tag:blogger.com,1999:blog-73551877256490375372024-03-10T10:46:07.995+08:00飛鳥眼中大世界繼續吃喝玩樂、夢想變理想、理想變行動、行動變事實、把握現在、心願始終達成 由今天起一走向財務自由~~~飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.comBlogger132125tag:blogger.com,1999:blog-7355187725649037537.post-17344532294960314772023-07-04T10:27:00.004+08:002023-07-04T10:32:59.321+08:00Duncan兄《AI 投資時代.真的值得參與嗎?》第3次為新書寫序真想不到Duncan兄上年2022/7書展<a href="http://aska-flybird.blogspot.com/2022/07/duncan2.html">《科技戰國.尋找科技價值投資的故事》</a>才出處女作<br />便被書商催寫第2本AI大升浪主題為<a href="https://duncaninvest.blogspot.com/2023/07/book02content.html">《AI 投資時代.真的值得參與嗎?》</a><br />2023/7今年書展出,強<span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;"><br /></span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;">從未出過書的小弟又有幸為</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;">Duncan兄的新書寫</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;">序(人生第3次寫序)</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;"><br /></span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;">這裡</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;">小弟的</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;">序</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;">先貼出來,讓大家先睹為快。</span><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiJ0DBJ7mCMnBGifmRW-skh437C-y7cdxpnFk2vt0BdgA101EsApXk6GLhu0WFYHSkjm0SUchlneuDmqe0T_y-ZO9M0Gtsz3caCqZmjt_8GphRQATe3ZPMXbOpEwTvUE-nmFZ-D6eUnUyAfGZg3pVEWd0pT6fAp8bbwwxaSy6dhWdXdZh5CfIfYVDAy1Yr/s640/Duncan%20AI%20CoverProductShot.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="640" data-original-width="464" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiJ0DBJ7mCMnBGifmRW-skh437C-y7cdxpnFk2vt0BdgA101EsApXk6GLhu0WFYHSkjm0SUchlneuDmqe0T_y-ZO9M0Gtsz3caCqZmjt_8GphRQATe3ZPMXbOpEwTvUE-nmFZ-D6eUnUyAfGZg3pVEWd0pT6fAp8bbwwxaSy6dhWdXdZh5CfIfYVDAy1Yr/s320/Duncan%20AI%20CoverProductShot.jpg" width="232" /></a></div><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;">祝願這著作一紙風行,造福各位讀者領悟</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="color: #222222;">AI 投資大時代的來臨<br /></span>PS<span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #222222;">第1次寫序已是5年前被止凡邀請去寫序</span><a href="https://www.cpleung826.com/2017/05/12.html" style="background-color: white; color: #2288bb; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-decoration-line: none;">《跟著價值走的12課》</a><div><p><span face="Arial, Helvetica, sans-serif" style="background-color: white; color: #222222;"><br /><br />推薦序 - AI 的崛起,在工業 4.0 的機遇</span></p><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;">自我介紹一下,飛鳥小弟是理科出身於工程系及物理系畢業, 因此順理成章在半導體行業工作了十二、十三年。老實講在金融城 市的香港擁有半導體方面專業知識的人真的不多,電子這個行頭在 香港真的狹窄,大部分有此能力的工程師也都靠向北面深圳及東莞 這個世界工場,所以如果要在香港本土找一位可以討論半導體情 況,除同事以外的朋友,可以討論未來電子發展方向知識的同好, 真的少之又少。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />與 Duncan 相識了三年左右,是經由 AC 兄、小薯兄及止凡兄 在谷內介紹相遇而認識。Duncan 兄是位同時擁有三方面,金融、 電子、IT 知識的技術人才,因此對軟硬件大趨勢發展看得比常人 遠,很慶幸認識他。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />而 Duncan 兄的領域是由軟件去看硬件(Software 感受去 Hardware 改進),而小弟由於是半導體出身,眼光則是由硬件去 看軟件(Hardware 換代去 Software 應用),可謂完全相反的方向, 每次大家討論,雙方都領悟到更多更大知識範圍得著,相當投緣, 擴闊視野,增進知識。我們雙方除了投資,還有討論家庭、工作、 攝影、電影、歷史、興趣等。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />當知道 Duncan 兄要出書講 AI 後,小弟當然二話不說立即來 寫序。<br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;">以下輕輕帶過什麼是一、二、三、四次工業革命:</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />• 第一次工業革命,蒸汽時代 => 蒸汽機的發明及運用。<br />• 第二次工業革命,電氣時代 => 石油開採業的發展促進發 電機的製成。<br />• 第三次工業革命,科技時代 => 科學理論出現大突破,物 質、技術基礎的形成電腦及生產效率系統化的出現。<br />• 第四次工業革命,智能化時代 => 利用大數據信息化技術, 促進模擬及智能化產業變革的方向。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />每當有工業革命,便有跟不上時代步伐的公司在大眾視野下 消失,及新公司的出現,如上一代的 Yahoo 搜索引擎被 Google 所 取締一樣。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />我們回顧上一代一些巨企歷史的沒落。如相機行業在不斷更 新,在自然變革下很多公司會自然被市場淘汰;經典例子如 Kodak 柯達是最先發明電子相機,因為要顧及自己手上面的菲林生意,拖 慢自己的相機發展,結果最先出局沒落。Nikon、Canon 要顧及手 上的單鏡反光相機生意,以及菲林轉自電子底片兼容性所限下,在 相機內兼容錄影所附加功能,欠缺創新。<br />結果被生產 CCD / CMOS 的 Sony 以半相機半錄影相機 的 VLOG 策略,漸漸佔據而超越,成為市佔第一。反觀另外一間 FUJIFILM 富士菲林,起碼好過 Kodak 柯達,未有放棄或拖慢富士 的相機技術,而且更支持不斷改進,更在 FUJICHEM 富士化學下 開拓了 ASTALIFT 富士化妝品,到現在仍到處可以見到富士相機的 身影,不斷研發進步去保證不會變為歷史痕跡的消失公司。<br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;">另一例子如手機行業。Motorola、Nokia 等適應不到 2G 至 3G 硬件更新,不大去追隨市場客戶開機系統口味,又要保護自 己舊有按鍵 2G 手機事業而拖慢發展 3G 手機,結果在其他新手如 Apple、Samsung、HTC、ASUS、小米、<wbr></wbr>OPPO、VIVO、華為等公 司看到 3G 手機空缺商機,加入去競爭。當中由於毫無手機設計包 袱的 Apple、小米等,直接採用電容器技術而行得較前,便在這手 機賽道異軍突起,聽取客戶需求而改善手機功能及 OS(開機界面 系統)上直接超越了舊有一代公司,更用上了網購的話題及網頁 直銷去減少舖面成本,至今成為市佔 Apple 第 1 及小米第 3。而 Samsung 更在抄襲 Apple 系統 OS 後,改良了 Google 的 Android OS,成功在機海戰下搶到市佔第 2,但 Motorola、Nokia 的產品 在欠缺競爭力下,漸漸消失在大眾視野。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />值得一提是另一間 Ericsson 就知自己手機設計上的不足,便 與 Sony 合營 Sony Ericsson,繼而轉賣全部手機事業給 Sony,專 心去做 3G、4G、5G 電話機站,而 Sony 也因迎合消費者機海設計 口味下,再加入自家不同相機功能,在時代巨輪變遷下仍不致脫 隊。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />從以上新舊公司交替的例子,我們選擇公司的眼光不只要看 技術,還要看清管理層的創新、接受能力及視野闊度,以及業績上 魔鬼的細節,如庫存、產品競爭力等。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />說起 AI 的崛起,必定要提 Apple Siri——蘋果手機 2010 衍生 的人工智慧程式,官方已預設建構在每一台 Apple 手機的 iOS 上 (Siri 的 AI 約有三歲智慧)。可惜因為私隱權的關係,<wbr></wbr>蘋果就遇上很多客戶投訴而投鼠忌器,<wbr></wbr>因此投放很少人力資源去繼續開發 Siri 新功能,令到 Siri 遠遠落後於其他 AI 公司,更出現 Siri AI 開 發工程師被競爭對手紛紛挖角情況,當然在今天已被 Microsoft 的 ChatGPT 4 取代,或被 Google 的 DeepMind、Bard、LaMDA 等迎 頭趕上。<br /></div><span face="Arial, Helvetica, sans-serif" style="background-color: white; color: #222222;">提起此書的重點,AI 在工業 4.0 機遇,事實上,受益於全球 肺炎疫情的大流行影響,互聯網不止變為必需品,Mobile、</span><wbr style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"></wbr><span face="Arial, Helvetica, sans-serif" style="background-color: white; color: #222222;">PC 及 PAD 成為居家工作(Work from Home)日常用品,網上會議、網 上學習、網上購物等,加速了最少五至十年而成主流,因而加速了 工業 4.0 的推進。</span><br style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;" /><span face="Arial, Helvetica, sans-serif" style="background-color: white; color: #222222;">Duncan 兄由於不是經濟出身,不會有太多經濟學術語,因此 本書會以淺易的科技文筆,立體地說出科技生活生態圈,概括亦很 詳細介紹每間公司及 AI 應用大方向,他簡易地把 AI 劃分三個類型 公司:</span><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />第一個類型:專門提供人工智慧解決方案的公司</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"> • DeepMind、OpenAI、C3 AI、Palantir<br />第二個類型:將 AI 人工智慧加到產品 APP 之中給用戶使用<br />• Google、Amazon、Microsoft、Apple、<wbr></wbr>Tesla、 Accenture<br />第三個類型:提供底層技術支援的公司</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"> • MongoDB、Nvidia、TSMC、ASML</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;">說到未來 AI 的應用,真是多不勝數,百花齊放。除了遊戲外, 其實在娛樂、醫療、交通、金融或生產等,都會以深度學習去以 AI 作應用,讓我們也看看未來 AI 發展方向。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />人工智慧 AI 醫療應用:</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />• AI 科技在醫療健康產業中,已開始協助臨床決策、疾病判 斷,進一步跨進預防醫學、精準醫療等領域;除了減少醫 護工作負擔、降低出錯率,也克服人類無法解決的醫療挑 戰。<br />• AI 精準醫學,秒速診斷斷症,分流轉移至所需醫生。<br />• AI 智慧醫院、智慧醫療 APP 導航,大幅減少看診時間, 住院病人病情惡化預警系統。<br />• AI 心理健康,用 AI 洞察說不出口的需求,減少困擾,減 少抑鬱、減少焦慮和壓力,強化心理健康,預防憂鬱自殺。<br />• AI 科技防疫,AI 秒讀新冠肺炎 X 光、癌症的 MRI 等,防 患於未然。<br />人工智慧 AI 交通應用:<br />• AI 大眾運輸安全,以 AI 統計車流計算、路況安全預警、 路網優化等領域。<br />• AI 自動駕駛,透過影像辨識技術,增強車輛辨識、訊號管 理、交通安全管理等資訊整合,安全地引入路面自動駕駛 技術。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;">• AI 智慧交通,以 AI 幫忙指揮轉換車燈,減少繁忙時段車<br />流過多的阻塞。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />人工智慧 AI 商業應用:</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />• AI 能源科技,智能電力的適配,減低用電量節能,環保地 減低碳排放。<br />• AI 智慧金融,以 AI 分析工具融入投資組合,令客戶更了 解持有公司業績、資產變化。<br />• AI 精準行銷,例如如何批發新鮮食材準時送到客戶手中? 又例如酒莊用 AI 預測供需減少退貨及庫存量。<br />• AI 人工秘書,把兩方會議的重點,記錄下來,精準了解客 戶要求。<br />• AI 市場分析,準確地預測與規劃市場分析,完成最佳計劃 目標銷售等。<br />• AI 自動化生產,維持高品質、高效率的生產流程。<br />• AI 24 小時關燈工場,全自動化 AI 機械人在工廠移動、搬 運、組裝,只留下輪班維修工程師,觀察保持機械人生產 暢行無阻(在物流及倉庫業大量應用)。<br /><br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;">人工智慧 AI 娛樂產業應用:</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />• AI 語音助理,運用的手機辨識功能去作輸入法,日記、天 氣、時鐘響聲管理。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;">• AI 媒體廣告,用 AI 人工智慧,實現流量變現的客戶群, 把握消費者的習慣大數據去精準推銷產品。<br />• AI 生成繪圖,如 AI Model 虛擬地手持產品、手飾或穿上 成衣等,自動生成雜誌、報紙或購物網所要的平面圖片。<br />• AI 生活歌手,以 AI 自學歌手的發聲,再用不同語言去唱 歌,詳情可上網找 AI 孫燕姿的日文歌,或廣東歌例子(事 實上那些歌是原唱歌手也不懂的語言,是電腦學習而生 成)。<br />• AI 生活娛樂,使用用戶的大數據習慣去推薦 Netflix、 YouTube、Disney、BiliBili、TikTok 等影片或音樂的大數 據演算法。<br />• AI 約會媒人,以交友軟體用「AI 戀愛教練」助 70% 男女 脫單及互相溝通等。<br />• AI 資料搜索,用 AI 搜索資料,提供所需要更具關連性的 資訊,以及 AI 生成的參考例子,如 ChatGPT 上的 AI 文章、 AI 作曲、AI 詩句、AI 程式。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />還有很多在生活上的 AI 應用等 ......</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />執筆之時,正值在 AI 概念大熱,熱錢開始湧入美台韓日 AI 概 念股硬或軟體股,至於存在了多少的泡沫,的確是一種 PE 估值的 藝術。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />老 實 說 AI 底 層 技 術 如 Microsoft 的 OpenAI、Google 的 DeepMind 深度學習及神經網絡,所要求甚高的運算晶片硬件,如CPU → GPU →類 DPU(NPU)→類 ASIC(TPU)等,是超級燒錢的研發,<wbr></wbr>也不是一般小公司可以開發及維持經營而研發得到的。<br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;">回看 AI 晶片的開發商 Nvidia、晶片生產商 TSMC 或晶片光刻 機供應商 ASML 等也不是一般的公司,是已經累積數十年以上、早 已存在多年、雄霸一方的公司,無論 PE 估值偏高或低,仍是不可 由其他公司輕易地代替。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />飛鳥作為是做過半導體行業之人,因此也收到很多人提問、 求股票 Number,老實說我由始至終也主張買指數,順 AI 工業 4.0 的大勢去持有一籃子擁有 AI 的 Big Tech 大股,如納斯達克綜 合指數 QQQ 或費城半導體指數 SOXX、SMH,又或者是小弟所喜 愛的作為子女教育基金供款 XLK 高科技指數(MSFT 25%、AAPL 24%、NVDA 5%、AVGO 4%)等。</div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br />當然如果你要更高回報,以 AI 個股作投資,那請務必詳閱 Duncan 兄本書去了解每間公司的深層業務、背後運作,由於 AI 人工智慧應用正是黃金起步期,商機無限,百花齊放。AI 人工智 慧除了持續為你改善生活品質,我們要好好把握及擁抱這 AI 變革 時代。</div><div style="background-color: white;"><br /><span face="Arial, Helvetica, sans-serif" style="color: #222222;">最後祝 Duncan 兄一紙風行!</span><br /><br /><br /></div></div>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com7tag:blogger.com,1999:blog-7355187725649037537.post-40392908729965070462022-07-09T00:47:00.004+08:002022-07-09T00:57:01.278+08:00Duncan兄《科技戰國.尋找科技價值投資的故事》小弟有幸第2次為新書寫序<p>Duncan兄的處女大作,從未出過書的小弟,有幸第2次為新書寫序<br />上一次寫序已是5年前被止凡邀請去寫序<a href="https://www.cpleung826.com/2017/05/12.html">《跟著價值走的12課》</a><br />這裡先貼出來,讓大家先睹為快。<br />祝願這著作一紙風行,造福各位讀者領悟到<span face="Arial, Helvetica, sans-serif" style="color: #222222;">科技價值投資生活祕笈入門</span>。<br /><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgXaSm_9_ARAT8RhlepuTHQCo29MQzY3Uh7TVvqNT_W7fPUsfW_blZqMdauEODVImSYSwGVAoO9G4GW-PwagAglzt7GpVY_AOLo6Qr3t-OarWXHcKg5_wEm0hYGB10x3mg1C6arSUWmjlO5d5oFHuroCh6dbCtPbkMlpcoEFfE1DRZ8ps_bh2Y36Sq8OA/s640/%E7%A7%91%E6%8A%80%E6%88%B0%E5%9C%8B-%E5%B0%8B%E6%89%BE%E7%A7%91%E6%8A%80%E5%83%B9%E5%80%BC%E6%8A%95%E8%B3%87.jpeg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="640" data-original-width="464" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgXaSm_9_ARAT8RhlepuTHQCo29MQzY3Uh7TVvqNT_W7fPUsfW_blZqMdauEODVImSYSwGVAoO9G4GW-PwagAglzt7GpVY_AOLo6Qr3t-OarWXHcKg5_wEm0hYGB10x3mg1C6arSUWmjlO5d5oFHuroCh6dbCtPbkMlpcoEFfE1DRZ8ps_bh2Y36Sq8OA/s320/%E7%A7%91%E6%8A%80%E6%88%B0%E5%9C%8B-%E5%B0%8B%E6%89%BE%E7%A7%91%E6%8A%80%E5%83%B9%E5%80%BC%E6%8A%95%E8%B3%87.jpeg" width="232" /></a></div><br /><p>PS<br /><span style="background-color: white;">此書</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #333333;">應該會今年書展時會推出,已夾好時間</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #333333;">與一眾blogger如止凡、DUNCAN兄、CALVIN兄、小薯兄等</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #333333;">,在今年書展到場逛逛見見面^_^</span></p><p><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #333333;">小薯兄新作</span><a href="https://reviewfuturelife.blogspot.com/2022/07/blog-post.html" style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif;">《價值解密》</a></p><p><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #333333;">止凡</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #333333;">兄新作</span><span style="color: #2b00fe;"><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white;">《</span><a href="https://www.cpleung826.com/2022/06/blog-post_7.html" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-decoration-line: none;" target="_blank">新世紀投資要點</a><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white;">》</span></span></p><p><br /></p><p><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #333333;">Duncan兄</span>處女<span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; color: #333333;">作</span><span style="color: #2b00fe;"><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white;">《</span><a href="https://duncaninvest.blogspot.com/2022/07/book01retreat.html" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-decoration-line: none;" target="_blank">科技戰國.尋找科技價值投資的故事</a><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white;">》</span></span></p><p>序 -科技價值投資生活祕笈入門</p><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small;"><div><br /></div><div>飛鳥信宏—「飛鳥眼中大世界」Blogger</div><div><br /></div><div>首先自我介紹一下,小弟是理科出身於工程系及物理系畢業,在 半導體行業工作了 12-13 年。老實說電子這個行頭在香港真的狹窄, 在金融城市的香港擁有半導體方面專業知識的人不多,大部分有此能 力工程師也都靠向北面深圳及東莞這個世界工場,所以如果要在本土 找一位除同事以外的朋友,討論未來電子發展方向知識的同好,真的 少之又少。</div><div><br /></div><div>與 Duncan 相識一年左右,是經由 AC 兄、小薯兄及止凡兄在谷 內介紹相遇而認識。Duncan 兄是位同時擁有三方面:金融、電子、 IT 知識的技術人才,因此對軟硬體大趨勢發展看得比常人遠,很興幸 認識他。</div><div><br /></div><div>大家傾談相當投緣,除咗投資,還有家庭、工作、攝影、電影、 歷史、興趣等。</div><div><br /></div><div>例如大家也是攝影發熱友,所以不只交流相片的拍攝技巧,也會 順帶講一下各相機廠家的硬體 CHIP SET,如 Canon 在 20 年間如何 在市場失去一哥地位,成也最快對焦 DUAL CMOS 技術敗也在此,因 為光要分別散射去 DUAL CMOS 對焦,設計上天生有色散問題只能用 原廠鏡......Sony 相機這個後來者,因為生產 CCD/CMOS 技術賽道, 所以設計上有生產 CMOS 優勢,了解最有效在 CMOS 感光晶片上減去 NOISE,以及自拍 VLOG 平民用家角度優勢以 VIDEO CAM 及 TOUCH MON 特點平衡了 CAMERA 單一性,超越了 Nikon 專業搶了市場一哥,多了一批女性的新用家更大眾化口味等。</div><div><br /></div><div>以上都是一種科技產品和消費者市場分析,科技是十分貼近生活。</div><div><br /></div><div>當知道 Duncan 兄有興趣花時間寫書把畢生所學,全部用文筆向 大家展示出來的時候。小弟立即非常替他自豪,這是非常值得高興又 有意義的事。還要多謝他留個位置給我寫序。作為老散戶,真的感到 十分的榮幸。</div><div>因為他所知道的行頭範圍是 SOFTWARE 構建去感受 HARDWARE 改進,而我是從 HARDWARE 換代去了解 SOFTWARE 應用,雙方都領 悟到更多更大知識範圍得著。</div><div><br /></div><div>由於他不是商科院的出身,所以經他手寫出《科技戰國——尋找 科技價值投資的故事》反而較接近一般平民讀者的思維。事實上科技 股在價值投資的世界內,好像投資知識在我們上課的學校從不被重視 去列入。作為價值投資,因為科技變化得太快,今天流行的,明天可 能成為科技發燒友看的消失企業發展史。</div><div><br /></div><div>直至股神巴菲特也開始買入比亞迪(BYD)或蘋果(Apple)<wbr></wbr>得 到高倍數的回報後,才開始慢慢地改變大眾認知科技是有投資價值, 但仍是高風險。</div><div><br /></div><div>這兩年因肺炎隔離情況下,經濟主導權漸漸就變得網上化,很多 時大家落街行商店購物的情況不再,因病毒的傳染性甚廣,人與人間 需要重新加建立了群聚的距離等。