2020半年報 - 股票

Carol avatar
By Carol
at 2020-06-30T13:59

Table of Contents

大家好,我是企鵝
下圖為個人2020上半年對帳單
https://imgur.com/lXTwUzu
https://imgur.com/UnE43LQ

年初本金377萬
(圖一)上半年已實現獲利85萬
(圖二)目前未實現獲利360萬
目前本金822萬

小弟今年操作皆為現股做多
無任何槓桿及放空
操作標的以電子股為主
因為在科技業上班
研究起來比較有親切感XD
標的都有在限時動態分享
謝謝跟我一起討論分析的朋友們

交易策略上一篇心得文有寫
就不再贅述
提一下目前賺最多的 圓剛(2417)
因為產業面題材注意到他
短線:後疫情概念股,遠距教學/辦公
長線: AI
研究完基本面後
發現價值被低估
列入觀察股名單
投信進場時跟著進場
在3、6、9、12月投信會有每季結算獲利的動作
這時候如果某一支股票被投信出貨
可能只因為賺太多獲利了結
不是基本面變差
但如果在這時候反而進場建倉呢?
1.做短線小拉一下,月底前出貨
2.開始布局下一季的潛力股
不管是哪一種都是正面的籌碼資訊
大家以後可以留意結帳月時投信的進出動作
可能會有意想不到的收穫哦

再來統一回答上篇文章版友們來信的問題

1.產業分析網站?
請看上一篇文留言有解答

2.為何不看技術面?
通常技術面比較偏向短線
做波段還是基本面為主
多看看券商的研究報告就可得知
幾乎沒有用技術面下去分析的
然後我自己的技術面很爛
短線和當沖都做不好
承認自己沒有天分
果斷放棄

3.會開訂閱或群組嗎?
曾經開過短時間訂閱
發現自己不夠強
沒辦法帶所有人賺錢
還有文章真的很難寫
很佩服其他的訂閱創作者
我自己也有訂閱過別人
看看別人的觀點
想想自己的策略
投資是一條很長的路
慢慢來,比較快
共勉之~








