台股萬五築底後露曙光？ 他說國安基金可望護盤至年底 還有「這兩大」Bonus 並點名貿聯、漢翔等28檔個股
Fei Teng Wireless Technology (FT-RF) is a Taiwan antenna manufacturer. Since our inception in 2001, we have been consistently inventing and improving in order to better understand and respond to the demands of our clients.
By delivering trustworthy design technology and stringent quality control, we have years of award-winning experience in numerous industries and applications such as military, commercial, and citizen frequency bands.
FT-RF specializes in producing:
Military Antennas (Jammer Antenna, Military Horn antenna, Military vehicle antenna, Antenna Telescope Mast, Marine, Panel, Log Periodic antenna, Gooseneck, Whip, GPS, Connector, Adapter...) Please visit the website: https://military.ft-rf.com.tw/
Outdoor Antenna and Indoor Antenna: Including Lora Antenna, ISM, LPWA antenna (868MHz antenna aka EU868, 915MHz antenna aka US915, 923MHz antenna aka AS923 and others.), 4G LTE antenna, 5G antenna, Wifi Antenna, Multi-Frequency Antenna, UHF antenna..., RF components, Cables and Connectors. We offer a variety of high-performance antennas for Global LoRaWAN applications, including 868 MHz, 915 MHz, 868 MHz, and 923 MHz... Our product line comprises both durable outdoor antennas and indoor high-performance dipole antennas that are suitable for a variety of LoRa applications, including Helium Network support. Please visit the website here: https://ft-rf.com.tw/.
Horn Antenna: RF Microwave Antennas, EMC test equipment (Double Ridged Horn Antenna, Open boundary double ridged horn antenna, Quad Ridged Horn Antenna, Standard Gain Horn antenna, Waveguide to coax Adapter, precision Sleeve Dipole Antenna, Log Periodic Antenna, Antenna Tripod, RF connectors... Please visit the website: https://horn.ft-rf.com.tw/
We provide measurement and calibration Tests, ODM, OEM services for certain products.
We have hundreds of customers from over 60 countries, and to meet their demands, we developed a plant in Vietnam (with a total infrastructure area of 10000 square meters, which includes three major buildings dedicated to operations and production) in addition to the main manufacturing facility in Taiwan. Now, we are focusing on automatic production lines and investing in automation equipment. In the future, we pledge to deliver the highest-quality product in the shortest possible period.
The horn antenna is a broadband passive device, shaped like a pyramid horn, referred to as a TEM antenna, which guides the beam of radio waves at a precise frequency. FT-RF Double Ridged Horn antennas have frequency capabilities ranging from 400MHz to 40GHz depending on type and style. These series are characterized by a huge frequency range and extremely high input powers. With increasing frequency, the gain rises to a maximum of 18 dBi. At higher frequencies, the increased gain compensates for the increasing cable losses.
The advantages of Horn antenna:
- Wide bandwidth: Because the horn antenna has no resonant parts, it can function over a wide range of frequencies.
- Easy waveguide interface: These antennas are very easy to interface to waveguide due to their shape, but they can also be designed with a transition so that a regular coaxial feeder can be used.
- Easy to make, simple design.
The horn is suitable for both transmitting and receiving purposes, especially suitable for EMC and immunity test measurements.
Recommended Accessories
- Antenna Tripod: easy and fast-changing polarisation. 100% stable handling
- SMA Cable: High-quality special SMA cable
第一金投顧董事長陳奕光認為，台股仍面臨多重外在變數，但隨著大盤在15000點下築底，已經浮現出現金股利、庫藏股及國安基金等三大bonus。
他建議投資人，現階段宜以價差交易取代波段操作，特別是著重中小股而非集中市場，而且觀察台股變化時最好先扣掉外資鎖定的台積電，才能看到真實的台股面貌。
在選股方向上，陳奕光建議可以採DNA投資法，也是國防及貶值概念股（defense、depreciation）、國家政策（national policy）及汽車零組件（automotive），並點名了貿聯、漢翔等28檔個股。
陳奕光：國安基金可望護盤至年底
陳奕光在3日播出的《老謝看世界》節目中表示，第一金投顧的研究顯示，台股目前可以說有三大bonus，也就是現金股利、庫藏股及國安基金。
1. 現金股利
第一金投顧估計，今年台股上市櫃公司的整理獲利約4.26兆台幣，年減1%，換算成明年發放的現金股利將超過2.5兆台幣。
照此計算，目前台股的現金股息殖利率是5.2%，也就是仍超過5%，而且還比十年期公債殖利率多出100多個基點。
2. 庫藏股
過去台股上市櫃公司每年實施庫藏股的平均金額約385億台幣，而今年至8月只有151億台幣。隨著台股近期跌破15000點，實施庫藏股的家數可望增加。
3. 國安基金
國安基金過去停留在股市平均天數是102天，最長是232天。今年台股最低點是13928點，國安基金進場，隔天台股大漲至14454點。
陳奕光說：「所以，這可以當成是國安基金防線，而且過去來看，國安基金在場內時，報酬率應該都是正的。」
其次，主管機關還可以有其他作為，例如證交所及櫃買中心會積極辦上市櫃公司法說會，金管會也可以在股市下跌時限制放空成數。
台股「量先價行，現在是比較落底了」
400 MHz to 600 MHz 3dbi Omnidirectional Handheld and Manpack Jammer Antenna With Spring
Model No: ME-0406M02AS-NM
Download Datasheet: Download
- Frequency: 400 to 600MHz
- Gain: 2dbi
- MAX power: 250W (CW)
1. 近期櫃買市場的漲跌幅都比集中市場凌厲，顯示台幣走貶後，市場資金偏向中小股。
2. 台股加權指數扣除台積電後的跌幅，比加入台積電後要少，「所以外資賣超（台股），可以把選股扣除台積電來看」。
3. 若將台股成交量除以市值，目前約0.4%，低於過去平均的0.5%，「（由於）量先價行，現在是比較落底了」。
DNA投資法、四大主題 28檔概念股可留意
在選股方向上，陳奕光提出DNA投資法，也是國防及貶值概念股（defense、depreciation）、國家政策（national policy）及汽車零組件（automotive）。
DNA這三大塊又可以細分為公共建設、國防、汽車零組件及低軌衛星等主題，他也點名貿聯－KY（3665）、漢翔（2634）、上緯控股（3708）、中磊（5388）等28檔概念股。
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