股價都強勢的產業和族群,
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聯準會升息的預期已經非常多個月,加上俄烏戰爭加劇的通膨恐慌情緒,市場基本上今年以來都在非常殘酷的殺高成長、高估值的公司,而且許多過去受市場熱捧的個股幾乎是一路不回頭殺下去。
2020以來大牛市拉回韭買躺賺的簡單模式已經結束,許多公司回檔早已經殺爛到腰斬甚至跌掉9成,市場在下跌時總是能夠找到各種恐慌的理由。財報開得好,展望不佳,殺!展望好但估值太高,殺!市場消息可以是千變萬化,只有股價是最誠實的,所有的買賣力道最後都會呈現在線圖上。
https://www.reddit.com/r/italyvsmacedoniatv/
https://www.reddit.com/r/northmacedoniaitalytv/
https://www.reddit.com/r/portugalvsturkeytv/
https://www.reddit.com/r/TurkeyvsPortugaltv/
https://www.reddit.com/r/SwedenCzechRepublictv/
https://www.reddit.com/r/czechrepublicswedentv/
https://www.reddit.com/r/walesvsaustriatv/
https://www.reddit.com/r/austriavswalestv/
https://www.reddit.com/r/brazilvschiletv/
https://www.reddit.com/r/chilevsbrazilst/
https://www.reddit.com/r/colombiavsboliviatv/
https://www.reddit.com/r/paraguayvsecuadortv/
https://www.reddit.com/r/uruguayvsperutv/
https://www.reddit.com/r/argentinavsvnezuelatv/
https://www.reddit.com/r/jamaicavssalvadortv/
https://www.reddit.com/r/panamavshondurastv/
https://www.reddit.com/r/mexicovsusasoccertv/
https://www.reddit.com/r/costaricavscanadatv/
https://www.reddit.com/r/canadavscostaricatv/
https://www.reddit.com/r/australiavsjapantv/
https://www.reddit.com/r/BrazilvChilest/
https://www.reddit.com/r/ChilevsBraziltv/
https://www.reddit.com/r/UruguayvsPerust/
https://www.reddit.com/r/PeruvUruguay/
https://www.reddit.com/r/ColombiavsBolivia/
https://www.reddit.com/r/BoliviavsColombia/
https://www.reddit.com/r/ParaguayvsEcuador/
https://www.reddit.com/r/EcuadorvsParaguay/
https://www.reddit.com/r/UruguayvPerust/
https://www.reddit.com/r/PeruvUruguayst/
https://www.reddit.com/r/ArgentinavsVenezuel/
https://www.reddit.com/r/VenezuelvsArgentina/
https://www.reddit.com/r/JamaicavsElSalvado/
https://www.reddit.com/r/ElSalvadovsJamaica/
https://www.reddit.com/r/PanamavsHonduras/
https://www.reddit.com/r/PanamavHondurasst/
https://www.reddit.com/r/PanamavHondurasst/
https://www.reddit.com/r/MexicovUSA/
https://www.reddit.com/r/CostaRicaCanadast/
https://www.reddit.com/r/CanadaCostaRica/
https://www.reddit.com/r/NorthMacedovsItaly/
https://www.reddit.com/r/PortugalvsTurkeyst/
https://www.reddit.com/r/TurkeyvsPortugal/
https://www.reddit.com/r/SwedenvsCzech/
https://www.reddit.com/r/CzechvsSwedenst/
https://www.reddit.com/r/WalesvsAustriast/
https://www.reddit.com/r/AustriavsWales/
https://www.reddit.com/r/AustraliavsJapanst/
https://www.reddit.com/r/JapanvAustralia/
https://www.reddit.com/r/SouthKoreavsIRIran/
https://www.reddit.com/r/IRIranvsSouthKorea/
https://www.reddit.com/r/LebanonvsSyriast/
