<div class=draft-block draft--p left>05/10</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>大小個股輪跌急</div> <div class=draft-block draft--p left>晚上還有物價戲</div> <div class=draft-block draft--p left>營收公告兩樣情</div> <div class=draft-block draft--p left>海運似有在摸底</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>[昨天稽核專案查核</div> <div class=draft-block draft--p left> 今天總公司高官來訪</div> <div class=draft-block draft--p left> 我這裡最近好紅呀... 無奈中]</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>昨天OTC重殺一支 </div> <div class=draft-block draft--p left>大盤有守 因為有台積電扛著</div> <div class=draft-block draft--p left>體感跌幅很大</div> <div class=draft-block draft--p left>今天換大盤下殺 OTC有守</div> <div class=draft-block draft--p left>看似大跌百點 </div> <div class=draft-block draft--p left>不過體感跌幅變小</div> <div class=draft-block draft--p left>昨天是拉大出小</div> <div class=draft-block draft--p left>今天是拉小出大</div> <div class=draft-block draft--p left>這裡在套牢區和季線位子卻走輪跌</div> <div class=draft-block draft--p left>對多方是不太有利的</div> <div class=draft-block draft--p left>晚上還有CPI公告 </div> <div class=draft-block draft--p left>看來會有刺激的</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>4月營收公告倒數</div> <div class=draft-block draft--p left>這兩天反應很激烈</div> <div class=draft-block draft--p left>尤其是之前炒起來的 </div> <div class=draft-block draft--p left>若後面沒有數字跟上</div> <div class=draft-block draft--p left>那可能修正速度也會很快</div> <div class=draft-block draft--p left>不同狀況有不同的解讀</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>1. 月增年增</div> <div class=draft-block draft--p left>這種最漂亮</div> <div class=draft-block draft--p left>可以推測Q2應比Q1更佳</div> <div class=draft-block draft--p left>而且今年狀況比去年好</div> <div class=draft-block draft--p left>若配上Q1也不錯 </div> <div class=draft-block draft--p left>那今年應能繳出好看成績單</div> <div class=draft-block draft--p left>主要是餐飲 內需 生技 </div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>2. 月增年減</div> <div class=draft-block draft--p left>雖然比3月好 但是比去年差</div> <div class=draft-block draft--p left>主要是在疫情受惠的海運股上</div> <div class=draft-block draft--p left>看年增慘到不行之下</div> <div class=draft-block draft--p left>不過至少月營收沒有再破底</div> <div class=draft-block draft--p left>最慘的時候可能過去了</div> <div class=draft-block draft--p left>今天防守就蠻努力的</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>3. 月減</div> <div class=draft-block draft--p left>若4月數字相對於3月還差</div> <div class=draft-block draft--p left>市場反應就相當嚴重</div> <div class=draft-block draft--p left>(EX 6669)</div> <div class=draft-block draft--p left>畢竟扯個4月有休連假</div> <div class=draft-block draft--p left>似乎說不太過去</div> <div class=draft-block draft--p left>- </div> <div class=draft-block draft--p left>當然 </div> <div class=draft-block draft--p left>不同公司有入帳日以及產業區別</div> <div class=draft-block draft--p left>不能以一視之</div> <div class=draft-block draft--p left>不過之前若夢做太大 </div> <div class=draft-block draft--p left>這修正起來 也會很兇</div> <div class=draft-block draft--p left>但下殺之後 </div> <div class=draft-block draft--p left>倒是可以抓到一些 真能扛住的機會</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:521px class=image-block-prerender data-src=https://images.vocus.cc/aa337985-4394-44f1-8e67-78394d343df5.png data-width=521 data-height=459 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>