變相開始把多年後的未來世界新網 上經濟加快去實行,加速社會走向工業 4.0 一樣,而工業改進不走回 頭路。</div></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small;"><br /></div><div style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small;"><div>Duncan 兄此書就好比一本科技價值投資生活祕笈入門,大家只 是要去看每間公司相當不同的現代科技,大家看似各行各業發展,但 也各占一方來龍去脈,有時科技的名詞像是很多,看似高深難明,但 其實不難去理解,科技本質目的也只是改善生活。</div><div><br /></div><div>他會以淺易的文筆,立體地說出科技生活生態圈概括去作介紹: 物聯網(網上購物、電子支付、物流運送,庫存管理)、互聯網(電 競、網上辦公、ZOOM、WIFI 或 5/6/7G 傳送)、車聯網(自動架駛, 去汽油化,快充技術、交通監控)、大數據應用分析(飛機,輪船的 鏡像歷史操作紀錄)、AI/VR/MR 學習(音樂、圖畫、動畫創作、新藥 物創作、遙距操作 / 教學 / 諮詢)、高速運算(天氣預測、石油天然 氣探索)、數據中心、雲端應用、邊緣計算、人面識別監控、語音輸 入智能家居、CRYPTO(各式加密貨幣、NFT)、低軌衛星(<wbr></wbr>通訊傳輸、 定位紀錄、無人機應用)等等,慢慢地再連接去人們應用認同,以致 企業技科成長得到投資價值,自然股價就有升值空間潛力等。</div><div><br /></div><div>以後書局內又有多一本理解入門好書,可以叮嚀教育大眾,更 能理解半導體及科技公司立體生態圈的運作、不是只限於股票機上的 一堆簡單數字如 PE / PB /息率/市值等去評論一間科技公司、猜 測企業好或差,而是有往績評估未來此企業技科有否持續發展投資價 值......最起碼知道上市公司的業績年報財務外,<wbr></wbr>了解未來的亮點,比 密密麻麻數字上知得更多魔鬼細節。</div><div><br /></div><div>例如 Intel 如何由 10 年前神壇上的 X86 CISC CPU 處理器一哥滑 落,而有新 ARM RISC CPU 架構旗艦公司 QCOM、MTK、Apple 等占 領 MOBILE 市場,再副產出 PAD 去代了 PC 在一般消費大眾晚上的娛 樂需求等。</div><div><br /></div><div>又例如半導體代工廠台積電、三星在不斷追逐 Moore's Law 製程 上進化,Intel 製程的落後被 AMD(台積電晶片代工)去暫時超越搶 了不少 Intel 往日市佔、再加上 Apple 蘋果自研下設計出 ARM M1/M2 成功擺脫棄用 Intel CPU 出新一世代省電款 Macbook 等。</div><div><br /></div><div>因此 Intel 低 PE 以致股價長期低迷,雖則仍是間很賺錢的公司但 由於只局限在6成收入來自PC/HPC內,<wbr></wbr>但不斷被競爭對手收窄盈利, 未來發展空間大減,被市場大眾所看淡是理所當然。</div><div><br /></div><div>最後投資去買賣科技股目的也是為了更多高回報,其實也只須簡 單淺出地去理解,再以普通會計常識看一下業績,加上少少財商知識 (財務管理,注碼控制風險),如 Duncan 在書中的第二部分所提, 買賣 ETF 大包圍指數成分股,如那斯達克指數、費城半導體指數等也 可去分散地安全投資,並不需運用很大筆儲備金錢及選公司知識,因 為 ETF 已有指數管理公司每季把合適上市公司加加減減,絕不會似選 美會般為冠亞季比例分布去頭痛,哈哈......</div></div>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com4tag:blogger.com,1999:blog-7355187725649037537.post-37959496440665829812022-01-17T11:36:00.012+08:002022-01-17T21:21:01.614+08:002022年台積電繼5nm後,3nm將會進入一個人的武林,獨孤無敵<div class="separator">無論你覺得台積電貴或平,先進制程14/10/7/5/3nm已獨市。。。</div><div class="separator">(全球只餘下3間公司可以生產, INTEL, SAMSUNG, TSMC)</div><p>現在因肺炎而發生緊的第4次工業變革</p><p>未來發展其實很多,如電車,綠能,智能家居,5G,低軌衛星,VR,HPC等所增加晶片產量需求量起碼有5-10年計增長,這是Global structural growth。。。</p><p>2022年台積電繼5NM後,3NM將會進入一個人的武林,獨孤無敵</p><p>連INTEL也要低頭下單付出落訂金<br />去包下一半3NM產線才可拿一半APPLE所包下的3NM產線<br />(TSMC大客第1大是佔APPLE20-25%~~~)<br /><br />也許有TSMC的淡友覺得<br />1>太貴而資產值已升去全球9/10市值<br />2>太多地緣政治風險<br />3>又是地震帶,缺水缺電等因素<br />4>日美台都開新廠,年年400億花費巨大(收唔收得返)</p><p><br />制程的野很復雜,想知上網找下TSMC制程步驟大把文可找設備公司(台積電生態系公司多達20/30間)等<br />制程有足150/200STEPS去維持99.9%的良率,最後才能得出81%的良率OUTPUT<br />99.9%^200 =>81% 那你想要良率可以提高去9成是要多少呢</p><p>TSMC的3NM FINFET仍是舊用上三文治制程,只要無漏電情況<br />FINFET生產成本簡單很多,有良率保證<br /><br />SAMSUNG的3NM GAAFET是要重覆刻食生晶起碼5-7次,良率很低<br />雖則IBM已做好實驗室2NM研發成功,但由實驗室到量產,真係唔易。。。<br />而三星在FINFET 4/5NM只有40-50%良率,已無力再突破,所以也局注一賭GAAFET</p><p><br /><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ6OAiUsYuZKVW64q6tvny9KijMv0L6-2TnD_X0zayJwrnKIl_d8LSYzNGKPqJ9EjcWbNLtJRzmkUTrOl4fC7NcNV3PYPYrMF25lZBnpplhKLwGOCzcpVVdxAdLl_flNC5pgOvaUZJXIJQ/s512/fet.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="155" data-original-width="512" height="97" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ6OAiUsYuZKVW64q6tvny9KijMv0L6-2TnD_X0zayJwrnKIl_d8LSYzNGKPqJ9EjcWbNLtJRzmkUTrOl4fC7NcNV3PYPYrMF25lZBnpplhKLwGOCzcpVVdxAdLl_flNC5pgOvaUZJXIJQ/s320/fet.jpg" width="320" /></a></div><br /><p>你估AMD,NVIDIA,QCOM唔想過檔。。。</p><p>係三星不斷在4/5NM反車,有電子漏電現像,局住比DESPOIT都要排TSMC隊留產線😜<br />AMD在SAMSUNG做4NM EXYNOS9用RDNA2竟然效能反車。。。<br />三星真是扶不起的阿斗。。。<br />(之前的QCOM SNAPDROGON888已因漏電過熱而反車)<br /></p><p>NVIDIA搶產能不贏頭3大客戶AMD/APPLE/MTK,<br />因此已預付TSMC1910億訂去排產能等TSMC起新5NM廠<br /><br />投靠三星惹禍?NVIDIA爭搶台積電5奈米 先付1910億訂金<br />https://www.chinatimes.com/realtimenews/20211230005856-260410?chdtv</p><p><br /></p><p>TSMC只代表晶元代工的3大先進制程巨企其中一間😜</p><p>計股價2021 TSMC$108升$140,咪得30% <br />(除非你是2020年US$50/60起買入,小弟是那時期開始慢慢地建倉買入)</p><p>上遊IC設計QCOM MTK AMD NVIDIA BROADCOM INTEL等<br />聯發科咪一樣發過豬頭,由NT800升去NT1100<br /></p><p>中遊積電代工成熟制程,都不斷加價。。。<br />如<br />UMC聯電由$4升到$11,毛利由25%升到40%啦。。。<br />GFS格芯終於由蝕變賺,再去美國上IPO<br /><span face="arial, sans-serif" style="background-color: white; color: #4d5156; font-size: 14px;">PSMC</span>力積電一樣蝕多年變賺,在台正式上市</p><p>下遊晶片封裝測試<br />ASX日月光由$4升$8 (世界第一大封測龍頭)</p><p>半導體生產設備商<br />ASML AMAT KLAC 也是不斷因世界各地以半導體作戰略目標而起新廠供不應求而創新高<br /></p><p>半導體公司多的是,賺到錢就是硬道理,老實講也不一定要買TSMC😁<br />而我要養2大2細,投資較為保守,選擇賣肝賣勞力生產<span style="color: #030303;"><span style="background-color: #f9f9f9; font-size: 14px; white-space: pre-wrap;">台積電
</span></span>就擁抱未來晶片發展,繼續半導體TSMC<br />(2022<span face="Roboto, Arial, sans-serif" style="background-color: #f9f9f9; color: #030303; font-size: 14px; white-space: pre-wrap;">台積電一天賺16億</span>,<span style="background-color: #f9f9f9; color: #030303; font-size: 14px; white-space: pre-wrap;">較少</span><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="color: #333333;"><span style="background-color: white; font-size: 14.85px;">發夢股因素KEEP年年10-20%GROWTH)</span></span></p><p>等第一個5年,14/10/7/5/3nm (MOSFET變FINFET)<br />等第二個5年,2nm後 (20A/18A/15A/12A/10A) 未來GAAFET變VETICAL GAAFET</p><p>相信VETICAL GAAFET聽過的人也不多^_^<br />(台積電還有秘密武器「3D堆疊技術」 用先進封測<br />不知3D堆疊技術先進封測是什麼,那請看台灣新聞如下</p><p>https://youtu.be/3vn_-7dxL5s)</p><p>PS<br />水太多,大家也想知道TSMC的股票分析<br />由於太多高手,也不用我去分析貼一下電視圖已OK<br /><br /><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh_6pPyDzvtp5IKMDv82NsFsdyCNx5bI9VY-qVSM6Nva5DbQOU1CaN8pRrAsOETA-SkJ_vDsnTqMTFx-M9rEV06XC30eYEOnFkZnNgQWNo_90vLeXR6chSF40onBRjNcL3fXT53UWEgjibXCYQPI6K69k4u-s9gpd4E_c54Lr-67ltPu8hc9TcoHuFmhQ=s1280" style="clear: left; display: inline; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="576" data-original-width="1280" height="144" src="https://blogger.googleusercontent.com/img/a/AVvXsEh_6pPyDzvtp5IKMDv82NsFsdyCNx5bI9VY-qVSM6Nva5DbQOU1CaN8pRrAsOETA-SkJ_vDsnTqMTFx-M9rEV06XC30eYEOnFkZnNgQWNo_90vLeXR6chSF40onBRjNcL3fXT53UWEgjibXCYQPI6K69k4u-s9gpd4E_c54Lr-67ltPu8hc9TcoHuFmhQ=s320" width="320" /></a></p><div><br /></div><div>2022 EPS NT28.75<br />PE 23 / NT661 x 5 /28 => US$118<br />PE 25.5 /NT733 x 5 /28 => US$130<br />PE 29 /NT834 x 5 /28 => US$149<br /></div><div><br /></div><div>而NT750-850也貼近大行估值</div><div>NT750/ 大摩 瑞銀<br />NT850/ 美銀 里昂</div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEggGUNzwTbkONYetNiH6ZT2xQsadrIPICk8tUH55Veiv7l3l695A7vJDj_NeZKD_i54USiKGu9ZGoEodKgqnsn7ZaPkk873j9dLaCI9JdeoWNufS5t4w364whBSIlbsgzGzYepiZUIXWRzOvES60o355a1Cj9lqqljGYya0zL-85gIfOvtUOo_m9bO6IQ=s1280" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="576" data-original-width="1280" height="144" src="https://blogger.googleusercontent.com/img/a/AVvXsEggGUNzwTbkONYetNiH6ZT2xQsadrIPICk8tUH55Veiv7l3l695A7vJDj_NeZKD_i54USiKGu9ZGoEodKgqnsn7ZaPkk873j9dLaCI9JdeoWNufS5t4w364whBSIlbsgzGzYepiZUIXWRzOvES60o355a1Cj9lqqljGYya0zL-85gIfOvtUOo_m9bO6IQ=s320" width="320" /></a></div><br /><div><br /></div><div><br /></div><div><br /></div><div><br /></div><div><br /></div><div><br /></div>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com5tag:blogger.com,1999:blog-7355187725649037537.post-55175592369310064392021-10-13T19:26:00.009+08:002022-08-17T02:32:52.143+08:00近來好多人關注台積電,受止凡邀請去做TSMC訪問<p></p><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;">疫情後,無左全日返學,只返早上3-5小時,下午就即成日要湊大細仔,做下功課~~~<br />忙到飛起,自然無時間寫BLOG或UPDATE~~~<br /><br /></div><div class="separator" style="clear: both; text-align: left;">如題</div><div class="separator" style="clear: both; text-align: left;">近來好多人關注台積電,受止凡請去邀做了個TSMC訪問PPT錄止</div><div class="separator" style="clear: both; text-align: left;">介紹了晶圓代工分工,MARKETING、COMPETITOR等~~~</div><div class="separator" style="clear: both; text-align: left;"><br />(上次錄音係等細代訓晒覺寫,聲音濛及細,更比大家話有偷情FEEL🤣<br />今次錄音等2件大細返晒學,可以大聲好多,應該易聽好多吧~~~)</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: center;"><iframe allowfullscreen="" class="BLOG_video_class" height="266" src="https://www.youtube.com/embed/K6m15EJo6nE" width="320" youtube-src-id="K6m15EJo6nE"></iframe></div><br /><div class="separator" style="clear: both; text-align: left;"><br /><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: #dddddd; color: #b86233; font-size: 17.55px;">Patreon</span><a href="https://www.patreon.com/posts/jin-qi-you-ming-57313183">近期有名人9講台積電 訪問飛鳥兄了解一下</a><br /><br /></div><div><span face="Roboto, Arial, sans-serif" style="background-color: #f9f9f9; color: #030303; font-size: 14px; letter-spacing: 0.2px; white-space: pre-wrap;">P7 預期數字更正 今天10/14業績裕數字 Q3營收年增22.6%至149億美金,淨利年增14%至56億創新高</span></div><div><br /></div><div>晶圓係咩 (就係以下電子閘,關係0、開係1)去做到比細菌更細的晶片CHIPS放去電子產品內用<br /><div class="separator" style="clear: both; text-align: left;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ6OAiUsYuZKVW64q6tvny9KijMv0L6-2TnD_X0zayJwrnKIl_d8LSYzNGKPqJ9EjcWbNLtJRzmkUTrOl4fC7NcNV3PYPYrMF25lZBnpplhKLwGOCzcpVVdxAdLl_flNC5pgOvaUZJXIJQ/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="224" data-original-width="742" height="97" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ6OAiUsYuZKVW64q6tvny9KijMv0L6-2TnD_X0zayJwrnKIl_d8LSYzNGKPqJ9EjcWbNLtJRzmkUTrOl4fC7NcNV3PYPYrMF25lZBnpplhKLwGOCzcpVVdxAdLl_flNC5pgOvaUZJXIJQ/" width="320" /></a></div><br /><br /><span class="style-scope yt-formatted-string" dir="auto" face="Roboto, Arial, sans-serif" style="background: rgb(249, 249, 249); border: 0px; color: #030303; font-size: 14px; letter-spacing: 0.2px; margin: 0px; padding: 0px; white-space: pre-wrap;">P10 小弟有口誤TOTAL2021市場的945億美元的晶圓代工收入 (讀錯了94000億美元)</span></div><div><span class="style-scope yt-formatted-string" dir="auto" face="Roboto, Arial, sans-serif" style="background: rgb(249, 249, 249); border: 0px; color: #030303; font-size: 14px; letter-spacing: 0.2px; margin: 0px; padding: 0px; white-space: pre-wrap;">
</span><span class="style-scope yt-formatted-string" dir="auto" face="Roboto, Arial, sans-serif" style="background: rgb(249, 249, 249); border: 0px; color: #030303; font-size: 14px; letter-spacing: 0.2px; margin: 0px; padding: 0px; white-space: pre-wrap;"><span style="color: black; font-family: "Times New Roman"; font-size: medium; letter-spacing: normal; white-space: normal;">半導體不明白? 睇盤數咪明白,只記著WINNER TAKE MOST先進制程永遠的8/2定律</span>
</span><span class="style-scope yt-formatted-string" dir="auto" face="Roboto, Arial, sans-serif" style="background: rgb(249, 249, 249); border: 0px; color: #030303; font-size: 14px; letter-spacing: 0.2px; margin: 0px; padding: 0px; white-space: pre-wrap;">TSMC55%+SAMSUNG18%=>已佔73%內2021市場的945億美元的晶圓代工收入</span><span class="style-scope yt-formatted-string" dir="auto" face="Roboto, Arial, sans-serif" style="background: rgb(249, 249, 249); border: 0px; color: #030303; font-size: 14px; letter-spacing: 0.2px; margin: 0px; padding: 0px; white-space: pre-wrap;">
</span><span class="style-scope yt-formatted-string" dir="auto" face="Roboto, Arial, sans-serif" style="background: rgb(249, 249, 249); border: 0px; color: #030303; font-size: 14px; letter-spacing: 0.2px; margin: 0px; padding: 0px; white-space: pre-wrap;">全世界晶圓代工也都加價10-20%、看樣子2021應該過1000億美元
</span></div><div><span class="style-scope yt-formatted-string" dir="auto" face="Roboto, Arial, sans-serif" style="background: rgb(249, 249, 249); border: 0px; color: #030303; font-size: 14px; letter-spacing: 0.2px; margin: 0px; padding: 0px; white-space: pre-wrap;"><br /></span></div><div><div>睇落台積電佔了世界的55%半導體的餅,三星才拿了18%</div><div>(不過三星有其他半導體產品、如OLED屏,DRAM/SRAM,SSD等,家庭電器,雪櫃洗衣機、電視、HIFI等,最重要是主力摺疊手機)盤數一樣搶新高,賺得多過TSMC多多聲</div></div> <div>至於INTEL,到佢新的晶圓代工廠起好,生產線落地都係2023/24年後的事,到時再想</div><div><br /><div>PS.<br /><div><div>買股票要分散風險,研究TSMC之餘,因為是其中一隻入了世界10大市值之股</div><div>不喜歡TSMC可以不買,反正世界10大市值還有9隻(如選買FAAMG等也可買)</div><p></p><p>近排買咩? 費城半導體指數~~~</p><p>個股呢? 睇好如下<br />CPU大戶 APPLE+NVIDIA+AMD+QCOM <br />晶片大廠 SAMSUNG+TSMC<br />設備獨市 ASML</p><p>反正這6隻股已成半導體命運共同體(隨便選~~~~)<br /></p></div></div></div>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com11tag:blogger.com,1999:blog-7355187725649037537.post-45536286906221634182021-02-26T18:25:00.004+08:002021-02-26T19:13:49.325+08:00跌1093點時,今年3月賺50萬目標已差不多完成<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJ7Y5LxngJ4tcwijOVYYUvurP1CtHsz4WCD5MJuMCf-kxEd4OqrM24QSL2XEeJgWNZ5lGeQBr55Cx4f4lgwkcpYBiJTtyHiapgOtl-3pmKJZJBFy3Qthrmc-9Wl8_ZFpyzfjeTyZ3zVYPP/s1280/photo_2021-02-26_18-19-54.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1280" data-original-width="591" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJ7Y5LxngJ4tcwijOVYYUvurP1CtHsz4WCD5MJuMCf-kxEd4OqrM24QSL2XEeJgWNZ5lGeQBr55Cx4f4lgwkcpYBiJTtyHiapgOtl-3pmKJZJBFy3Qthrmc-9Wl8_ZFpyzfjeTyZ3zVYPP/s320/photo_2021-02-26_18-19-54.jpg" /></a></div><br />今天跌1093點時,飛媽不斷問我買那隻科技股好唔好。。。<br />我反問飛媽係咪好想加入PS科網蟹民大隊😜<br />我答佢熱錢都在內房及物管,你已有200萬貨還想加倉嗎。。。<br />還是集中倉位在半導體股(世界嚴重缺貨,晶元廠接爆2年單)及大型電商股<br />這些股可以安心坐每晚睡得著覺<p></p><p>UPDATE一下倉位</p><p>前峰(已清倉 有贊 北控 阿里健康)<br />首程 (15萬停車位目標達成,無其他大競爭對手落場搶食仍是停車場一哥)</p><p>中場 <br />阿里 (雲服務已轉盈利、電商增長也合乎理想、不計螞蟻也值此價<br />京東 (只持有很少量不多)<br />台積電 (3NM已超前目標下半年己可代APPLE試產新CPU,5/7/8/10NM都接爆單)<br />聯電 (車用20-40NM晶片都供不應求下接爆2年單,未來Q2/Q3有加價15-30%空間)<br />日月光 (全球最大龍頭晶元封測廠,中游台積電及聯電 都塞爆單,下游晶元拉線封裝測試自然也單接滿近一年,Q2開始加價30%)</p><p>後防 <br />寶龍 金地 中海外 (作收年息6-9%之用)<br />(昨天阿爺剛剛公佈兩集中政策,22個1/2線城市一年集中次賣地)<br />利好大中型房企,或本身有很多土儲的房企,昨普遍內房各升了7-15%不等<br /><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiahD8S5222Dt5Ou9qKbevq6HDxKriNPrnwlNjiCAP1AvS0unEq8QIEN6pjC42w6QBfirFhajyA-8yCCdKMo9utWW_zEJxz5KtfswC_WqNVVAevTP9A2Dzq_riCRYa_YHMjatjLI5oGEae/s1280/photo_2021-02-25_18-23-09.