股市2年心得 - 股票

By Skylar DavisLinda
at 2020-05-25T17:16

Table of Contents

大家好
小弟進入股市2年來
每天都在股版學習到許多知識
現在也來分享一下個人的小小心得~

今年目前為止的對帳單:
https://imgur.com/P4rLfsQ

-----------------------
挑幾檔作簡略說明:

倉和(6538)
非常少見的好股票
幾乎符合個人所有的選股標準(下面會提)
只可惜生不逢時
受疫情影響，歐美砍單
個人約少賺50萬
不過以他的技術領先優勢
期待疫情緩和，訂單恢復
有機會再把他買回來

熱映(3373)
防疫股之一
雖然認為疫情沒這麼快結束
但買的部位稍大
加上主力籌碼稍微鬆動
所以就先獲利了結
不過千萬別空這檔
以他的獲利爆發性
上200我也不會意外

-----------------------
今年操作皆為現股做多
無任何槓桿及放空
操作標的以電子股為主
因為在科技業上班
研究起來比較有親切感XD

2017年底時
在PTT股版看到了test520大神的文章
白手起家靠股票資產破億
當時就把T大當成偶像了
決定好好學習股票
下了三個多月的虛擬單
在2018年Q2
把工作一年多的50萬本金開始投入股市

一開始有近10種策略在研究
當沖多空、波段多空、台指期多空、台指選多空...
後來發現自己適合波段做多
於是就專心研究此策略

分享一下目前的投資策略:
只研究基本面及籌碼面
不看技術面

1.基本面:選股
目標是挑選出成長性強的電子股
主要看產業鏈、供需影響、產品獨佔性、技術領先優勢、月營收和毛利率成長
基本的產業本益比、淨值比、自由現金流等等
估算出目標價
低於目標價20%以上價格慢慢建倉

2.籌碼面:輔助進出場時機判斷
觀察波段中主力的成本、持有張數占總股本%數
若未到目標價但主力開始出場跟著獲利了結

完整財報(必看):
https://doc.twse.com.tw/server-java/t57sb01

我常看的產業分析網站:
(好像會被桶，先刪除)

-----------------------
對於股票和金融市場的研究熱忱日漸提高
希望未來有機會轉職到投信或自營上班
繼續學習股票~

--

Tags: 股票

All Comments

By Cara
at 2020-05-26T22:42

有對帳單給推

By Hedda
at 2020-05-29T23:11

推推

By Bennie
at 2020-06-01T10:01

給推不過熱映..

By Jacob
at 2020-06-04T15:51

謝謝分享

By Elvira
at 2020-06-09T08:55

未來的投信大哥以後上班別忘了小弟在這推你

By Michael
at 2020-06-10T07:22

5樓推

By Kelly
at 2020-06-10T16:34

我兩年依舊賠

By Joe
at 2020-06-14T05:55

推

By Charlie
at 2020-06-16T18:41

推紮實教學尼錢好多真好⊂(･ω･*⊂)

By Mary
at 2020-06-21T02:37

推

By Kelly
at 2020-06-24T23:30

推分享

By Delia
at 2020-06-29T17:47

兩年才碰7檔股票，真高手

By Franklin
at 2020-06-29T23:12

推分享

By Erin
at 2020-06-30T20:33

推高手

By Sarah
at 2020-07-04T07:29

真的這選股能力好強

By Yuri
at 2020-07-07T20:19

有單給推

By Delia
at 2020-07-10T02:45

推

By Odelette
at 2020-07-10T09:51

朝聖推

By Damian
at 2020-07-11T02:40

感謝

By Linda
at 2020-07-15T08:54

猛

By Ivy
at 2020-07-16T04:09

推

By Ethan
at 2020-07-19T11:36

推注記一下

By Michael
at 2020-07-21T01:34

選中飆股還能抱得住才猛

By Edward Lewis
at 2020-07-23T06:13

優文給推

By Charlie
at 2020-07-26T21:37

推

By Quanna
at 2020-07-30T10:15

推

By Blanche
at 2020-08-01T21:53

超猛

By John
at 2020-08-05T05:04

50進場現在快1000了，猛

By Necoo
at 2020-08-07T10:31

推

By Isla
at 2020-08-10T17:14

強，推

By Margaret
at 2020-08-15T01:38

看錯了，是已實現xd

By Edith
at 2020-08-19T14:41

好厲害啊

By Lily
at 2020-08-20T15:26

這本多少啊，至少300?

