防疫概念股 口罩手套疫苗快篩 全多 - 股票
By Aaliyah
at 2021-05-15T20:51
at 2021-05-15T20:51
Table of Contents
今天確診180例後開始研究防疫概念股
在此整理一下
1. 標的:
快篩試劑:開始廣設快篩站需求大增
瑞基、國光生、安特羅、寶齡富錦、亞諾法
泰博、長興、金萬林、博錸、 敏成 、普生 、大江
羅氏、安盛生、ABC-KY、聚和
疫苗 :懷抱國人希望的疫苗類股
高端疫苗、台康、東洋、國鼎、昱厚
口罩 :抗疫戰線拉長,需求再次上揚,沒有疫苗的基礎防衛方式
恆大 康那香 美德醫療 南六、聚隆、敏成
乳膠手套 : 廣設快篩站 通勤族需求量大增
南帝、申豐
消毒酒精:台榮、毛寶、和桐、永豐餘
額溫槍 :雖然家家戶戶應該都有了 但可能還是刺激買氣
熱映 泰博 豪展
防護衣 :聚隆 聚陽 儒鴻 如興
其他生技類股:協助疫苗研究或代工等機會
天國一輝、生華科
居家健身 : 可能封城私人健身風潮再起
岱宇 喬山
電玩概念股:研究中
網購 :網家 富邦
物流:宅配通、嘉里大榮
2. 分類:多/空/請益/心得
多 預估漲幅抓28%
3. 分析/正文:
這是後續會提升的防疫方式
口罩眼鏡手套,在沒有疫苗只能這樣防護
https://i.imgur.com/AB4mhM7.jpg
在他國還沒提供疫苗之前 只能期待本國疫苗趕快研究成功
在大幅疫情上升的情況 已經有很多自營商已經又開始鎖定防疫物資
在此會找勝率高但已經跌半年的口罩手套作為標的
4. 進退場機制:停利30%。 停損30%
在此若有其他版友有新的防疫概念股見解
小弟也會兩天後整理加入下週一開盤給大家評估
也請國人努力防疫 台灣加油!
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Sent from JPTT on my iPhone
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Tags:
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