恒指PE及息率

恆生指數估值(資料提供:Analystz.HK)

2020年6月10日 星期三

【情緒指標】人心難測

【人心】

3月份大家都十分恐慌,恐怕資產進一步下跌,個個套現之下,一輪急跌下更有不少做孖展的人被斬倉或自行止蝕保倉。

來到6月份...生存下來的人都是贏家了,但面對人心難測,後市更加難估,還是保守為上,保持一定倉位之餘,亦保留一定現金。無膽一注獨贏,唯有大包圍控制注碼啦!

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【板塊強弱】

Watchlist內的美股...大都升了3至4成,部份如TSLA更升近一倍 (不少網友今次fat fat 鳥)

美債更誇張...3月腰斬後,很多已升一倍,回復正常水平了 (個別違約例子除外)

唯獨香港本地股獨憔悴...政治不穩下,本地股恐怕前景更見暗淡,高不成、低不就,漸漸被取代、被消失只是遲早的事。事實擺在眼前,中國概念股仍然又穩又強勢。

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【矛盾】

如果3月人心虛怯時開始分段買入,至今回報已相當唔錯,是時候適量減磅了。

可惜我太膽怯,分段入得較慢,呢兩個月回升得比預期急、勁、快,升下升下已經回復3月前的水平。原定半年的分段入市計劃不太順利呢,唯有物色下個別弱勢股,少少咁買下供下啦。

近月現象實在奇怪...明明經濟前景不明,各國通縮,收入減少,股樓等資產仍然繼續gogogo....

收入越來越低,資產越來越貴....窮人生活真艱難呢...

2 則留言:

  1. 現在全世界已經亂晒龍, 游資亂走, 似終都係去股市的... 唔投資只持現金, 真係蝕底的....

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