tag:blogger.com,1999:blog-7177962749989925788.post7762328065513557243..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 更新@24 Jan 理想的開局,惟切忌自滿You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger23125tag:blogger.com,1999:blog-7177962749989925788.post-51423728883601314942018-02-06T10:59:46.905+08:002018-02-06T10:59:46.905+08:00我覺得應遵守trading rule,突然跌得很急不是不沽貨的藉口。不是說要草草地清倉,而是要觀察個...我覺得應遵守trading rule,突然跌得很急不是不沽貨的藉口。不是說要草草地清倉,而是要觀察個股的相對走勢而作出合適的決定<br /><br />剛沽出HSBC,現金比重提升至接近40%You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-20088904594848808652018-02-06T10:39:09.399+08:002018-02-06T10:39:09.399+08:00我昨晚剛好起床了, 看着指數大跌但也無法行動, 因為跌得太急了, 在大急跌日如果草草地清倉, 好容易...我昨晚剛好起床了, 看着指數大跌但也無法行動, 因為跌得太急了, 在大急跌日如果草草地清倉, 好容易中招, 但現在不沽貨, 美期又再大跌, 哈哈, 兩難投資達人https://www.blogger.com/profile/12513377659040798634noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-39151022769670330522018-02-06T10:04:54.310+08:002018-02-06T10:04:54.310+08:00昨晚沽出Nvidia(NVDA),買入 Microsoft (MSFT)
交易美股的缺點是未能在深...昨晚沽出Nvidia(NVDA),買入 Microsoft (MSFT)<br /><br />交易美股的缺點是未能在深夜時份作對應,近周已提高警覺,並適量提高現金比重。但周五及周一的跌幅顯著擴大均是在香港的深夜時份出現,除非整晚不睡,否則根本無法對應<br /><br />尤其是昨晚,入睡前美股的表現並不差,組合內的不少股份均倒升,根本無需要沽出,但怎料到入睡後才出現大跌<br /><br />即使如此, year to date 回報仍保持在中單位數,暫時大幅跑贏指數<br /><br />You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-62517544629377597432018-02-03T00:55:42.597+08:002018-02-03T00:55:42.597+08:00sell Paypal (PYPL)sell Paypal (PYPL)You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-31152111101654854742018-01-31T09:56:23.720+08:002018-01-31T09:56:23.720+08:00thanks you sirthanks you sir投資達人https://www.blogger.com/profile/12513377659040798634noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-47458979965241241892018-01-30T18:18:53.922+08:002018-01-30T18:18:53.922+08:00睿見教育(6068)於廣東省營運中學及小學,於香港上市的教育股中屬較吸引的一間
香港上市的中國教育...睿見教育(6068)於廣東省營運中學及小學,於香港上市的教育股中屬較吸引的一間<br /><br />香港上市的中國教育股多為經營私立學校,而美國上市的則多為補習社。我較為傾向後者,因較少政策風險及投資和overhead等成本You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-11168664842810685002018-01-30T18:12:41.593+08:002018-01-30T18:12:41.593+08:00美債息率及股市引伸波幅指數上升,須予注意美債息率及股市引伸波幅指數上升,須予注意You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-48158999851140234332018-01-30T12:32:53.071+08:002018-01-30T12:32:53.071+08:00港股的 6068 走勢也不錯, 美股我只留意 TAL 和 EDU港股的 6068 走勢也不錯, 美股我只留意 TAL 和 EDU投資達人https://www.blogger.com/profile/12513377659040798634noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-46103636746300228362018-01-29T15:35:39.923+08:002018-01-29T15:35:39.923+08:00華人的傳統向來是注重子女教育,相信大部份在香港或美國上市的中國教育股都可予長期看好華人的傳統向來是注重子女教育,相信大部份在香港或美國上市的中國教育股都可予長期看好You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-73334319097031269482018-01-29T12:42:58.006+08:002018-01-29T12:42:58.006+08:00TAL 之前大成交下跌, 以為會轉勢, 但其後又急升 10幾%, 型態上似是 cup with ha...TAL 之前大成交下跌, 以為會轉勢, 但其後又急升 10幾%, 型態上似是 cup with handle, 我都留意下, thanks You sir投資達人https://www.blogger.com/profile/12513377659040798634noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-12231293372698694062018-01-29T11:43:19.197+08:002018-01-29T11:43:19.197+08:00Selling remaining 2318
Buy 2883Selling remaining 2318<br />Buy 2883You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-7278442283629906832018-01-28T22:40:47.236+08:002018-01-28T22:40:47.236+08:00周五沽出了ISRG,並換入中國教育股好未來(TAL)
TAL Education Soars On...周五沽出了ISRG,並換入中國教育股好未來(TAL)<br /><br />TAL Education Soars On Surging Student Enrollment Across China<br /><br />https://www.investors.com/news/tal-education-soars-on-surging-student-enrollment-across-china/You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-35404233860090697252018-01-26T15:25:58.203+08:002018-01-26T15:25:58.203+08:00投資美股的缺點是未能在香港的深夜時間反應,昨晚LRCX在入睡後的跌幅擴大,並以跌5%收市
