【14/09/2022 股票投资分析图书馆-股市心得📌】
落在10月7日的2023年财政预算案,也是国内投资者们非常关注的,当然后疫情时期,国家肯定是重视加强经济复兴和持续发展.
当然我之前在直播中讲到,大马投资者开始会与美国"分道扬尘",当然这是一个比喻,意思是多关注"自己国家"多过海外.
当然市场预计财政预算案的大赢家中,有低迷数年的建筑与基建,医疗保健以及电讯领域等等,当然投资者很多都尽可能选择在政策"庇佑"之下的领域.
意思是无论公司"现金流"不漂亮也好,"技术面"不漂亮也好,这些基本没人理会,最主要是受到利好"政策"的庇佑,几乎春风生,股价随时还会触底大幅回升.
当然我之前也收到不少信息,很多人太早捞建筑股,视乎等了太久,浪费时间成本,而且早前一阵子在毫无利好,政策不稳定,建材节节攀升,劳动力短缺的情况下。
基建型股票一般都受惠于国家重启大型基建项目和恢复经济而受惠,一般都与基本面和技术面背道而驰,由于基建项目的数额向来都是“庞大”的数目字,靠着利好政策加持,所以基建型股票一般底部回升都有很强的涨势,尤其是低迷了整整近4年.
13/09 美国公布了8月通胀数据仍然高于预期的8.3%,7月通膨数据为8.5%,以如此的通膨局面,看来2023的降息可能会拖至预测的下半年.
甚至预计美联储即将在本月加息100个基点,其实通膨居高不下的严重性影响着全球,美联储激进的加息,让市场资金不断回流美元,美元以外的货币不断贬值,马币兑美元已经跌破4.5大关,写下5年多新低,很多周边国家的外汇储备不断减少,可能还会持续数月,货币贬值也代表着开始“烧钱”.
这也让号称"无坚不摧"的基本面分析,受到宏观大势摧残,反正在基本面分析领域基本上仍然是90%的人亏钱,所以也没差这一次的通膨杀到,供应链混乱,相互制裁的局面.
中秋节我的诗句仍然有提到:
"若得通膨如此夜,科技未必看承别",意思是科技此时仍然在不确定的支撑位中度过,但支撑仍然蛮强,只是较可怜的香港恒生科技指数不断走低,受到人民币贬值的情况之下,资金纷纷逃离香港.
下图为本地的未来明星股 D&O 科技,系统依然计算出,仍然有买家不断“收票”,表示支撑足够,看来面对全球汽车行业的良好前景,市场资金的共识也不会给于太差的评级,仍然是拥有跑赢大市的魄力.
当然一阵子没有注意科技的走势,偶尔也要稍微“扫描”一下市场的情绪,这也是投资者的分内事.
会否持续走高,可以留意我们股票投资分析图书馆的专页直播.
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