--
Tags: 股票

All Comments

Gary avatar
By Gary
at 2020-07-02T11:16
加油
Hedy avatar
By Hedy
at 2020-07-05T05:48
爆賺
Franklin avatar
By Franklin
at 2020-07-07T17:11
股神年 人人都賺翻了
Callum avatar
By Callum
at 2020-07-09T01:14
羨慕
Lydia avatar
By Lydia
at 2020-07-11T15:11
恭喜呀~
Anthony avatar
By Anthony
at 2020-07-15T06:51
高手大大給推,希望能有更多教學文拯救股海韭菜
Faithe avatar
By Faithe
at 2020-07-16T09:09
厲害!快要財富自由了
Irma avatar
By Irma
at 2020-07-19T10:51
有跟推
William avatar
By William
at 2020-07-22T08:46
本粗
Puput avatar
By Puput
at 2020-07-23T13:09
幫自己加薪 讚讚的
Sandy avatar
By Sandy
at 2020-07-23T20:34
有貼必推
Faithe avatar
By Faithe
at 2020-07-24T17:36
0到一百萬 是最難的 哥想看 0到一百萬的對帳單
Mary avatar
By Mary
at 2020-07-27T07:23
選到好幾檔飆股,眼光真的不錯
Andrew avatar
By Andrew
at 2020-07-27T20:01
推推 超厲害
Elma avatar
By Elma
at 2020-07-28T13:22
厲害
Bennie avatar
By Bennie
at 2020-08-02T06:22
芬我
Olive avatar
By Olive
at 2020-08-04T19:09
大老ㄙ==
Bennie avatar
By Bennie
at 2020-08-05T11:42
照這個速度很快就超越test520了...
Hazel avatar
By Hazel
at 2020-08-07T19:20
股神?
Olive avatar
By Olive
at 2020-08-12T01:12
東踏取密
Ingrid avatar
By Ingrid
at 2020-08-15T13:25
厲害
Frederic avatar
By Frederic
at 2020-08-20T08:49
厲害給推
Oliver avatar
By Oliver
at 2020-08-22T20:56
厲害 真爽啊
Lauren avatar
By Lauren
at 2020-08-25T22:59
這好牛逼!!
Wallis avatar
By Wallis
at 2020-08-29T06:30
0到100萬~0是要怎樣買股票~要當沖ㄟ
Olive avatar
By Olive
at 2020-08-30T04:19
神串留個
Joseph avatar
By Joseph
at 2020-08-31T22:53
有ig可看嗎
Oliver avatar
By Oliver
at 2020-09-01T10:56
厲害 我今年獲利還覆的/ \
Elizabeth avatar
By Elizabeth
at 2020-09-05T08:42
跪推 後悔沒跟ㄎ
Heather avatar
By Heather
at 2020-09-07T22:09
好強
Kelly avatar
By Kelly
at 2020-09-08T17:54
本多罷了
Todd Johnson avatar
By Todd Johnson
at 2020-09-13T11:10
大大太神惹
Erin avatar
By Erin
at 2020-09-15T10:08
強者推
Audriana avatar
By Audriana
at 2020-09-16T21:00
太強...
Ursula avatar
By Ursula
at 2020-09-21T02:41
濕父...請收我為徒
Iris avatar
By Iris
at 2020-09-23T19:05
6j鴿可以示範0到1嗎 不用多 1塊就好
Caitlin avatar
By Caitlin
at 2020-09-27T05:12
強大
Agatha avatar
By Agatha
at 2020-09-29T21:55
有跟到給推,是我自己被甩下車
Enid avatar
By Enid
at 2020-09-30T22:05
謝謝企鵝大
Andy avatar
By Andy
at 2020-10-02T22:55
超神的!!!!! 這獲利比上班一整年高~~
Hedy avatar
By Hedy
at 2020-10-07T20:43
78%
Ophelia avatar
By Ophelia
at 2020-10-08T10:31
企鵝大 你這些都放多久賣出阿
Elvira avatar
By Elvira
at 2020-10-12T16:07
恭喜
Zora avatar
By Zora
at 2020-10-14T04:29
跪求企鵝ig
Zora avatar
By Zora
at 2020-10-16T10:57
股板高手多啊
Carol avatar
By Carol
at 2020-10-16T16:45
強,果然本金厚賺錢就是快
Aaliyah avatar
By Aaliyah
at 2020-10-17T15:10
下一個TEST520 就是企鵝大大
Lydia avatar
By Lydia
at 2020-10-20T03:27
請問有ig可看嗎?謝謝
Quanna avatar
By Quanna
at 2020-10-22T11:28
厲害推
James avatar
By James
at 2020-10-27T05:58
厲害
Mason avatar
By Mason
at 2020-10-30T03:54
原po從本金不到百萬開始賺,超猛
Vanessa avatar
By Vanessa
at 2020-10-31T21:26
乾爹
Anonymous avatar
By Anonymous
at 2020-11-01T00:06
超越test520~
Victoria avatar
By Victoria
at 2020-11-02T18:34
推 基本面才是王道
Callum avatar
By Callum
at 2020-11-04T01:50
John avatar
By John
at 2020-11-08T04:15
太神啦
Dinah avatar
By Dinah
at 2020-11-12T14:43
377+85 賺來的全all in一檔真的神…
Frederica avatar
By Frederica
at 2020-11-13T12:27
好猛
Liam avatar
By Liam
at 2020-11-15T20:49
財富自由了 恭喜
Carol avatar
By Carol
at 2020-11-20T04:53
推賺爆
Jacob avatar
By Jacob
