威剛 3260 一鳴則空 - 股票
By Ingrid
at 2021-05-25T15:53
at 2021-05-25T15:53
Table of Contents
1. 標的： 3260 威剛
2. 分類：空
3. 分析/正文：
繼先前華新科在28X時喊空被許多人看雖
這次 我又來了
同樣是景氣循環股
DXI目前已緩慢下跌
原先 通常南亞科>威剛10元左右的區間
這次榮景不同
藉由奇亞幣硬碟挖礦的炒作
威剛趁勢而起 屌甩南亞科在後
當時我就覺得事有蹊蹺
其實常常有在觀察威剛的都知道
威剛的業外收益特別讓人覺得顯眼
原來是這次轉投資的「業外收益」可能因為航運而有連帶利多 （目前計算之處分利益來
看貢獻EPS也約1.3，難道還要乘上本益比10～20倍嗎？）
既然故事劇本已經來到這邊
股價終究要回歸基本面
而不是一直投機下去
今天的盤勢多少看得出主力在猶豫要不要鎖漲停
都到股價高點了還要量沒量
看似在演獨角戲
電動車PC、手機、伺服器都需要記憶體
但不會是最缺的
不然怎麼美光及海力士的股價沒繼續創新高
要用本益比還股價淨值評價都行
除非現在威剛把記憶體全部丟上船
不然只要DXI持續下跌
模組廠累積高價庫存的風險就會更高
明天觀察量能是否持續
開高則空
4. 進退場機制：停利 60 ，停損131
--
Tags:
股票
All Comments
By Bethany
at 2021-05-28T07:29
at 2021-05-28T07:29
By Gilbert
at 2021-05-31T18:44
at 2021-05-31T18:44
By Isla
at 2021-06-03T14:28
at 2021-06-03T14:28
By Joe
at 2021-06-05T10:37
at 2021-06-05T10:37
By Edwina
at 2021-06-10T01:43
at 2021-06-10T01:43
By Robert
at 2021-06-14T21:39
at 2021-06-14T21:39
By Callum
at 2021-06-19T14:30
at 2021-06-19T14:30
By Candice
at 2021-06-24T03:20
at 2021-06-24T03:20
By Franklin
at 2021-06-29T01:31
at 2021-06-29T01:31
By Aaliyah
at 2021-06-29T05:58
at 2021-06-29T05:58
By Anthony
at 2021-07-02T21:20
at 2021-07-02T21:20
By Megan
at 2021-07-05T20:59
at 2021-07-05T20:59
By Skylar DavisLinda
at 2021-07-06T01:55
at 2021-07-06T01:55
By Isla
at 2021-07-09T15:52
at 2021-07-09T15:52
By William
at 2021-07-11T16:46
at 2021-07-11T16:46
By Iris
at 2021-07-14T14:10
at 2021-07-14T14:10
By Eartha
at 2021-07-18T06:01
at 2021-07-18T06:01
By Jake
at 2021-07-21T11:10
at 2021-07-21T11:10
By Linda
at 2021-07-23T07:06
at 2021-07-23T07:06
By Regina
at 2021-07-26T14:01
at 2021-07-26T14:01
By Blanche
at 2021-07-26T20:06
at 2021-07-26T20:06
By Charlie
at 2021-07-28T22:28
at 2021-07-28T22:28
By Mia
at 2021-07-30T12:30
at 2021-07-30T12:30
By Kyle
at 2021-07-30T16:00
at 2021-07-30T16:00
By Necoo
at 2021-08-02T05:15
at 2021-08-02T05:15
By Eden
at 2021-08-04T14:12
at 2021-08-04T14:12
By Delia
at 2021-08-09T03:36
at 2021-08-09T03:36
By Caitlin
at 2021-08-11T12:35
at 2021-08-11T12:35
By Oscar
at 2021-08-13T12:04
at 2021-08-13T12:04
By Regina
at 2021-08-18T11:03
at 2021-08-18T11:03
By William
at 2021-08-21T15:21
at 2021-08-21T15:21
By Agatha
at 2021-08-22T01:37
at 2021-08-22T01:37
By Hardy
at 2021-08-26T19:31
at 2021-08-26T19:31
By Barb Cronin
at 2021-08-29T22:13
at 2021-08-29T22:13
By Heather
at 2021-09-01T10:33
at 2021-09-01T10:33
By Tristan Cohan
at 2021-09-05T09:48
at 2021-09-05T09:48
By Sarah
at 2021-09-08T04:07
at 2021-09-08T04:07
By Jake
at 2021-09-10T12:49
at 2021-09-10T12:49
By Carolina Franco
at 2021-09-12T18:00
at 2021-09-12T18:00
By Cara
at 2021-09-15T06:35
at 2021-09-15T06:35
By Zora
at 2021-09-17T10:58
at 2021-09-17T10:58
By Gary
at 2021-09-18T03:27
at 2021-09-18T03:27
By Edith
at 2021-09-22T05:07
at 2021-09-22T05:07
By Wallis
at 2021-09-25T03:04
at 2021-09-25T03:04
By William
at 2021-09-28T05:51
at 2021-09-28T05:51
By Jack
at 2021-10-01T16:40
at 2021-10-01T16:40
By Wallis
at 2021-10-05T20:40
at 2021-10-05T20:40
By Vanessa
at 2021-10-07T09:20
at 2021-10-07T09:20
By Hamiltion
at 2021-10-08T08:35
at 2021-10-08T08:35
By Charlie
at 2021-10-09T07:19
at 2021-10-09T07:19
By Edith
at 2021-10-13T15:43
at 2021-10-13T15:43
By Charlie
at 2021-10-17T08:49
at 2021-10-17T08:49
By Ula
at 2021-10-19T13:32
at 2021-10-19T13:32
Related Posts
陳時中：6月預計進200萬劑疫苗 8月底可達
By Liam
at 2021-05-25T15:53
at 2021-05-25T15:53
2491 吉祥全4月 EPS 1.33
By Genevieve
at 2021-05-25T15:49
at 2021-05-25T15:49
萬海今天是在跌甚麼?
By Anthony
at 2021-05-25T15:49
at 2021-05-25T15:49
中鋼協：未來鋼價難以持續大幅上漲
By Ophelia
at 2021-05-25T15:38
at 2021-05-25T15:38
陳時中：6月預計進200萬劑疫苗 8月底可達
By Rebecca
at 2021-05-25T15:27
at 2021-05-25T15:27