早前低估了危機嚴重性，未有大手減持算是失策。但恆指目前的日線RSI超賣水平，已和以往多次危機的可以比擬（除2001年911事件以外）；只要歐羅危機或中國的經濟硬著陸的形勢略有好轉，也足可引發略具規模的技術性反彈；故在現時機大規模撒退也要冒上一些風險。目前不欲再加倉搏反彈；但除非個股走勢特別不對勁，不會貿貿然減持；繼續執行等待適合時機執行撤退的策略。
在審慎中仍要抱有希望，港股自０７年見頂以來的表現是頗令人失望。但港股最近數年的平均回報及估值均遠低於以往的平均水平；一旦宏觀危機過去，港股在回歸合理價值下引發的爆發力可以很大。只要保存實力；短則半年，長則一年多，下一個賺大錢的機會又會出現。
目前組合：
| CSR (1766) | 8.6% |
| Towngas China (1083) | 8.1% |
| R&F Properties (2777) | 7.7% |
| AAC Technology (2018) | 7.4% |
| GOCO (81) | 7.3% |
| TCL Multimedia (1070) | 7.1% |
| Shimao Property (813) | 6.9% |
| BOCHK (2388) | 6.8% |
| Guotai Junan (1788) | 6.6% |
| Cash | 33.3% |
簡直令人嘔血，歐洲財金官員處理危機的能力是令人擔心
回覆刪除Europe May Be Unprepared for Greece Exit: Official
"There is no organized discussion at the European level along the lines of: what do we do (if Greece leaves)," Didier Reynders, who is both Belgium's foreign minister and deputy prime minister, told the European American Press Club in Paris. "Now, if central banks and companies are not preparing for the scenario, that would be a grave professional error."
http://www.cnbc.com/id/47582075
不用嘔血, 其實都係玩口術而已.
刪除sell 1766
回覆刪除我都低估了危機嚴重性，早前雖然已大手減持，但又太快一開始超賣已入市，未有耐心等到非常超賣才出手，也忘記了去年一失守大位後會急速下跌。
回覆刪除根據上年經驗，可能當超賣又超賣再三超賣時，即是博反彈博三次都失敗連自己都想放棄時，大市才有一次急速大反彈 ^^'''
好難估到exact的底部，我覺得達人兄出手時間無錯。但搏熊市反彈（而非中長線見底），用了大部份現金似乎是進取些少
刪除buy 1186, coz seems that my earlier offload of 1766 was wrong
回覆刪除其實you sir 選股都ok。個市都吾使睇太淡。股票買預期。注意注碼最重要。
回覆刪除目前會保留一定比重的持股；但如今次大市反彈，但力度仍不足的話（我想最少要收復２５０天線），便要作進一步撤退了
刪除午安You Sir
回覆刪除good evening beautiful lady!
刪除http://www.bloomberg.com/news/2012-05-28/european-stocks-rise-after-greek-opinion-polls-bhp-gains.html
回覆刪除European Stocks Rise After Greek Opinion Polls; Rio Gains
Greek Opinion Polls
Greece’s New Democracy, which supports the spending cuts and tax increases imposed by the European Union, came first in all six opinion polls published on May 26 as campaigning continued for the general election on June 17.
Party leader Antonis Samaras portrayed the consequences of a euro exit, saying Greek incomes, bank deposits and property values would lose at least half their value within days, while food prices would rise by a quarter.
International Monetary Fund Managing Director Christine Lagarde upbraided Greek taxpayers and Juergen Fitschen, the incoming co-chief executive officer of Deutsche Bank AG, referred to the country as a “failed state.”
http://finance.sina.com.cn/china/hgjj/20120528/020212157443.shtml
回覆刪除多部委密集出台文件鼓励引导民资
上周末，鼓励和引导民资政策密集出台。25日国资委发布《关于国有企业改制重组中积极引入民间投资的指导意见》(以下简称《指导意见》)，证监会发布《关于落实工作要点的通知》，26日银监会发布《关于鼓励和引导民间资本进入银行业的实施意见》(以下简称《意见》)。
接受《经济参考报》记者采访的专家表示，落实“新36条”的配套实施细则密集出台，有利于提升相关产业的市场竞争力，说明当前我国越来越重视通过产业政策保持经济增长的稳定。在使用货币政策和财政政策之外，产业政策有利于延长经济周期，降低宏观调控给经济造成的“副作用”。也有专家认为，尽管鼓励和引导民资政策密集出台，但国企改革仍需攻坚。
http://www.cnbc.com/id/47589903
回覆刪除Spain's Borrowing Costs Near Danger Level: Bailout Next?
Spanish 10-year borrowing costs neared the 7 percent danger level and Bankia shares hit record lows on Monday after the government, struggling to sort out its finances, proposed putting sovereign debt into the struggling lender.
Prime Minister Mariano Rajoy pinned the blame for the rising borrowing costs—the spread over Germany reached the highest since the euro's launch—on concern about the future of the single currency.
YOU SIR,
回覆刪除早安！发现你的组合里有两个大陆房地产股，难道您对大陆的房地产信心那么大吗，随着大陆经济的恶化，大陆房地产还有暴利可言吗？会不会卖不出楼盘造成自身资金链的断裂呢？
RABIT
Hi rabit,
刪除其實大陸在上年年尾開始減rrr，再加上外圍經濟差，有必要放鬆銀根減底硬著陸風險，再者內房實行以量換價亦見成效，所以我覺得之後兩三季最受益應該係內房及汽車股。
Alex
我組合中共有三隻內房股
刪除多隻上市內房股公佈的月度銷售數字頗為不俗，且近日國內房地產市道轉趨平穩；我認為國內對房屋的剛性需求仍是存在
add 1788
回覆刪除For sharing,
回覆刪除some of the stocks which still kept above sma200: 1186, 817, 257, 1177, 751, 2233, 173, 1918, 604
但仍然擔心歐股、銅、EUR弱勢，及美匯強勢
恒指Jun Put/call未平倉合約比：1.61，高
Yes, I share the same feeling. You can refer to my just posted article
刪除