<div class=draft-block draft--p left>03/30</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>大盤反彈量縮勢</div> <div class=draft-block draft--p left>轉機期待在電子</div> <div class=draft-block draft--p left>季底該是回顧時</div> <div class=draft-block draft--p left>操作有否做傻事</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>美股科技股反彈</div> <div class=draft-block draft--p left>尤其是美光拿出不好看的財報</div> <div class=draft-block draft--p left>但認為低潮已過 反而是大漲7%</div> <div class=draft-block draft--p left>這也刺激了今年Q1不太行的電子業</div> <div class=draft-block draft--p left>台股上攻 再次挑戰15900 </div> <div class=draft-block draft--p left>但節前的量能持續不足</div> <div class=draft-block draft--p left>再加上一堆資金都去抽嘉澤啦!!</div> <div class=draft-block draft--p left>比較特別的是 連著兩天 </div> <div class=draft-block draft--p left>盤中都有台指期拉高軋到正價差</div> <div class=draft-block draft--p left>反轉後急殺百點回跌</div> <div class=draft-block draft--p left>然後又是慢慢爬升的走法</div> <div class=draft-block draft--p left>會是多空雙巴的節奏嗎??</div> <div class=draft-block draft--p left>還是已被遺忘的磨台結算呢?? </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>清明變盤??</div> <div class=draft-block draft--p left>反正連假就要拿這個話題出來聊</div> <div class=draft-block draft--p left>不過依教練統計</div> <div class=draft-block draft--p left>清明前後時間為</div> <div class=draft-block draft--p left>股東會券補日+搶董監事時間</div> <div class=draft-block draft--p left>以及Q1作夢時段結束</div> <div class=draft-block draft--p left>上半年的高點 多半會落在附近</div> <div class=draft-block draft--p left>要小心哦!!</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>電子本波從GPT AI IP 軟體</div> <div class=draft-block draft--p left>然後發動了網通組 散熱組 </div> <div class=draft-block draft--p left>還有老牌組裝廠都來了 </div> <div class=draft-block draft--p left>炒作是有接棒下去</div> <div class=draft-block draft--p left>市場認為Q1最低 </div> 2之後電子就要飛天了??</div> <div class=draft-block draft--p left>教練認為 再比Q1更慘是不會</div> <div class=draft-block draft--p left>但現在把Q2的成長率都先漲完了</div> <div class=draft-block draft--p left>恐怕到時候拿好數字出來</div> <div class=draft-block draft--p left>反而會變成利多出盡哦~~ </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>風向有點亂 </div> <div class=draft-block draft--p left>分析師也蠻忙的</div> <div class=draft-block draft--p left>~~</div> <div class=draft-block draft--p left>早盤下殺</div> <div class=draft-block draft--p left>分析師: 早上成交量不足 節前壓力</div> <div class=draft-block draft--p left>午盤拉抬</div> <div class=draft-block draft--p left>分析師: 早上是好的布局點</div> <div class=draft-block draft--p left>~~</div> <div class=draft-block draft--p left>昨天六千概念股往上拉</div> <div class=draft-block draft--p left>分析師: 拿到之前都有期待</div> <div class=draft-block draft--p left>今天六千概念股下殺</div> <div class=draft-block draft--p left>分析師: 登記完就利多出盡</div> <div class=draft-block draft--p left>~~</div> <div class=draft-block draft--p left>昨天高價股下殺</div> <div class=draft-block draft--p left>分析師: 投信結帳 節前賣壓</div> <div class=draft-block draft--p left>今天反彈</div> <div class=draft-block draft--p left>分析師: 投信還在場內作帳 押寶節後</div> <div class=draft-block draft--p left>~~</div> <div class=draft-block draft--p left>找理由都很容易 找說法也是</div> <div class=draft-block draft--p left>但是戶頭的賺賠 說的才是實話</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:593px class=image-block-prerender data-src=https://images.vocus.cc/6f0dffc2-e1e1-41e0-8e27-0d4b67a852bc.png data-width=593 data-height=483 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>