<div class=draft-block draft--p left>01/03</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>開年先壓後翻紅</div> <div class=draft-block draft--p left>尾盤順手再軋空</div> <div class=draft-block draft--p left>萬四回測能力守</div> <div class=draft-block draft--p left>想要發錢親動手</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>多數市場這兩天跨年休息</div> <div class=draft-block draft--p left>今天的亞盤算是2023年新開局</div> <div class=draft-block draft--p left>有趣的是 </div> <div class=draft-block draft--p left>日韓無力黑盤 </div> <div class=draft-block draft--p left>台港陸開低翻紅走高</div> <div class=draft-block draft--p left>這看來我們都比較喜歡</div> <div class=draft-block draft--p left>拉個開門紅 哈哈!</div> <div class=draft-block draft--p left>大盤再次回測萬四關卡有守</div> <div class=draft-block draft--p left>若能夠在這裡形成堅實底部也不錯</div> <div class=draft-block draft--p left>走到午盤 更引發了軋空力道</div> <div class=draft-block draft--p left>一度台指期拉到正價差 </div> <div class=draft-block draft--p left>實在有趣</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>原本市場期待的3800E大撒幣落空</div> <div class=draft-block draft--p left>不過留下資金子彈 </div> <div class=draft-block draft--p left>政策推動概念股相對有利</div> <div class=draft-block draft--p left>內需的飯店 失望賣壓</div> <div class=draft-block draft--p left>另則明顯看到節能概念股發動</div> <div class=draft-block draft--p left>一樣的方向 </div> <div class=draft-block draft--p left>年初就是選擇今年數字可以較去年佳</div> <div class=draft-block draft--p left>若政策上願意加碼建設</div> <div class=draft-block draft--p left>對相關類股也會有業績數字的期待</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>電子的部份</div> <div class=draft-block draft--p left>蘋果砍單訊息傳來</div> <div class=draft-block draft--p left>鴻海敵不過電動車利多而下壓</div> <div class=draft-block draft--p left>之前教練有說過</div> <div class=draft-block draft--p left>在這裡打轉很久的鴻海 </div> <div class=draft-block draft--p left>沒有跟上去 那不代表不會跟下來</div> <div class=draft-block draft--p left>果粉再有信仰</div> <div class=draft-block draft--p left>口袋變薄也是消費不下去</div> <div class=draft-block draft--p left>反而看到板卡.面板IC</div> <div class=draft-block draft--p left>清庫存到一階段 </div> <div class=draft-block draft--p left>訂單倒是有增加機會</div> <div class=draft-block draft--p left>這塊可以觀察月營收變化</div> <div class=draft-block draft--p left>若能結束長時間的YOY哀退</div> <div class=draft-block draft--p left>則有產業轉佳的可能性 </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>今天聽了好多次</div> <div class=draft-block draft--p left>分析師說:</div> <div class=draft-block draft--p left>免子就是先蹲後跳</div> <div class=draft-block draft--p left>這個嘛~~ </div> <div class=draft-block draft--p left>聊聊天開開玩笑是可以</div> <div class=draft-block draft--p left>但從虎年行情變成唬年行情後</div> <div class=draft-block draft--p left>你還信以為真?? 哈哈 </div> <div class=draft-block draft--p left>另外補充一下</div> <div class=draft-block draft--p left>其實生肖是看農曆哦 ^^</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>股市有風險 進出要小心</div> <div class=draft--imgNormal draft-block><div><div style=height:599px class=image-block-prerender data-src=https://images.vocus.cc/721b1475-030e-4a6a-aab4-c6ae3942afe6.png data-width=599 data-height=548 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>