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Plato @ Investment

~ Trying to make money out of all kinds of market condition

Plato @ Investment

Daily Archives: May 7, 2012

多謝市場用大跌市歡迎我回來

07 Monday May 2012

Posted by Platoooooo in May 2012

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上星期去旅行前,跟朋友說笑,話上年9月尾我去了2星期旅行,大市就立即見底了:頭兩天大市跌到落16000 點之後,就一直向上爬!所以今次他們可以享受1星期的升市。想不到阿爺真的在上星期連環出招,港股一舉升穿了 21000!而今天當我重新開業時就用500點跌幅歡迎我,認真多謝晒!!

其實上星期五我都有想過買番個 put 過夜,因為當時都頗肯定法國大選中,薩爾科齊 (Nicolas Sarkozy) 會輸,而市場又對奧朗德 (Francois Hollande) 當選後會如何處理歐債問題及與德國的合作態度感到不肯定。如果薩爾科齊真的輸了,可以預期大市會有所震盪,應該 hedge 定 downside…… 不過我旅行緊嘛,求其啦~~ 結果我只將一些短炒的股票賣了就算了。

薩爾科齊果真輸了,今天港股果真跌到一仆一碌!走勢上當然不佳,但A股持續強勢,加上我心諗:如果我上星期五真的 put 了,目標都只是今天就食糊平倉,所以在今天跌了500點才追沽或賣貨似乎不太對路……

…… 還是按兵不動好了。

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