By Sarah
at 2020-08-24T03:53

推下一個520

By Dinah
at 2020-08-24T16:11

50萬本金兩年賺到1000萬？不是吧陸續有加碼吧？

By Jacky
at 2020-08-26T22:36

熱映賺出來的

By Hedy
at 2020-08-27T11:11

推

By Jacky
at 2020-08-27T12:37

下一個520推

By Christine
at 2020-08-28T00:50

抱的住...有夠強

By Hedy
at 2020-08-29T12:59

真厲害

By Andy
at 2020-08-30T19:05

推

By Daniel
at 2020-08-30T21:16

推分享

By Skylar Davis
at 2020-09-04T07:32

推好厲害

By Andy
at 2020-09-08T13:39

厲害買京元電這種不會飆的股票還能放到賺錢XD

By Blanche
at 2020-09-13T06:54

推厲害

By Frederic
at 2020-09-16T15:01

推

By Freda
at 2020-09-19T11:34

7檔是今年不是2年

By Lauren
at 2020-09-21T22:58

神欸

By Candice
at 2020-09-25T17:14

推

By Anthony
at 2020-09-30T16:45

推一個

By Sarah
at 2020-10-04T14:59

1000萬哪來的？看起來像是50萬操作到大概300萬左右
！厲害

By Heather
at 2020-10-09T03:06

推

By Delia
at 2020-10-09T14:57

有圖有推

By Andrew
at 2020-10-09T18:55

推

By Irma
at 2020-10-13T05:18

強

By Jacky
at 2020-10-13T12:19

推謝分享

By Ursula
at 2020-10-18T03:28

太神啦少年股神

By Una
at 2020-10-21T21:21

衝啊......

By Belly
at 2020-10-23T10:02

高手給推，低點就進場了

By Dora
at 2020-10-28T06:30

推

By Edwina
at 2020-11-01T09:02

兩年出師很有潛力

By Dora
at 2020-11-05T07:14

50萬操作到450萬左右猛

By Frederica
at 2020-11-09T15:53

推謝謝分享

By Kelly
at 2020-11-10T09:16

推另外借問定錨值得訂閱嗎

By Odelette
at 2020-11-15T00:17

少年股神

By Sandy
at 2020-11-19T10:19

可以訂閱你嗎

By Olga
at 2020-11-23T11:32

推

By Thomas
at 2020-11-24T10:44

推

By Ivy
at 2020-11-27T17:11

虧錢心得吧嘻嘻

By Quintina
at 2020-11-28T04:12

推

By Rachel
at 2020-11-28T06:57

師父995

By Aaliyah
at 2020-11-30T20:35

佩服

By Jacob
at 2020-12-03T01:21

才兩年十年後搞不好都賠回來囉

By Valerie
at 2020-12-07T18:37

推論出快1000的板友....

By Xanthe
at 2020-12-09T23:44

總本金可以請原PO公布嗎?

By Yedda
at 2020-12-13T10:24

厲害

By Elvira
at 2020-12-15T11:29

推

By Jacob
at 2020-12-18T10:18

分析網站應該會被桶吧上次吵架王不就被桶過

By Elvira
at 2020-12-22T08:56

推～

By Enid
at 2020-12-26T15:13

厲害喲！推

By Elvira
at 2020-12-31T09:19

總本金450萬左右，績效一年七趴，不太行啊

By Anthony
at 2021-01-05T06:18

強

By Anonymous
at 2021-01-06T07:54

猛

By Christine
at 2021-01-09T12:53

強

By Anthony
at 2021-01-11T06:17

2年450萬，相當厲害~

By Leila
at 2021-01-13T04:10

推個

By Ivy
at 2021-01-13T06:38

厲害可惜要被莫名板規桶@@"

