1.0Fortune Insighthttps://prime.fortuneinsight.com/web譚朗蔚https://prime.fortuneinsight.com/web/posts/author/stevantamrich600338<blockquote class="wp-embedded-content"><a href="https://prime.fortuneinsight.com/web/posts/813056">開始的終結</a></blockquote> <script type='text/javascript'> <!--//--><![CDATA[//><!-- !function(c,d){"use strict";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!/[^a-zA-Z0-9]/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),n=d.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),o=0;o<n.length;o++)n[o].style.display="none";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute("style"),"height"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if("link"===t.message)if(a=d.createElement("a"),i=d.createElement("a"),a.href=r.getAttribute("src"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener("message",c.wp.receiveEmbedMessage,!1),d.addEventListener("DOMContentLoaded",t,!1),c.addEventListener("load",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf("MSIE 10"),a=!!navigator.userAgent.match(/Trident.*rv:11\./),i=d.querySelectorAll("iframe.wp-embedded-content"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute("data-secret"))t=Math.random().toString(36).substr(2,10),e.src+="#?secret="+t,e.setAttribute("data-secret",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute("security"),e.parentNode.replaceChild(t,e)}}}}(window,document); //--><!]]> </script><iframe sandbox="allow-scripts" security="restricted" src="https://prime.fortuneinsight.com/web/posts/813056/embed" width="600" height="338" title="“開始的終結” — Fortune Insight" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe>https://prime-fortuneinsight-cloud.s3.ap-southeast-1.amazonaws.com/web/wp-content/uploads/2024/08/06144432/sddefault.jpg6404806/8/2024（二） 提提大家：「炒股內堂」開通左喇！訂閱左專欄既粉絲們，記得下載埋FI Prime手機app，加入《俾多棍我》聊天室！果度有每日既早午分析、指數燈號圖、強弱股份名單，仲會提供問股既服務添！快啲入黎同我傾下計啦～ 今日個市彈，咁朝早係彈丫嘛，鬼知半日都唔到就倒跌既咩！不過彈主要係彈外圍，尤其是日股啦，呢兩日跌得金就彈得金。我地呢兩日跌得斯文就彈得斯文，合理渦。好似我上日所講：尋日啲價我唔會再開淡加淡，鍾意食就食，keep就keep；因憧憬「救市」既急彈好快黎。而我依家話俾你聽，第一階段下跌真係告一段落，英文講既係：「the end of the beginning」。 第二浪係反彈，再講多次，主要集中响外圍，美日台。如果大家想博美股AI反彈就用三星環球半導體（3132），呢隻野主要係以英偉達（NVDA）掛帥。如果你擔心mag7啲錢真係走左無回頭，咁就要用ＧＸ亞洲半導體（3119），呢隻野就係台積電（TSM）掛帥，齋買日韓台芯片。但後者都有唔好處，就係佢地不過契弟黎，NVDA先至係契哥。契哥食屎契弟都無運行。 不過坦白講，既然外圍已經轉弱成跌浪，「升」都只係「跌浪反彈」既話，做上其實未必有肉食，真係做都要細注，同埋少少就食。相反，我認為呢個stage都係等為主，等咩？紅影展開左啦嘛，咁就等美日台反彈上紅影底（彈夠）就開沽，有既就加沽，到時食正第三浪係大跌。至於港股呢便，我今日spot到隻翰森（3692）靚靚地，現價望18.60同20，跌穿16.30止蝕。