大盤 猜高點 - 股票

By Irma
at 2020-12-04T13:05
at 2020-12-04T13:05
Table of Contents
1. 標的:大盤
2. 分類:請益
3. 分析/正文:
股市 over bought 很久了,但摸頭還是很危險
那麼怎麼知道最高點已經出現了?
目前觀察:
加權指數創新高,但台積電、金融指數、非金電指數沒有創新高
表示漲勢由二線三線補上?
之前不漲現在才漲表示基本面不如一線?(假的?)
美債利率上升,股市不理會?
台幣升值是熱錢為主還是廠商換匯為主?
外匯成交量似乎不像熱錢?(央行應該擋很兇吧?)
如果是廠商換匯為主,是否這部份的匯損是永久損失,凹不回來了?
無限QE可以解決債務嗎?
借新還舊可以解決營業虧損嗎?
房地產如果不漲,怎麼償還高額利息?(2007次貸再現?)
股市的錢來自儲蓄還是信用融資?
4. 進退場機制:
--
2. 分類:請益
3. 分析/正文:
股市 over bought 很久了,但摸頭還是很危險
那麼怎麼知道最高點已經出現了?
目前觀察:
加權指數創新高,但台積電、金融指數、非金電指數沒有創新高
表示漲勢由二線三線補上?
之前不漲現在才漲表示基本面不如一線?(假的?)
美債利率上升,股市不理會?
台幣升值是熱錢為主還是廠商換匯為主?
外匯成交量似乎不像熱錢?(央行應該擋很兇吧?)
如果是廠商換匯為主,是否這部份的匯損是永久損失,凹不回來了?
無限QE可以解決債務嗎?
借新還舊可以解決營業虧損嗎?
房地產如果不漲,怎麼償還高額利息?(2007次貸再現?)
股市的錢來自儲蓄還是信用融資?
4. 進退場機制:
--
Tags:
股票
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