By Joseph
at 2021-01-13T13:58

推

By Margaret
at 2021-01-16T01:56

有賺有推

By Dorothy
at 2021-01-18T01:02

推實戰經驗

By Leila
at 2021-01-20T11:53

輸0050都算爛

By Andy
at 2021-01-24T08:53

強，有自己的策略在操作的高手

By Rosalind
at 2021-01-29T04:02

半年的績效這樣應該是有自己在投錢進去吧
不過之前股災沒賠多少已新手算是厲害的

By Noah
at 2021-01-30T05:12

好強

By Ethan
at 2021-01-30T15:01

強

By Edward Lewis
at 2021-02-04T00:42

跪求常用網站，感謝大大

By Una
at 2021-02-04T17:49

跪求常用網站，感謝大大+1

By Ingrid
at 2021-02-05T03:20

推推

By Rosalind
at 2021-02-05T09:53

厲害厲害

By Donna
at 2021-02-07T20:21

比test520還強的大神出現了

By Liam
at 2021-02-10T06:40

網站還沒備份啊啊啊，求網站

By Freda
at 2021-02-12T17:33

跪求產業分析網站

By Frederic
at 2021-02-15T19:27

詳細從五十萬兩年怎嚜迸出這麼多資本的

By Callum
at 2021-02-17T15:09

好強

By Mason
at 2021-02-19T05:14

厲害！！

By Xanthe
at 2021-02-20T11:28

跪求產業分析網站感恩

By Dorothy
at 2021-02-24T22:59

求網站謝謝分享

By Kristin
at 2021-03-01T05:03

我玩五年都還沒賺到你的這麼多，可見是練武奇才

By Yedda
at 2021-03-03T04:26

厲害喔

By Lily
at 2021-03-06T13:06

出書了

By Edwina
at 2021-03-09T11:04

下個股神就是你了

By Ida
at 2021-03-10T09:38

推！求網站！

By Enid
at 2021-03-14T01:54

求網站

By Andrew
at 2021-03-15T22:15

有賺就是厲害

By Una
at 2021-03-16T18:49

很厲害了

By Michael
at 2021-03-17T08:17

跪求常用網站

By John
at 2021-03-21T03:46

順便一提，這波上來身邊很多平常不做股票的同事都大
賺不少

By Erin
at 2021-03-21T07:39

求站內網站

By Isabella
at 2021-03-26T05:43

求常用網站

By Dinah
at 2021-03-27T13:35

求網站

By Lucy
at 2021-03-29T02:07

推推

By Hedda
at 2021-04-02T20:52

建議專職了你可以破億

By Wallis
at 2021-04-03T12:46

推厲害

By Sarah
at 2021-04-07T08:49

複利投入再投入吧

By Lucy
at 2021-04-11T00:36

這是50翻到這麼多嗎？那真的很歷害，原po 看來是不
停損派？

By Lucy
at 2021-04-12T20:17

我懷疑你就是520本人

By Kristin
at 2021-04-16T03:06

求網站感謝原po

By Dora
at 2021-04-18T20:06

太厲害了推推

By Ivy
at 2021-04-20T14:41

U文

By Sierra Rose
at 2021-04-23T19:19

跪求網站拜託

By Carol
at 2021-04-28T00:32

求網站啊！

By John
at 2021-04-30T05:31

ptt新股神

By Andy
at 2021-05-04T11:31

求網站！謝謝

By Queena
at 2021-05-08T22:53

跪求網站 QQ

By Mia
at 2021-05-10T15:24

求網站站內信，感謝大大

By Queena
at 2021-05-15T04:11

求網站

By Rachel
at 2021-05-17T17:29

求網站謝謝

By Kristin
at 2021-05-20T09:27

站內+1，感謝大大

By Irma
at 2021-05-21T21:46

求網站站內><

By Linda
at 2021-05-26T15:21

求網站感謝

By Cara
at 2021-05-27T04:40

這是神等級了吧..

