tag:blogger.com,1999:blog-8957204514698887376.post6928560572230934669..comments2023-08-04T18:54:25.064+08:00Comments on 山頂洞人投資手記: 刺破房價泡沫絕招小議山頂洞人http://www.blogger.com/profile/13350089899192891368noreply@blogger.comBlogger362125tag:blogger.com,1999:blog-8957204514698887376.post-64706336021751893182014-07-07T02:28:21.184+08:002014-07-07T02:28:21.184+08:00洞兄還在?洞兄還在?VChttps://www.blogger.com/profile/14534674202794672381noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-53434733340177746032013-02-07T10:56:01.133+08:002013-02-07T10:56:01.133+08:00假期前撞著壞消息真係調得好甘,多隻股票我都沒減持,危險意識這次很弱,很多利潤都掉失了,特別是融創,調...假期前撞著壞消息真係調得好甘,多隻股票我都沒減持,危險意識這次很弱,很多利潤都掉失了,特別是融創,調得比其他內房都大力。<br />洞兄的內房組合持有最多是越秀嗎?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-5489941517469461082012-12-27T23:09:12.500+08:002012-12-27T23:09:12.500+08:00這宗消息很糟糕,若為事實,管理層很難圓說……這就是國內中小型民企其中一個最大的投資風險……這宗消息很糟糕,若為事實,管理層很難圓說……這就是國內中小型民企其中一個最大的投資風險……山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-5259840104363312692012-12-27T12:34:06.423+08:002012-12-27T12:34:06.423+08:002198 bad news
http://news.sina.com.tw/article/2012...2198 bad news<br />http://news.sina.com.tw/article/20121227/8651111.html<br /><br />DreamDreamhttps://www.blogger.com/profile/07370616678675211265noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-60559138192152829322012-12-21T19:35:42.823+08:002012-12-21T19:35:42.823+08:00洞人兄,小兵兄各位網友聖誕快樂!明年帶領大家齊齊賺大錢,期待洞人兄新文^v^洞人兄,小兵兄各位網友聖誕快樂!明年帶領大家齊齊賺大錢,期待洞人兄新文^v^chohttps://www.blogger.com/profile/00328553214631628969noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-40338437235601389912012-12-21T14:28:36.903+08:002012-12-21T14:28:36.903+08:00祝小兵兄和各位聖誕節快樂,明年更好!祝小兵兄和各位聖誕節快樂,明年更好!山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-14804568807145079992012-12-21T14:26:47.225+08:002012-12-21T14:26:47.225+08:00祝洞人兄及各位大大聖誕快樂!。 小兵一名祝洞人兄及各位大大聖誕快樂!。 小兵一名Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-5898574603902755872012-12-21T12:46:38.824+08:002012-12-21T12:46:38.824+08:00路人丙兄,可惜沒有看到今早23元以下的價格呢,沒時間看市,錯過了,23以下的價錢我會放膽多買。現價還...路人丙兄,可惜沒有看到今早23元以下的價格呢,沒時間看市,錯過了,23以下的價錢我會放膽多買。現價還是有一點點猶疑,想貪心點。<br /><br />長汽在一眾中等以下收入國家,看來還可以吃相當長時間……長線的天花板主要還是看如何能進一步提升質量。山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-85241113712530586182012-12-21T00:19:16.730+08:002012-12-21T00:19:16.730+08:002333入國指後,好似大戶派貨7788...长城a回暖,凱基目標價28.4,又獲馬來西亞購訂單......2333入國指後,好似大戶派貨7788...长城a回暖,凱基目標價28.4,又獲馬來西亞購訂單...唔知山兄會等再調整後買,or已等見位入......路人丙Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-81954899673159629552012-12-20T09:01:42.499+08:002012-12-20T09:01:42.499+08:00最近仍忙,看市不勤。
Kelvin兄,個人感覺是獲利盤撤出部分強勢股,同時國內有關部門像不讓北京準...最近仍忙,看市不勤。<br /><br />Kelvin兄,個人感覺是獲利盤撤出部分強勢股,同時國內有關部門像不讓北京準地王招拍等訊息為內房股帶來調整的藉口。<br /><br />感覺內房面對的行業處境沒多大變化,當資金厭炒落後股,可見未來依然有較佳的銷售數據之後,市場對內房股的「癮」將重返……<br /><br />個人昨天早上投機性買了點712@$1.22,尾市買了點龍湖@$14.36,暫定若見12元邊則再增持綠城,反而1918則套了一些利,以抽出多一點資金等機會……<br /><br />山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-70486240510143563242012-12-19T17:51:17.718+08:002012-12-19T17:51:17.718+08:00山兄
今日3900同960都軟腳,我係12.4左右撈左些3900
近日又開始有報道話調控絕不放鬆,所...山兄<br />今日3900同960都軟腳,我係12.4左右撈左些3900<br />近日又開始有報道話調控絕不放鬆,所以內房開始失去動力??還是升完一輪後的正常調整??Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-5231069560212310122012-12-18T16:05:32.036+08:002012-12-18T16:05:32.036+08:00長汽也開始重新關注……長汽也開始重新關注……山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-56879630029080962202012-12-18T16:04:42.391+08:002012-12-18T16:04:42.391+08:00尾市剛來得及再撈點綠城@12.86。似乎只有1918免於受壓,不會是要配股吧。
