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Plato @ Investment

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

Plato @ Investment

Daily Archives: October 4, 2012

買一搏二,搏港股大升!

04 Thursday Oct 2012

Posted by Platoooooo in October 2012

≈ 1 Comment

內地放假一週,無阿爺股市引領,港股已經悶了兩日,睇怕明日都是咁上下。

突然「叮」一聲全面睇好是小弟今天在世間上最能引發靈感的空間 — 無錯,就係屎塔 — 中想到的,所以我不介意你稱之為「屎橋」。

非常簡單的想法,簡單到有點 naive。美國大選在即這個月會盡力保持穩定,歐洲出晒招短期內一定一定不會冧,西班牙受援與否極其量只是風波裡的茶杯,即是只剩下內地阿爺的行動。A股跌到這個水平已經計入所有不救市的悲觀情緒,所以放完假如果阿爺繼續按兵不動都未必會跌,況且上証再跌穿2000點又如何?!都只是區區的幾個%。但如果阿爺水喉一開,報復性反彈非同小可!

無錯,這基本上跟坊間的想法大同小異。假設出不出招只是 50/50 機會,downside 是5%,upside 可以是10%或更多,買一搏二的值搏率,我們根本就不應太短視被日升日跌的港股美股搞到不知所措,簡簡單單趁這幾天內地未放完假揀你的心水股票撲入市吧!不是話贏硬,但即使輸,只要見恆指下穿守了兩星期的20500走止蝕,輸都輸得安心。

認同者,還有明天星期五讓你準備。

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