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Plato @ Investment

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

Plato @ Investment

Daily Archives: June 14, 2016

脫歐一戰,敵不動,我不動

14 Tuesday Jun 2016

Posted by Platoooooo in June 2016

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今日才發現原來整個5月都無出post!最近個市太過沉悶,所以無乜心機寫文。踏入6月的關鍵兩週,今晚/明早 MSCI 會宣佈是否將A股納入,過兩天美國聯儲局議息,下週6月23日星期四英國公投脫歐與否,個人亂估是:不加入、不加息、不脫歐。不過,在這兵荒馬亂之際,就認真是敵不動我不動,除非你好想搏,否則都是遠離市場,少做少錯。

不過,講番轉頭,如果英國脫歐不成,市場大喜,股市向好大家是毫無懸念;但如果真的「意外」脫歐呢?經過這幾天所吹的風,脫歐已經不再是那麼的「意外」,而且在美股帶領下環球股市已經提早調整。所以,一旦脫歐,市場反應是否會真的應聲大跌呢?很視乎公投前股市走勢。如果繼續是低走的話,小弟反而即使脫歐都有機會是「解脫了!」而反挾淡倉!以去年12月聯儲局7年來首次加息為例,因為已經是市場預計之中,所以加息後美股只是在高位震盪,即至今年1月收內地「熔斷」影響才大幅回調。

去年12月聯儲局7年來首次加息為例,因為已經是市場預計之中,所以加息後美股只是在高位震盪

所以,如果未來幾天市場繼續低走的話,小弟會等公投前一天先買一注,目標是調整了的強勢股 (即是望落幅圖保持著一浪高於一浪)。開估後,留歐的話股市應該無礙,到時睇睇有沒有大幅抽高才決定加注與否;脫歐的話,如果股市大跌就可以逆市撈一注。平常來說,逆市買是大忌,不過政治市可以例外。

在23日之前,還是專心看歐洲國家盃吧!

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