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1280" data-original-width="591" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjiahD8S5222Dt5Ou9qKbevq6HDxKriNPrnwlNjiCAP1AvS0unEq8QIEN6pjC42w6QBfirFhajyA-8yCCdKMo9utWW_zEJxz5KtfswC_WqNVVAevTP9A2Dzq_riCRYa_YHMjatjLI5oGEae/s320/photo_2021-02-25_18-23-09.jpg" /></a></div><br /><p>PS</p><p>上週幸運已沽大部份PS計價股,只餘PE計價股</p><p>有贊@3.41出 賺約30萬多(1.4-1.6入20萬股)<br />阿里健康@26.6出 賺約11萬多(20.9入2萬股)<br />北控@1.65 損手3萬(2.05入) 環衛股行內競爭多去搶奪標書</p><p>未來的日子 作為後防的內房業績期時,會再減倉吐現🤑🤑🤑</p><p>無論是收息或吐現減持收割一部份內房時<br />應該3月已完成今年賺50萬目標😜<br /><br />剛寫BLOG阿里健康@26.6出,恒指即加阿里健康,反而倉內京東入唔到<br />又一懶醒以為高沽出貨事件發生在身飛鳥上了</p><p><a href="http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1078981/popular-news">恒指成份股增至55隻 阿里健康、龍湖及海底撈染藍 3月15日起生效</a><br /></p>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com7tag:blogger.com,1999:blog-7355187725649037537.post-2099510655349665142021-01-07T18:36:00.014+08:002022-08-17T02:31:59.389+08:00【止凡會客室】飛鳥兄講台積電<p>聖誕節時受止凡兄邀請,叫小弟做個訪問寫一下TSMC台積電的詳細分析<br />小弟當然立即一口氣答應,結果找資訊,做PPT、錄音,結果每樣野做完已用上3天~~~<br />(深夜錄音,怕嘈醒2件細,聲線效果不太好😅~~~)</p><p>好在幕後做影片,剪接,打字幕全部唔使我做~~~<br />因為我已經頂唔順,寧願寫BLOG夠EASY算數~~~~哈哈</p><p>有興趣聽聽小弟在止凡會客室對台積電分析,可能會有得著,比齋睇PPT年報及新聞吸收領悟得更多~~~</p><p>台積電是生態圈,上下游有起碼50間廠SUPPORT去生產晶片,如光罩,觸光媒,矽晶,純潔水,封測等好多好多間工廠而形成台積電系生態圈。。。</p><p>而台灣晶元廠有起碼4大品牌(台積電,聯電,力積電,世界先進等)晶元廠,直屬SUPPORT多到你不信咁多。。。</p><p>台灣還未計DRAM廠 美光MICRON 南亞 NANYA 等。。。真係半導體王國<br />不知大家對台灣半導體工業了解多少</p><p>PS</p><p>倉底的貨是US$78/NT$400左入<br />在US$103/NT$500左右加多了一注,</p><p>昨晚加倉110股@113.4<br />繼續看好$650 /28 ×5股 =$116<br />而美股ADR一般溢價高5-15%<br />即看目標$130-135😜</p><p>ANYWAY, 去片 (TSMC台積電的詳細分析)</p><div class="separator" style="clear: both; text-align: center;"><a href="https://youtu.be/K6m15EJo6nE"><div class="separator" style="clear: both; text-align: center;"><br /></div></a><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><span style="text-align: left;"> </span><a href="https://youtu.be/6wNEE6CSXtw" style="text-align: left;">【止凡會客室】聽下飛鳥兄講台積電 可以有幾深入?【財自話語第七十二話】</a><br /><span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: #dddddd; color: #b86233; font-size: 17.55px; text-align: start;">Patreon</span><a href="https://www.patreon.com/posts/ting-xia-fei-tai-45903257">聽下飛鳥兄講台積電 可以有幾深入?【財自話語第七十二話】</a><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg2-88QqP1GNQ0RI_xsdY5OqRKPKPRpMVLi3Wx6oqbKqAnCpFrtzWz9xyAWyx44UicMIAxQNhjB66nN3QTfL5ko8hlCBm9205LfQuFcaQIEG7EFRxWTAjLi-oY_4lIFOLSYDgSwnZYyVoCQ/s1280/TSMC-20210101+TARGET.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="576" data-original-width="1280" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg2-88QqP1GNQ0RI_xsdY5OqRKPKPRpMVLi3Wx6oqbKqAnCpFrtzWz9xyAWyx44UicMIAxQNhjB66nN3QTfL5ko8hlCBm9205LfQuFcaQIEG7EFRxWTAjLi-oY_4lIFOLSYDgSwnZYyVoCQ/s320/TSMC-20210101+TARGET.jpg" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><p><br /></p>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com7tag:blogger.com,1999:blog-7355187725649037537.post-59336109218179742232020-12-28T12:55:00.019+08:002021-01-02T00:23:34.412+08:004大前峰8083有贊/697首程/3718北控清潔/305五菱及中場TSM台積電<p>日ZOOM晚湊仔,肺炎其間天天忙到氣斷~~~~ <br />完全無時間寫BLOG去UPDATE自己的前峰更新<br />年底UPDATE一下4大前峰及中場</p><p><br /></p><p>前峰</p><p>8083有贊</p><p>SAAS股UNDER騰訊、收入零售都創新高、會繼續持有~~~<br />$1.4-1.6入、現在$2.1-2.2,已有不錯利潤</p><p><a href="https://xueqiu.com/6464323615/164408620">有贊8週年首次披露:千億背後的「私域三角」增長模型</a><br /></p><p><br /></p><p>697首程</p><p>中國第一停車場股,由北京首都機場, 5萬個車位<br />到今年簽下蒲東機場、停車位已過10萬,增長慢但穩健,時間是朋友呢~~~<br />上年$0.38入(即5合1後$1.9左右),今年見2.8高位回落2.15,由於是高增長股,所以繼續持有</p><p><a href="https://www.gelonghui.com/p/424814">海通證券 首程控股(00697.HK):停車藍海龍頭標的,優勢明顯成長突出,給予“優於大市”評級</a><br /></p><p><br /></p><p>3718北控城市資源</p><p>由於肺炎疫情下,國內各省都加強環境衛生力道,自然清潔項目有利潤合約<br />那自然要收集行業龍頭北控城市資源、玉禾田等,小弟懶選了港股3718算數<br />年中$1.4入、現在2.1-2.2,已有不錯利潤繼續持有~~~</p><p><a href="https://www.gelonghui.com/p/428306">天風證券 北控城市資源(03718.HK):環衛固廢雙輪驅動,背靠“北控系“協同優勢凸顯,給予“買入”評級,目標價3.1 港元</a><br /></p><p><br /></p><p>305五菱</p><p>電車近排抄到癲~~~~人人買高中檔、TESLA、比亞廸、NIO、理想、小鵬<br />不過低檔又大賣2-3萬部代步車的4萬人仔電車五菱、及6萬人仔長城好似少人留意~~~~<br />有一點要知是五菱是ENGINE子公司、而母公司上通五菱也是佔6%<br />所以小弟$1.25入了些、現在已$2.7、收入不錯~~~</p><p><a href="https://youtu.be/2HkhTOGnKPA">中國自產電動神車"五菱"一天賣上千輛何等來頭!? </a><br /><a href="https://youtu.be/jbPm4w9vXNE">三部苹果新手机的钱就能买到的五菱宏光MINI EV 值得买吗?</a><br /><a href="https://youtu.be/u6Ue2foYqL8">车底大揭秘:五菱宏光MINI EV电动车底盘深度解读</a></p><p>利申:昨天12/28 $2.95-2.99已沽了一半回收本金,現在已升是時候0成本操作<br />今天12/29下午已在2.6出了3/4袋穩15萬過聖誕節<br />餘下2萬@2.45已出,全部賺17萬5 CASE CLOSE</p><p><br /></p><p>中場</p><p>台積電TSM</p><p>不用多說、已是全球第10大市值股<br />安全還是US$100-104/NT$500繼續入台積電。。。<br /><br /></p><p>介紹一下晶片制程</p><p>高 14NM以下 CPU /GPU /APU /IPU<br />中 14-40NM RAM/ MLV TLC QLC SSD SDCARD<br />低 40NM以上 POWER I/O MOSFET / LOGIC IC</p><p>由於手機及電腦高階制程市場已餘下TSMC台系生態圈及SAMSUNG韓系生態圈<br />3NM台南廠應該年底落成可試產,聽聞APPLE已全包產線,股價應會Q2/3預先反映<br />基本是天天印15升17億台幣可期晶片換銀紙,目標NT$600/US$125是穩健悶聲發大睇之選<br />台積明年去美國設廠,2023量產5NM,所以3NM台南+5NM美國增量2022,大行目標是NT$700</p><p><a href="https://youtu.be/pn99cvRQTPE">台積電獲利可望大爆發 谷歌終於忍不住效能太差?!自家晶片將從手機、伺服器開始?</a><br /></p><p><br /></p><p>投資有風險、股價可升可跌、只是飛鳥自己選股參考<br />不要跟,也不要問我,風險自負</p>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com10tag:blogger.com,1999:blog-7355187725649037537.post-38073251158049432992020-10-05T18:00:00.011+08:002020-10-06T00:44:38.957+08:002020年Q3飛鳥家族基金季結、10%收入預期達成<div style="text-align: left;">今早掛了紅雨,雨又大又不停落下,送2小朋友上學非常辛苦呢~~~~</div><div style="text-align: left;"><br />到了第3季季結。大致上直至今天,盈利有80幾萬、利息收了20幾萬。</div><div style="text-align: left;">相對於今年年度10%收入預期達成已經很滿意。</div><div style="text-align: left;">因為今年有超多不可預計的黑天鵝因數交錯著發生~~~</div><div style="text-align: left;"><br /></div><div style="text-align: left;">今年發生好多事,中美貿易戰升溫。後有年頭有肺炎升溫,<br />之後有香港本地爆了第三波疫情無得上學ZOOM到家長們都頭痛<br />(不過都無人想過ZOOM可以爆升成咁~~~^^)<br /><br /></div><div style="text-align: left;">全球停頓在肺炎問題上~~~</div><div style="text-align: left;">美國因肺炎而經濟停擺而印銀紙派全民、香港也全民派1萬等~~~好明顯見全球狂印銀紙現象~~~</div><div style="text-align: left;">繼而美國總統選舉。特朗普由於過支持率落後於拜登,因此加重力度台海問題上,又加大打擊中國的企業。<br />之前有字節跳動的抖音、禁TIKTOK海外版、局退出美國控制權要ORACLE、WALMART、基金大戶等持有60%以上才肯放過~~~</div><div style="text-align: left;">華為斷供手機5/7/8/10nm晶片(不許高通、聯發科、台積電代工海思晶片)。</div><div style="text-align: left;">現在又傳會不許中芯以14nm ASML技術生產~~~看只能以28nm/40nm的NIKON光刻技術去生產</div><div style="text-align: left;"><br /></div><div style="text-align: left;">上周黑天鵝更跨張到,侵侵都中埋肺炎。今天又出奇地好快恢復身體走出醫院來打招呼~~~<br />(浸浸體能好過拜登多多聲,極速復完,肺炎都頂得住。體能真係跑贏英國首相莊生成幾條街)</div><div style="text-align: left;"><br /></div><div style="text-align: left;">組合方面</div><div style="text-align: left;">有人問小弟為何看好台積電?</div><div style="text-align: left;">其實台積電已是全球市值第10大的公司,市值咁大一定大戶們公認一流公司</div><div style="text-align: left;"><a href="https://youtu.be/NiWmHGUwQ8g">https://youtu.be/NiWmHGUwQ8g</a><br /></div><div style="text-align: left;">11分講台積電最新的2NM研究GAA突破。。。又領先了三星</div><div style="text-align: left;"><a href=" https://youtu.be/-AzC_mj0gbk"> https://youtu.be/-AzC_mj0gbk</a><br /></div><div style="text-align: left;"><div>/台積電8月營收再創1228億台幣新高,請多8000人</div><div>台積電單是5/7/8/10nm已是到印銀紙,一天賺13億台幣</div><div><div><br /></div><div>因此我覺得EPS的增長確定性達8成</div><div>台積電 PE25倍</div><div>真係好平,半導體找不到第2間又賺咁多錢又咁平的巨無霸工廠</div><div>2020 EPS $18.8</div><div>2021 EPS $22.1</div><div>2020 EPS $25.8</div><div>(¥440/80=›¥560/100 起碼3年內無對手,一家獨大的結果猜想)</div></div><div><br /></div><div>內房 </div><div>跟著阿爺三道紅線,放棄融創損手約15萬,轉去低75%負債比的公司</div><div>如金地、寶龍、旭輝繼續作收息之用</div><div>(華潤則在37出晒32入貨賺15萬、減去融創損失15萬,等於無做過~~~)</div><div><br /></div><div>第2代電商行業則繼續看好SAAS的去中心化的騰訊平台(2013微盟 / 8083有贊)</div></div><div style="text-align: left;"><br /></div><div style="text-align: left;">物管股</div><div style="text-align: left;">2606藍光己在出業績時@53清晒貨,平均37、扣手續費賺$47萬入袋~~~</div><div style="text-align: left;">2168佳兆業則繼續看好、不過就在$38沽晒上年$19入貨賺$20萬入袋、現在$23再入過</div><div style="text-align: left;">1922銀城則是IPO抽回來往2.2的貨、在8.5左右出了成本就算、其他就擺係度讓子彈飛</div><div style="text-align: left;">1810小米也是一樣很平宜買回來、在18/25出了成本就算、其他就擺係度讓子彈飛</div><div style="text-align: left;"><br /></div><div style="text-align: left;">後防 31%<br />535<span style="white-space: pre;"> </span><span style="white-space: pre;"> </span>金地商置<span style="white-space: pre;"> </span>15%</div><div style="text-align: left;">1238<span style="white-space: pre;"> </span>寶龍地產<span style="white-space: pre;"> </span>13%<br />884<span style="white-space: pre;"> </span><span style="white-space: pre;"> </span>旭輝集團<span style="white-space: pre;"> </span>3%</div><div style="text-align: left;"><br />中場 37%<br />1093<span style="white-space: pre;"> </span>石藥集團<span style="white-space: pre;"> </span>9%<br />TSM<span style="white-space: pre;"> </span>台積電<span style="white-space: pre;"> </span>5%<br />9988<span style="white-space: pre;"> </span>阿里巴巴<span style="white-space: pre;"> </span>23%<br /><div style="text-align: left;"><br />前峰 17%<br />8083<span style="white-space: pre;"> </span>中國有贊<span style="white-space: pre;"> </span>6%<br />2013<span style="white-space: pre;"> </span>微盟集團<span style="white-space: pre;"> </span>2%<br />3818<span style="white-space: pre;"> </span>中國動向<span style="white-space: pre;"> </span>2%<br />2168<span style="white-space: pre;"> </span>佳兆業美好<span style="white-space: pre;"> </span>7%<br />1922<span style="white-space: pre;"> </span>銀城服務<span style="white-space: pre;"> </span>0%<br />1810<span style="white-space: pre;"> </span>小米集團<span style="white-space: pre;"> </span>0%</div><div style="text-align: left;"><br />現金 15%</div></div>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com18tag:blogger.com,1999:blog-7355187725649037537.post-75391726169747329412020-07-25T19:34:00.004+08:002020-08-02T18:10:57.826+08:00飛鳥媽2020股息收26萬8(12年計共收息$312.8萬落袋)<h3 class="post-title entry-title" itemprop="name" style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 22px; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: normal; line-height: normal; margin: 0.75em 0px 0px; position: relative;">
<span style="font-size: 13.2px;">今年股息在7月8月差不多收了一半、該是時候把遲來的每年收息文給大家看看</span></h3>
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<span style="font-size: 13.2px;">再次年年重溫叫大家理解什麼叫投資,目的是要賺錢及累積~~~</span></h3>
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大道至簡投資鐵則<br />
1>低買高賣<br />
2>收息<br />
3>複利息、自然有正現金流(正回報)<br />
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小弟仍是依據此基本法則,年年賺少少、積小成多去滾大本金~~~</div>
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由於中美事件不斷變更,中美貿易戰、本地事件已拖低本地經濟、再加上新冠肺炎仍在、更發展成第3波疫情,沒完沒了~~~~<br />
(天天要湊住2件小飛鳥~~~真係忙到暈、陪去食、痾、瞓、玩、讀書等~~~<br />
根本無太多時間睇市,所以仍是22000時入的一些貨去佛系持股~~~呵呵<br />
當中才剛剛減了少少銀城去0成本持股<br />
以及上2星期沽了<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">83188</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; white-space: pre;"> </span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">華夏滬深300R 入$39-3800點 出$48.96-4800點</span>)<br />
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<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px; font-weight: 400;">今年手中所持的股票不得不變減去本地地產、內銀、公用等</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px; font-weight: 400;">改去持有較低息的內房、物管等、0息新經濟股、</span></span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px; font-weight: 400;">滬深300</span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px; font-weight: 400;">ETF~~~</span></div>
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因此今所收的股息也少了一半有多</div>
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不過勝在本金的價位上升足以離補股息不足~~~~哈哈、對飛鳥家有所交差~~~</div>
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想看去年的股息如何朋友,可以去以下LINK去看</div>
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<a href="http://aska-flybird.blogspot.com/2019/04/201942511286.html">http://aska-flybird.blogspot.com/2019/04/201942511286.html</a></div>
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飛鳥媽倉位更新如下</div>
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<span style="font-size: 13.2px;">2009 HK$100,000 /12 => HK$ 8,333 /M</span><br />
<span style="font-size: 13.2px;">2010 HK$110,000 /12 => HK$ 9,167 /M</span><br />
<span style="font-size: 13.2px;">2011 HK$120,000 /12 => HK$ 10,000 /M</span><br />
<span style="font-size: 13.2px;">2012 HK$150,000 /12 => HK$ 12,500 /M</span><br />
<span style="font-size: 13.2px;">2013 HK$190,000 /12 => HK$ 15,833 /M</span><br />
<span style="font-size: 13.2px;">2014 HK$220,000 /12 => HK$ 18,333 /M</span><br />
<span style="font-size: 13.2px;">2015 HK$220,000 /12 => HK$ 18,333 /M</span><br />
<span style="font-size: 13.2px;">2016 HK$280,000 /12 => HK$ 23,333 /M</span><br />
<span style="font-size: 13.2px;">2017 HK$339,000 /12 => HK$ 28,250 /M</span><br />
<span style="font-size: 13.2px;">2018 HK$710,000 /12 => HK$ 59,166 /M</span><br />
<span style="font-size: 13.2px;">(2018 HK$326,000 /12 => HK$ 27,166 /M*扣去6電能一次$6特息)</span><br />
<span style="font-size: 13.2px;">2019 HK$425,000 /12 => HK$ 35,416 /M</span></div>
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<span style="font-size: 13.2px;">2020 HK$268,000 /12 => HK$ 22,333 /M</span></div>
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<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">阿里面巴巴雖然冇派股息,但係作為新經濟龍頭動力十足<br />飛鳥不才只會佛系持股,抽</span>IPO$177收集+$185-200繼續入貨、單去睇上升到$240/250價位,已經補返5%~~~</div>
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<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">不用多說、你買了美團或騰訊也會賺得多過飛鳥~~~~呵呵<br /><br />物管股。雖然息率非常之低,可以算係舊經濟股裏面,有累積嘅複式增長</span></div>
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<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">而佢嘅上昇動力一樣十分滿分。<br /><br />中國動向,是最令小弟驚喜,小弟用施洛斯方法不斷收集(0.9+0.85+0.8+0.7)</span></div>
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<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">一年長期蟹貨,終於在這週價值回歸,在螞蟻金服(估值1.5萬億)公開宣佈A+H上市計畫後</span></div>
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成交由幾千萬變天天過2/3億,跳升了不少。</div>
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<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">為何買3818中國動向、原因當然是間接持股的9988阿里16億、阿里健康、螞蟻金服、京東科技(金融)、菜鳥等</span></div>
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<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">足足有60/70億投資、比上市3818 內的KAPPA運動業務50/60億多~~~<br /><br />用施洛斯方法去細想,目的買了3818中國動向手中的60/70億投資,而送上運動業務主業、那麼便宜為何不收集,於是(0.9+0.85+0.8+0.7)不斷累積一點~~~</span></div>
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瘦田(運動業務)無人要,成交天天只有幾千萬少可憐~~~</div>
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到發現地下原來有金時(手中持有阿里16億、螞蟻金服、京東科技、微眾銀行等)人人都追入搶金蛋,這週5天成交過2/3億~~</div>
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非龍頭股仔根本也市場所好,無效率是現實</div>
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因此用施洛斯方法去尋找價值回歸的股永遠是有效、哈哈~~~</div>
