從聯發科談電子股到大盤 - 股票
By Zora
at 2021-05-01T09:28
at 2021-05-01T09:28
Table of Contents
1. 標的: 從聯發科談電子股到大盤
2. 分類:心得
3. 分析/正文:
4/29 聯發科攻上漲停,並未帶動電子股上攻,反而聯家軍的聯電灰頭土臉
指數一度再創歷史新高,檯面上電子族群卻殺聲隆隆,聯發科漲停帶動的卻是鋼鐵族群
再來看鋼鐵族群,中國取消鋼品退稅的消息,早在4/1市場就早已得知
,近期中國鋼鐵協會出來呼籲增產,鋼鐵族群依舊被聯發科帶上去,聯發科跟鋼鐵是連動的
電子弱勢,傳產航運強勢,指數勢必再繼續陷入震盪,震盪久了就盤勢不是好事,
Q1財報陸續公布,由台積電,聯電,旺宏的財報來推估,電子族群的財報預期都不會好,
操作上避開電子股,將資金投入避險的傳產航運類股,有財報支撐的傳產航運類股,
是現階段的首選,大盤疲弱現象,到了5/E會達到高峰
五窮六絕,不排除會下殺修正一波至14800
--
2. 分類:心得
3. 分析/正文:
4/29 聯發科攻上漲停,並未帶動電子股上攻,反而聯家軍的聯電灰頭土臉
指數一度再創歷史新高,檯面上電子族群卻殺聲隆隆,聯發科漲停帶動的卻是鋼鐵族群
再來看鋼鐵族群,中國取消鋼品退稅的消息,早在4/1市場就早已得知
,近期中國鋼鐵協會出來呼籲增產,鋼鐵族群依舊被聯發科帶上去,聯發科跟鋼鐵是連動的
電子弱勢,傳產航運強勢,指數勢必再繼續陷入震盪,震盪久了就盤勢不是好事,
Q1財報陸續公布,由台積電,聯電,旺宏的財報來推估,電子族群的財報預期都不會好,
操作上避開電子股,將資金投入避險的傳產航運類股,有財報支撐的傳產航運類股,
是現階段的首選,大盤疲弱現象,到了5/E會達到高峰
五窮六絕,不排除會下殺修正一波至14800
--
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