tag:blogger.com,1999:blog-7177962749989925788.post7176397027169056222..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 科技股帶領跑嬴大市You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger39125tag:blogger.com,1999:blog-7177962749989925788.post-11919821643539884132018-03-26T16:34:58.410+08:002018-03-26T16:34:58.410+08:00要睇市況再決定,但今天港股的反彈力度足夠,暫不傾向趁高減持
但一天的反彈代表不了什麼,會否增持股票...要睇市況再決定,但今天港股的反彈力度足夠,暫不傾向趁高減持<br /><br />但一天的反彈代表不了什麼,會否增持股票言之尚早,目前約37%現金在適合水平You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-12367123240891650492018-03-26T16:23:15.222+08:002018-03-26T16:23:15.222+08:00今晚美股反彈,中美談判展開,仍會減持股票觀望嗎今晚美股反彈,中美談判展開,仍會減持股票觀望嗎lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-22724418825733862242018-03-26T00:14:55.879+08:002018-03-26T00:14:55.879+08:00理論上可以,不過對沖這東西並非我的專長。老實說我做這些對沖操作也是輸多贏少理論上可以,不過對沖這東西並非我的專長。老實說我做這些對沖操作也是輸多贏少You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-31482512804681186722018-03-25T19:04:58.891+08:002018-03-25T19:04:58.891+08:00SQQQ?SQQQ?yiu kanhttps://www.blogger.com/profile/14960076260779285978noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-44172427142801663442018-03-25T00:27:11.441+08:002018-03-25T00:27:11.441+08:00今年食粥水定魚翅,可能就靠這兩星期,深夜都難免要起身主持大局。
我只剩下17%股票ETF 、17%...今年食粥水定魚翅,可能就靠這兩星期,深夜都難免要起身主持大局。<br /><br />我只剩下17%股票ETF 、17%股票,其餘是 cash, gold ETF, SQQQ ETFCUPhttps://www.blogger.com/profile/10132648712120744761noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-89775975635519344892018-03-24T23:48:35.644+08:002018-03-24T23:48:35.644+08:00目前約30%多,但睇目前市況,至少要50%以上目前約30%多,但睇目前市況,至少要50%以上You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-3923831534652978772018-03-24T12:27:30.389+08:002018-03-24T12:27:30.389+08:00目標持現金比例幾多? 目標持現金比例幾多? lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-30074641122418550462018-03-24T12:07:15.532+08:002018-03-24T12:07:15.532+08:00對,要準備大規劃撒退
幣在美股的跌幅擴大往往在香港的深夜時段,往往無法應對,否則會再沽出部份持股對,要準備大規劃撒退<br /><br />幣在美股的跌幅擴大往往在香港的深夜時段,往往無法應對,否則會再沽出部份持股You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-2283143426196584402018-03-24T08:45:40.330+08:002018-03-24T08:45:40.330+08:00本週走勢比二月標普跌1600點的那週更惡劣。本週走勢比二月標普跌1600點的那週更惡劣。CUPhttps://www.blogger.com/profile/10132648712120744761noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-90905398705641969452018-03-24T00:40:05.581+08:002018-03-24T00:40:05.581+08:00Sell 50% NVDASell 50% NVDAYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-63757046434735576392018-03-24T00:14:49.163+08:002018-03-24T00:14:49.163+08:00正密切留意中正密切留意中You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-39048777978510405332018-03-23T22:37:16.432+08:002018-03-23T22:37:16.432+08:00NVDA 有機會穿50天線,成交量好大,點睇?NVDA 有機會穿50天線,成交量好大,點睇?CUPhttps://www.blogger.com/profile/10132648712120744761noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-54345182450677609622018-03-23T13:59:25.785+08:002018-03-23T13:59:25.785+08:00應可再把Nike (NKE)放入關注名單
https://www.investors.com/ne...應可再把Nike (NKE)放入關注名單<br /><br />https://www.investors.com/news/nike-reports-q3-earnings-amid-trump-tariffs-misconduct-scandal/<br /><br />Nike Beats Q3 Views, Sees 'Significant' North America Reversal<br /><br />Nike (NKE) topped fiscal Q3 forecasts after the close Thursday and signaled a recent sales slump in North America is ending, helping offset fears of a trade war sparked by President Trump's tariffs.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-52870447936709078482018-03-23T00:43:08.065+08:002018-03-23T00:43:08.065+08:00剛也賣出ANET,對公司仍是頗有信心,但基於大盤風險管理的考慮,把相對走勢較弱的沽出,組合內的其他股...