<div class=draft-block draft--p left>07/11</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>大盤開高就量縮</div> <div class=draft-block draft--p left>變數集中下半周</div> <div class=draft-block draft--p left>或許六月好營收</div> <div class=draft-block draft--p left>關鍵走勢兇不兇</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>台新金己種特別股 快速了解懶人包</div> <div class=draft-block draft--p left>快找 FB #股市教練</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>大盤創高後拉回 量縮難攻 </div> <div class=draft-block draft--p left>本周變數集中在下半 </div> <div class=draft-block draft--p left>周三美股CPI數字</div> <div class=draft-block draft--p left>現在有人喊到9%</div> <div class=draft-block draft--p left>先悲觀點也不是壞事 </div> <div class=draft-block draft--p left>周四則是台積電和大立光法說</div> <div class=draft-block draft--p left>會對下半年的電子產業示警嗎?</div> <div class=draft-block draft--p left>是市場觀察的重點</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>1.</div> <div class=draft-block draft--p left>17和47化工組 有東鹼強彈後</div> <div class=draft-block draft--p left>分析師們又拿出來點名</div> <div class=draft-block draft--p left>不過以位子來看 </div> <div class=draft-block draft--p left>仍為跌深反彈為主</div> <div class=draft-block draft--p left>生技股也偏向是在盤休息時出來短打</div> <div class=draft-block draft--p left></div> <div class=draft-block draft--p left>2.</div> <div class=draft-block draft--p left>6月營收不太行的 </div> <div class=draft-block draft--p left>多數見到跳海下殺</div> <div class=draft-block draft--p left>不少上周較刺激的個股</div> <div class=draft-block draft--p left>像是太陽能等等的 </div> <div class=draft-block draft--p left>這數字一出來 就無力推進 </div> <div class=draft-block draft--p left>而海運股繼續拿出好數字 </div> <div class=draft-block draft--p left>這打底成功的機率就有提高</div> <div class=draft-block draft--p left></div> <div class=draft-block draft--p left>3.</div> <div class=draft-block draft--p left>金融的無力</div> <div class=draft-block draft--p left>今天最弱的是玉山金</div> <div class=draft-block draft--p left>拿出來的6月營收</div> <div class=draft-block draft--p left>無論是YOY還是MOM 都掉了3成</div> <div class=draft-block draft--p left>明顯消費力道減弱 </div> <div class=draft-block draft--p left>後面更麻煩的是 </div> <div class=draft-block draft--p left>金融股的半年報中 </div> <div class=draft-block draft--p left>將會針對投資部位的減損作調整</div> 2的全球股債下殺 </div> <div class=draft-block draft--p left>到底會對這些金融股的淨值</div> <div class=draft-block draft--p left>有多少影響呢?</div> <div class=draft-block draft--p left>到時候就知道了... </div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>分析師A: </div> <div class=draft-block draft--p left>今天開高下殺是為了給國安基金下午開會壓力 </div> <div class=draft-block draft--p left>(委員: 啊我就是來聚餐的 有什麼壓力嗎?? )</div> <div class=draft-block draft--p left></div> <div class=draft-block draft--p left>分析師B: </div> <div class=draft-block draft--p left>今天陸股在跌 日本在漲 </div> <div class=draft-block draft--p left>我不知道台股為什麼要跟不好的</div> <div class=draft-block draft--p left>(日本昨天有選舉呀... )</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>#股市熟手訓練手冊 </div> <div class=draft-block draft--p left>#股市教練實戰學院</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>此心得分享內容只為個人看法 </div> <div class=draft-block draft--p left>無任何建議或引導之意圖</div> <div class=draft-block draft--p left>以上內容皆為個人言論 </div> <div class=draft-block draft--p left>和公司或其他任何單位無關</div> <div class=draft--imgNormal draft-block><div><div style=height:595px class=image-block-prerender data-src=https://images.vocus.cc/4895ea34-35b6-4da3-8139-9bb35c66d5cc.png data-width=595 data-height=464 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left></div>