【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.
#图书馆短期精英组🏆/Shorterm Education Group 2022
#软件分析精修班/AI Program Analysis Expert 2022🏆
#StockWall Analysis Enterprise 2022 企业级别全方位方案🏆
免责声明:本专页一切资讯以及软件教学并无任何买卖建议
https://www.facebook.com/StockStreet2u
股票投资分析图书馆
Singapore Investment
-
-
-
No surprise that AI’s bagging the bucks2 hours ago
-
-
I Bought MPACT2 hours ago
-
-
-
-
Brutal bruising of some Stock Indices10 hours ago
-
Portfolio Update10 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Beware Of Scams1 day ago
-
-
-
Buying a home for face2 days ago
-
-
-
-
-
-
-
-
-
-
-
-
Finance Investment Movement 445 days ago
-
-
-
-
Going REITs Shopping Again6 days ago
-
-
Weekly Markets Outlook6 days ago
-
Market indeed coming down6 days ago
-
Cory Diary : Dividend Q1 '246 days ago
-
-
-
-
-
-
-
-
Banks and Miles Report – Mar 20241 week ago
-
-
Revisiting Bitcoin1 week ago
-
-
-
-
-
-
2024 (Portfolio Update)2 weeks ago
-
-
-
-
Retirement Journey Update for March 20242 weeks ago
-
-
-
1Q 2024 Investment Strategy Update2 weeks ago
-
-
Portfolio Summary for March 20242 weeks ago
-
Reasonable Dividend Yield 2024Q23 weeks ago
-
-
-
Portfolio (March 30, 2024)3 weeks ago
-
-
-
QAF #77 - 2023 Annual Report3 weeks ago
-
Lentor Hills Residences3 weeks ago
-
Burnt out!3 weeks ago
-
-
-
Feb 2024 Expenditure3 weeks ago
-
-
Starting Our Second Property Cycle4 weeks ago
-
-
-
-
-
-
-
-
-
Feb 2024 Portfolio1 month ago
-
-
Summary of February 20241 month ago
-
The Market Is A Scam!1 month ago
-
-
-
-
-
-
-
-
Options Trading Journal Jan 20242 months ago
-
-
-
-
-
-
-
-
End of 2023 Review3 months ago
-
-
Year 2023 DIYQuant Portfolio Performance Report3 months ago
-
Monthly Summary of November 20234 months ago
-
3 Simple Poker Strategies for Beginners4 months ago
-
Migration of website4 months ago
-
-
Abandon REITS?4 months ago
-
-
-
-
-
-
-
-
-
August 2023 Portfolio Updates7 months ago
-
-
-
-
Hello SP Group, I'm Back!9 months ago
-
-
-
-
A New Light11 months ago
-
-
-
-
-
-
-
Demoralized1 year ago
-
2022 Thoughts, Hello 2023!1 year ago
-
Series of Defaults for Maple Finance1 year ago
-
Takeaways from “Sea Change”1 year ago
-
-
Greed is Coming Back1 year ago
-
-
-
-
-
-
-
-
-
-
-
What is Overemployment1 year ago
-
-
-
-
-
-
-
-
-
-
-