BIMB 异军突起
投资BIMB只是过去了两个月,下跌时逐步摊平亏了将近10万到目前的反赚20万,这心情的起伏跌宕实在是不知如何去形容。但若我们比对下当时与现在的想法,不难发现以下的几点:
1. 股票基本面依旧没有多大的改变(期间也没什么重大事件发生)
2. 投资者心态出现了微妙的转变,从悲观转为乐观。若看Klse Screener或i3留言,股价下跌时会出现许多悲观言论,甚至有止损的建议或动作;股价反弹时,看到的却是有人问现在买入还来得及吗?有什么好消息之类的留言。
3. 股价突然大跌时,也有不少人会问投资大师如陈剑等,可不可以买入? 老师的回答算是避重就轻,只阐述一些过往的事实,还有就是我并不是很赞同的price/book比对法。我想当时很多人是被劝退不参与投资,错失了低点买入的时机。(当然,老师说的也未必错,只是不同的切入点,得到不同的结论罢了。)
综合以上三点,我认为变的其实只是股票的价格与人心罢了,还有就是散户买入的信心变化(有主见的人,自然是不会问老师的),而讽刺的是那些不会变的价值与股息率之类的基本面,似乎不是大家关注的重点。
投资其实很简单,很多时候,我们是被自己打败,而不是市场打败了我们。股价大跌悲观的时候,我们可以去责怪政府、责怪市场不给力,甚至责怪坏账,甚至去质疑公司营运不好之类。
可随着股价的变化,大家开始乐观的时候,也不知哪来的勇气去参与追高想要分那份羹。这样的操作法,是不是正确呢?
我总觉得过程比结果更重要,股价下杀到反弹期间,我们看到了什么?领悟了些什么?犯下了怎么样的错误?如何能做得更好? 下一次出现这样的机会时,该如何去把握它才好? 股市,其实也是需要正反两面双向思考,每个变数所衍生的可能性,考虑的方面越多越全面,胜算自然是更高的。
我们究竟是该跟随价格大跌而感到悲观? 还是在悲观蔓延的情况下乐观的找出买入与坚持投资的理由呢?
不一样的抉择,自然有着不一样的结果,希望这篇能够给还在股市摸索的你多一个参考的方向。这篇也是BiMB抄底跟进的最后一篇了。我还是坚持守着1000张的票,或许会等到业绩与股息的派发,也可能会在它走高回到应有的价格时慢慢套利。究竟怎么操作会比较好,我就留点思考空间给各位看客了。
http://tengkhan.blogspot.com/2023/07/bimb.html
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