960看來也頗吸引...尾市剛來得及再撈點綠城@12.86。似乎只有1918免於受壓,不會是要配股吧。<br /><br />960看來也頗吸引了,看看明天有沒有機會……<br /><br />Cho兄,比現價低兩成多之時我已經收割了1251和3337,目前不大清楚。如果有人能計算到可見未來國內幾大石油商要開多少口油氣井,這些油服股能受益多少,就會心安得多。山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-10579563956637047862012-12-18T11:58:25.362+08:002012-12-18T11:58:25.362+08:00洞人兄, 請問#165有沒有研究, 值得買入嗎?洞人兄, 請問#165有沒有研究, 值得買入嗎?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-48294188090794310082012-12-18T11:06:53.083+08:002012-12-18T11:06:53.083+08:00走寶,洞人兄,頁岩氣仲有無得炒呢,日日升五敢買走寶,洞人兄,頁岩氣仲有無得炒呢,日日升五敢買chohttps://www.blogger.com/profile/00328553214631628969noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-5414068877578634912012-12-18T10:26:18.554+08:002012-12-18T10:26:18.554+08:00融創大彈!粉碎了內房股見頂的審慎預估……融創大彈!粉碎了內房股見頂的審慎預估……山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-40219877112211024402012-12-18T10:23:54.933+08:002012-12-18T10:23:54.933+08:00頁岩氣概念股,強!1251與3337的中標,啟動了這個行當大時代的來臨,獲利太早了……頁岩氣概念股,強!1251與3337的中標,啟動了這個行當大時代的來臨,獲利太早了……山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-88292683010143291472012-12-18T09:20:19.613+08:002012-12-18T09:20:19.613+08:00Dream兄:
http://jiage.china.alibaba.com/price/sear...Dream兄:<br /><br />http://jiage.china.alibaba.com/price/search/pc0-p1.html?keywords=%25E7%2592%25B0%25E6%25B0%25A7%25E4%25B9%2599%25E7%2583%25B7<br />山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-62374932598256059772012-12-17T21:31:16.429+08:002012-12-17T21:31:16.429+08:00謝洞人兄!結果最後兩隻都未有買進⋯
想問邊到看到環氧價格?
持有少量三江想揸耐少少
Dream...謝洞人兄!結果最後兩隻都未有買進⋯<br /><br />想問邊到看到環氧價格?<br />持有少量三江想揸耐少少<br /> <br />DreamDreamhttps://www.blogger.com/profile/07370616678675211265noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-61203870248866918182012-12-17T19:18:02.717+08:002012-12-17T19:18:02.717+08:00嗯?環氧價今天深調……嗯?環氧價今天深調……山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-3511814285219446692012-12-17T15:13:28.981+08:002012-12-17T15:13:28.981+08:00Dream兄,若A股果然持續旺場,猜估券商股的「槓桿」力度可能比指數的漲幅更大一點;不過純粹猜估,而...Dream兄,若A股果然持續旺場,猜估券商股的「槓桿」力度可能比指數的漲幅更大一點;不過純粹猜估,而且券商股的質素也不一樣。<br /><br />123與綠城之間,我是更喜愛綠城多一點。不過至今很明顯市場會認為越秀是更難倒閉較穩定的。若加注,同類股,今天一升一跌,升的沒特別新消息,跌的沒特別新壞消息(僅增加了借款),我沒理由叫人加注買升的^-^,不過我自己的綠城佔倉比重相當大。 山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-79162436680874513862012-12-17T14:14:16.939+08:002012-12-17T14:14:16.939+08:00洞人兄有冇玩 a50/ 2828?
如果炒 A 股概念不如買呢幾隻會唔會更好呢?
另外 123 ...洞人兄有冇玩 a50/ 2828? <br />如果炒 A 股概念不如買呢幾隻會唔會更好呢?<br /><br />另外 123 今日調整, 現價跟綠城比較 洞人覺得邊隻好少少? (兩者皆有貨, 想加注)<br />謝!<br /> <br />Dream Dreamhttps://www.blogger.com/profile/07370616678675211265noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-12038704292414877482012-12-17T13:41:36.233+08:002012-12-17T13:41:36.233+08:00我上星期五也買了點6837(盈利似比中信證券更穩定),另外重新買一點881(憧憬售後業務比重增大和行...我上星期五也買了點6837(盈利似比中信證券更穩定),另外重新買一點881(憧憬售後業務比重增大和行業緩步的復甦。<br /><br />中午「手痕」再買回一點1193。<br /><br />感覺現價的960和123都不錯……<br /><br />綠城今天比較「生性」。山頂洞人https://www.blogger.com/profile/13350089899192891368noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-29152743579342333662012-12-17T12:31:12.192+08:002012-12-17T12:31:12.192+08:00作者已經移除這則留言。oceanbluehttps://www.blogger.com/profile/05932371923018271688noreply@blogger.comtag:blogger.com,1999:blog-8957204514698887376.post-9934466577243819702012-12-17T12:31:00.859+08:002012-12-17T12:31:00.859+08:00之前僥倖上左6837架車,希望唔係尾班車,希望仲有排去....之前僥倖上左6837架車,希望唔係尾班車,希望仲有排去....oceanbluehttps://www.blogger.com/profile/05932371923018271688noreply@blogger.com