港股表現比預期要弱很多，即使國內A股顯著轉強，亞太其他地區表現也不算太差，但港股仍繼續牛皮偏軟。要留意動力股今天有明顯獲利回吐，如情況持續，須再提高戒心。今天組合跌1.4%，但總結全周，整體表現仍算滿意。
把沽出恆大的資金分別加碼YGM(375)、大成生化（８０９）及六福（５９０），目前持股如下：
| YGM (375) | 14.9% |
| Shanshui Cement (691) | 14.0% |
| Dongyue (189) | 13.1% |
| Gome (493) | 10.7% |
| Anhui Conch Cement (914) | 9.7% |
| Luk Fook (590) | 8.0% |
| Global BioChem (809) | 8.0% |
| Biostime (1112) | 7.0% |
| ZhengTong (1728) | 5.5% |
| Singmas Container (716) | 5.2% |
| Sparkle Roll (970) | 4.0% |
嘩，只係短短兩個星期,你嘅組合已高度集中係零售同水泥股中.
回覆刪除學ＣＵＰ兄一樣，把持股集中在最強者
回覆刪除You Sir 個倉好多動力股，正！
回覆刪除未係動力股的可能係 970，You Sir 買入原因應該以 FA 為主~
達人兄： I've TA consideration in buying 970. But the buying time is not good. As taught by Cup sir, the best buying time is when the stock breaks the resistance point, but not to bet it will break it. However, 970 fells lagged a lot behind other auto distributors. I may dump it when the share price rebounds.
回覆刪除cut loss 970
回覆刪除189連跌三天,是雙頂回落嗎?需要沽貨嗎?
回覆刪除Koppu: 公司目前的盈利增長動力肯定仍不錯。我認為目前的沽貨是屬震倉及獲利回吐多些。沽貨與否也無不可，見乎你能否應承受股價波幅。我的持倉比重偏高，不排除會減持一些
回覆刪除reduce 189
回覆刪除