By Yuri
at 2021-06-01T00:13

求網站！感謝

By Isabella
at 2021-06-02T05:03

跪求網站

By Sierra Rose
at 2021-06-04T00:32

少年股神

By Franklin
at 2021-06-04T10:03

跪求網站

By Mia
at 2021-06-07T13:17

求網站

By Lydia
at 2021-06-09T00:49

求網站，謝謝原PO

By Ethan
at 2021-06-09T11:08

朋友推

By Ursula
at 2021-06-11T15:23

求網站感謝原po

By Noah
at 2021-06-11T18:45

強

By Iris
at 2021-06-12T00:08

有賣報告的網站不要貼，小心被水桶，貼心小提醒

By Jacob
at 2021-06-15T21:53

求網站感謝原po

By Megan
at 2021-06-16T19:15

求網站感謝

By Rosalind
at 2021-06-17T23:09

股海菜雞跪求工具網站

By Eden
at 2021-06-19T17:35

求網站，感謝

By Olivia
at 2021-06-20T19:34

求網站感謝原po

By Eartha
at 2021-06-25T05:52

真實力

By Quintina
at 2021-06-26T12:00

跪求網站感謝原po

By Hedwig
at 2021-06-27T10:04

求網站，感謝原po

By Harry
at 2021-07-01T02:51

求網站謝謝原po

By Caroline
at 2021-07-04T03:30

IG粉專就有網站了 penguin_stock 不用謝

By Blanche
at 2021-07-08T01:43

求網站感謝

By Tom
at 2021-07-10T14:09

兩年1000神人推

By Caitlin
at 2021-07-11T17:45

有對帳單就是推！

By Hedda
at 2021-07-13T20:47

朝聖推！

By Xanthe
at 2021-07-15T00:16

跟單衝啊

By Freda
at 2021-07-16T23:51

新股神推

By Damian
at 2021-07-18T05:47

求網站感謝原po

By Franklin
at 2021-07-21T11:05

求網站感謝原po

By Una
at 2021-07-25T03:11

想問原po京元電出掉的原因？

By George
at 2021-07-29T03:00

求網站感謝原po

By Una
at 2021-07-30T11:40

u文

By Daniel
at 2021-07-30T13:31

求網站

By Catherine
at 2021-08-04T05:01

推J0529大大

By Sierra Rose
at 2021-08-08T15:48

推

By Emma
at 2021-08-10T06:41

推，求常用網站+1

By Kelly
at 2021-08-13T20:31

推，求常用網站+1

By Gary
at 2021-08-16T09:02

求站內網站

By George
at 2021-08-19T22:32

跪求網站感謝原po

By Dorothy
at 2021-08-24T05:45

網站謝謝

By Caitlin
at 2021-08-24T07:37

哇收益可以買一台國產車。強

By Odelette
at 2021-08-27T07:07

求產業分析網站，希望可以做學習和參考謝謝

By Ida
at 2021-08-31T07:43

求網站謝謝你

By Mia
at 2021-09-01T20:20

猛猛的

By Charlotte
at 2021-09-05T05:24

推

By Hedy
at 2021-09-08T14:06

蠻不錯的，可惜資金部位有點小

By Odelette
at 2021-09-12T22:40

推分享

By Eden
at 2021-09-14T22:37

求常用網站 +1 QQ

By Agatha
at 2021-09-16T04:49

跪求常用網站，感謝大大+1

By Carolina Franco
at 2021-09-18T14:26

推

By Hamiltion
at 2021-09-20T03:57

太神喇

By Jack
at 2021-09-23T18:56

求網站+1

By Connor
at 2021-09-27T04:48

跪求網站分享，謝謝原po！

By Bethany
at 2021-09-30T02:18

求網站謝原po

By Frederic
at 2021-10-03T17:31

求網站謝謝原po

By Kumar
at 2021-10-08T09:58

推謝謝分享

By Belly
at 2021-10-09T20:35

求網址謝謝大大

By William
at 2021-10-10T23:52

分享給推！

By Sierra Rose
at 2021-10-11T20:02

求網站，謝謝原po

By Elma
at 2021-10-12T00:29

跪求網站站內分享，感謝原po！,祝一生平安

By Catherine
at 2021-10-13T06:53

想求網站

By Elma
at 2021-10-17T18:56

散戶績效大多還是輸0056/0050

By Frederica
at 2021-10-18T21:40

推

By Genevieve
at 2021-10-21T15:49

求網站站內信謝謝

By Dora
at 2021-10-22T18:51

有人上面有貼了還在跪求…這種撈資訊能力難怪一
堆人要開訂閱

By Emma
at 2021-10-26T05:03

求網站站內分享，感謝原po！,祝一生平安

By Rebecca
at 2021-10-29T11:21

求網站謝謝

By Erin
at 2021-11-03T06:49

求網站

By Joe
at 2021-11-05T15:56

好猛

By Damian
at 2021-11-10T11:17

求網站

By Hedwig
at 2021-11-10T13:27

跪求產業分析網站

By Hamiltion
at 2021-11-14T16:21

嘖...連撈資料都不會，來學我跟單吧你們這些韭菜XD

By Madame
at 2021-11-19T02:06

跪求常用網站，感謝股神大大

By Puput
at 2021-11-21T05:35

求常用網站謝謝

By Kristin
at 2021-11-22T21:58

求網站，謝謝原po!

