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[转贴] 科技股的春天! - Harryt30
笔者从今年1月就不断进军科技股，所以现在就是守着而已。5月要做的就是等业绩出炉，以不变应万变。整体上17Q1的科技股YOY是上涨的，都有外汇亏损，但是不会突破新高。因为科技公司传统最强的季度是Q4, Q1的业绩很少会超越Q4。
短期2 -3季度还是看好科技股，因为全球半导体需求急速增长。明年的愿望就是每起个10分就卖。不能卖在最高，但是可以一边起一边卖是最幸福的事情。INARI的市值最大，因此涨幅比较慢。因此笔者选择的是WB，因为当初买的时候gearing是1.8倍，涨幅更加可观。3月头的时候买了一些INARI孙子，有小小的收获。
今天笔者常常分享的3家科技公司都突破新高，MPI以及PENTA的盈利都很不错。而INARI的业绩下个星期出炉，拭目以待吧。
魔法师Harryt30
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Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
cheoky
feel author over hype himself as stock guru. cari makan maybe.
2017-05-13 01:13