2027大成鋼--真正的美國基建概念股 - 股票

By Vanessa
at 2021-04-02T10:44
at 2021-04-02T10:44
Table of Contents
1. 標的: 2027大成鋼
2. 分類:多
3. 分析/正文:
題材面: 投資最好的方法,就是跟著世界超強大國的政策走,上一波鋼鐵水泥大賺
就是2000年開始的中國基建狂潮,現在美國也要開始搞基礎建設了,而真正
的美國基建概念股,除了在美國有設廠的台塑,就是美國鋁捲板跟不銹鋼
通路商的大成鋼了,畢竟4/1狂漲的中鴻有可能真的出貨到美國嗎?
光運費就虧死了吧!
基本面: 2020Q4開始虧轉盈,今年1-2月YOY也都成長
籌碼面: 外資在近五日開始買超,但是投信仍然還在賣超(?)
4. 進退場機制:
進場: 立刻進場,4/1還沒開始漲,也還沒有分析師在炒
退場: 10%停損 或是 美國基建方案被共和黨擋下來
----------------------
個人觀察股 有意投資者請自負盈虧之責任
也歡迎提出意見討論!
--
2. 分類:多
3. 分析/正文:
題材面: 投資最好的方法,就是跟著世界超強大國的政策走,上一波鋼鐵水泥大賺
就是2000年開始的中國基建狂潮,現在美國也要開始搞基礎建設了,而真正
的美國基建概念股,除了在美國有設廠的台塑,就是美國鋁捲板跟不銹鋼
通路商的大成鋼了,畢竟4/1狂漲的中鴻有可能真的出貨到美國嗎?
光運費就虧死了吧!
基本面: 2020Q4開始虧轉盈,今年1-2月YOY也都成長
籌碼面: 外資在近五日開始買超,但是投信仍然還在賣超(?)
4. 進退場機制:
進場: 立刻進場,4/1還沒開始漲,也還沒有分析師在炒
退場: 10%停損 或是 美國基建方案被共和黨擋下來
----------------------
個人觀察股 有意投資者請自負盈虧之責任
也歡迎提出意見討論!
--
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