-6.51</TD></TR></TBODY></TABLE>

> 
<

>1.<A href="http://ntd2u.net/thread-1142-3-1.html" target=_blank>http://ntd2u.net/thread-1142-3-1.html</A>
<

>  校長在文中提到經濟學在解釋股市時，是以"預期"導致供需變動
<

>  ，進而使均衡價格變動的方式闡述....
<

>  所以:
   A.因為要重建.會用到鋼筋.水泥等建材.因為預期所以股價有所表現
   B.重建有2種方式.一是就地重建.二就遷移他地重建.所以賦予相關
       類股想像空間
   C.死過人的地方會重建嗎?會阿..除非那個地方地理環境因素不適合人居住
      (其實亡者不可怕.活的人才可怕.你有聽過亡者害死活人的事嗎?)
 2.如果中國短期鋼鐵減少出口對我們鋼鐵股影響大嗎?
    因為預期競爭者減少.加上需求增加.所以鋼鐵股最近股價都有所表現
 

[ 本帖最後由 melia_daphne 於 2008-5-20 06:36 編輯 ]

馬演沒行情帶衰亞！歐！美股！...... 全球大跌！！您現在應該糾甘心ㄟ吧．．．．

我帳上淨值燒掉的，就像平常在燒金紙一樣左右的張數，如果真能拿來燒，感覺應該很不錯！

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