略談合一 - 股票
By Frederic
at 2020-08-20T23:53
at 2020-08-20T23:53
Table of Contents
覺得最近在漲一期解盲的新藥
也該反應地差不多
加上大盤氣氛不對
這種狀況下投機性質濃厚的個股會快速往下修正
因此今天早盤等拉高在352出掉唯一的一張
躲掉今天跌停坦白說算是運氣不錯
對帳單在此
https://m.facebook.com/story.php?story_fbid=181680053421969&id=102702907986351
個人認為接近上次解盲時的價位,
合一還是有投機價值
另外補充一下近期看法,
之前提過從七月以來就一直刻意控制持股水位,
為的就是等待今天這種日子,
早上開盤清倉獲利了結之後,
可用資金達八成,
所以崩跌的時候不會心慌,
反而像進了outlet還遇到特價活動一樣興奮,
考量軍演恐慌因素應為短暫干擾,
稍微偏向積極的心態進場,
在華為禁令的陰霾籠罩下,
建議先避開漲多的科技類股,
可選擇傳產、本益比偏低、營收具成長展望的企業,
在這種條件篩選後標的並不太多,
小買一家幾年前看體育賽事廣告會出現的健身器材公司,
當然他最近也是炙手可熱錯過一段大漲了就是。
https://www.facebook.com/102702907986351/posts/181761790080462/
--
也該反應地差不多
加上大盤氣氛不對
這種狀況下投機性質濃厚的個股會快速往下修正
因此今天早盤等拉高在352出掉唯一的一張
躲掉今天跌停坦白說算是運氣不錯
對帳單在此
https://m.facebook.com/story.php?story_fbid=181680053421969&id=102702907986351
個人認為接近上次解盲時的價位,
合一還是有投機價值
另外補充一下近期看法,
之前提過從七月以來就一直刻意控制持股水位,
為的就是等待今天這種日子,
早上開盤清倉獲利了結之後,
可用資金達八成,
所以崩跌的時候不會心慌,
反而像進了outlet還遇到特價活動一樣興奮,
考量軍演恐慌因素應為短暫干擾,
稍微偏向積極的心態進場,
在華為禁令的陰霾籠罩下,
建議先避開漲多的科技類股,
可選擇傳產、本益比偏低、營收具成長展望的企業,
在這種條件篩選後標的並不太多,
小買一家幾年前看體育賽事廣告會出現的健身器材公司,
當然他最近也是炙手可熱錯過一段大漲了就是。
https://www.facebook.com/102702907986351/posts/181761790080462/
--
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股票
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