剛也賣出ANET,對公司仍是頗有信心,但基於大盤風險管理的考慮,把相對走勢較弱的沽出,組合內的其他股份仍是頗為硬淨You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-9568603234017789042018-03-23T00:38:28.727+08:002018-03-23T00:38:28.727+08:00騰訊業績勝預期,但營業額其實稍低於預期,盈利勝預期主要由旗下投資的IPO 收益帶動,市場對此負面解讀...騰訊業績勝預期,但營業額其實稍低於預期,盈利勝預期主要由旗下投資的IPO 收益帶動,市場對此負面解讀<br /><br />籠統地說,騰訊的長線前景無容置疑是好,但散戶對此股皇開始大感興趣,加上上述主要股東減持的消息,我是有些少戒心You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-44494509446331413942018-03-23T00:31:13.486+08:002018-03-23T00:31:13.486+08:00Naspers:計劃出售最多1.9億股騰訊(00700.HK)股份 加強資產負債表Naspers:計劃出售最多1.9億股騰訊(00700.HK)股份 加強資產負債表You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-30701619380721608672018-03-23T00:29:43.308+08:002018-03-23T00:29:43.308+08:00Sell ANETSell ANETYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-11166035746929073432018-03-23T00:16:53.767+08:002018-03-23T00:16:53.767+08:00多謝提點,之前的對歐洲貿易制裁雷聲大雨點小,故市場對今番 Donald Trump提出要對中國貿易制...多謝提點,之前的對歐洲貿易制裁雷聲大雨點小,故市場對今番 Donald Trump提出要對中國貿易制裁起初放鬆戒備,到今天才作出明顯反應<br /><br />我開市時也因最近的組合相對表現太好而放鬆戒備You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-6623377491447809092018-03-22T20:20:06.895+08:002018-03-22T20:20:06.895+08:00科技股領頭羊QQQ同XLK都跌番茖突破點以下, 小心
科技股領頭羊QQQ同XLK都跌番茖突破點以下, 小心<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-35397366304932498582018-03-22T18:41:42.130+08:002018-03-22T18:41:42.130+08:00基本分析我實在不行,blackberry 目前好像因 John Chen 留任、搞 autonomo...基本分析我實在不行,blackberry 目前好像因 John Chen 留任、搞 autonomous vehicle/driving、cyber security 正 turnaround 。<br /><br />ANET 跟你看法一樣,都係睇住條 50天線。<br /><br />騰訊 You Sir 點睇?似乎走勢有些不妙。CUPhttps://www.blogger.com/profile/10132648712120744761noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-59215434897967868462018-03-22T10:46:36.932+08:002018-03-22T10:46:36.932+08:00China’s Central Bank Raises Borrowing Costs After ...China’s Central Bank Raises Borrowing Costs After Fed Rate Hike<br /><br />China’s central bank increased the cost of short-term loans to commercial lenders, tightening policy in step with the U.S. Federal Reserve.<br /><br />The People’s Bank of China raised the interest rates it charges on reverse-repurchase agreements by five basis points, the central bank said in a statement.<br /><br />Analysts expect the central bank to make modest increases in money-market rates in 2018 as it aims to keep up the pressure on deleveraging and prevent too much divergence with U.S. policy, according to a Bloomberg survey. The PBOC hasn’t changed the benchmark one-year lending rate since October 2015.<br /><br />https://www.bloomberg.com/news/articles/2018-03-22/china-s-central-bank-raises-borrowing-costs-after-fed-rate-hikeYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-48917501297662644412018-03-21T14:21:13.561+08:002018-03-21T14:21:13.561+08:00Sell 388Sell 388You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-2607718778727150422018-03-20T23:47:00.112+08:002018-03-20T23:47:00.112+08:00Buy SPLKBuy SPLKYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-85274963923658323982018-03-20T18:20:10.648+08:002018-03-20T18:20:10.648+08:00無留意您上述提到的股票,我留意的美股也是我來來去去提到的那些,投資貴精不貴多
很簡單看,Black...無留意您上述提到的股票,我留意的美股也是我來來去去提到的那些,投資貴精不貴多<br /><br />很簡單看,Blackberry過了氣很久,看不出有何賣點、Square 的業務橂式不夠吸引、而Baozun是中國公司,從事電子貿易解決方案,業務似乎有些睇頭You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-51779121458700205812018-03-20T18:11:47.885+08:002018-03-20T18:11:47.885+08:00ANET無跌破50天線,暫無必要沽出。Cup Sir 點睇?逾覺得沽出決定比買入更難掌握
此股在美...ANET無跌破50天線,暫無必要沽出。Cup Sir 點睇?逾覺得沽出決定比買入更難掌握<br /><br />此股在美股的增長股中波動性較高,可能和銷售仍要靠幾個科技巨企有關You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.com