at 2020-11-22T21:31
給派派童鞋會瞻仰一下
Gary avatar
By Gary
at 2020-11-23T07:58
哇,推推,真厲害!
Ivy avatar
By Ivy
at 2020-11-25T01:31
test520既視感
Callum avatar
By Callum
at 2020-11-25T21:28
圓剛神
Isla avatar
By Isla
at 2020-11-26T13:15
好強,恭喜賺錢
Cara avatar
By Cara
at 2020-11-26T14:43
Ingrid avatar
By Ingrid
at 2020-11-28T22:00
超強
Elvira avatar
By Elvira
at 2020-12-03T12:19
跪求訂閱
Rae avatar
By Rae
at 2020-12-04T17:10
恭喜 真的猛
Gary avatar
By Gary
at 2020-12-07T09:07
高手推 跟你原本一樣的本金 卡住不動了 羨慕你翻倍
Quanna avatar
By Quanna
at 2020-12-07T18:14
如果285張重壓中天或合一..... 直接三四倍吧
Kama avatar
By Kama
at 2020-12-10T22:44
本金不是這樣算的吧...
Joe avatar
By Joe
at 2020-12-14T18:41
恭喜恭喜
Olive avatar
By Olive
at 2020-12-16T23:58
謝推薦 明天跟500張圓圓不鏽鋼 上看50
Carolina Franco avatar
By Carolina Franco
at 2020-12-18T08:07
恭喜! !
Jake avatar
By Jake
at 2020-12-20T13:45
Victoria avatar
By Victoria
at 2020-12-21T12:43
推分析!
Jacob avatar
By Jacob
at 2020-12-24T14:57
韓國有企鵝妹 台灣有企鵝哥 太神啦
Rae avatar
By Rae
at 2020-12-26T04:56
重壓一檔。猛猛的
Candice avatar
By Candice
at 2020-12-29T04:22
厲害,超強的!
Annie avatar
By Annie
at 2021-01-01T16:53
800多萬的本金......
Regina avatar
By Regina
at 2021-01-02T23:59
好強!
Brianna avatar
By Brianna
at 2021-01-06T15:22
強者推
Yedda avatar
By Yedda
at 2021-01-06T19:41
恭喜暴賺
Callum avatar
By Callum
at 2021-01-10T00:50
請問是從基本面的哪一點判斷圓剛的股價是被低估的
Catherine avatar
By Catherine
at 2021-01-10T13:04
應該說本金300萬 現在總資產800萬 而不是本金800萬
Sierra Rose avatar
By Sierra Rose
at 2021-01-10T18:07
強者 重壓一股
Agnes avatar
By Agnes
at 2021-01-11T19:18
很強,賺到後要好好守住啊!
Rebecca avatar
By Rebecca
at 2021-01-12T14:01
很敢壓
Adele avatar
By Adele
at 2021-01-15T12:10
想學怎麼從基本面判斷股價有沒有被低估
Oliver avatar
By Oliver
at 2021-01-17T22:36
飆股重壓超強的
Caroline avatar
By Caroline
at 2021-01-21T23:05
求限時動態...
Queena avatar
By Queena
at 2021-01-26T17:17
怎麼看都不太像基本面帶上來的,籌碼倒是說得通
Madame avatar
By Madame
at 2021-01-29T14:35
強的
Todd Johnson avatar
By Todd Johnson
at 2021-02-02T04:00
恭喜
Robert avatar
By Robert
at 2021-02-06T15:14
好神
Carol avatar
By Carol
at 2021-02-09T14:59
all in 金像電太猛了吧
Olivia avatar
By Olivia
at 2021-02-13T14:57
歐印只能給尊重
Dora avatar
By Dora
at 2021-02-13T23:33
高手。推一個
Jack avatar
By Jack
at 2021-02-16T03:50
厲害!有本錢有思考也有膽識
Hedwig avatar
By Hedwig
at 2021-02-17T10:36
太神啦
Tristan Cohan avatar
By Tristan Cohan
at 2021-02-21T04:08
不好意思 問個基礎的問題 如何得知投信標的呢?
Jack avatar
By Jack
at 2021-02-25T17:15
強爆了
Una avatar
By Una
at 2021-03-01T17:57
神人
Ursula avatar
By Ursula
at 2021-03-01T20:15
籌碼 技術 消息 都行 就是基本面不太行 = = 敢重壓
Elma avatar
By Elma
at 2021-03-06T13:24
有膽識 這不容易...(攤手)
William avatar
By William
at 2021-03-07T13:30
Ingrid avatar
By Ingrid
at 2021-03-09T17:14
推老人臭
Leila avatar
By Leila
at 2021-03-14T01:37
推 分享學習
Hamiltion avatar
By Hamiltion
at 2021-03-15T06:57
粉專傳送門 https://reurl.cc/mn5gnM
Quanna avatar
By Quanna
at 2021-03-17T05:29
妮是股神,賺幾倍的,蹟笑勝過罷費特,股板卧虎藏
龍呀
Gilbert avatar
By Gilbert
at 2021-03-21T20:29
Thomas avatar
By Thomas
at 2021-03-23T12:57
果然是本多終勝 這本金望塵莫及
Kelly avatar
By Kelly
at 2021-03-23T21:57
神! 不過圓剛這怎麼看出來的 厲害
Callum avatar
By Callum
at 2021-03-26T02:34
推 慢慢來 比較快
Ivy avatar
By Ivy
at 2021-03-31T02:21
太強了
Lucy avatar
By Lucy
at 2021-04-04T07:41
太神
Ida avatar
By Ida
at 2021-04-07T08:21
他一開始本金也是勝率高滾出來的..
Barb Cronin avatar
By Barb Cronin
at 2021-04-09T21:00
