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Plato @ Investment

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

Plato @ Investment

Daily Archives: April 23, 2013

等蘋果差業績買瑞聲

23 Tuesday Apr 2013

Posted by Platoooooo in April 2013

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0751.HK, 2018.HK, 2333.HK, 2689.HK, 3888.HK, AAPL, 玖紙, 瑞聲科技, 金山軟件, 長城汽車, 創維

最近自己改進了自己的打法,戒當低殘股有疑似見底信號搏反彈,改為找出一堆中長線強勢股或熱炒股,drop 低冧巴,等它們回吐時「低買」,逆小勢但順大勢而行;又或者當它們確定是突破前高位回吐、稍稍回氣時買。成績很不錯,買對了長城汽車 (2333.HK) 和金山軟件 (3888.HK);創維 (0751.HK) 3月初時心急未正式突破就追入所以被震了出來,好在4月初真正破位時買番,總算填番之前在它身上付出的學費。反而隻玖紙 (2689.HK) 就犯了跟3月買創維同樣錯誤今天被震走了,看看會否有機會又似創維般報仇!

而這幾天正密切留意的是,瑞聲科技 (2018.HK)!

瑞聲網站

瑞聲主打的是手機的揚聲器、耳機等等聲學零件,走高科技、高毛利路線。由當年為 Nokia 服務,到早幾年主打 Apple,成為香港股市中蘋果概念股的表表者。但其實當大家見到 Samsung 如狼似虎般殺上來時,瑞聲亦見到,而且已經分散了自己的客戶群:Samsung、甚至國內名牌小米等亦是它的客仔。所以當過去一年蘋果股價跌鑊甘時,瑞聲的股價仍然可以扶搖直上!

瑞聲與蘋果的股價過去一年走勢背馳

4月初瑞聲股價一論急升到$40關口前回落,調整而有10%,快回到50天線 $33.50。今晚蘋果出業績,大家都不睇好,明天隨時又引發香港的「蘋果概念股」大插!如是如此,又是機會讓小弟儲貨了!

瑞聲 (2018.HK) 由高位回吐

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