< type="application/ld+json">{"@context":"http://schema.org","@type":"NewsArticle","mainEntityOfPage":"https://tw.stock.yahoo.com/news/3%E6%AA%94%E7%87%9F%E5%BB%BA%E8%82%A1%E6%9C%80%E9%87%8D%E8%B7%8C%E8%BF%916%E8%A6%81%E6%92%BF%E5%97%8E%EF%BC%9F-%E5%88%86%E6%9E%90%E5%B8%AB%EF%BC%9A%E9%9D%9C%E5%BE%85%E5%A4%AE%E8%A1%8C9%E6%9C%88%E6%9C%83%E8%AD%B0-043906002.html","headline":"3建股最重跌近6%要? 分析:待央行9月","datePublished":"2025-08-26T04:39:07.000Z","dateModified":"2025-08-26T04:39:07.000Z","keywords":["丁","花","投分析","花建"],"description":"建族群今(26)日表疲弱,其中花建(2539)跌幅一度近6%,中工(2515)也回落3%。此,投分析丁表示,花建主要是「多拉回」,基本面太大;中工於整中的回跌,後仍央行政策走向而定。","publisher":{"@type":"Organization","name":"Yahoo奇摩新","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"暖萱|Yahoo特派者","url":"https://tw.stock.yahoo.com/author/暖萱","jobTitle":""},"creator":{"@type":"Person","name":"暖萱|Yahoo特派者","url":"https://tw.stock.yahoo.com/author/暖萱","jobTitle":""},"provider":{"@type":"Organization","name":"Yahoo奇摩股市","url":"https://tw.stock.yahoo.com/reporter/","logo":{"@type":"ImageObject","width":156,"height":32,"url":"https://s.yimg.com/os/creatr-uploaded-images/2024-12/1eeff400-bcd6-11ef-8ffc-9e7a7e9d3e65"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/1QYkAJ0JLXXFGUBa1TNqZQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNzgyO2NmPXdlYnA-/https://s.yimg.com/os/creatr-uploaded-images/2025-08/4b3a3a40-766f-11f0-b7d3-64e8d744df8c","height":891,"width":1200},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/1QYkAJ0JLXXFGUBa1TNqZQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNzgyO2NmPXdlYnA-/https://s.yimg.com/os/creatr-uploaded-images/2025-08/4b3a3a40-766f-11f0-b7d3-64e8d744df8c"}光罩矽利康3建股最重跌近6%要? 分析:待央行9月
建族群今(26)日表疲弱,其中花建(2539)跌幅一度近6%,中工(2515)也回落3%。此,投分析丁表示,花建主要是「多拉回」,基本面太大;中工於整中的回跌,後仍央行政策走向而定。
延伸>> 每3就有1!屋逾40年老屋年7201占比史上新高
3建股「最重跌近6%」 分析:等央行政策再布局。房市示意/永房屋提供花建今早以63元出,重挫5.98%;而中工今最低下跌3.43%,(2504)也下跌2.5%。
丁指出,花建是佳集旗下公司,主要案子集中在台中,模式特殊,甚至鼓工再由公司投,收利皆有成能,且同放金股利股票股利,有助金用。不,花建近年幅已超同,目前股值比仍高於水,即使今日大跌,股依偏。
「花建建等待股回到值比倍左右再考,大落在30元。」丁,於手中已有持股的投人,段仍偏向「出」策略,原因在於建景不佳,公司具成性,但高本益比以支。
至於中工,丁今日跌幅3%於正常波,期股在10元以上整,可能要等到土城AI智慧完工後,才有一小段上行情。他建投人望,至少待9月央行理事後,政策方向再考布局。
短期持整 等待央行政策
整建股,丁直言,目前市金尚未回流,不像子股有明金挹注,短期大多建股持整。去房市,售屋售旺,交屋利;但在售屋售放,甚至代公司不敢案,反映市未收利存在疑。
他提醒投人,建股要有新一波行情,至少得等到央行房市政策有更明的表,否在不定性未消除前,然偏高。
引用自: https://tw.stock.yahoo.com/news/3%E6%AA%94%E7%87%9F%E5%BB%BA%E8%82%A1%E6%9C%80%E9%87%8D%E8%B7%8C%E8% 文章定位: