<div class=draft-block draft--p left>自2022年3月分享強勢股以來,</div> <div class=draft-block draft--p left>累積74勝61負,</div> <div class=draft-block draft--p left>勝率54.8%,</div> <div class=draft-block draft--p left>累積獲利59.79元,</div> <div class=draft-block draft--p left>大部分敗績是6月大跌所致。</div> <div class=draft-block draft--p left></div> <div class=draft-block draft--p left>大盤近日走反彈波,</div> <div class=draft-block draft--p left>尚需通過7/13美國發布核心CPI,</div> <div class=draft-block draft--p left>及7/28 FED升息決議的考驗,</div> <div class=draft-block draft--p left>才能知道是否轉回長多。</div> <div class=draft-block draft--p left>目前各方消息都是7月升息3碼,</div> <div class=draft-block draft--p left>升息應該沒有其他變數,</div> <div class=draft-block draft--p left>剩下的變數是「市場對消息的反應」,</div> <div class=draft-block draft--p left>市場是很敏感的,</div> <div class=draft-block draft--p left>上個月發布cpi,指數大跌,</div> <div class=draft-block draft--p left>就可說通膨過熱,經濟衰退,空頭來襲,</div> <div class=draft-block draft--p left>若7月發布cpi,預測是持平,</div> <div class=draft-block draft--p left>市場大漲,就說cpi漲幅不如預期;</div> <div class=draft-block draft--p left>市場大跌,就說通膨持續惡化,未改善,</div> <div class=draft-block draft--p left>多空都有理由,</div> <div class=draft-block draft--p left>因此無法預測未來,</div> <div class=draft-block draft--p left>市場本身就包含不確定性,</div> <div class=draft-block draft--p left>等數據發布了,</div> <div class=draft-block draft--p left>市場表態了,才能進一步確定。</div> <div class=draft-block draft--p left></div> <div class=draft-block draft--p left>新漢32.45抄錄,最高34.4,</div> <div class=draft-block draft--p left>今日未能守成,長黑K只能砍,</div> <div class=draft-block draft--p left>建達33.25抄錄,今日最高39,</div> <div class=draft-block draft--p left>也是不能守成,雖然收黑十字還能放,</div> <div class=draft-block draft--p left>但考量新漢及空指數etf的虧損,</div> <div class=draft-block draft--p left>就先出場。</div> <div class=draft-block draft--p left>將獲利放入口袋。</div> <div class=draft--imgNormal draft-block><div><div style=height:922px class=image-block-prerender data-src=https://images.vocus.cc/f2971bac-f405-480c-a239-d803d4b29753.jpg data-width=922 data-height=228 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left>已建立嚴格停損的紀律,</div> <div class=draft-block draft--p left>若不能嚴守停損,</div> <div class=draft-block draft--p left>當初5月、6月的持股,</div> <div class=draft-block draft--p left>還死抱的話,</div> <div class=draft-block draft--p left>現在虧損會更大。</div> <div class=draft-block draft--p left></div>