By Kelly
at 2021-11-25T11:36

練武奇材XD

By Kelly
at 2021-11-29T20:28

推

By John
at 2021-12-04T16:14

求網站+1

By Mary
at 2021-12-06T21:36

求網站，謝謝原po

By Callum
at 2021-12-09T21:30

推

By Mason
at 2021-12-13T04:57

跪求常用網站，感謝原PO

By Carol
at 2021-12-16T21:46

求網站，感謝大大

By Sarah
at 2021-12-16T23:40

求網站，感恩大大

By Poppy
at 2021-12-20T02:36

求網站！

By Joseph
at 2021-12-24T03:36

乾爹跪求網站～

By Joseph
at 2021-12-25T13:50

求常用網站謝謝

By Aaliyah
at 2021-12-26T01:59

求網站感謝

By Charlie
at 2021-12-27T16:22

求網站，謝謝

By Daniel
at 2021-12-29T16:15

求網站感謝拜託

By Freda
at 2021-12-30T12:09

求網站謝謝

By Leila
at 2022-01-04T11:34

紅明顯求網站的請看165樓推文…

By Skylar Davis
at 2022-01-06T04:29

跪求產業分析網站謝謝

By Ophelia
at 2022-01-10T07:57

補推原po若覺得不妥可以刪我的推文

By Susan
at 2022-01-15T06:30

求網站感謝拜託

By Dorothy
at 2022-01-18T18:24

求網站，站內信～感謝！

By Daniel
at 2022-01-19T03:00

推

By Victoria
at 2022-01-21T05:11

50到1000？

By Daph Bay
at 2022-01-21T10:12

跪求產業分析網站（我跪！

By Daniel
at 2022-01-23T05:39

求網站+1 感謝原po

By Yedda
at 2022-01-24T21:49

推！跪求產業分析網站

By Anonymous
at 2022-01-27T07:13

跟著川普做就是這麼簡單

By Faithe
at 2022-01-30T03:17

救救睡公園的人
http://i.imgur.com/gYPJfFi.jpg

By Elma
at 2022-02-03T19:11

求網站謝謝你

By Olga
at 2022-02-03T21:42

推

By Mary
at 2022-02-04T17:11

求網站感謝大大

By Kyle
at 2022-02-07T15:49

求網站拜託

By Blanche
at 2022-02-08T05:10

跪求常用網站

By Agnes
at 2022-02-11T02:23

求網站謝謝

By Andrew
at 2022-02-13T20:30

求網站謝謝

By Heather
at 2022-02-18T18:26

跪求網站謝謝

By Odelette
at 2022-02-20T16:05

求網站謝謝

By Zanna
at 2022-02-23T10:23

說研究電子股但真正大賺的是壓身家賭投機防疫股

By Bethany
at 2022-02-25T08:57

而且敢壓400萬在熱映??下次賭錯就連本帶利賠回去了

By David
at 2022-02-26T05:08

說本金50 但你投入成本怎麼算應該都有七八百萬以上

By Zora
at 2022-02-26T14:58

已朝聖追蹤

By Ursula
at 2022-02-27T17:57

好狂

By Blanche
at 2022-03-02T21:17

求網站謝謝～～

By Leila
at 2022-03-05T22:29

求分享網站謝謝

By Gary
at 2022-03-10T17:50

求網站感謝

By Thomas
at 2022-03-14T10:55

可以拜託分享您的分析網站嗎?? 感謝

By Harry
