Re: [標的] 3481 群創
我想來分享我對包子的看法
5/8和5/9包子這兩天連續下殺,反映的是5月份面板終止漲勢。
而為什麼這新聞反應這麼大呢?
其實投資法人對於面板前景是趨向悲觀的面板漲了15個月,大尺寸面板價格小跌0.3,
對於群創EPS影響有,但1.19變成0.50 or0.6
的分別。而且群創接下來會重新投入組裝,雖然毛利低,但接夏普的單算是又有穩定eps
的來源
但我很喜歡抄底王在網家幫我上的課,先說我當時算是ptt新人,再加上放空青雲又有
獲利,因此自信心膨脹跟他8044對作。
抄底王告訴我的是操作要清楚操作的週期。短線基本上基本面就不是重點,技術面籌碼
面占了占了最主要的原因。而長線終究會回歸基本面。
因此群創長投個人認為是可以看好的。不過短線外資昨天借券放空多了快5萬張,手上
又有大把股票,根本不怕下殺。籌碼昨天又悲劇到不行。最近易跌難漲是短線指標告訴我
們的事。外資對於悲觀的不合理是事實,但這事實也就讓它短線股價很難好看。
因此股價繼續被低估容易持續。所以先了解自己的週期,再來操作股票。是對於群創比
較好的策略
下波多頭
個人覺得是外資砍不下去,借券賣出持續減少時發生
PS:個人於昨天早上拉高出清,因為利多不漲爆大量寧願被洗也先走為妙
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