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Plato @ Investment

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

Plato @ Investment

Tag Archives: 2018.HK

趁低吸靚股

13 Tuesday Sep 2016

Posted by Platoooooo in September 2016

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0005.HK, 0700.HK, 2018.HK, 2382.HK, 瑞聲科技, 舜宇光學, 騰訊, 匯豐

本來上星期五下午見港股當日千億大成交高位回落,想話個市短線頂頂地,點知當晚道指就跌近400點,咁係人都知星期一返來港股梗係會跌!跌!跌!啦,只係無諗過跌成800點咁甘!現在寫就會被人話是馬後砲!

今日大市走勢唔好得去邊,承接美股昨晚的大幅反彈,恆指在昨日的高位水平開市,之後就矮仔落樓梯,收市倒跌70多點。今日的高位 23652 是連續兩日的頂位,即是將阻力也 double up 了,加上原來今天起4個交易日港股通因為中港兩地中秋假期休戰,沒有了北水支持。看來大市真的要回一回氣了。

恆指這兩天走勢難看,似乎要唞一唞氣

不過小弟又並不是太悲觀,始終深港通一日未落實,大市都還有得炒。傳統數據顯示9月是港股和美股走勢比較差的月份,所以恆指跑升了這麼長一段路,趁機唞唞是好事。9月最大的隱憂是美儲局會否加息,小弟認為不會,不過骰盅一日未揭開,開大開細市場繼續估估吓,股市時上時落。小弟預期港股在21日美儲局公佈議息結果前都會是反覆向下;果真如此的話,就可以趁機低吸靚股,例如是之前升到無朋友的科技股,如騰訊 (0700.HK)、瑞聲科技 (2018.HK)、舜宇光學 (2382.HK),又或者你的其他心水股票 (AH 差價股?匯豐 (0005.HK)?內險股?濠賭股?) 但如果大市這星期快速反彈而你又沒有再低位追貨的話,就應該等埋議息結果出爐才再部署了!

最後,小弟在《Nintendo Go!》一文中講到:「如果將來將AR配上任天堂的鎮店之寶孖寶兄弟,所得出的效果可能更瘋狂!」上星期在 iPhone 7 的發佈上,蘋果 CEO Tim Cook 就話年底會出 Super Mario 的手機遊戲,小弟不幸言中!「不幸」的原因是,消息公佈後任天堂的股價馬上大升30%,但小弟無買!因為小弟在銀行開立的美股戶口不能買賣這些在 OTC 交易的股票,所以自己就不了了之,享受不了這30%的升幅!!

Apple CEO Tim Cook introduces a Super Mario game during an Apple event inside Bill Graham Civic Auditorium in San Francisco, California on September 07, 2016. Apple is expected to introduce a new iPhone and perhaps a second-generation smartwatch as it polishes its lineup of devices to shine during the year-end shopping season. The rumor mill has been grinding away with talk of iPhone 7 models that will boast faster chips, more sophisticated cameras, and improved software while doing away with jacks for plugging in wired headphones. / AFP PHOTO / Josh Edelson

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等蘋果差業績買瑞聲

23 Tuesday Apr 2013

Posted by Platoooooo in April 2013

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Tags

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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