<div class=draft-block draft--p left>我們就來簡單看看從<a href=https://vocus.cc/investingportfolio/604b24dcfd89780001063d98 target=_blank class=draft--a>可怕的3/27的投資紀錄後</a>發生了什麼事吧。</div> <div class=draft-block draft--p left>簡單一個結論說,就是跌多了它就反彈,漲多了它就回調,這似乎就是市場的特性。這也一直在提醒我們,<span style=text-decoration: underline; font-weight: bold; >為什麼要專注自己有信心、能理解、財務數字前景好的公司</span>。<span style=text-decoration: underline; font-weight: bold; >因為如此你才能度過這些風暴。</span></div> <div class=draft-block draft--p left>我的主要持股從3/27的股價,到4/9兩週的變化如下:</div> <div class=draft--imgNormal draft-block><div><div style=height:534px class=image-block-prerender data-src=https://images.vocus.cc/8841415c-5f56-43e2-b4a7-efde0cbdadc5.jpg data-width=534 data-height=499 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <h2 class=draft-block draft--h2 name=header-5vuhd>專欄訂閱會員專屬內容,約5分鐘閱讀時間:</h2> <h3 class=draft-block draft--h3 name=header-8gsae>首先是EXPI</h3> <div class=draft--imgNormal draft-block><div><div style=height:1915px class=image-block-prerender data-src=https://images.vocus.cc/15900d5d-b53d-4aa3-9050-5caaf686fb48.jpg data-width=1915 data-height=911 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <h3 class=draft-block draft--h3 name=header-cnm2a>再來是中國電動車的頹勢</h3> 的營收預估</div> <div class=draft--imgNormal draft-block><div><div style=height:1820px class=image-block-prerender data-src=https://images.vocus.cc/10ec30fe-73ae-49d5-9821-24ba22d6ae7a.jpg data-width=1820 data-height=544 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> 的營收預估</div> <div class=draft--imgNormal draft-block><div><div style=height:1824px class=image-block-prerender data-src=https://images.vocus.cc/99186650-e41f-458b-91f6-01e707f5ce51.jpg data-width=1824 data-height=544 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <h2 class=draft-block draft--h2 name=header-feoue>最近關注的一些高成長、估值相對便宜的好公司:</h2> <div class=draft--imgNormal draft-block><div><div style=height:1104px class=image-block-prerender data-src=https://images.vocus.cc/5770fbe5-bf53-4952-bc4d-8f144ce12072.jpg data-width=1104 data-height=234 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <h2 class=draft-block draft--h2 name=header-6raef><span style=text-decoration: underline; >後續也會會員專屬深入介紹他們</span></h2>