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<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px; font-weight: 400;">有興趣可以看一下雪球上有大V比小弟分析得更詳細</span></span><br />
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<a href="https://xueqiu.com/2806756674/153505465">https://xueqiu.com/2806756674/153505465</a></div>
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P.S.<br />
貿易戰仍在進行中、心力不好或財務上沒能力者請不要參考、觀望為上<br />
投資是高風險行為、以上的股票只是個人的投資而已、買不買是大家閣下之事</div>
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<span style="font-size: 13.2px;">為了不想被那些找麻煩的人指指點點話不透明之類等~~~</span><br />
<span style="font-size: 13.2px;">那就公開吧~~~反正飛鳥又不是有錢人,養妻活兒的老散一名、哈哈</span></div>
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<span style="font-size: 13.2px;">內房 39%</span><br />
<span style="font-size: 13.2px;">1109</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">華潤置地</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;"> $46,800</span><br />
<span style="font-size: 13.2px;">1238</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">寶龍地產</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;"> $90,000</span><br />
<span style="font-size: 13.2px;">0535</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">金地商置</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">$23,430</span><br />
<span style="font-size: 13.2px;">1966</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">中駿集團</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">$10,800</span><br />
<span style="font-size: 13.2px;">0884</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">旭輝控股</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;"> $7594</span><br />
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<span style="font-size: 13.2px;">物管 26%</span><br />
<span style="font-size: 13.2px;">2606</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">藍光嘉寶</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;"> $31830</span><br />
<span style="font-size: 13.2px;">2168</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">佳兆業美好</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">$3380</span><br />
<span style="font-size: 13.2px;">3662</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">奧園健康</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;"> $1960</span><br />
<span style="font-size: 13.2px;">1922</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">銀城生活</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;"> $420</span><br />
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<span style="font-size: 13.2px;">ATMX 13%</span><br />
<span style="font-size: 13.2px;">9988</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">阿里巴巴</span><br />
<br style="font-size: 13.2px;" />
<span style="font-size: 13.2px;">內險 13%</span><br />
<span style="font-size: 13.2px;">1336</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">新華保險</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">% $47615</span><br />
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<span style="font-size: 13.2px;">其他 3%</span><br />
<span style="font-size: 13.2px;">3818</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">中國動向<span style="white-space: pre;"> </span></span><span style="font-size: 13.2px;">$3004</span><br />
<span style="font-size: 13.2px;">0001</span><span style="font-size: 13.2px; white-space: pre;"> </span><span style="font-size: 13.2px;">長和集團<span style="white-space: pre;"> </span></span><span style="font-size: 13.2px;">$3170</span><br />
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<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">現金 6%</span><br />
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<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">依舊只算飛鳥媽</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">在</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">上海商業銀行內那些持股就算</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">其他我及老婆名下在股票行的股息、及</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">飛鳥媽</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">美股收的息等</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">、簡單起見就不計了</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">1/8的3818新聞</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">中國動向(03818.HK)以1,300萬美元出售KAPPA日本商標</span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;"><a href="http://www.aastocks.com/tc/stocks/news/aafn-news/NOW.1031795/2">http://www.aastocks.com/tc/stocks/news/aafn-news/NOW.1031795/2</a></span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">代價為1,300萬美元(相等於約9,126萬元人民幣)</span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">KAPPA/PHENIX日本一向都是蝕本生意。。。</span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">中國動向一直都不會如何經營日本地區生意。。。</span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">總代理肯收回更好呢</span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">P.S.</span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">你有興趣睇返那段歷史</span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">KAPPA/ PHENIX商標(中國+日本)$3500萬。。。</span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">現在BASICNET想收回日本權,其實都差不多當年個價的1/3</span><br style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 12px; text-align: justify;" /><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;"><a href="https://baike.baidu.com/item/%E4%B8%AD%E5%9B%BD%E5%8A%A8%E5%90%91">https://baike.baidu.com/item/%E4%B8%AD%E5%9B%BD%E5%8A%A8%E5%90%91</a></span></span></div>
</h3>
飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com14tag:blogger.com,1999:blog-7355187725649037537.post-40425183903670954132020-07-06T18:50:00.000+08:002020-07-07T12:30:04.992+08:00各國央行放水下、股市的鐘擺再回歸中位數的250線各國央行放水下、終於升破中位數的250線<br />
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<br />
又證明林森池及曹仁超以250天線+/-3000點開始撈底技術分析成功的<br />
今天跟A股追升900點已26200<br />
希望大家在22000-24000撈底的賺得開口常開、盤滿砵滿<br />
(除非你買了舊經濟的牛市熊股吧 如匯豐、渣打等~~~~這4000點的升跌應該穩賺)<br />
<br />
<a href="http://aska-flybird.blogspot.com/2019/08/25000.html">http://aska-flybird.blogspot.com/2019/08/25000.html</a><br />
(其實都係夠運在27500元朗事件後清晒本地地產股。。。<br />
12平手/16蝕/17賺/1113賺 / 41蝕 / 1997賺立即清貨。。。<br />
平手打和後,咪幸運有300萬本錢撈底)<br />
<br />
現在回看起來小弟對本地地產 /酒店/ 商場 悲觀的看法救了整個倉,非常幸運~~~<br />
因為誰也想不到運動後,就是肺炎全世界漫延是幸運~<br />
成就自己入撈底貨後,直到現在仍是佛系等待價值回歸式上升。。。<br />
自己心中的250天線價第一點目標已達到上升今天到了<br />
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(*佛系等待即咩都無做,天天湊2件半天上學放學做功課,默書測驗等,根本無時間去做轉身交易~~~~)<br />
所以飛鳥只是老散一名,請不要大師化想像<br />
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順便一提是今次升市很類似2015升市<br />
龍頭股必定是中概股回歸賭場388港交所,<br />
當然少不了新經濟龍頭主角ATMX(A阿里 T騰訊 M美團 X小米)<br />
以及二線新經濟其他科技股,再者資金湧去輕資產股如物管/醫療/教育等。。。<br />
之後再漫延去舊經濟如內房,證券,內險等。。。<br />
<br />
組合方面,買股策略 把之前一篇所入的貨給大家看(內房,物管,ATM的阿里)<br />
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內房 -因為全世界疫情最先受控的是中國,而國人最喜歡藏富也是磚頭<br />
1109華潤置地 32/34 => 34 (由於萬象城租金收入太多受損肺炎,內傷升唔起)<br />
1238寶龍地產 4.5 => 5.34<br />
00535金地商置 1.06/1.17 => 1.54<br />
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物管 -內房而衍生的輕資產物管股也是因疫情管理出色而更受惠<br />
2606藍光嘉寶服務 36 => 52<br />
2168佳兆業美好 $18/19 => $33<br />
6049保利物業 $35 => $76<br />
1922銀城生活服務 $2.1 => 6.4<br />
<br />
ATM -宅經濟是今次疫情中最受惠的股票、小弟選阿里的原因也是因為老婆日淘夜淘<br />
9988阿里 $180 => $225<br />
不用多說、你買了美團或騰訊也會賺得多過飛鳥~~~~呵呵<br />
<br />
<br />
P.S.<br />
貿易戰、肺炎仍在進行中、心力不好或財務上沒能力者請不要參考、觀望為上<br />
投資是高風險行為、以上的股票只是個人的投資而已、買不買是大家閣下之事<br />
<br />
內房 41%<br />
1109<span style="white-space: pre;"> </span>華潤置地<span style="white-space: pre;"> </span>17%<br />
1238<span style="white-space: pre;"> </span>寶龍地產<span style="white-space: pre;"> </span>15%<br />
0535<span style="white-space: pre;"> </span>金地商置<span style="white-space: pre;"> </span>6%<br />
1966<span style="white-space: pre;"> </span>中駿集團<span style="white-space: pre;"> </span>2%<br />
0884<span style="white-space: pre;"> </span>旭輝控股<span style="white-space: pre;"> </span>2%<br />
<br />
物管 26%<br />
2606<span style="white-space: pre;"> </span>藍光嘉寶<span style="white-space: pre;"> </span>20%<br />
2168<span style="white-space: pre;"> </span>佳兆業美好<span style="white-space: pre;"> </span>3%<br />
3662<span style="white-space: pre;"> </span>奧園健康<span style="white-space: pre;"> </span>2%<br />
1922<span style="white-space: pre;"> </span>銀城生活<span style="white-space: pre;"> </span>1%<br />
6049<span style="white-space: pre;"> </span>保利物業<span style="white-space: pre;"> </span>1%<br />
<br />
ATMX<br />
9988<span style="white-space: pre;"> </span>阿里巴巴<span style="white-space: pre;"> </span>13%<br />
<br />
內險<br />
1336<span style="white-space: pre;"> </span>新華保險<span style="white-space: pre;"> </span>13%<br />
<br />
ETF<br />
83188<span style="white-space: pre;"> </span>華夏滬深300R<span style="white-space: pre;"> </span>5%<br />
<br />
其他<br />
3818<span style="white-space: pre;"> </span>中國動向<span style="white-space: pre;"> </span>1%<br />
0001<span style="white-space: pre;"> </span>長和集團<span style="white-space: pre;"> </span>1%<br />
0005<span style="white-space: pre;"> </span>匯豐控股<span style="white-space: pre;"> </span>0%飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com3tag:blogger.com,1999:blog-7355187725649037537.post-12044661556974176262020-04-01T02:53:00.000+08:002020-04-01T02:56:58.384+08:00停學不停課、疫情、經濟、石油戰、糧食、軍事等大混戰~~~因武漢肺炎,要湊住2件長期唔返學的化骨龍。。。<br />
天天上網ZOOM跟做中英數常識,咩停學不停課,玩謝小弟<br />
還要在細小的室內搶手機,搶玩具,追逐,爭吵,倒亂。。。<br />
要控制2小行為,不致於樓下成日上來投訴太嘈吵,已真令頭都痛都冒火。。。<br />
日日要等老婆仔女瞓,做家務到2點幾才有得瞓。。。<br />
由於精神抽乾下,根本無心情寫博。。。<br />
<br />
如題目一樣、問題很多、疫情、經濟、石油戰、糧食、軍事等大混戰~~~<br />
更本已超越了小弟可以理解的宏觀經濟層面,大家不如看看台灣東森台宏觀的分析吧<br />
<br />
《關鍵時刻》<br />
張忠謀:這次疫情就是戰爭 肺炎過後美中只能有一個贏家!?<br />
經濟、外交、國防、軍事權力爭霸 武肺疫情引發全球「大混戰」!?<br />
<br />
各國搶當世界「救世主」 中國大外宣潛藏「復工危機」恐兩億人失業!?<br />
疫情延燒美國「動搖國本」!?林:美大篩檢感染數「超越中國」川普一定算帳!!<br />
「全球市場跟工廠同時停頓」大撒幣2兆2美金 川普能不能挺過「美國危機」!?<br />
紐約911被叩爆救護員做「生死抉擇」 賓州食物銀行車子大排長龍看不到盡頭…<br />
<a href="https://youtu.be/prtuUD8v9K4">https://youtu.be/prtuUD8v9K4</a><br />
<br />
小弟也只有信之前3次的QE一樣,相信資產有價的再投入內房股~~~<br />
相信內銷的重點,穩住內房價是穩經濟其中一環 (另外2頭馬車,基建、及外易就不冒險了)<br />
組合方面,還是上篇文一樣買股策略 (內房,物管,ATM的阿里為先)<br />
內房 -因為全世界疫情最先受控的是中國,而國人最喜歡藏富也是磚頭<br />
物管 -內房而衍生的輕資產物管股也是因疫情管理出色而更受惠<br />
ATM -宅經濟是今次疫情中最受惠的股票、小弟選阿里的原因也是因為老婆日淘夜淘<br />
<br />
由於太多人攻擊小弟的持倉及要拿証據等、那就擱置不提什麼股了<br />
反正賺多損失也是自己的事,寫博也是大家一起BRAIN STROMING方向策略<br />
<br />
買貨方面小弟定了以下策略<br />
25500<br />
24000<br />
22500<br />
21000 有一注未入得到貨<br />
(幸好港股無美股一樣咁跌穿19000,老實講例行機械式操盤而已<br />
但今次的宏觀局面真的前所未有遇過,很不碓定未來方向怎走~~~<br />
小弟只是一向選擇坐一些優質的貨,去撈底樂觀地等待向上的方向一天~~~)<br />
<br />
今次美股債金非美貨幣等都被洗倉,也是平錢惹的禍害<br />
1.之前很多私務中產(其實有錢大戶)借槓杆,以手上很多債,股及樓宇,去買REITS,公用,等去作穩定收息,今次爆倉咩都斬損手不少<br />
2.QE再狂印,經濟放缓,收租等又已跟不上,硬資產可否維持再升成疑問<br />
3.錢放唔到入棺材,反而隨時中武肺而半生不死,還是留現金買槍,口罩,食物或廁紙好。。。<br />
4.疫情下當世界各國都量闊,未來經濟的會仍是以往格局? 還是變成另外的? 真的猜不透<br />
<br />
P.S.<br />
股票可升可跌、投資有風險~~~飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com12tag:blogger.com,1999:blog-7355187725649037537.post-54238811087526236932020-02-15T01:57:00.001+08:002020-02-15T02:42:35.644+08:00黃金有罪、別人恐懼武肺時我貪婪可以嗎?由於武肺的停課因數,要照顧無學返的2件仔仔<br />
什麼停學不停課,天天跟小弟在功課學習上戰鬥著磨中英數,<br />
一個字"累",真無咩時間寫BLOG😅<br />
<br />
說回上週的倉位處理<br />
<br />
首先小弟擬定了撈底計劃、有常看小弟撈底的網友也知<br />
(撈底約7成機會賺取不錯利潤~~~~但要知道撈底有風險、是吃刀鋒上的飯、危險呢~~~)<br />
<br />
為何以26000為是因為上次的上升的起點也是26000-26500所以就這個位開始作撈底計劃<br />
在26000-26500的第1注集中在被洗倉重災區內房<br />
以為24500-25000入第2注<br />
預備22000-23000入第3注<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxdt5ka6UuOeeXCDRpFTpWDNiJ-YKpvZgOXI96M-0VeFEJe7OYT-q-KNVa7W334biNphwL9l0_zTFT35ptUrg8bBAfj6SzxHu_8iI_8G4_CP4MG0qnaQmaVwKnrVxBsujhJNDN8CX3FOPa/s1600/20200215.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1130" data-original-width="1080" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxdt5ka6UuOeeXCDRpFTpWDNiJ-YKpvZgOXI96M-0VeFEJe7OYT-q-KNVa7W334biNphwL9l0_zTFT35ptUrg8bBAfj6SzxHu_8iI_8G4_CP4MG0qnaQmaVwKnrVxBsujhJNDN8CX3FOPa/s320/20200215.jpg" width="305" /></a></div>
<br />
小弟集中把收息的倉位轉回被洗倉的重災區內房+ATM(阿里、騰訊、美團)<br />
可惜插完26000後V反彈太快,仍未有時間再步處下一步物管已反彈1500點😝<br />
話不多說<br />
第1注加倉<br />
6萬股寶龍1238.HK@4.25 =>2/15收5.12<br />
2萬股中駿1966.HK@4.05 =>2/15收4.54<br />
2萬股宏洋0081.HK@5.25 =>2/15收5.74<br />
1萬股華潤1109.HK@32.5 =>2/15收36.2<br />
1500股阿里9988.HK@203 =>2/15收215<br />
2000股美團3690.HK@100 =>2/15收100.9<br />
<br />
現在27500-28000回頭看上週的處理,全部撈股拿到第一個谷底~~~<br />
雖不是最低但也有不少帳面利潤~~~<br />
又一次証明別人恐懼(武肺)時我貪婪可以的~~~<br />
<br />
只能作參考,也不一定小弟是買了就代表賺錢<br />
心力不好或財務上沒能力者請不要參考、觀望為上<br />
投資是高風險行為、以上的股票只是個人的投資而已、買不買是大家閣下之事<br />
<br />
P.S.<br />
題外話<br />
<br />
由於晚飯時間已因武肺不敢外出吃飯<br />
一家在晚飯觀看了三色台的"黃金有罪"、劇本是依據當年香港真事"佳寧貪污大騙案"修改<br />
【黃金有罪】參考真實「佳寧案」 當年轟動一時的大騙案<br />
<a href="https://www.hk01.com/article/419353">https://www.hk01.com/article/419353</a><br />
<br />
有興趣了解當年這案的來龍去脈可以找一下以下WIKI去理解<br />
<a href="https://zh.wikipedia.org/zh-hk/%E4%BD%B3%E5%AF%A7%E6%A1%88">https://zh.wikipedia.org/zh-hk/佳寧案</a><br />
<br />
當年貪污金主大騙案真係值得重溫一下~~~<br />
我都好少睇三色台劇,這套真係睇左好多集,更頂唔順那些硬加上去感情線,哈哈<br />
70/80年代經濟起飛的香港商業題材真係有吸引力~~~<br />
<br />
肺時武肺終極解藥已出<br />
<br />
中國「康復者獻血令」再掀生化實驗質疑! 血漿殺病毒號稱治癒11人…<br />
【關鍵時刻】20200214-2劉寶傑 李正皓 陳耀寬 吳子嘉<br />
<a href="https://youtu.be/qDWEdYA-TC8">https://youtu.be/qDWEdYA-TC8</a><br />
<br />
瑞德西韋醫輕度患者<br />
康復病人血漿可救重度患者<br />
看來情況真係有轉機,希望疫情快點過去~~~<br />
<br />
<br />
<br />飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com20tag:blogger.com,1999:blog-7355187725649037537.post-38991295436391455672020-01-08T00:55:00.001+08:002020-01-09T00:51:00.357+08:002019年結家族基金重回歸1000萬達成,大家捉得到這波2500點反彈浪嗎?<h3 class="post-title entry-title" itemprop="name" style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: normal; line-height: normal; margin: 0.75em 0px 0px; position: relative;">
<span style="font-size: large;">2019年結,飛鳥家族基金1000萬達成</span></h3>
<h3 class="post-title entry-title" itemprop="name" style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: normal; line-height: normal; margin: 0.75em 0px 0px; position: relative;">
<span style="font-size: large;">美中貿易戰的第一段已談判完成休戰</span></h3>
<h3 class="post-title entry-title" itemprop="name" style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: normal; line-height: normal; margin: 0.75em 0px 0px; position: relative;">
