[標的] 華亞科
1. 標的:3474 華亞科
2. 進場理由
a.基本面:營收持續衰退,DRAM報價持續破低
b.技術面:破底,跌破3字頭,股價腰斬~
c.籌碼面:外資持有317萬張
融資斷頭...散戶悲歌
d.消息面:今晚美光大跌,明天將有恐慌性殺盤~ 殺融資 多殺多
3. 其他理由:走空半年多了,融資也不知斷頭幾次了
現階段似乎沒有看多的理由?
我提供幾個觀點:
1.淨值持續上升,目前大約18塊多
2.營收衰退但EPS仍然是正的,代表公司持續賺錢
3.外資的持有仍然是高檔
其實不用講太多,明天開始我會進場布局,
大家開始停損時,我就要進場接了,
歡迎對做,盈虧自負~
4. 停損價格:20元
舒服~
--
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7年前
, 91F
01/01 16:18, 91F
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