高點還沒到,現金是王道 - 股票
By George
at 2021-05-17T15:16
at 2021-05-17T15:16
Table of Contents
確診數高點還沒到,疫情的影響還是未知,保守保守再保守才能走的遠。
就說資本市場兩大基本精神,反應未來,與不喜未知。
稍微有腦的都知道,就這兩天,怎麼可能就是確診數高點,當然還會上昇,如果在下週可
以開始自高點回落,台灣就已經是全球奇蹟。
而疫情未知風險在於,一旦沒守住,各公司會開始出現確診,尤其龍頭廠,龍頭廠一旦開
始出現確診,到時就會是真正的崩盤。市場資金怎麼會喜歡賭這種未知風險,當然先撤退
觀望兩週,確定疫情可以守住,再回補就好。
--
就說資本市場兩大基本精神,反應未來,與不喜未知。
稍微有腦的都知道,就這兩天,怎麼可能就是確診數高點,當然還會上昇,如果在下週可
以開始自高點回落,台灣就已經是全球奇蹟。
而疫情未知風險在於,一旦沒守住,各公司會開始出現確診,尤其龍頭廠,龍頭廠一旦開
始出現確診,到時就會是真正的崩盤。市場資金怎麼會喜歡賭這種未知風險,當然先撤退
觀望兩週,確定疫情可以守住,再回補就好。
--
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