少年股神,4你
Necoo avatar
By Necoo
at 2021-04-11T11:12
爸....
Valerie avatar
By Valerie
at 2021-04-14T18:42
本金少你一點,實現獲利完全被屌打QQ
Sandy avatar
By Sandy
at 2021-04-17T21:51
Olga avatar
By Olga
at 2021-04-19T02:10
Olga avatar
By Olga
at 2021-04-19T13:08
很強
Jack avatar
By Jack
at 2021-04-23T19:49
人家從50萬賺到這樣的 說人家本多終勝有沒有搞錯??
Cara avatar
By Cara
at 2021-04-28T08:17
神啊
Mary avatar
By Mary
at 2021-04-30T10:25
圓剛圓展五月份也有注意到它,只是股價忽高忽低很怕
Andrew avatar
By Andrew
at 2021-05-04T09:29
這一波大家都賺很飽 不要玩老人股的都數錢了
Freda avatar
By Freda
at 2021-05-05T20:14
超級高手
Linda avatar
By Linda
at 2021-05-09T20:47
借你資金幫我操股
Olivia avatar
By Olivia
at 2021-05-13T12:22
現在七月-八月,觀光 餐飲概念的可以找看看。
Dora avatar
By Dora
at 2021-05-18T05:13
羨慕
Ingrid avatar
By Ingrid
at 2021-05-22T09:58
真厲害
Bennie avatar
By Bennie
at 2021-05-23T10:33
好強...
William avatar
By William
at 2021-05-26T11:36
有點神...
Genevieve avatar
By Genevieve
at 2021-05-27T20:39
原來京元電,圓剛,金像電不是老人股,頗呵
Rae avatar
By Rae
at 2021-05-30T04:18
Elma avatar
By Elma
at 2021-06-03T08:28
羨慕
Ina avatar
By Ina
at 2021-06-07T18:20
來收信託的阿
Andy avatar
By Andy
at 2021-06-11T11:51
本金很多
Kumar avatar
By Kumar
at 2021-06-13T17:59
Linda avatar
By Linda
at 2021-06-15T02:02
Jake avatar
By Jake
at 2021-06-15T22:32
西踏取經
Harry avatar
By Harry
at 2021-06-19T14:45
All in真的是很猛呀~
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2021-06-24T07:35
George avatar
By George
at 2021-06-25T10:31
看你明年賠多少
Joseph avatar
By Joseph
at 2021-06-25T19:46
強!
Odelette avatar
By Odelette
at 2021-06-29T08:34
對帳單給推,不像某些騙子還是造神的
Erin avatar
By Erin
at 2021-06-30T17:35
和你一樣本金 兩個月只賺13萬 分太散..跪拜
Zanna avatar
By Zanna
at 2021-07-02T17:26
求ig
Frederic avatar
By Frederic
at 2021-07-07T12:03
Emily avatar
By Emily
at 2021-07-08T13:33
強者!
Gary avatar
By Gary
at 2021-07-10T02:56
真猛
Yuri avatar
By Yuri
at 2021-07-12T15:19
不遮 推一個
Freda avatar
By Freda
at 2021-07-16T01:36
發.大.財 猛
Jacob avatar
By Jacob
at 2021-07-19T06:28
跪求ig
Anthony avatar
By Anthony
at 2021-07-21T21:08
有賺就是王道
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2021-07-26T14:21
神人!
Dorothy avatar
By Dorothy
at 2021-07-27T12:42
厲害
Iris avatar
By Iris
at 2021-07-30T18:45
Madame avatar
By Madame
at 2021-08-02T13:31
投入成本1800萬!
Hardy avatar
By Hardy
at 2021-08-07T05:45
好心勸一下,別在這搞啥訂閱
Damian avatar
By Damian
at 2021-08-12T00:14
謝謝分享
Eden avatar
By Eden
at 2021-08-13T05:13
有分享就值得給推~
Frederica avatar
By Frederica
at 2021-08-17T10:17
push
Rosalind avatar
By Rosalind
at 2021-08-21T07:22
Emma avatar
By Emma
at 2021-08-23T01:47
強者推
Quanna avatar
By Quanna
at 2021-08-25T23:23
Audriana avatar
By Audriana
at 2021-08-28T09:49
想不到圓剛也有今天
太猛啦!
Mason avatar
By Mason
at 2021-08-30T02:21
真的股神
Zanna avatar
By Zanna
at 2021-08-30T17:39
太強啦!
Olga avatar
By Olga
at 2021-09-02T19:02
幹真的太強了
Isla avatar
By Isla
at 2021-09-04T09:00
這才叫投資,讚
Rebecca avatar
By Rebecca
at 2021-09-09T03:24
推 比我強一點
Candice avatar
By Candice
at 2021-09-10T03:54
真羨慕
Edith avatar
By Edith
at 2021-09-13T01:16
跪求ig
Kumar avatar
By Kumar
at 2021-09-14T01:45
高手
Quintina avatar
By Quintina
at 2021-09-14T06:53
跪拜新股神
Eartha avatar
By Eartha
at 2021-09-16T21:05
太強了!推
Margaret avatar
By Margaret
at 2021-09-21T12:48
厲害
Heather avatar
By Heather
at 2021-09-22T21:50
這檔圓剛賣的好,應該能直接財富自由了。

