2021年1月7日 星期四

2021年首數天市況

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US stock(置頂文) (經常更新)

個人認為和十月尾有一段時間上上落落因所謂「大選」原因,市場波動,可能是AI斬倉原因,要勉強找尋原因基本上沒有太大意思。

1 大股及一眾SaaS公司也是一同回調,有些大一點回調,有些小一點,看看自己是否可以承受

2 有危就有機,難得市場有「特價時段」,怎樣也需要關注一眾自己想買但價錢太貴,現在平了下來是否值得買入的公司。

3 個人除了看大股外,一眾Tower, data centre 已經調整已久,近日價格幾合適,合適時分注買入,「回歸價值」。

4 一眾SaaS,尤其全世界都關注的CRWD,SNOW,U,之類,波幅一定比較大,但有危有機情況下會分注買入,正如高手可以趁高位賣一部份「平衡組合」,看看自己是那一個派別。

5 在FB分享了別人的一個想法: Money is safe in short-term, risk in long-term. Stock is risk in short-term, safe in long-term. 確實說得不錯,例如MSFT近日經常在$200-225 區間上上落落,到年尾個人判斷在$270-330附近,那就根本不用想是$220買還是$200買 (當然不能和TESLA相比)

所以結論只有一個,回調買入,長期持有,對抗印銀紙。

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相關文章


(投資策略)


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(月供股票)

月供紀錄 (QQQ, MSFT) 

(美股新手)


(退休計劃)

5 則留言:

  1. i have not much ideas for us stocks, just buy and hold ARKK and ARKG,
    my friend trades LMND always.

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    1. My understanding is online insurance company. It is easy and convenient to use. Of course the recent stock price is much higher in last quarter.

      ARKK and ARKG are really nice but you need to hold with some high volatility. Can buy and hold from time to time. And you can learn a lot from ARK invest website if you are interested in it. Very impressive.

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  2. thanks a lot, i watched a video in youtube, Catherine Wood stated her idea about bitcoin 500,000.-, my friend introduced me SQ, do you think SQ is a good stock to pick up if Bitcoin price go up? I noticed many blogger with high return in US stock have top holdings in Tesla and SQ. Or simply buy stock GBTC?

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    1. i think you may see the business of SQ from 美股隊長 video (which i shared in the FB page)

      If you want to invest Bitcoin, I think it is better to invest BTC directly by Wirex card or other platform.

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