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除了考慮持有現金度過寒冬之外, 還可以買入科網股或相關電訊公司, 或者其他行業可以抗疫的, (可抗疫即業務受經濟環境影響相對少), 相對正常公司股價有大一點抗跌能力, 或者在見底回升時會升得更加快
US stock:
(Saas) Microsoft, Adobe, ServiceNow
(Tower) AMT, CCI, SBAC
(Data Centre) EQIX, DLR
Others: GOOG, AMZN, FB, DIS, NFLX
Singapore stock:
(電訊) CJLU
(Data Centre) AJBU, ME8U (only part of it), A17U (only part of it)
(Medical) C2PU
(Logistics) M44U
HK stock:
(電訊) 1310, 6823
(Data Centre) 1686
(電訊+Data Centre) 1883
除了近月疫情嚴重, 令地球好像完全停擺之外, 其實個別生意依然會繼續進行, 不能夠說停便停, 例如兩大主軸, (1) 5G發展, (2) 公司轉用雲端作為儲存及運作, 減輕對辦公室的依賴。
現在變成對上網的依賴, 是遠大於我們想像, 施政又是上網發佈, 工作又是 (只要家中有可上網的電腦, 用公司戶口登入, 所有工作就在Cloud上面), 外賣也是, 理財也是。 除了衣食住行之外, 基本上已成為人最基本的生活要求。
所以一整套想法是建基於人基本需求, 然後要工作, 再之後就到家中娛樂, 所以關鍵是能否挺過今次疫情, 若果可以挺過去, 加上地球印銀紙+零利息, 樂觀點想會帶來不一樣的未來。
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作者已經移除這則留言。
回覆刪除Great to learn from WHO's skillful dodging of such a simple and straight forward question. Really broaden my horizon as to how disgraceful people can be once they become part of a rotten system.
刪除Again, appreciate your sharing of stocks very much in this time of great uncertainty and risk.
刪除You are welcome. As a human being, the first and the most important thing is about common sense in the life.
刪除Stay healthy and enjoy the journey of investment in the world. And god bless the world.