<div class=draft-block draft--p left>07/10</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>反彈量縮很無力</div> <div class=draft-block draft--p left>尾盤放手潛水去</div> <div class=draft-block draft--p left>景氣循環能落底?</div> <div class=draft-block draft--p left>上半營收塵埃定!</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>[10號總是滿滿的人潮呀~~]</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>早盤反攻量縮2500E </div> <div class=draft-block draft--p left>要推多遠實在不易</div> <div class=draft-block draft--p left>能扛的住不破底就已經很好</div> <div class=draft-block draft--p left>(結果寫完直接翻黑...)</div> <div class=draft-block draft--p left>估量還放大到2800E </div> <div class=draft-block draft--p left>目前看來還在回檔格局 </div> <div class=draft-block draft--p left>沒有明顯的防守訊號 </div> <div class=draft-block draft--p left>仍舊不急</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>早盤AI類股</div> <div class=draft-block draft--p left>大家都在討論著大摩給的好低目標價</div> <div class=draft-block draft--p left>外資也很難做 </div> <div class=draft-block draft--p left>給太高的目標價說是騙大家進場?</div> <div class=draft-block draft--p left>現在給這麼低的目標價說是騙大家賣出?</div> <div class=draft-block draft--p left>2.</div> <div class=draft-block draft--p left>冷凍機炒了幾天 </div> <div class=draft-block draft--p left>今天連15和45工具機組都噴出</div> <div class=draft-block draft--p left>這組朋友的景氣還在寒冬</div> <div class=draft-block draft--p left>會是內資順勢炒個轉虧為盈?</div> <div class=draft-block draft--p left>3.</div> <div class=draft-block draft--p left>6月營收今天最後公告</div> <div class=draft-block draft--p left>也幾乎可以確認 到底Q1還是Q2</div> <div class=draft-block draft--p left>是否真的能成為公司的景氣低點?</div> <div class=draft-block draft--p left>特別小心一些已經連收黑棒破底的個股</div> <div class=draft-block draft--p left>恐怕數字不太好看... </div> <div class=draft-block draft--p left>題外話</div> <div class=draft-block draft--p left>台積電如以往在收盤後公告數字 </div> <div class=draft-block draft--p left>6月MOM和YOY都減了約11%</div> <div class=draft-block draft--p left>盤後還能反應的台指期和台積電期都下殺中... </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:822px class=image-block-prerender data-src=https://images.vocus.cc/5c584ee3-6b9f-4d42-a501-82b7a94f6960.png data-width=822 data-height=438 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>