今天終於寫回一點投資東西
全球股市在中美貿戰因侵侵連環出招後,加上人仔好似不可破的7算也跌穿,終連環大跌,現在才稍微企穩
我始終認為拖下去,美國經濟傷中國更傷,看經貿數字就知,美國經濟其實唔差,只是修訂回12月那次加息、應對侵侵及貿戰而減25點子,個別股份已開始吸引
中港股市,主因中港經濟已差,一連串公民事件影響往後信心,(外圍主導,波叔在記者會有誤導吧),所以地產股首當其衝。業績期後,長和其實不差,但不吸引,所以現時只剩1137 HKTVMALL我會持有,但很難給估值
另外關於飯局情況,由於星期六常有不同事情發生,亦要保障大家安全,捐款安排機構亦可能修改,所以稍遲才落實公佈
謝謝大家支持
只要有衣有食,就當知足。
錢永賺不盡,有餘幫助有需要的人,
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Just my little sharing:~
回覆刪除I think political events are out of my expectation.
At hard times, as a long run investor, I examine frequently every member in my stocks portfolio. I estimate the expected interim/final results and dividends of each of them. And I do "stocks switching" when necessary.
As such, I think I am holding "relatively better" stocks, ... then I can sleep wells at nights.
Good Luck to you and everyone!
^_^