請幫我準備一首驪歌 - 股票
By William
at 2021-01-13T23:12
at 2021-01-13T23:12
Table of Contents
https://i.imgur.com/mYMiaWz.jpg
(僅節錄最近空單)
台股準備上萬六,還有人賠錢?
去年疫情爆發前,高點位於一月的12026點,後來一路跌到三月的8523。
到了七月,大盤快速反彈,一口氣突破前高。
我當時認為:縱然預期疫情回穩,經濟恢復,那充其量回到前高萬二,沒什麼理由衝高,
因此我開始買進賣權,也是做空的起點。
後來認為選擇權的保證金太貴,還不如放一點保證金,改做小台指。
在八月時空了第一口,點位是12700。
後來大盤八九十月都盤著,也一路轉倉。
直到後來美國選舉,我一直是看好拜登當選,開票時也認定拜登會後來居上,美國會越來
越對立,是放空好點位。
結果想不到連陷入計票爭議時,股市依然沒跌,一路嘎空,十一月時嚇到就平在13200左
右,但這並不是大不了的事情。
到了十二月,上萬四實在是到了瘋狂的程度(我的參考指標是大盤股淨比),又再次空了一
口。
結果短短沒幾天,股市上萬五,我真的認為大盤已經陷入瘋狂(當然個股還是有低位階),
又加空。
然後最近五天,+230,+249,+93,-56,+269
,總共狂拉785點。
手上還留著一口轉倉+一口加空,共兩口小台。
算一算一路空到現在,已經虧掉總本金的11%,是時候開始挑選驪歌了。
註:
當然我有做多持股,期貨算是避險,所以實際上距離畢業非常遙遠。
空單目前還不打算平倉,萬二都敢空了,結果萬六反而縮起來?加上我參考的股淨比也是
越拉越高,遠高於08年的2倍,想想就沒什麼好怕的了,保證金放多一點,無限轉倉終勝
。
最後嘎尾老輸995...
--
(僅節錄最近空單)
台股準備上萬六,還有人賠錢?
去年疫情爆發前,高點位於一月的12026點,後來一路跌到三月的8523。
到了七月,大盤快速反彈,一口氣突破前高。
我當時認為:縱然預期疫情回穩,經濟恢復,那充其量回到前高萬二,沒什麼理由衝高,
因此我開始買進賣權,也是做空的起點。
後來認為選擇權的保證金太貴,還不如放一點保證金,改做小台指。
在八月時空了第一口,點位是12700。
後來大盤八九十月都盤著,也一路轉倉。
直到後來美國選舉,我一直是看好拜登當選,開票時也認定拜登會後來居上,美國會越來
越對立,是放空好點位。
結果想不到連陷入計票爭議時,股市依然沒跌,一路嘎空,十一月時嚇到就平在13200左
右,但這並不是大不了的事情。
到了十二月,上萬四實在是到了瘋狂的程度(我的參考指標是大盤股淨比),又再次空了一
口。
結果短短沒幾天,股市上萬五,我真的認為大盤已經陷入瘋狂(當然個股還是有低位階),
又加空。
然後最近五天,+230,+249,+93,-56,+269
,總共狂拉785點。
手上還留著一口轉倉+一口加空,共兩口小台。
算一算一路空到現在,已經虧掉總本金的11%,是時候開始挑選驪歌了。
註:
當然我有做多持股,期貨算是避險,所以實際上距離畢業非常遙遠。
空單目前還不打算平倉,萬二都敢空了,結果萬六反而縮起來?加上我參考的股淨比也是
越拉越高,遠高於08年的2倍,想想就沒什麼好怕的了,保證金放多一點,無限轉倉終勝
。
最後嘎尾老輸995...
--
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