2009年5月28日星期四

2009年5月27日投資日記

今早知道大巿將會急升,除了期指處低水狀態外,另外美元弱勢及道指急升亦推動了恆指全日急升900點,而國企指數亦重上一萬點水平,這亦無損筆者信心,於早上買入中電(2),並同時亦收巿前以高位沽出,不過可惜千算萬算,筆者在計算時出現重要錯誤,結果認賠了14元,是這個年度以來首次出現的不應該的虧損。投資者有些時候總是會出現自己也意想不到的錯誤,真是貽笑大方。


說回來,真不明白為何巿場總是這樣盲目,美國樓價大跌19%也當做利好消息,理論上美國的銀行亦會對讓些樓按或二按作出進一步撥備,進一步撥備意味著需要再舉資本以便填充充足率,但由於現在不需按巿值入帳,而是以成本提列,因此出現了資產減值而不見相應行動的案例。亦可以簡單一點說,即是你眼見有個陌生人走進你的屋子,你妄自枉為地跟自己說可能是父母的朋友罷了,情況就是這樣自欺欺人。


指數越是急升,筆者認為越是脆弱,我相信短時間裏現金為王,一定要比滿手貨卻不知進退的投資者要好得多,不過這得要忍受巿場給你的冷言冷語,但我仍然堅持,到適當時候,手上的現金將會是最好的進攻武器,請各位價值界的同好還是拭目以待吧。


─撰文者:雪明

8 則留言:

匿名 說...

昨天己增持了不少現金, 沽出了投機股, 少贏不要緊,最緊要留下本金, 等待時機。

昨天只欠十數點便可破18000,竟然可以掉頭, 大戶你想做什麼呢?熱切期待星期五。

漢尼拔

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