<強者愈強>
今早舜宇光學(2382)公佈了8月份的公司產品出產情況:
1)手機鏡頭出貨量按年增95.5%至6202萬件,主要因為公司手機鏡頭市場份額上升;
2)車載鏡頭出貨量按年增64.9%至309萬件,主要因為車載成像領域成長及全球市占率上升;
3)手機照相模組出貨量升21.6%至3365萬件,主要因為公司于國內智慧手機市場份額上升。
市場也立刻有反應:
今早開市股價升約6%
很早以前做下的18414 也再有頗大的升幅:
另一愛股吉利,在一輪平靜後,今早也再現強勢,
其中一個原因是吉利汽車(00175)公布,
1)
8月份總銷量9.65萬部,按年及按月分別增長80%及6%。
2)
中國市場總銷量9.45萬部,按年大升88%。
3) 今年首8個月,吉利總銷量71.82萬部,按年增長88%,已達全年目標110萬部的65%。
*出口量2054部,較去年同期減少21%(非太理想)
*出口量2054部,較去年同期減少21%(非太理想)
Student says :
回覆刪除Late80's Sir,
I still have none of above stocks *_* ...... anyway, Congratulations!
是... 沒有買入的, 真的會喊出來! 愈升愈高, 愈高愈有人買,Facebook那邊也有讀者分享, 40多元沒有買, 一直在看,再也買不回。
刪除如果相比互太,通達等,我還是專注在最大的龍頭舜宇和瑞聲更好,更穩妥和更有實力!
市場上的強勢股不多,我買入後也不敢胡亂放出或換馬,因選擇也並不是太多,只好耐心持有手中的強勢股。
*丘鈦
刪除Student says:
刪除Late80's Sir,
Yes, you are right. History tells us that "dragon head" stocks are always leading the market.
Btw, though I have no/little high-tech cos.(I consider 601318/2318.HK is also a high-tech co.), I am feeling comfortabe. I am mainly holding profit-making and dividends paying-out cos. They are with reasonable P/E ratios and average Div. Yield is almost 6%p.a. I just want that they can steadily growing up, in term of profits and dividends ...... though not over 50%p.a.
I hope we will be successful! ^_^
Good Good Luck!
平保主業都是保證和銀行為主,科技金融是它未來的亮點。
刪除好,祝成功。
肥標竿~ 財自有望~
回覆刪除東昇兄,只是夠膽坐而已呀。哈
刪除很認同強者越強,而且這些強者不是靠消息捧高,而是真正有實力的,因此可以跑得更遠。
回覆刪除對,炒消息如投機,很快消失。 唯有有實力者才值得價值投資人長期持有。
刪除不論傳統車或新能源車有利好消息。吉利都能升
回覆刪除Ak47
是,但新能源消息也關吉利事,其實有點勉強和過度樂觀,畢竟吉利新能源車都是起步階段,市場要繼續炒起強勢股總是有很多理由的。
刪除Hi 80後標竿, may I know what app you used in tracking the shares you showed in the screen shots? Thanks in advance!
回覆刪除James
James 我用電腦的screen capture 再 自己才剪。 :)
刪除Hi, Oh. I thought those are apps on your phone. Right now, I'm using ASSTOCKS app which doesn't look like what you showed.
刪除I would like to try that. May I know which financial website are those from? Is it any of the brokerage's platform? Hope it's free to use and all I have to do is to register as a member. Thanks in advance!
James
James , go to 東網Money 18, it's free, enjoy
刪除Hi, found that site! Appreciate it so much! Have a great day!
刪除WELCOME
刪除Hi 80後 sir do you still hold the 6823?
回覆刪除Anna, 6823 有呀, 表現不太好, 但股息有6%以上, 所以不理了, 繼續持有!
刪除選股當選龍頭領袖增長股,小弟所持共18隻股票,2382是唯一一隻持倉超過20%的股票,吉利我也有但較輕倉,我也不會選板塊內阿二或阿三的股票。
回覆刪除2382 感覺上1年內有機見$150-200或更高。
2382 是不錯。
刪除勁啊, 隻隻都狂升, sky is the limit...
回覆刪除謝謝R兄..
刪除