<div class=draft-block draft--p left>07/15</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>雙王法說還不錯</div> <div class=draft-block draft--p left>大盤推高量有多</div> <div class=draft-block draft--p left>電子或許底可摸</div> <div class=draft-block draft--p left>金融地雷怕未破</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>美股在公告更嚇人突破兩位數的PPI數字後</div> <div class=draft-block draft--p left>開很低 但尾盤強勢守穩 </div> <div class=draft-block draft--p left>這戲法連著演了2天</div> <div class=draft-block draft--p left>打底有越打越穩的感覺</div> <div class=draft-block draft--p left>台股也是 開平 下壓 再拉起來</div> <div class=draft-block draft--p left>尾盤配合軋空 </div> <div class=draft-block draft--p left>把量補進來還能把價位推高</div> <div class=draft-block draft--p left>台積電走勢活躍</div> <div class=draft-block draft--p left>容易把其他的類股無力掩蓋過</div> <div class=draft-block draft--p left>(也就是所謂的拉G盤)</div> <div class=draft-block draft--p left>要多留意內容和類股的變化</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>昨天兩場法說會</div> <div class=draft-block draft--p left>今天的反應看來都是正面的</div> <div class=draft-block draft--p left>電子後面景氣是天上有雲</div> <div class=draft-block draft--p left>不過 </div> <div class=draft-block draft--p left>已經無差別的修正了一大波</div> <div class=draft-block draft--p left>也該是分別出 </div> <div class=draft-block draft--p left>有機會打底反彈 </div> <div class=draft-block draft--p left>以及下半年還會更慘的破底股</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>金融還是令人擔心</div> <div class=draft-block draft--p left>連殺2天 快把國安基金出手那天低點跌破</div> <div class=draft-block draft--p left>他們的麻煩還很多</div> <div class=draft-block draft--p left>防疫險理貼 資產估值減損 </div> <div class=draft-block draft--p left>還有匯率波動 股市交易量大減</div> <div class=draft-block draft--p left>別忘了 若升息 </div> <div class=draft-block draft--p left>壽險業的儲蓄險宣告利率會提高</div> <div class=draft-block draft--p left>會再加重金融的壓力</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>強勢創高的類股一直無法走出格局</div> <div class=draft-block draft--p left>生技 航太 車用 工業電腦</div> <div class=draft-block draft--p left>都是看起來不錯 </div> <div class=draft-block draft--p left>但一點火 沒兩天就推不動</div> <div class=draft-block draft--p left>甚至是爆量反轉下去</div> <div class=draft-block draft--p left>市場只能繼續流行著 跌深反彈 </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:1047px class=image-block-prerender data-src=https://images.vocus.cc/cf6565b0-332a-48dc-9c47-ae77b9b0c496.png data-width=1047 data-height=540 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>