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Plato @ Investment

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

Plato @ Investment

Daily Archives: June 22, 2016

終極部署脫歐一戰

22 Wednesday Jun 2016

Posted by Platoooooo in June 2016

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1038.HK, 英國脫歐, 長江基建

轉眼過了一周,英國脫歐一事明顯起了變化。最具影響力的是支持留歐的英國工黨國會議員 Jo Cox 被殺,環球市場立即將金錢建築在同情和悲傷之上,之前脫歐的憂慮情緒馬上轉軚,股市節節上升。

恆指在公投前由20000點回升

之前講過,「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)。」可惜市場比我的劇本早走了幾步,我這星期初一心趁低 $70 買長升長有的長江基建 (1038.HK) 願望落空。加上今天突然又炒一段深港通,連幾隻心儀的科技股都走高了,無計!

明天 (星期四) 就是公投日,結果應該是香港時間星期五開市其間知道,所以明日就要部署。留歐的話,市場這星期已經率先回升,即是有好消息都不似會再大升一段;脫歐的話,因為全世界都認為 Jo Cox 被殺一事大大提高了留歐的機會,加上留歐派開始發功,不斷吹風話脫歐有幾大鑊。市場對脫歐的警戒程度大大降低,所以一旦脫歐的話衝擊會好犀利!簡單來說,留歐,大市可能升1-2%,因為這星期市場已經回升了好幾個巴仙;但脫歐,大市會立即急跌4-5%,甚至更多!所以這時候,雖然小弟仍然覺得會留,但搏 downside 比 upside 划算得多!

部署上,由於這是一個低機率但高回報的情況,當然就是用 option 去搏,輸清光都不入肉。我大概會用低價買一個匯豐 (0005.HK) OTM Put (例如 $45 strike),再加一些英鎊 Put,實行刀仔鋸大樹,一蚊搏十蚊!

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