https://www.reddit.com/r/SyriavsLebanon/
https://www.reddit.com/r/OmanvsVietnam/
https://www.reddit.com/r/SaudiArabiavsChina/
https://www.reddit.com/r/CanadacostaricaTV/
https://www.reddit.com/r/Canadavcosta/
https://www.reddit.com/r/canadavscostaricanow/
https://www.reddit.com/r/canadavCostaricatv/
https://www.reddit.com/r/Costaricavcanadast/
https://www.reddit.com/r/scotlandvspoland/
https://www.reddit.com/r/polandvscotland/
https://www.reddit.com/r/Scotlandvpoland/
https://www.reddit.com/r/unitedarabemiratvIraq/
https://www.reddit.com/r/Iraqvunitedarabemirat/
https://www.reddit.com/r/saudiarabiavchina/
https://www.reddit.com/r/Chinavsaudiarabia/
https://www.reddit.com/r/Vietnamvoman/
https://www.reddit.com/r/SyriavLebanon/
https://www.reddit.com/r/Lebanonvsyria/
https://www.reddit.com/r/IRIranvSouthKorea/
https://www.reddit.com/r/SouthKoreavIRIran/
https://www.reddit.com/r/australiavjapanst/
https://www.reddit.com/r/Japanvsaustralia/
https://www.reddit.com/r/PolandScotland/
https://www.reddit.com/r/ScotlandPoland/
https://www.reddit.com/r/brazilvchilenow/
https://www.reddit.com/r/chilevbrazilnow/
https://www.reddit.com/r/chilevbraziltv/
https://www.reddit.com/r/Brazilvchiletv/
https://www.reddit.com/r/boliviavcolombia/
https://www.reddit.com/r/Colombiavbolivia/
https://www.reddit.com/r/ecuadorvparaguay/
https://www.reddit.com/r/Paraguayvecuador/
https://www.reddit.com/r/Peruvsuruguayst/
https://www.reddit.com/r/Peruvuruguaynow/
https://www.reddit.com/r/UruguayvPeru/
https://www.reddit.com/r/VenezuelvArgentina/
https://www.reddit.com/r/Argentinavsenezuel/
https://www.reddit.com/r/jamaicavssalvador/
https://www.reddit.com/r/salvadorvjamaica/
https://www.reddit.com/r/Jamaicaveisalvador/
https://www.reddit.com/r/Jamaicavsalvador/
https://www.reddit.com/r/hondurasvpanama/
https://www.reddit.com/r/Panamavhonduras/
https://www.reddit.com/r/usavmexiconow/
https://www.reddit.com/r/usavmexicost/
https://www.reddit.com/r/Mexicovsusanow/
其實市場有時候就是在risk-off去風險的情緒,基本面其實變化不大但估值的回調就是能讓你瞠目結舌。左側逆勢交易的接刀者,在公司下跌時買入,考驗交易者對公司基本面研究的信心與口袋程度,大跌時就是價值浮現可以狂買的時候,缺點是抄底時有可能越抄越便宜,抄到沒子彈只能躺平長期投資,要能耐得住虧損,才等得到柳暗花明。
右側交易做的是只追高加碼在上漲趨勢中的公司,缺點是往上分批買入的成本會比較高,也有可能一買就反向下跌套住要停損,因此加碼時要初始倉位比較大。不同的人會有不同的交易邏輯,也有更適合一般大眾省時間的指數投資,基本上就是持續投入大盤指數可以省時間報酬也不見得比主動交易差。
而我平常會用一些免費工具來觀察市場與強勢股,因為我自己雖然對企業的營運基本面比較有興趣,但是在選擇要看什麼公司時,我其實也是會看基本面和股價都強勢的產業和族群,並從中挑選可觀察的名單,然後設定買入的訊號通知。
之前在 好用投資工具網站分享 這篇文章有介紹我比較常用的幾個免費工具,我跟大家分享一下我自己觀察市場使用的方式。
以最近的市場為例,我常用的工具之一是 Tradingview 的 Stock Heatmap 他的好處是能很直觀的看到整個市場不同類股的強弱族群,你可以選擇用他的Filter快速篩選不同市值大小、不同族群當日/週/月等不同區間時間的強勢股票。