at 2022-03-17T18:55

求網站謝謝

By Megan
at 2022-03-18T22:37

感覺這樣下去會變成ptt法人

By Belly
at 2022-03-19T15:53

跪求網站感謝大大

By Hardy
at 2022-03-22T11:08

求網站謝謝

By Irma
at 2022-03-23T15:42

謝謝原po分享感謝分享網站

By Oscar
at 2022-03-27T03:38

求網站謝謝

By Elvira
at 2022-03-30T00:40

求網站謝謝

By Audriana
at 2022-03-30T11:27

高手

By Connor
at 2022-03-30T23:55

感謝分享

By Charlotte
at 2022-03-31T13:14

求網站

By Lydia
at 2022-04-04T00:22

怪怪的....為啥賺很大的是防疫股？

By Thomas
at 2022-04-06T21:45

求網站，感謝

By Kyle
at 2022-04-11T14:56

這張一半收益是防疫可能不是好現象

By Dorothy
at 2022-04-14T04:05

可以求一下產業分析網站嗎

By Isla
at 2022-04-15T09:42

可以求籌碼教學嗎

By Carolina Franco
at 2022-04-19T15:04

五十萬本金兩年持有成本加總一千萬？！

By Caitlin
at 2022-04-22T21:34

求網站,感謝

By Hedy
at 2022-04-25T20:23

你好，請問可以效法你成為投資高手嗎？

By Leila
at 2022-04-30T15:05

求網站感謝

By Quanna
at 2022-05-04T04:21

新手運十年後還活著才是高手

By Jack
at 2022-05-06T10:33

求網站

By Delia
at 2022-05-10T02:56

高手

By William
at 2022-05-12T01:08

求網站

By Quintina
at 2022-05-15T22:55

求常用網站感謝

By Hedwig
at 2022-05-17T02:32

求網站，感謝!!

By Dorothy
at 2022-05-19T05:26

求網站謝謝

By Lydia
at 2022-05-23T01:38

推

By Harry
at 2022-05-25T14:51

好猛

By Cara
at 2022-05-25T23:41

求常用網站，感謝！

By Hazel
at 2022-05-29T13:21

求網站謝謝

By Agatha
at 2022-05-30T14:00

感謝分享

By Victoria
at 2022-05-31T08:44

站內網站加一

By Skylar Davis
at 2022-06-01T07:18

推

By Ivy
at 2022-06-04T13:03

求網站感謝

By Cara
at 2022-06-06T18:31

推

By Sierra Rose
at 2022-06-10T08:00

求分享

By Hamiltion
at 2022-06-10T14:25

求分享網站

By Anonymous
at 2022-06-15T01:11

求網站謝謝

By Dinah
at 2022-06-19T00:08

求網站站內信QQ

By Andrew
at 2022-06-20T01:21

求網站站內信

By Mason
at 2022-06-21T20:53

求產業分析網站站內信感恩

By Anthony
at 2022-06-25T23:56

求產業分析網站站內信＋1～

By Anthony
at 2022-06-30T23:08

求網站站內信謝謝～

By Lucy
at 2022-07-01T03:39

求網站站內信謝謝~!!!!

By Elizabeth
at 2022-07-04T12:31

求產業分析網站，站內信+1

股市2年心得 - 股票

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