<span style="font-size: large;">大家捉得到這波2000-3000點反彈浪嗎?</span></h3>
<div>
<span style="font-size: large;">(<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">反彈浪</span>25000=>28000)</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFGTKh96v2isYgXpZgpD0xb11Wex6fZWMUz4VLugylBfjd3vxKdAFLXBguu91GHXi1Yc-X5LX9R29n1-NgvWn1V32sFNVNLPUpXmpK6D4btZxVzRmYpY0jGDTWE7WdQWlusvMt2oyEutVt/s1600/20200108HSINDEX.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1156" data-original-width="1077" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFGTKh96v2isYgXpZgpD0xb11Wex6fZWMUz4VLugylBfjd3vxKdAFLXBguu91GHXi1Yc-X5LX9R29n1-NgvWn1V32sFNVNLPUpXmpK6D4btZxVzRmYpY0jGDTWE7WdQWlusvMt2oyEutVt/s320/20200108HSINDEX.jpg" width="298" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-tXH3r3KTY0Q1xiuyroMVMJUPZFCZnb_JYqFvthUa0V9y2U4ZSSPK2HyFnvBPgU0vc4i3pKChAJCfKTIW9HjuOOFXV8ZjKpD0LEjoDIBcpNILIxHwEjxPA0005ZHlPnKnYvrsecZxhwEu/s1600/2020-01-07+at+1.52.49+PM.jpeg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1200" data-original-width="1600" height="240" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-tXH3r3KTY0Q1xiuyroMVMJUPZFCZnb_JYqFvthUa0V9y2U4ZSSPK2HyFnvBPgU0vc4i3pKChAJCfKTIW9HjuOOFXV8ZjKpD0LEjoDIBcpNILIxHwEjxPA0005ZHlPnKnYvrsecZxhwEu/s320/2020-01-07+at+1.52.49+PM.jpeg" width="320" /></a></div>
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">事緣個市已一直反彈轉勢強,破了3個很重要黃金比例,</span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">美中貿易戰的第一段已談判完成休戰~~~~</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">買貨的持有後也沒有什麼好寫、止賺的也在前2篇9月/10月文交代了</span></span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">於是飛鳥把今年豐收的錢拿了些少,也因為小朋友在12/18已開始學校聖誕假期</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">因此決定12月一家5人(3大2小)去了2星期多台灣旅遊跨年、1月這週才回來</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span><span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">今天才補祝</span><span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">大家 </span><span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">2020HAPPY NEW YEAR</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">小弟不才用了13年時間</span></div>
<div class="post-body entry-content" id="post-body-6926315571605270238" itemprop="description articleBody" style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px; line-height: 1.4; position: relative; width: 520px;">
在7月剛29000才剛剛達成1000萬的家族基金</div>
<div class="post-body entry-content" id="post-body-6926315571605270238" itemprop="description articleBody" style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px; line-height: 1.4; position: relative; width: 520px;">
之後由於市況急速下滑、之後小弟把握了結位25000時撈貨的機會<br />
<br />
直至今年底28000家族基金才重回歸1000萬、以指數計又少1000點得到想要的數字</div>
<div class="post-body entry-content" id="post-body-6926315571605270238" itemprop="description articleBody" style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px; line-height: 1.4; position: relative; width: 520px;">
2020年回頭看看,上年頭2019時30400時家族基金合計才900多萬~~~<br />
新年2020/1月是值得回看2019所完成的事<br />
<br />
7月</div>
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剛29000才剛剛達成1000萬的家族基金</div>
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<br />
今次的大賺、得益於貿易戰時的高沽低吸,手持大部份公用股+現金<br />
60%3大公用重倉(越秀房托0405.HK+越秀交通1052.HK+中信電訊1883.HK) + 40%現金<br />
<br />
依足之前撈貨計劃分4注的入市位置<br />
38.2% 28,088點 <=第1注<br />
50.0% 27,410點<=第2注<br />
61.8% 26,733點<=第3注<br />
留<=第4注再看風雲變~~~<br />
貿易戰下是牛二或熊三根本重要嗎? 繼續撈貨入市對策<br />
<a href="http://aska-flybird.blogspot.com/2019/05/blog-post.html" style="color: #888888; text-decoration-line: none;">http://aska-flybird.blogspot.com/2019/05/blog-post.html</a></div>
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<br /></div>
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9/10月</div>
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收割了一部份利潤</div>
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<a href="http://aska-flybird.blogspot.com/2019/09/blog-post.html">http://aska-flybird.blogspot.com/2019/09/blog-post.html</a></div>
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<a href="http://aska-flybird.blogspot.com/2019/10/blog-post.html">http://aska-flybird.blogspot.com/2019/10/blog-post.html</a></div>
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<br /></div>
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再在11/12月</div>
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把手中的現金買入明年看好相對較有動力的板塊</div>
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美團、阿里、內房、物管、內險</div>
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在2019/12/31的年結28000點時,家族基金才重回歸1000萬</div>
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<br /></div>
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P.S.<br />
不說太多,大家也很想知道小弟的倉內是什麼吧<br />
由於內房、物管大中小很多、所以小弟也分得很散去買及食糊<br />
<br />
<br /></div>
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<table border="0" cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 259px;">
<colgroup><col style="width: 48pt;" width="64"></col>
<col style="mso-width-alt: 4790; mso-width-source: userset; width: 98pt;" width="131"></col>
<col style="width: 48pt;" width="64"></col>
</colgroup><tbody>
<tr height="21" id="r1" style="height: 15.75pt;">
<td class="xl88" height="21" style="height: 15.75pt; width: 48pt;" width="64"><span style="color: red;">內房</span></td>
<td class="xl88" style="width: 98pt;" width="131"><span style="color: red;"> </span></td>
<td align="right" class="xl91" style="width: 48pt;" width="64"><span style="color: red;">27%</span></td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">0081</td>
<td class="xl66">中國海外宏洋集團</td>
<td align="right" class="xl75">1.4%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">0123</td>
<td class="xl71">越秀地產</td>
<td align="right" class="xl75">2.7%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">1109</td>
<td class="xl66">華潤置地</td>
<td align="right" class="xl75">12.5%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">1238</td>
<td class="xl71">寶龍地產</td>
<td align="right" class="xl75">7.2%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">3333</td>
<td class="xl66">中國恒大</td>
<td align="right" class="xl75">2.8%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">00535</td>
<td class="xl79">金地商置</td>
<td align="right" class="xl75">0.6%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl81" height="21" style="height: 15.75pt;"><span style="color: red;">物管</span></td>
<td class="xl82"><span style="color: red;"> </span></td>
<td align="right" class="xl92"><span style="color: red;">14%</span></td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">2606</td>
<td class="xl71">藍光嘉寶服務</td>
<td align="right" class="xl75">6.2%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">1995</td>
<td class="xl71">永升生活服務</td>
<td align="right" class="xl75">4.1%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">2168</td>
<td class="xl71">佳兆業美好</td>
<td align="right" class="xl75">1.7%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">9909</td>
<td class="xl66">寶龍商業</td>
<td align="right" class="xl75">1.2%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">6049</td>
<td class="xl71">保利物業</td>
<td align="right" class="xl75">0.4%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">1922</td>
<td class="xl66">銀城生活服務</td>
<td align="right" class="xl75">0.2%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl81" height="21" style="height: 15.75pt;"><span style="color: red;">內險</span></td>
<td class="xl82"><span style="color: red;"> </span></td>
<td align="right" class="xl92"><span style="color: red;">31%</span></td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">2318</td>
<td class="xl66">中國平安</td>
<td align="right" class="xl75">3%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">1336</td>
<td class="xl66">新華保險</td>
<td align="right" class="xl75">28%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl81" height="21" style="height: 15.75pt;"><span style="color: red;">新經濟</span></td>
<td class="xl82"><span style="color: red;"> </span></td>
<td align="right" class="xl92"><span style="color: red;">5%</span></td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">3690</td>
<td class="xl71">美團點評-W</td>
<td align="right" class="xl75">2.8%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">9988</td>
<td class="xl71">阿里巴巴-SW</td>
<td align="right" class="xl75">1.3%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl71" height="21" style="height: 15.75pt;">1686</td>
<td class="xl71">新意網集團</td>
<td align="right" class="xl75">1.0%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl81" height="21" style="height: 15.75pt;"><span style="color: red;">收息股</span></td>
<td class="xl82"><span style="color: red;"> </span></td>
<td align="right" class="xl92"><span style="color: red;">19%</span></td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">00697</td>
<td class="xl79">首長國際</td>
<td align="right" class="xl75">3.7%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">1848</td>
<td class="xl66">中國飛機租賃</td>
<td align="right" class="xl75">5.3%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">1883</td>
<td class="xl71">中信國際電訊</td>
<td align="right" class="xl75">1.8%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">1038</td>
<td class="xl71">長江基建集團</td>
<td align="right" class="xl75">4.9%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">3818</td>
<td class="xl66">中國動向</td>
<td align="right" class="xl75">1.1%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">0001</td>
<td class="xl66">長和</td>
<td align="right" class="xl75">0.9%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl76" height="21" style="height: 15.75pt;">0194</td>
<td class="xl66">廖創興企業</td>
<td align="right" class="xl75">1.3%</td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl90" height="21" style="height: 15.75pt;"><span style="color: red;">ETF</span></td>
<td class="xl82"><span style="color: red;"> </span></td>
<td align="right" class="xl87"><span style="color: red;">4%</span></td>
</tr>
<tr height="21" style="height: 15.75pt;">
<td class="xl77" height="21" style="height: 15.75pt;">83188</td>
<td class="xl71">華夏滬深三百—R</td>
<td align="right" class="xl75">4%</td>
</tr>
</tbody></table>
<table border="0" cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 259px;"><colgroup><col style="width: 48pt;" width="64"></col><col style="mso-width-alt: 4790; mso-width-source: userset; width: 98pt;" width="131"></col><col style="width: 48pt;" width="64"></col></colgroup><tbody>
<tr height="21" style="height: 15.75pt;"><td class="xl88" height="21" style="height: 15.75pt; width: 48pt;" width="64"></td><td class="xl88" style="width: 98pt;" width="131"></td><td align="right" class="xl90" style="width: 48pt;" width="64"></td></tr>
</tbody></table>
</div>
飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com14tag:blogger.com,1999:blog-7355187725649037537.post-42352967230992650232019-10-14T11:45:00.000+08:002019-10-18T10:50:20.691+08:00趁好消息出點貨減內房倉、賺些入袋減成本中美有初步協議達成好消息升600後<br />
今早又傅英脫歐會繼續有建設會談升300點點<br />
恒生又在25500升了26500近1000點<br />
<br />
是時間把上次低位的寶龍、華潤、中海外、奧園、減一些倉降低成本、減風險再看高位~~~<br />
預期的26500-27500減倉賺些入袋降成本<br />
<br />
如題<br />
完全成交 10/14<br />
<span style="white-space: pre;"> </span><br />
54262885<br />
增強限價盤<br />
HKEX<span style="white-space: pre;"> </span>01238<span style="white-space: pre;"> </span>寶龍地產<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
5.890<br />
30,000<br />
<br />
176,155.99<br />
10:03:09<span style="white-space: pre;"> </span>10:06:01<br />
<br />
4.4入5.89出一半、扣手續費入袋$44000<br />
降低成本。。。餘下可以讓子彈繼續飛。<br />
<br />
完全成交 10/15<br />
<span style="white-space: pre;"> </span><br />
54266962<br />
增強限價盤<br />
HKEX<span style="white-space: pre;"> </span>01109<span style="white-space: pre;"> </span>華潤置地<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
35.550<br />
10,000<br />
<br />
354,405.62<br />
10:11:09<span style="white-space: pre;"> </span>13:00:01<br />
先出1/4倉、33入35.55出、扣手續費入袋$24000<br />
<br />
完全成交 10/16<br />
<span style="white-space: pre;"> </span><br />
54269546<br />
競價限價盤<br />
HKEX<span style="white-space: pre;"> </span>01109<span style="white-space: pre;"> </span>華潤置地<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
35.900<br />
10,000<br />
<br />
357,895.36<br />
09:05:04<span style="white-space: pre;"> </span>09:45:58<br />
<br />
今天繼續33.6入35.9沽、拘手續費賺$22000入袋、仍留一半倉<br />
<br />
為何我出華潤置地? 因為36為3頂的阻力、小弟也怕一上不了又跌回來<br />
趁好消息捉一個位減一半倉入袋、輕身上路、進可持退可再加倉買回~~~哈哈<br />
<br />
完全成交 10/17<br />
<span style="white-space: pre;"> </span><br />
54273816<br />
增強限價盤<br />
HKEX<span style="white-space: pre;"> </span>00017<span style="white-space: pre;"> </span>新世界發展<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
10.980<br />
10,000<br />
<br />
109,461.95<br />
09:29:18<span style="white-space: pre;"> </span>09:32:11<br />
<br />
完全成交<br />
<span style="white-space: pre;"> </span><br />
54274120<br />
限價盤<br />
HKEX<span style="white-space: pre;"> </span>00017<span style="white-space: pre;"> </span>新世界發展<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
11.180<br />
10,000<br />
<br />
111,455.79<br />
09:41:50<span style="white-space: pre;"> </span>09:56:56<br />
<br />
完全成交<br />
<span style="white-space: pre;"> </span><br />
54274849<br />
增強限價盤<br />
HKEX<span style="white-space: pre;"> </span>00017<span style="white-space: pre;"> </span>新世界發展<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
11.280<br />
10,000<br />
<br />
112,452.71<br />
10:13:05<span style="white-space: pre;"> </span>10:26:09<br />
<br />
先出一半新世界、入袋$3萬、真要多謝新的施政報告800/1000萬上車計劃~~~<br />
<br />
完全成交 10/17<br />
<span style="white-space: pre;"> </span><br />
54275137<br />
增強限價盤<br />
HKEX<span style="white-space: pre;"> </span>03662<span style="white-space: pre;"> </span>奧園健康<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
5.850<br />
20,000<br />
<br />