本來跌1...投資美股的缺點是未能在香港的深夜時間反應,昨晚LRCX在入睡後的跌幅擴大,並以跌5%收市<br /><br />本來跌1%多還是在可接受情況之內,心裡盤算跌到2%至3%便一定要離場,但跌幅擴大之時正是深夜熟睡之時<br /><br />即使業績很好及管理層上調指引,但也要尊重市重反應,除非今晚股價大幅反彈,否則很大機會沽出You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-91802638609557046332018-01-26T00:57:06.872+08:002018-01-26T00:57:06.872+08:00今天高開逾2%,現倒跌1%,單日波幅逾3%。需密切關注是否要沽出,目前跌幅尚未至很離譜,可給多一到兩...今天高開逾2%,現倒跌1%,單日波幅逾3%。需密切關注是否要沽出,目前跌幅尚未至很離譜,可給多一到兩天觀察,若走勢再不符合預期必須離場You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-9107324687401609102018-01-25T21:54:03.221+08:002018-01-25T21:54:03.221+08:00thanks for updatethanks for updatelam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-29665054520329490232018-01-25T19:17:50.550+08:002018-01-25T19:17:50.550+08:00今天沽出了一半平保,因相對動力減弱及於高位的波幅加大
沽出的決定不是一個基於靜態觸發點的考慮,而是...今天沽出了一半平保,因相對動力減弱及於高位的波幅加大<br /><br />沽出的決定不是一個基於靜態觸發點的考慮,而是基於繼續持有的值搏率去看You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-91777166005546504612018-01-25T10:58:53.609+08:002018-01-25T10:58:53.609+08:00我也不算很深入暸解整個產業鏈,但行業內的相關股份如AMAT及BRKS等近日的走勢也在顯著好轉中我也不算很深入暸解整個產業鏈,但行業內的相關股份如AMAT及BRKS等近日的走勢也在顯著好轉中You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-5197164231146988382018-01-25T09:32:38.687+08:002018-01-25T09:32:38.687+08:00LRCX業績優於預期,且調升季度指引,盤後升3.9%
Lam Research +3.4% on ...LRCX業績優於預期,且調升季度指引,盤後升3.9%<br /><br />Lam Research +3.4% on Q2 beats, upside guidance<br /><br />Lam Research (NASDAQ:LRCX) shares are up 3.4% aftermarket following Q2 results that beat EPS and revenue estimates.<br /><br />Upside Q3 guidance: Shipments, $3.05B to $3.3B; revenue, $2.73B to $2.98B (consensus: $2.64B); gross margin, 46% +/- 1%; operating margin, 29% +/- 1%; EPS, $4.20 to $4.50 (consensus: $3.75).<br /><br />Key Q2 results: Shipments, $2.63B (+11% Y/Y); non-GAAP gross margin, 47.6% (+40 bps); operating margin, 30.2% (+60 bps).<br /><br />https://seekingalpha.com/news/3325023-lam-research-plus-3_4-percent-q2-beats-upside-guidance<br /><br />Lam Research beats by $0.66, beats on revenue<br /><br />Lam Research (NASDAQ:LRCX): Q2 EPS of $4.34 beats by $0.66.<br /><br />Revenue of $2.58B (+37.2% Y/Y) beats by $10M.<br /><br />https://seekingalpha.com/news/3324989-lam-research-beats-0_66-beats-revenueYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-87864245085204648132018-01-25T09:29:47.260+08:002018-01-25T09:29:47.260+08:00XLNX 無特別留意,股票監察名單只放在美國和香港的十多廿隻股份上,不能兼顧太多股票XLNX 無特別留意,股票監察名單只放在美國和香港的十多廿隻股份上,不能兼顧太多股票You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-58352958268625708542018-01-25T07:54:46.265+08:002018-01-25T07:54:46.265+08:00似乎業績幾好, 可喜可恭
有無留意XLNX都係今日公佈業績? 唔知係咪真係可以同NVDA 一齊增長...似乎業績幾好, 可喜可恭<br /><br />有無留意XLNX都係今日公佈業績? 唔知係咪真係可以同NVDA 一齊增長定有佢無我, 都唔係太了解Ed Choihttps://www.blogger.com/profile/04045262892734889145noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-70030257961426441522018-01-25T00:33:19.066+08:002018-01-25T00:33:19.066+08:00謝解說,我也很看好AI及機器人概念,所以也重倉NVDA及BOTZ,對晶片及記憶體需求應是一個長期的t...謝解說,我也很看好AI及機器人概念,所以也重倉NVDA及BOTZ,對晶片及記憶體需求應是一個長期的tailwind,不過近期MU明顯績弱令人對記憶體短線前景有點隱憂Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-36654397151491546512018-01-24T23:32:16.069+08:002018-01-24T23:32:16.069+08:00以我理解最layman 的說法是,在人工智能AI 時代,電腦運算須要 deep learning,故...以我理解最layman 的說法是,在人工智能AI 時代,電腦運算須要 deep learning,故對晶片及記憶的需求會有結構性的爆發性增長<br /><br />LRCX的股價雖未破頂,但相對走勢己有所轉強<br /><br />LRCX會於今天(周三)收市後公佈業績,以其於業績前的走勢看,我願意搏它的業績令投資者滿意<br /><br /><br /><br /><br />Dinner With Lam Research<br /><br />https://seekingalpha.com/article/4135184-dinner-lam-research<br /><br />The reality is that artificial intelligence (AI) is rapidly working its way into all consumer and industrial products far faster than anyone realizes, creating astronomical demand for the chips needed to implement it.<br /><br />Bitcoin mining is also creating enormous new demand for chips that no one remotely imagined possible even two years ago.<br /><br />As a result, the industry has been caught flat footed with severe capacity shortages. They are all racing to add capacity as fast as they can. Profit margins are exploding.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-81157427102953561182018-01-24T19:29:06.291+08:002018-01-24T19:29:06.291+08:00You Sir 為何買入LRCX? 還未破11月頂,半導體股中算相對較弱勢吧,還是有其他基本面原因?...You Sir 為何買入LRCX? 還未破11月頂,半導體股中算相對較弱勢吧,還是有其他基本面原因?Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.com