<div class=draft-block draft--p left>07/25</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>萬五之前續打轉</div> <div class=draft-block draft--p left>內外變數加到滿</div> <div class=draft-block draft--p left>保險麻煩別擴散</div> <div class=draft-block draft--p left>生技話題來開展</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>大盤開低後有守 </div> <div class=draft-block draft--p left>量縮繼續在萬五前面整理</div> <div class=draft-block draft--p left>不過到午盤就又拉到平盤上</div> <div class=draft-block draft--p left>國安基金天天拉尾效果還是不錯的</div> <div class=draft-block draft--p left>看亞股都軟軟無力 </div> <div class=draft-block draft--p left>我們還能守穩平盤附近 </div> <div class=draft-block draft--p left>內容來看</div> <div class=draft-block draft--p left>連兩天都是非電較有心 </div> <div class=draft-block draft--p left>電子反而是被動 </div> <div class=draft-block draft--p left>下半周的變數比較多</div> 科技股財報 法說會</div> <div class=draft-block draft--p left>指數壓縮之後的噴出 </div> <div class=draft-block draft--p left>會噴什麼方向呢? </div> <div class=draft-block draft--p left>先準備好兩個方向的劇本就好</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>生技類股火力又來 </div> <div class=draft-block draft--p left>7/28開展三天 </div> <div class=draft-block draft--p left>話題性從周末就開始跑</div> <div class=draft-block draft--p left>解盲 新藥 興櫃掛牌 什麼都來了 </div> <div class=draft-block draft--p left>這組就是心臟夠大顆的再出手</div> <div class=draft-block draft--p left>隨時要面對亮燈 </div> <div class=draft-block draft--p left>而且亮哪一顆還不知道</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>太陽能 </div> <div class=draft-block draft--p left>停電 缺電 又天氣熱的好話題</div> <div class=draft-block draft--p left>惟多數也只有小開高就沒後續</div> <div class=draft-block draft--p left>大格局多半也偏弱 </div> <div class=draft-block draft--p left>我倒覺得在夏天當樂透買一點可行</div> <div class=draft-block draft--p left>夠大的波段反攻 可能還要時間</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>半導體成熟製程殺價消息</div> <div class=draft-block draft--p left>聯電 力積電 世界都很無力 </div> <div class=draft-block draft--p left>會變成下個DRAM嗎? </div> <div class=draft-block draft--p left>產業的事留給公司和研究員去煩惱</div> <div class=draft-block draft--p left>看走勢 </div> <div class=draft-block draft--p left>這組朋友先回測7月低點的機會是有</div> <div class=draft-block draft--p left>若能在利空之中扛住不破底 </div> <div class=draft-block draft--p left>其實是對多方有利的 </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:638px class=image-block-prerender data-src=https://images.vocus.cc/ee1b222f-ad7f-4aa5-bfd8-7d25c987ff83.png data-width=638 data-height=564 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>