116,678.91<br />
10:30:01<span style="white-space: pre;"> </span>11:02:20<br />
先出1/4倉位減低成本、又袋$18000<br />
<br />
完全成交 10/18<br />
<span style="white-space: pre;"> </span><br />
54278434<br />
限價盤<br />
HKEX<span style="white-space: pre;"> </span>02007<span style="white-space: pre;"> </span>碧桂園<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
10.940<br />
10,000<br />
<br />
109,062.78<br />
09:46:26<span style="white-space: pre;"> </span>09:46:41<br />
<br />
完全成交<br />
<span style="white-space: pre;"> </span><br />
54278710<br />
限價盤<br />
HKEX<span style="white-space: pre;"> </span>02007<span style="white-space: pre;"> </span>碧桂園<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
11.020<br />
5,000<br />
<br />
54,929.55<br />
10:02:44<span style="white-space: pre;"> </span>10:07:37<br />
先出一半倉位減低成本、賺少少作食飯家用錢<br />
<br />
不過很可惜剛剛收到大廈大維修信件,要付出$8萬幾。<br />
所賺嘅錢大部分又要比返管理處。<br />
賺錢不難、已公開給大家看。。。可惜花錢更易~~~~💸<br />
辛苦海底撈賺返來今朝收到管理處張單,一半以上全部月底簽張支票又消失晒💸💸💸<br />
<br />
P.S. 如果這週有出貨、會繼續更新一下~~~飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com22tag:blogger.com,1999:blog-7355187725649037537.post-63313860262928539242019-09-12T12:30:00.000+08:002019-09-12T13:17:10.552+08:00不去越南嗎? 被裁員了 (平常心地接受財務自由後的湊仔公生活^_^)如文~~~<br />
中秋前,今早掛住睇新聞,忘記細仔提燈會個個都拿燈籠<br />
學校話要11點前拿,如果唔係小朋友會好失望,看來今早要臨時請半日假回去家拿<br />
<br />
回公司已離漫住慘淡的氣氛~~~<br />
由於貿易戰,公司的業績已連續半年不見了半TURNOVER,很多單已去留失或去越南生產了<br />
公司也決定減低風險裁員,縮減不必要中港開支<br />
算是有心的把負擔大或不想被抄香港員工試一下轉去越南~~~<br />
順便把越南廠房加大增加生產量<br />
<br />
老世當然也把年齡大工資較高的員工放入去轉移越南或裁員LISTS<br />
入到房、老世問你也知這半年公司的狀況、去不去越南自己考慮? 中秋後回答<br />
不去的話未來這個月要有心理預備會收裁員大信封<br />
<br />
飛烏也一早準備好有被裁員這一天<br />
不怕、因為早於2017年小弟已達財務自由了^_^<br />
家族基金年收息或收益約有25-40萬年<br />
(還未計很多低買高沽其他收入,像這一波大跌後反彈又少賺20萬,哈哈)<br />
是時候我把人生時間多點陪伴2小朋友成長~~~<br />
飛鳥無咩大志,做個湊仔公也滿足了,也可以減輕飛鳥媽湊2孫的辛勞呢^_^<br />
<br />
P.S.<br />
交代一下這週操作,大致上自己預視補裂口波浪圖已上到26800-27200的第一個減倉區<br />
之前的反彈浪圖預視已完成,少少地賺了10萬幾落袋左右,另外的10萬多看看可否賺多一點去27500或高一點<br />
<br />
<破25000時、你夠胆撈底嗎?><br />
<a href="http://aska-flybird.blogspot.com/2019/08/25000.html">http://aska-flybird.blogspot.com/2019/08/25000.html</a><br />
還記得小弟所指25000-27200嘅反彈圖示範已經完成咗,之後嘅波段已不太能從圖中都估唔到啦~~~<br />
所以小弟都減倉一半,減低風險<br />
大家自己睇餸食飯那個位袋袋平安吧~~~<br />
<br />
有單有真相、費事引來比人話吉單作的負面留言<br />
手中石藥30,000股已減20,000落袋$5萬、合景泰富等也賺1萬<br />
<br />
<沽出15.9手上2萬股12.6/13入石藥袋返5萬多><br />
<a href="http://aska-flybird.blogspot.com/2019/08/1592126135.html">http://aska-flybird.blogspot.com/2019/08/1592126135.html</a><br />
餘下的一半等27200-27500<br />
<br />
<br />
完全成交<br />
<span style="white-space: pre;"> </span><br />
54177626<br />
限價盤<br />
HKEX<span style="white-space: pre;"> </span>02628<span style="white-space: pre;"> </span>中國人壽<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
19.100<br />
5,000<br />
<br />
95,205.64<br />
13:29:09<span style="white-space: pre;"> </span>13:39:53<br />
9/10賺$3000家用落袋,仍持有1萬股18.4國壽<br />
<br />
完全成交<br />
<span style="white-space: pre;"> </span><br />
54187711<br />
增強限價盤<br />
HKEX<span style="white-space: pre;"> </span>02628<span style="white-space: pre;"> </span>中國人壽<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
19.580<br />
5,000<br />
<br />
97,598.66<br />
11:42:30<span style="white-space: pre;"> </span>11:51:00<br />
9/12賺$5000家用落袋,仍持有5000股18.4國壽<br />
<br />
完全成交<br />
<span style="white-space: pre;"> </span><br />
54179308<br />
增強限價盤<br />
HKEX<span style="white-space: pre;"> </span>00883<span style="white-space: pre;"> </span>中國海洋石油<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
12.300<br />
10,000<br />
<br />
122,621.53<br />
09:18:49<span style="white-space: pre;"> </span>09:32:39<br />
<br />
9/11掛著牌,原來一早已出左貨,仍持有10000股😜<br />
賺$6千買餸錢,加昨天$3千,夠今個月開飯😜<br />
<br />
完全成交<br />
<span style="white-space: pre;"> </span><br />
54186082<br />
增強限價盤<br />
HKEX<span style="white-space: pre;"> </span>00700<span style="white-space: pre;"> </span>騰訊控股<span style="white-space: pre;"> </span>沽出<span style="white-space: pre;"> </span><br />
HKD<br />
348.000<br />
1,500<br />
<br />
520,393.80<br />
09:52:45<span style="white-space: pre;"> </span>10:08:51<br />
<br />
9/12平均325入348出,少少地賺3萬零,仍持有1500股騰訊<br />
<br />飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com58tag:blogger.com,1999:blog-7355187725649037537.post-88446332368349689542019-09-02T11:53:00.003+08:002019-09-02T13:31:57.039+08:00你有否C9常見的心態呢? 低不敢買高來追入?一段今早開學時已忙到一頭煙時,收到個親戚來電對話<br />
很多常見的C9心態對話<br />
<br />
親戚,你送完細佬去托兒所啦?<br />
飛鳥,係呀,下午又要去接大哥放半天適應班。。。<br />
親戚,你咁忙邊有時間睇市。。。但點解你又撈到騰訊的底<br />
飛鳥,下。。。我都係覺得心中的價近310咪計劃入一注之麻。。。掛下310/315的中位睇下成唔成,我有叫你少少地入返<br />
親戚,係啦,我怕呀麻。。。點知會否跌去300樓下。。。<br />
現在325入唔入得。。。<br />
飛鳥,其實我不太明白你的邏輯思維。。。313不是比325平嗎?你為何你325不怕想加,313又怕跌。。。如果怕不是325會怕跌得更多,為何現在又想入。。。<br />
親戚,313驚325抵,反彈返又見有支持麻。。。係啦所以打來問你。。。<br />
飛鳥,下。。。咪等下次315機會再入啦,下次你唔好怕啦。。。<br />
親戚,咁如果再升點算,咪放棄今次機會。。。<br />
飛鳥,熊市又點會無機會。。。<br />
<br />
p.s.好似我今早的答案她並不滿意。。。哈哈<br />
你有否低不敢買高來追入的心態?飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com12tag:blogger.com,1999:blog-7355187725649037537.post-17594550606018549502019-08-28T11:46:00.003+08:002019-08-28T11:46:54.859+08:00沽出15.9手上2萬股12.6/13入石藥袋返5萬多如題、藥業股連升9天、今天終於回吐<br />
之前12/12.6/13撈左3萬股石藥1093.HK<br />
先沽出15.9手上2萬股12.6/13入石藥、留下1萬12入再睇睇~~~<br />
止賺返些少約5萬多的錢<br />
錢當然使在兩件大少爺開學買書、買校服、書包、校車費先💸💸💸<br />
之後再上繳老婆及飛鳥媽開飯錢<br />
似乎所剩無幾都落唔到我袋~~~哈哈飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com15tag:blogger.com,1999:blog-7355187725649037537.post-80944211721957798052019-08-16T12:20:00.002+08:002019-08-19T11:47:48.247+08:00破25000時、你夠胆撈底嗎?我收到幾個私信叫我交代下自己操盤現況😅<br />
但由於暑假中,身體的精力都被2位化骨龍吸乾晒,晚上再做下家務,已無力在深夜作文。。。暫時交代一下,有拖無欠😜<br />
<br />
有人私信問,為何我仍有咁多錢買,因為我約在27500元朗事件後清晒本地地產股。。。<br />
12/16/17/1113在元朗事件後我已立即清貨。。。平手打和<br />
12平手/16蝕/17賺/1113賺😅白忙買入賣出<br />
所以咪又一次幸運有高位沽貨持有300萬再入資金。。。<br />
<br />
如題昨天因DOW跌800點,恒指破25000~~~~你夠胆撈底嗎?<br />
25500 第一注<=昨天己出手<br />
24000 第二注<br />
22500 第三注<br />
21000 第四注<br />
繼續撈底計劃~~~~<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDIv0N6m8uscSw_dBGMY6zyLbLRfUdr4wKbn2lirop4BrJ2dLmbsMgihG4NRQYdLlVBtmR6xIDgLik9pJjTIu-eJwaGQrwDAczznltfKf4smMysHKW9IsRbIKRHilsu-bR326YFIf6PeVC/s1600/20190816.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="899" data-original-width="1599" height="179" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDIv0N6m8uscSw_dBGMY6zyLbLRfUdr4wKbn2lirop4BrJ2dLmbsMgihG4NRQYdLlVBtmR6xIDgLik9pJjTIu-eJwaGQrwDAczznltfKf4smMysHKW9IsRbIKRHilsu-bR326YFIf6PeVC/s320/20190816.jpg" width="320" /></a></div>
<br />
有人問我為何第1注決定在這個25000位。很簡單,前密集阻力位。。。<br />
個人盤感此位置有技術反彈不出奇,回補26500裂口機會率有6/7成,也暫時3樣壞消息出盡吧。。。<br />
當然還有2/3/4注以最壞打算恒指落21000,無人知道明天升跌,不過小弟是撈底高沽派習慣了沒有辦法。。。<br />
<br />
什麼是3樣壞消息<br />
1>美中貿易戰 (不斷加關稅)<br />
2>經濟衰退預期(中方數據向下趨勢、美債息倒已出現)<br />
3>本地運動因素(財爺開始出來派糖、李超人也出來登報叫和解)<br />
<br />
利申,如果恒指如大摩講的最差跌到PE7倍17000那我無話可說,小弟覺得恒指1倍PB 21000已有很足夠企穩能力<br />
<br />
P.S.<br />
相信很多人不喜歡我口水多<br />
入貨不多,有賺有損。。。<br />
1299友邦 73.8@8000<br />
1336新華 34.2@15000<br />
1238寶龍 4.4@70000<br />
1813合泰 6.05@25000<br />
700騰訊 330.8@1600 327.6@700<br />
17新世界 9.5@10000<br />
12恒基 38.25@20000<br />
<br />
只能作參考,也不一定小弟是買了就代表賺錢,投資有風險飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com64tag:blogger.com,1999:blog-7355187725649037537.post-69263155716052702382019-07-04T12:12:00.002+08:002019-07-05T12:42:26.668+08:00家族基金1000萬達成、G20已過美中貿易休戰、捉得到這波2000點反彈浪嗎?小弟不才、用了12年時間<br />
直到昨天29000才剛剛達成1000萬的家族基金<br />
年頭30400時家族基金合計才900多萬~~~<br />
寫一篇短文記念一下<br />
<br />
今次的大賺、得益於貿易戰時的高沽低吸,手持大部份公用股+現金<br />
60%3大公用重倉(越秀房托0405.HK+越秀交通1052.HK+中信電訊1883.HK) + 40%現金<br />
<br />
依足之前撈貨計劃分4注的入市位置<br />
38.2% 28,088點 <=第1注<br />
50.0% 27,410點<=第2注<br />
61.8% 26,733點<=第3注<br />
留<=第4注再看風雲變~~~<br />
貿易戰下是牛二或熊三根本重要嗎? 繼續撈貨入市對策<br />
<a href="http://aska-flybird.blogspot.com/2019/05/blog-post.html">http://aska-flybird.blogspot.com/2019/05/blog-post.html</a><br />
<br />
<br />
破27000時<=第1注撈<br />
恒基0012.HK 新地0016.HK 長實1113.HK 新世界0017.HK<br />
少注加 廖創興0194.HK 新華1336.HK<br />
<br />
<div>
<div>
最主要原因是本地地產四大地產為最多農地大地主。</div>
<div>
飛鳥斷估明日大嶼已經上馬乏力</div>
<div>
港府已經冇乜地賣除地鐵外,放寬農地宗地郊野公園係唯一出路。</div>
</div>
<div>
<div>
12/16/17/1113四張閃卡、除了起樓、農地。小弟最欣賞係收租業務夠穩定。</div>
<div>
不求大升,但求穩賺。</div>
</div>
<br />
近27500時<=第2注撈<br />
石藥1093.HK 金茂0817.HK 長和0001.HK 騰訊700.HK<br />
<br />
買1093是看好中國藥業未來前境、以及石藥每年高成長仍能維持增長,又不受貿易休影响<br />
只怕統一採政策<br />
<br />
27800-28000時<=第3注撈<br />
海康威視 2415.SZ 華潤置業1109.HK<br />
<br />
買1109是看中商場收租業務同埋起樓係並存,夠穩定。<br />
買2415 年增長30%,美國點名危及國家安全企業,以貿易休戰論最弱變最強,利空出盡反轉急彈。。。<br />
<br />
近10%現金仍未感入<br />
<br />
[轉貼]G20已過美中已達成暫時休戰<br />
<a href="https://www.hk01.com/%E8%AD%B0%E4%BA%8B%E5%BB%B3/345561/g20%E5%A4%A7%E9%98%AA%E5%B3%B0%E6%9C%83-%E5%8D%97%E6%97%A9-%E4%B8%AD%E7%BE%8E%E5%B0%B1%E8%B2%BF%E6%98%93%E4%BC%91%E6%88%B0%E9%81%94%E6%88%90%E5%88%9D%E6%AD%A5%E5%8D%94%E8%AD%B0">https://www.hk01.com/%E8%AD%B0%E4%BA%8B%E5%BB%B3/345561/g20大阪峰會-南早-中美就貿易休戰達成初步協議</a><br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSHSTCgd-N9Hy8GZtaTTwbJ6Wzsb5l6TC6c4OWbuCg1MrbOm94k6pCkYIhQxcm_AInTqa74m7p3IT0nJyGOuhulkwKkzrmTNY2_PQXoJ3rdoblletSNoYbwxLCXQswic1_0BcRV7MA2-7Y/s1600/20190704.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1599" data-original-width="900" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSHSTCgd-N9Hy8GZtaTTwbJ6Wzsb5l6TC6c4OWbuCg1MrbOm94k6pCkYIhQxcm_AInTqa74m7p3IT0nJyGOuhulkwKkzrmTNY2_PQXoJ3rdoblletSNoYbwxLCXQswic1_0BcRV7MA2-7Y/s320/20190704.jpg" width="179" /></a></div>
<br />
幸運地捉得住這波2000多點反彈浪26700=>28900<br />
繼續安全地無風險滾大、收息、賺錢~~~~數鈔票^_^<br />
<br />
P.S.<br />
貿易戰仍在進行中、心力不好或財務上沒能力者請不要參考、觀望為上<br />
投資是高風險行為、以上的股票只是個人的投資而已、買不買是大家閣下之事<br />
<div>
<br /></div>
<br />
<br />飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com58tag:blogger.com,1999:blog-7355187725649037537.post-83195238102375348672019-06-20T10:31:00.002+08:002019-06-20T10:47:18.955+08:00當壞消息貿易戰及逃犯條例暫時出盡,你有猶疑過入貨嗎?當短期不利消息貿易戰及逃犯條例暫時出盡時,你有猶疑過入貨嗎?<br />
這波從26700升到28200的1500點嘅反彈行情,把握到了嗎?<br />
<br />
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAmeTmP8fLXdY04pW8-0TDa7X30eUWzon_MogwLOvrp461rdNItlkBrBE0l7tdWxofR0a7GEAvhC49Wa9QsWp86RPBxBc1vR5H_TiKDvbtoYSvcF8JxbVQhndfVCPfjPlhdvlOuQ_H7SE9/s1600/20190619.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="1126" data-original-width="899" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAmeTmP8fLXdY04pW8-0TDa7X30eUWzon_MogwLOvrp461rdNItlkBrBE0l7tdWxofR0a7GEAvhC49Wa9QsWp86RPBxBc1vR5H_TiKDvbtoYSvcF8JxbVQhndfVCPfjPlhdvlOuQ_H7SE9/s320/20190619.jpg" width="255" /></a><br />
<br />
貿易戰開始時,各大財演都看淡行情,<br />
大家爭相說,最少要跌到24000/25000<br />
在這樣偏淡嘅行情,又有多少人獨立的思想擬好計畫<br />
跟已定好的波浪理論計畫在波浪上50%27500 - 61.8%27000順利入貨嗎?<br />
[貿易戰下是牛二或熊三根本重要嗎? 繼續撈貨入市對策]<br />
<a href="http://aska-flybird.blogspot.com/2019/05/blog-post.html">http://aska-flybird.blogspot.com/2019/05/blog-post.html</a><br />
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<br />
小弟不才。老散戶一名。。。<br />
又要湊仔、上班、照顧長輩,不能太貼市場~~~~<br />
反而減少了很多貿易戰噪音。<br />
逃犯條例也在暫媛~~~<br />
因此機械式操作在27000-27500入了大概20%貨<br />
分別入了12恒基 /17新世界 /1113長江 /194廖創興 /900AEON /700騰訊 /1336新華<br />
還欠16因為沒有下跌太多、無緣下買不下手已彈回130~~~~<br />
<br />
至於為何買本地地產股是<br />
1>因為美國有機會開始進入減息週期<br />
2>政府會用懷柔政策對四大地產商,轉移民生為主開放農地。所以放大手買12/17/1113<br />
<轉貼蘋果日報><a href="http://s.nextmedia.com/apple/a.php?i=20190619&sec_id=15307&s=0&a=20707933&utm_source=whatsapp&utm_medium=messenger&utm_campaign=hkad_article_share&utm_content=share_link">林鄭勢籠絡發展商挽支持 領升大市 地產股全線反彈 </a><br />
當然買4大地產霸權時此新聞仍未出,但香港土地緊張都弄至樓不斷離地升升升<br />
開放農地已是民生遲早問題,所以小弟集齊了3大去等消息<br />
<br />
幸運地不夠一星期,已出現近1000點大反彈行情。<br />
應該不少人想不到這反彈那麼快來,所以價值投資者總是較為孤獨。<br />
現在已回本了。可以慢慢等而反彈頂位、放紙鳶,看看G20前可以賺多少<br />
<br />
至於後防支柱,長期持倉1052越秀公路/1883中信電訊(澳門電訊),<br />
沒有受貿易戰影響太多,股價平穩,已財息兼收,繼續持倉。<br />
<br />
不說太多這是一個月的總結。<br />
現金仍持有15%<br />
<br />
P.S.<br />
<轉貼蘋果日報><a href="http://s.nextmedia.com/apple/a.php?i=20190619&sec_id=15307&s=0&a=20707933&utm_source=whatsapp&utm_medium=messenger&utm_campaign=hkad_article_share&utm_content=share_link">林鄭勢籠絡發展商挽支持 領升大市 地產股全線反彈 </a><br />
特首林鄭月娥昨日公開向市民致歉,並表明停止《逃犯條例》修訂工作,但拒絕下台。有分析員指,林鄭在餘下任期勢必成弱勢特首,更加不能輕易得罪地產商,地產股成為今次風潮的大贏家。在新界擁有大量農地的新地(016)昨日升2.5%,居地產股升幅前列。另外,昨晚美國總統特朗普宣佈將與習近平在G20峯會見面,恒指夜期曾升逾400點。<br />
記者:黃尹華 余秉峰<br />
<br />
相關新聞:「習特會」落實 美股漲358點<br />
<br />
林鄭昨日下午4時舉行記者會,市場憧憬港府將釋放更多「降火」信息,港股第二日反彈,午後最多升356點,最終收市報27498點,全日升271點,成交金額略回升至710億元。國企指數收市報10507點,彈0.76%。地產股領升大市,信和置業(083)和太古地產(1972)均升2.3%,新世界(017)升1.9%。其他重磅股亦回勇,友邦保險(1299)升2%,騰訊(700)升1.5%,港交所(388)升2.7%。<br />
<br />
<br />
或再放寬農地轉換限制<br />
以立投資董事總經理林少陽表示,林鄭實質上已等於撤回修例,短期內香港爆發嚴重街頭衝突的機會已大為減低,有利改善港股氣氛。但目前後市仍受制於中美貿易談判進程,難言會大幅反彈。但他認為,本港政治風險暫告消除,對地產股最為有利。修例中止可減少外資撤走,有助中環商廈和供外派員工的高級住宅租金企穩。此外,預料林鄭面對龐大民怨,在未來幾年更需要地產商的支援,改善目前港府與地產商較為緊張的關係。<br />
<br />
林少陽指,觀察到過去一年,政府賣地出現多次流標,是與政府在定價企硬有關係。<br />
<br />
他預期,「政府之後賣地定價可能鬆手,避免再出現流標。」另外,為紓緩年輕人怨氣,政府勢將增加首置、自置盤供應,對地產商亦有利。另外,有業界指近期政府在農地轉換審批不斷收緊,是與政府為推銷明日大嶼計劃有關。隨着林鄭民望低落,明日大嶼計劃可能受阻,屆時政府有機會再放寬農地轉換限制,對新界擁有大量農地的新地、新世界、恒地(012)均有利。<br />
<br />
中投傲揚精選基金基金經理溫鋼城指,昨日地產股強勢,除了林鄭態度軟化,亦主要與市場對美國減息預期升溫有關。他認為本地政治事件對港股的影響只是短暫,後市關鍵仍取決於中美貿易談判在月底G20峯會的進展。<br />
<br />
獨立投資者林一鳴指出,不論林鄭昨日說甚麼,都會有人不滿,「𠵱家有好多香港人係好討厭佢份人,咁你討厭一個人,無論佢講乜都會唔滿意。」不過,他觀乎林鄭的言論,相信現屆港府都不會再推《逃犯條例》的修訂,恒指短期內可收復在風波期間的失地,甚至有望見29000點水平。<br />
<br />
<br />
<br />
<div>
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飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com22tag:blogger.com,1999:blog-7355187725649037537.post-88872692632421329992019-05-14T13:31:00.002+08:002019-05-14T14:39:28.478+08:00貿易戰下是牛二或熊三根本重要嗎? 繼續撈貨入市對策【中美貿易戰】2000億中國進口美國貨品 關稅稅率正式調升至25%<br />
https://www.hk01.com/article/327351<br />
<br />
【中美貿易戰】中國向600億美元貨品徵最高25%關稅 道指挫500點<br />
https://www.hk01.com/article/328494<br />
【開市快報】中國宣布反制措施 恒指插近600點 跌穿28000關<br />
https://www.hk01.com/article/328532<br />
<br />
<br />
相信大家也知道中美的5個月會談,大市由24500升去30500後<br />
上星期五由美國加關稅由10%再上調升至25%~~~<br />
週一中國反制措施由10%再上調升至25%~~~<br />
大市已因高位30280回到28000左右<br />
<br />
那就看看今次升市由24540升去30280的黃金比率吧<br />
<br />
回吐 支持位<br />
0.00% 30,280點<br />
38.2% 28,088點<br />
50.0% 27,410點<br />
61.8% 26,733點<br />
100% 24,540點<br />
<div class="separator" style="clear: both; text-align: center;">
</div>
<br />