5G晶片競爭激烈,高通營收受影響?

Ophelia avatar
By Ophelia
at 2020-06-30T13:42
5G晶片競爭激烈,高通營收受影響? 1.原文連結: https://bit.ly/2BnYhBd 2.原文內容: 根據Strategy Analytics市調報告,2020年第一季全球手機基頻處理器營收市場達到52億 美元,同比增長9%。其中,前五大公司:高通,海思,聯發科,英特爾和三星LSI。尤其 ,高 ...

華紙加速產品轉型 搶一次性飲料杯商機

Olive avatar
By Olive
at 2020-06-30T13:38
1.原文連結: ※過長無法點擊者必須縮網址 https://news.cnyes.com/news/id/4500600 2.原文內容: 〈華紙股東會〉加速產品轉型三部曲 搶一次性飲料杯商機 華紙 (1905-TW) 今 (30) 日召開股東會,定調「加速產品轉型」,特別是食品安全包裝用紙及無塑餐具,為首 ...

宏達電

Emily avatar
By Emily
at 2020-06-30T13:24
------------------------------------------------------------------------- 1.發文前請先詳閱[標的]分類發文規範,未依規範發文將受處份。 2.發標的文未充實內文,多空理由不充實者,板規1-1-5或4-4處份 3.進退場機制若非長期投資, ...

大同市場派表決權遭刪 林郭文艷有望

Connor avatar
By Connor
at 2020-06-30T13:22
※ 引述《Tosca ( )》之銘言: 你的想法是 「獨善其身」 但是這樣的股東會 一旦開了前例,並且沒有人受到處罰的話 那接下來所有公司就都能使用 美國法院在審理時,若有同性質的庭案時 非常喜歡參考前案是如何判決 大同今天股東會這樣操作,金管會、政府若完全沒有動作的話 等於是默許這樣的行為 那之後其他公 ...

〈大同股東會〉投保中心:違法中資應由政

Hedy avatar
By Hedy
at 2020-06-30T13:19
1.原文連結: https://news.cnyes.com/news/id/4500580 2.原文內容: 大同公司 (2371-TW) 經營權之爭登場,今 (30) 日股東常會將全面改選董事,投保中心 指派包含律師等 6 人出席觀察狀況,對於外資專戶中資疑慮,強調應由政府機關認定, 正調查中,股東行使權 ...