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[转贴]【科技股反转，盛景可否延续?】 - Harryt30
【科技股反转，盛景可否延续?】
这一轮回调当中，科技和钢铁股是重灾区，原因是这两个领域今年平均都涨了1 - 3倍。因此起得又快又高，回调当然也首当其冲。
今年是科技股的巅峰，明年就算再高，成长也放慢了。而且部分科技股的估值已经很高，所以已经有不少科技股在盈利进步的情况下，股价已经从顶峰下跌超过20%。当中就有MPI，UNISEM，MMSV，PENTA以及KRONO。
而科技股王市值已经超越RM60亿，未来某一天或许会破RM100亿。不过是时候休放慢脚步沉淀，等待下次的爆发。不是不看好寿司INARI，只是估值方面，过去最高大约是25左右，现在26已经到价。假设本钱很低，是年头或者几年前买的，那当然另当别论。
有人问笔者现在可不可以捞底，笔者本身会选择冷眼旁观。因为科技股笔者小赚一些离场，明年想找新的反转领域。
马币走强，科技股影响很大。而且今年科技出口盛极一时，明年就算超越，幅度也有限。风险以及回酬已经不成正比，所以大家要管理好自己的风险。
Harryt30
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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....
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He totally doesn't understand the potential of "technology", smart phone technologies still can last forfor next 10-30 yrs before a new technology can replacebe 4-5G, consumer need higher n.higher tech....so it will stop or saturated so fast
2017-12-13 21:45