<span style="color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif;">小弟眼看阿爺真係放了不少水,一來救經濟,</span><h-char class="biaodian cjk bd-end bd-cop bd-hangable bd-jiya" style="box-sizing: border-box; color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif; position: relative;" unicode="3001"><h-inner style="-webkit-text-emphasis: none; box-sizing: border-box; display: inline-block; left: 0px; letter-spacing: -0.5em; line-height: 1.1; position: absolute; top: 0px;">、</h-inner></h-char><span style="color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif;">二來也為科創版開路</span><br style="box-sizing: border-box; color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif;" /><span style="color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif;">所以飛鳥就較為未來叫牛二、還是熊三</span><h-char class="biaodian cjk bd-end bd-cop bd-hangable bd-jiya" style="box-sizing: border-box; color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif; position: relative;" unicode="ff0c"><h-inner style="-webkit-text-emphasis: none; box-sizing: border-box; display: inline-block; left: 0px; letter-spacing: -0.5em; line-height: 1.1; position: absolute; top: 0px;">,</h-inner></h-char><span style="color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif;">,似乎已不太重要</span><br />
<span style="color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif;">美中雙方也按不住出招、後或也不得不半加天量放水頂經濟</span><br />
<h-char class="biaodian cjk bd-end bd-cop bd-hangable bd-jiya" style="box-sizing: border-box; color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif; position: relative;" unicode="ff0c"><h-inner style="-webkit-text-emphasis: none; box-sizing: border-box; display: inline-block; left: 0px; letter-spacing: -0.5em; line-height: 1.1; position: absolute; top: 0px;">,</h-inner></h-char><span style="color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif;">未來應該仍是半生不死的經濟繼續橫行居多~~~~看穿了便是繼續低位撈貨~~~</span><br style="box-sizing: border-box; color: #33353c; font-family: "Biaodian Pro Sans GB", "Helvetica Neue", Helvetica, Arial, "pingfang sc", "Hiragino Sans GB", "Microsoft YaHei", 微软雅黑, STHeiti, SimSun, sans-serif;" /><br />
因此也計劃了4注的入市位置<br />
38.2% 28,088點 <=第1注<br />
50.0% 27,410點<=第2注<br />
61.8% 26,733點<=第3注<br />
留<=第4注再看風雲變~~~<br />
<br />
第1注加了點倉位去12恒基/1883中信電訊/900AEON/1336新華<br />
<br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">公用</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">越秀交通 1052.HK 17%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">收租</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">九置 1997.HK 2%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">越房 0405.HK 11%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">地產</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">恒基 0012.HK 3%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">高息股</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">AEON 0900.HK 4%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">中信電訊 1883.HK 14%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">其他</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">新華 1336.HK 23%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">A50 2822.HK 5%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">現金 21%</span></span><br />
<br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">P.S.</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">貿易戰仍在進行中、是牛二或熊三根本無人知~~~哈哈</span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span>
<span style="color: #222222; font-family: arial, tahoma, helvetica, freesans, sans-serif; font-size: 13.2px;">其實兩國都是一方獨大、全球GDP美國佔24% 19萬億美元/中國佔15% 12萬億美元、怎也不能打倒對方、加稅後都要焗住放水頂住經濟。即是全球仍舊是半生不死的經濟,加天量放水,看來未來不太壞也不會太好。此未來叫牛二還是熊三,似乎已不太重要~~~繼續滾雪球撈貨賺錢~~~</span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">心力不好或財務上沒能力者請不要參考、觀望為上</span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">投資是高風險行為、以上的股票只是個人的投資而已、買不買是大家閣下之事</span>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com45tag:blogger.com,1999:blog-7355187725649037537.post-74084646089430512362019-04-03T10:21:00.000+08:002019-04-09T09:33:44.866+08:00飛鳥媽2019股息收42萬5(新高11年計收息$286萬落袋)更新再次重溫叫大家理解什麼叫投資,目的是要賺錢<br />
大道至簡投資鐵則<br />
1>低買高賣<br />
2>收息<br />
3>複利息、自然有正現金流(正回報)<br />
小弟仍是依據此基本法則去年年賺少少、積小成多~~~<br />
<br />
由於大市已因A股3月PMI升上50.8 (用工規模呈見擴張)<br />
港股受惠A股帶動,升上29900很牛呢<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgexDrbJeWQYn5fH1SrRJdrtOv41AReTErKQdFHbj7fhG7Ec7dLKQG5Rtgoov1J0NxNZUYqOZFdDvtnn9i5BbHPwXYGw9b11CIMzZslSo4h7P2zYQ07-DHtVzsDaRAWAqROM1AMqAH4XzjX/s1600/20190403.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="768" data-original-width="1366" height="223" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgexDrbJeWQYn5fH1SrRJdrtOv41AReTErKQdFHbj7fhG7Ec7dLKQG5Rtgoov1J0NxNZUYqOZFdDvtnn9i5BbHPwXYGw9b11CIMzZslSo4h7P2zYQ07-DHtVzsDaRAWAqROM1AMqAH4XzjX/s400/20190403.jpg" width="400" /></a></div>
<br />
A>建行 0939.HK<br />
本住內銀不缺大牛市,至少前5個歷史(06 08 10 14 18)都在牛三浪抄內銀PB回歸<br />
果斷把閒置的16%現金中線買入建行收息,坐等牛市價值回歸去1倍PB<br />
來個懶人佛系管理法低買高賣建行(不求上次高位$9.39、去到$8.5目標己心足)<br />
<br />
內銀資產減值損失、壞帳仍很大、國家任務債轉股<br />
(負面風險其實一直存在、牛市就是這樣視而不提~~~~哈哈)<br />
<br />
B>長江 0001.HK<br />
有人問我如何分析長江 0001.HK<br />
要看詳細業績請看HKEX DOWNLOAD<br />
http://www3.hkexnews.hk/listedco/listconews/sehk/2019/0321/LTN20190321222_C.pdf<br />
咁飛鳥就以斷估的方法計一計<br />
<br />
市傳淡馬錫擬30億美元出售屈臣氏10%股權<br />
整間屈臣氏估值就高達300億美元<br />
(長和有75%即擁有US$225億=>HK$1755億)<br />
以今天收市$85計市值才HK$3277.8億<br />
<br />
用斷估以下的算一下長和<br />
<br />
(01038)長江基建 71.93% X 市值1704億 => HK$1225億<br />
(00006)電能實業 30.00% X 市值1158億 => HK$347億<br />
(00215)和記電訊 66.09% X 市值157億 => HK$103億<br />
(00775)長江生命科技 45.31% X 市值43億 =>HK$19億<br />
(02383)TOM集團 36.13% X 市值68億 =>HK$24億<br />
屈臣氏 75.05% X US$300億 => HK$1755億<br />
TOTAL 3503億 (已差不多昨天收市$85計市值HK$3277.8億)<br />
<br />
長和內擁有業務、未估值~~~~<br />
百佳超級市場(香港) 75.00%<br />
和記港口控股信託 30.07%<br />
上海明東集裝箱碼頭 40.00%<br />
赫斯基能源 40.20% (2018盈利淨額為14億5,700萬 加元)<br />
和記港口 EBITDA及EBIT 港幣133億9萬元及港幣87億2萬元<span style="white-space: pre;"> </span> <span style="white-space: pre;"> </span><br />
3歐洲電訊 EBITDA及EBIT 港幣287億6萬元及港幣176億6萬元<br />
<div>
<br /></div>
<div>
因此長江真係好超值所以重倉買入<br />
收住$2.3末期息等目標$95-$100 (以$82/83買入計,有15%已很滿足)</div>
<br />
C>複利息、自然有正現金流(正回報)<br />
http://aska-flybird.blogspot.com/2019/03/20193311277.html<br />
預期收息由33萬變成=> 42萬5 (因為建行持股的變更)<br />
末期息29萬(5月除淨6月派) + 中期13萬5(10/11月除淨12月)<br />
<br />
投資收益 新華21萬+長建21萬+6萬 =>48萬(已過收息數目)<br />
現時計約 預期收息42萬5 + 投資收益48萬=> 90.5萬<br />
<br />
利潤已足夠2年家用~~~爽、唔使煩惱突然要支付老人家下下幾萬銀的醫療費用<br />
上次<span style="background-color: white; color: #33353c; font-family: "biaodian pro sans gb" , "helvetica neue" , "helvetica" , "arial" , "pingfang sc" , "hiragino sans gb" , "microsoft yahei" , , "stheiti" , "simsun" , sans-serif; font-size: 16px;">飛鳥媽</span>白內障手術錢都使左$50000(左右眼)<br />
今次㮔2根大牙拉橋又使我$80000(左右大牙)<br />
還有很多長期要針灸頸肩頭腰等~~~~條數真係少數怕長計<br />
而2小<span style="background-color: white; color: #33353c; font-family: "biaodian pro sans gb" , "helvetica neue" , "helvetica" , "arial" , "pingfang sc" , "hiragino sans gb" , "microsoft yahei" , , "stheiti" , "simsun" , sans-serif; font-size: 16px;">飛鳥仔</span>次次睇兒科醫生都下下$800 X 12 X 2次 X2人 =>$40000要預算~~~<br />
大家應該無心去睇小弟的開支、快看以下的每年滾動收息表~~~<br />
<br />
飛鳥媽2018股息又破新高年收71萬(10年計收息$244萬落袋)<br />
http://aska-flybird.blogspot.com/2018/03/20187110244.html<br />
<br />
<br />
飛鳥媽倉位更新如下<br />
2009 HK$100,000 /12 => HK$ 8,333 /M<br />
2010 HK$110,000 /12 => HK$ 9,167 /M<br />
2011 HK$120,000 /12 => HK$ 10,000 /M<br />
2012 HK$150,000 /12 => HK$ 12,500 /M<br />
2013 HK$190,000 /12 => HK$ 15,833 /M<br />
2014 HK$220,000 /12 => HK$ 18,333 /M<br />
2015 HK$220,000 /12 => HK$ 18,333 /M<br />
2016 HK$280,000 /12 => HK$ 23,333 /M<br />
2017 HK$339,000 /12 => HK$ 28,250 /M<br />
2018 HK$710,000 /12 => HK$ 59,166 /M<br />
(2018 HK$326,000 /12 => HK$ 27,166 /M*扣去6電能一次$6特息)<br />
2019 HK$425,000 /12 => HK$ 35,416 /M <=更新加注建行<br />
<br />
內銀<br />
建行 0939.HK 16%<br />
<br />
公用<br />
越秀交通 1052.HK 16%<br />
<br />
收租股及酒店<br />
九置 1997.HK 2%<br />
越房 0405.HK 11%<br />
朗廷 1270.HK 11%<br />
<br />
高息股<br />
AEON 0900.HK 4%<br />
VTECH 0303.HK 5%<br />
(<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">偉易達 發盈警前2-4天已因3萬點在82.1沽67.5入, 貪心地</span><span style="background-color: white; color: #222222; font-family: arial, tahoma, helvetica, freesans, sans-serif; font-size: 12px; text-align: justify;">轉</span><span style="background-color: white; color: #222222; font-family: arial, tahoma, helvetica, freesans, sans-serif; font-size: 12px; text-align: justify;">倉</span><span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 12px; text-align: justify;">買新華太保, 反而非常幸運避了一劫~~~</span>)<br />
中信電訊 1883.HK 12%<br />
<br />
其他<br />
長和 0001.HK 15%<br />
新華 1336.HK 2%<br />
A50 2822.HK 5%<br />
<br />
現金 1%<br />
<br />
P.S.<br />
貿易戰仍在進行中、心力不好或財務上沒能力者請不要參考、觀望為上<br />
投資是高風險行為、以上的股票只是個人的投資而已、買不買是大家閣下之事飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com44tag:blogger.com,1999:blog-7355187725649037537.post-81339982265898384682019-03-25T13:21:00.000+08:002019-03-26T09:31:54.841+08:00飛鳥媽2019股息收33萬(新高11年計收息$277萬落袋)<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">恒指中午跟跌500點(道指跌460因長短孳息倒掛,市場猜未來美國有經濟衰退風險)</span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">很多股也急跌不少,是時候再收割一些股票</span></span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">,</span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">減</span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">少持倉風險~~~</span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">持有20%現金、等待27500/28000去慢慢撈下底部 </span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">(也是飛鳥一向常用足球好景時進攻及弱勢時龜縮法)</span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhzuM61PH4tuV5cha22MxVnE9TSuk2o8cxUxwTgBQTxxPj5N4sD1V8tdY13TpFGs5gh242qbfNm23LnBTxO-V1M6hOGvQJuTZxdEnnemvdffu9SZjGcHsFJUpdTUYHy8mwelZ7d2z1EXBLO/s1600/20190326.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="899" data-original-width="1599" height="222" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhzuM61PH4tuV5cha22MxVnE9TSuk2o8cxUxwTgBQTxxPj5N4sD1V8tdY13TpFGs5gh242qbfNm23LnBTxO-V1M6hOGvQJuTZxdEnnemvdffu9SZjGcHsFJUpdTUYHy8mwelZ7d2z1EXBLO/s400/20190326.jpg" width="400" /></a></div>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">呵呵、這週3月底才出內銀業績計收息時、現在暫時仍是招行(業績超亮麗多賺15%增長805億)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">投資收益 新華21萬+長建21萬+6萬 =>48萬(已過收息數目)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">現時計約 預期</span></span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">收息33萬 + </span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">投資收益</span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">48萬=> 81萬 (利潤已足夠2年家用~~~爽)</span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">A>飛鳥媽2019股息收33萬(新高11年計收息$277萬落袋)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">預期收息33萬</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">末期息22萬(5月除淨6月派)+中期11萬(10/11月除淨12月)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">今年收33萬4是由於市場壞消息變數很多,方向不太明確,所以手持20%現金未入市繼續收息 (如果也一樣放入去持股的話,收息數應該近40萬)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"> (而去年2017的收息當中有一次性水份6電能$6特息,今年沒有了~~~哈哈</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">扣去$6特息$32.6萬、與今年$33.4萬相若~~~)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">飛鳥媽2018股息又破新高年收71萬(10年計收息$244萬落袋)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">http://aska-flybird.blogspot.com/2018/03/20187110244.html</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">飛鳥媽倉位更新如下</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2009 HK$100,000 /12 => HK$ 8,333 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2010 HK$110,000 /12 => HK$ 9,167 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2011 HK$120,000 /12 => HK$ 10,000 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2012 HK$150,000 /12 => HK$ 12,500 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2013 HK$190,000 /12 => HK$ 15,833 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2014 HK$220,000 /12 => HK$ 18,333 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2015 HK$220,000 /12 => HK$ 18,333 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2016 HK$280,000 /12 => HK$ 23,333 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2017 HK$339,000 /12 => HK$ 28,250 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2018 HK$710,000 /12 => HK$ 59,166 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">(2018 HK$326,000 /12 => HK$ 27,166 /M*扣去6電能一次$6特息)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2019 HK$334,000 /12 => HK$ 27,833 /M</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">B>新華 (1336.HK)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">小弟的新華是26000點@$30.1入25000股@$39.65已經放咗22300股</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">餘下的2700股是零成本、先入袋賺21萬</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">這是用成日在口唇邊嘅零成本方法 </span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">(我仍看好新華,不過等這波跌到一個吸引的位置再入吧)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">還記得上年已跟大家提過我在平安時也用過此方法嗎?