<div class=draft-block draft--p left>02/08</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>新春連漲兩日紅</div> <div class=draft-block draft--p left>傳產金控當主攻</div> <div class=draft-block draft--p left>萬八雖有再看到</div> <div class=draft-block draft--p left>電子拖累不太妙</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>紅盤順利收高</div> <div class=draft-block draft--p left>今天順勢再推到萬八左右</div> <div class=draft-block draft--p left>不過大格局來說</div> <div class=draft-block draft--p left>萬八已經是之前M頭的位子</div> <div class=draft-block draft--p left>若還是這種3千億不到的水準</div> <div class=draft-block draft--p left>金融傳產衝 電子軟軟的情況</div> <div class=draft-block draft--p left>到這裡該變成個股自行表現</div> <div class=draft-block draft--p left>要看看</div> <div class=draft-block draft--p left>今年還有沒有戲??</div> <div class=draft-block draft--p left>還有沒有題材可以炒? </div> <div class=draft-block draft--p left>1月營收公告期限很快就到</div> <div class=draft-block draft--p left>不過先有出來數字的公司</div> <div class=draft-block draft--p left>卻反應情況不一</div> <div class=draft-block draft--p left>這也讓OTC量能退潮明顯</div> <div class=draft-block draft--p left>市場有些無所適從</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>類股來看</div> <div class=draft-block draft--p left>電子裡來看 </div> <div class=draft-block draft--p left>跟著鴻海在走</div> <div class=draft-block draft--p left>車用電子還算有在努力</div> <div class=draft-block draft--p left>一些連結線組 IC設計組</div> <div class=draft-block draft--p left>不過能打的人不多 </div> <div class=draft-block draft--p left>指標性類股也還沒出來</div> <div class=draft-block draft--p left>6488 </div> <div class=draft-block draft--p left>老三和老四合併案被否決</div> <div class=draft-block draft--p left>環球小姐變成綠色環保小姐</div> <div class=draft-block draft--p left>並把矽晶圓組都拖下去</div> <div class=draft-block draft--p left>2303</div> <div class=draft-block draft--p left>年前的法說不佳 </div> <div class=draft-block draft--p left>利空還在醱酵中</div> <div class=draft-block draft--p left>也是把成熟製程組都殺下去</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>傳產之中</div> <div class=draft-block draft--p left>航運好久不見的30%成交量占比</div> <div class=draft-block draft--p left>年前壓到前波低檔</div> <div class=draft-block draft--p left>年後連兩天強彈</div> <div class=draft-block draft--p left>一堆分析師又是</div> <div class=draft-block draft--p left>殖利率這麼高不用殺</div> <div class=draft-block draft--p left>塞港嚴重不用殺</div> <div class=draft-block draft--p left>不過 彈兩天已到季線位子</div> <div class=draft-block draft--p left>當大家又想到這些朋友時</div> <div class=draft-block draft--p left>恐怕慢了半拍</div> <div class=draft-block draft--p left>細分來說 </div> <div class=draft-block draft--p left>海運是偏低檔反彈 </div> <div class=draft-block draft--p left>空運相對強守高檔</div> <div class=draft-block draft--p left>在低檔的注意套牢區到了要開溜</div> <div class=draft-block draft--p left>在高檔的就看成交量能否補進來</div> <div class=draft-block draft--p left>-</div> <div class=draft-block draft--p left>金融股</div> <div class=draft-block draft--p left>幾乎現在誰都知道</div> <div class=draft-block draft--p left>升息時就是要買金融股</div> <div class=draft-block draft--p left>今年金融配息會很不錯</div> <div class=draft-block draft--p left>官股接力創高 </div> <div class=draft-block draft--p left>對指數穩定很有助溢</div> <div class=draft-block draft--p left>不過價位推高後 </div> <div class=draft-block draft--p left>也代表考驗來到 </div> <div class=draft-block draft--p left>你願意 </div> <div class=draft-block draft--p left>花更多錢去介入一個</div> <div class=draft-block draft--p left>很難有什麼大成長的類股嗎??</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:1067px class=image-block-prerender data-src=https://images.vocus.cc/8279f058-a4fb-4e5c-8467-9a7bf5ab41ca.png data-width=1067 data-height=668 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>