</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">http://aska-flybird.blogspot.com/2018/06/3.html</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">20000股@$36在19000點入平安</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">16000股@45沽、賺得$9=>$144,000 (收回成本)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">4000股@89沽、少賺$53=>$212,000 (零成本方法)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">你沒有看錯、持有4000股反而賺得比持有16000股多、這是心理障礙問題</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">C>長建 (1038.HK) CASE CLOSED</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">(還記得上年股災9/14/2019時也短抄過一轉公用股追升潮,之後再抄第2轉</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">巴黎邀小弟做直播介紹一下長江基建給大家</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">http://aska-flybird.blogspot.com/2018/10/1.html)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">第一轉</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">$57.5買30000股$62.15沽、小賺14萬(2018/9)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">第二轉</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">$57.5@40000股在19000點入長建</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">$64.7@30000股沽出了、小賺21萬 (未計收息)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">$63.45@10000股沽出了、小賺6萬</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">(因為英國脫歐前景未明,澳洲又收不到管道,増長2%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">大戶不收貨就當天下跌 -$2.5由65.5跌去$63再反彈去63.5,所以不收息離場算數~~~)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">CASE CLOSED </span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">長建的投資利潤14萬</span></span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">(2018/9)</span><span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">+21萬+6萬=>41萬</span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">再次重溫叫大家理解什麼叫投資,目的是要賺錢</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">大道至簡投資鐵則</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">1>低買高賣 </span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">2>收息 </span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">3>複利息、自然有正現金流(正回報)</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">小弟仍是依據此基本法則去年年賺少少、積小成多~~~</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">公用</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">越秀交通 1052.HK 16%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">收租股及酒店</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">九置 1997.HK 2%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">越房 0405.HK 11%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">朗廷 1270.HK 11%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">高息股</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">AEON 0900.HK 4%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">VTECH 0303.HK 5%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">中信電訊 1883.HK 13%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">其他</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">長和 0001.HK 10%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">新華 1336.HK 2%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">A50 2822.HK 5%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">現金 20%</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">P.S.</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">貿易戰仍在進行中</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">心力不好或財務上沒能力者請不要參考、觀望為上</span></span><br />
<span style="color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">投資是高風險行為、以上的股票只是個人的投資而已、買不買是大家閣下之事</span></span><br />
<br />飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com42tag:blogger.com,1999:blog-7355187725649037537.post-8724530456326787762019-03-13T02:10:00.000+08:002019-03-15T12:32:52.270+08:00港股已升29000A股已牛到3000、又到3月業績派息期、是時侯計計數轉轉倉今次小弟說牛一,大家應該沒有異議吧<br />
雖則說港股波覆少只升4000點見29000、很難評論是否走離牛熊線28000太遠而成牛一<br />
但你看A股已由2400點牛到3000、成交由2000億又升回10000億是不騙人吧~~~<br />
<br />
高盛也出了份報告,散戶[怕執輸]或令A股大升<br />
假設回復至2018<span style="white-space: pre;"> </span>A股上升空間* 約15%<br />
假設回復至2015<span style="white-space: pre;"> </span>A股上升空間* 約50%<br />
* 以沪深300指數計<br />
<br />
呵呵~~~報告歸報告、利申一下小弟只放5%在A50內才剛解放而不蟹~~~<br />
<br />
又到3月業績派息期、是時侯計計數轉轉倉<br />
而小弟在股災時25000左右入的長建1038.HK $57.5@30000股也在昨天64.7沽出了、小賺了21萬<br />
(還記得上年股災9/14時也短抄過一轉公用股追升潮$57.5買30000股$62.15沽、小賺14萬<br />
巴黎兄知道小弟仍會中線買多一轉後、便立即邀小弟做直播介紹一下長江基建給大家<br />
<a href="http://aska-flybird.blogspot.com/2018/10/1.html">http://aska-flybird.blogspot.com/2018/10/1.html</a>)<br />
<span style="background-color: white; color: #33353c; font-family: "helvetica neue" , "helvetica" , "arial" , "pingfang sc" , "hiragino sans gb" , "microsoft yahei" , , "stheiti" , "simsun" , sans-serif; font-size: 16px;">沽長建理由不是不好</span>,所以仍留下一小部份<br />
是因為靠收息養妻活兒的小弟,工作收入太微薄<br />
只有3.7厘長建真是太雞肋了,也應該找找有未來ROE亮點又高息的股票,去追逐較大風險利潤吧<br />
(反正已到了牛一階段、市場上對貿易戰在2月至3月的風險已遺忘、怕執輸心態令風險胃納增加不少)<br />
<br />
因此決定把只有3.7厘長建資金清出來的重新分配轉轉倉,收多點息也跟大市去追追夢吧~~~<br />
2/3資金轉去6.3厘 越秀交通 1052.HK (7條自營+5條聯營公路 + 未來可注入150億公路)<br />
1/3資金轉去5.6厘 中信電訊 1883.HK (澳門電訊 + 未來增長引擎數據中心)<br />
<br />
要詳細分析嗎~~~呵呵,很多博友已是專家級,不如直接去看他們的BLOG吧<br />
<br />
越秀交通 1052.HK<br />
ROBOT兄 - 搶先看越秀交通基建(1052)全年營收數據<br />
<a href="https://robotryanyu.blogspot.com/2019/02/1052.html">https://robotryanyu.blogspot.com/2019/02/1052.html</a><br />
ROBOT兄 - 越秀交通基建(1052)估值 - 股利折現模型<br />
<a href="https://robotryanyu.blogspot.com/2019/02/1052_16.html">https://robotryanyu.blogspot.com/2019/02/1052_16.html</a><br />
<br />
中信電訊 1883.HK<br />
十倍兄 - 堅大灣區未來公用股 中信國際電訊1883.HK<br />
<a href="https://ten-bagger-hk.blogspot.com/2019/03/1883hk.html">https://ten-bagger-hk.blogspot.com/2019/03/1883hk.html</a><br />
味皇 - [科技股]CTM業績<br />
<a href="https://realblog.zkiz.com/lgaim/269253">https://realblog.zkiz.com/lgaim/269253</a><br />
<br />
相信很多博友對此2隻股也很熟識,小弟是保守派人士不怕買貴只怕買錯,因此等出了業績見感覺良好後再等大跌機會入,時機剛好是29000大跌800多點後的昨天~~~<br />
哈哈、幸運地又捉了一個底部<br />
<br />
公用<br />
長建 1038.HK 8%<br />
越秀交通 1052.HK 16%<br />
<br />
收租股及酒店<br />
九置 1997.HK 2%<br />
越房 0405.HK 10%<br />
朗廷 1270.HK 10%<br />
<br />
高息股<br />
AEON 0900.HK 4%<br />
VTECH 0303.HK 5%<br />
中信電訊 1883.HK 8%<br />
匯豐 0005.HK 8%<br />
<br />
其他<br />
新華 1336.HK 12%<br />
A50 2822.HK 5%<br />
<br />
現金 12%<br />
<br />
P.S.<br />
貿易戰仍在進行中<br />
心力不好或財務上沒能力者請不要參考、觀望為上<br />
投資是高風險行為、以上的股票只是個人的投資而已、買不買是大家閣下之事飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com25tag:blogger.com,1999:blog-7355187725649037537.post-69459611159254707752019-02-09T02:06:00.000+08:002019-02-11T17:20:15.260+08:00恒指正在運行熊市後的250天線正常化反彈浪<span style="background-color: white; font-size: 13.2px;"><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">熊市自上年2018/2開始已行了足足1年去到今年的2019/1/3月已運行11個月</span></span><br />
<span style="background-color: white; font-size: 13.2px;"><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">如圖般事後大家都察覺到恒指正在運行熊市後的250天線正常化反彈浪</span></span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjRlcIJlrI1MJRQZHhzmL7nCDU9faWMClSnKwQB7brxqzcupjp7jr9_BVYIFUA-MeOKpcb2q6q6BJx_cqv0zwrLuRtY0UfCbg8eQfG19KSgNEO1FHqvdntSINBzg1oDIBgSySabmSgDvWo5/s1600/20190209.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="345" data-original-width="1062" height="127" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjRlcIJlrI1MJRQZHhzmL7nCDU9faWMClSnKwQB7brxqzcupjp7jr9_BVYIFUA-MeOKpcb2q6q6BJx_cqv0zwrLuRtY0UfCbg8eQfG19KSgNEO1FHqvdntSINBzg1oDIBgSySabmSgDvWo5/s400/20190209.jpg" width="400" /></a></div>
<span style="background-color: white; font-size: 13.2px;"><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><br /></span></span>
<span style="background-color: white; font-size: 13.2px;"><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">雖然不敢說熊市已完結、但觀察今次美中2方的會談發表的言行都一致唱好</span></span><br />
轉貼【中美貿易談判】總統官員齊唱好 美方仍可能以拖待變<br />
<span style="background-color: white; font-size: 13.2px;"><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><a href="https://www.hk01.com/article/291658">https://www.hk01.com/article/291658</a></span></span><br />
<span style="background-color: white; font-size: 13.2px;"><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;">不論談判結果雙方也要唱好</span></span><br />
<span style="background-color: white; font-size: 13.2px;"><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><br /></span></span>
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="background-color: white; font-size: 13.2px;">因此</span></span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">飛鳥直覺上</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">似乎恒指正在運行,熊市後的正常化normalization250天線反彈浪</span></span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">由於大戶資金有點因貿易戰美中GOOD NEWS放鴿較樂觀,很多資金因美元加息見頂論再流入亞洲包括港股</span></span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">漸漸在</span></span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">港股內</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">變</span></span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">得很多類型非貿易戰而超跌的股票回升得不少</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">可以說是最壞慘烈式下跌時間已遠去了</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">很可惜是當大市最悲觀時,很多老散們</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">不敢去機械式寫出計劃,開下第一注避開人性上的恐懼~~~</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">只能看白白看大市上升2000點而嘆氣,當中包括問了小弟意見而不敢下注親戚們~~~</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span>
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">飛鳥</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">也只是個老散、幸運地在2018/12尾開始順勢在此浪中加倉位捉</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">熊市</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">正常化後250天線反彈浪</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><a href="http://aska-flybird.blogspot.com/2018/12/51700255001.html">http://aska-flybird.blogspot.com/2018/12/51700255001.html</a></span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span>
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">而展望小弟看未來、因為看不透大市的關係</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">個人覺得是偏向在250天線的上落市居多、因為實質經濟見不到喜色</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"><br /></span>
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">在組合方面、由於</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">飛鳥媽是退休人士要食息為主、所以較為保守,保留25%現金不敢去咁盡</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">飛鳥媽退休組合</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">也因此</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">跑落後於</span><span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">恒指</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">大市,整體</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">叫做小賺一畢30-40萬本金增值</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">但</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">飛鳥媽的生活費是收息為主,其實收息數目是下注時倉位已大概定格,哈哈~~~~</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">本金增值5%是財、但息才是實際收入</span><span style="background-color: white; color: #545454; font-family: "arial" , sans-serif; font-size: x-small;">本意</span><br />
<br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="background-color: white; font-size: 13.2px;">反而</span></span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">飛鳥嫂由於很簡單專注在收租股派高息3隻股去交奶粉雜費額外家用</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">便只買這3隻股(1997.HK九置 0405.HK越房 1270.HK朗廷)</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">子女教育倉出乎意料因大市傾斜向保守收息股而得到更大的回報</span><span style="background-color: white; color: #545454; font-family: "arial" , sans-serif; font-size: x-small;">^_^</span><br />
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<span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">過去</span><span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">2019年1月 </span><span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">變幅</span><span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"> </span><br />
<span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">恒指 </span><span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">+8.1%</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">飛鳥嫂子女教育倉</span></span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"> </span></span><span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">+10.6%</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;">飛鳥媽退休組合 </span></span><span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">+5.5%</span><br />
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如想看回為何選以下這些股的分析、請看回小弟對上的一篇文章<br />
<a href="http://aska-flybird.blogspot.com/2019/01/2500027000.html#comment-form">http://aska-flybird.blogspot.com/2019/01/2500027000.html#comment-form</a><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">公用</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">長建 1038.HK 25%</span><br />
<span style="background-color: white; color: #222222; font-family: arial, tahoma, helvetica, freesans, sans-serif; font-size: 13.2px;">越秀交通 1052.HK 3%</span><br />
<br style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;" />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">收租股及酒店</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">九置 1997.HK 1%</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">越房 0405.HK 7%</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">朗廷 1270.HK 10%</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">英皇 0296.HK 3%</span><br />
<br style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;" />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">高息股</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">AEON 0900.HK 3%</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">佐丹奴 0709.HK 3%</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">VTECH 0303.HK 5.5%</span><br />
<br style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;" />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">殘股</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">新華 1336.HK 10%</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">匯豐 0005.HK 2%</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">A50 2822.HK 4.5%</span><br />
<br style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;" />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">現金 22%</span><br />
<span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span>
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">P.S.</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">貿易戰仍在進行中、熊市未見底</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">心力不好或財務上沒能力者請不要參考、觀望為上</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;">撈底仍是高風險、以上的股票只是個人的投資而已、買不買是大家閣下之事</span><span style="font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif;"><span style="font-size: 13.2px;"> </span></span><span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"> </span><span style="background-color: white; font-family: "arial" , "tahoma" , "helvetica" , "freesans" , sans-serif; font-size: 13.2px;"> </span>飛鳥信宏http://www.blogger.com/profile/03449388259042220954noreply@blogger.com16