【教學影片文字版】 Linda Raschke 輕教學 Part 51 (Patreon)
Content
Part 1 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-86069143
Part 2 連結:https://www.patreon.com/posts/86569484
Part 3 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-86627005
Part 4 連結:https://www.patreon.com/posts/87180629
Part 5 連結:https://www.patreon.com/posts/87182519
Part 6 連結: https://www.patreon.com/posts/87822734
Part 7 連結: https://www.patreon.com/posts/87841686
Part 8 連結:https://www.patreon.com/posts/88374624
Part 9 連結:https://www.patreon.com/posts/88375026
Part 10 連結: https://www.patreon.com/posts/89707798
Part 11 連結: https://www.patreon.com/posts/89708487
Part 12 連結:https://www.patreon.com/posts/89708996
Part 13 連結:https://www.patreon.com/posts/89709914
Part 14連結:https://www.patreon.com/posts/89711028
Part 15連結:https://www.patreon.com/posts/89711688
Part 16連結:https://www.patreon.com/posts/90509660
Part 17 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-90510602
Part 18 連結:https://www.patreon.com/posts/92782930
Part 19 連結:https://www.patreon.com/posts/92790500
Part 20 連結:https://www.patreon.com/posts/92792787
Part 21 連結:https://www.patreon.com/posts/92969777
Part 22 連結:https://www.patreon.com/posts/92971668
Part 23 連結:https://www.patreon.com/posts/92972822
Part 24 連結:https://www.patreon.com/posts/92973760
Part 25 連結:https://www.patreon.com/posts/92975882
Part 26 連結:https://www.patreon.com/posts/96647633
Part 27 連結:https://www.patreon.com/posts/96899137
Part 28 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-96900507
Part 29 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-99444284
Part 30 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-99845296
Part 31 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-100418773
Part 32 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-100850612
Part 33 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-101295012
Part 34 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-101804589
Part 35 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-102209469
Part 36連結: https://www.patreon.com/posts/jiao-xue-ying-zi-102633495
Part 37連結: https://www.patreon.com/posts/jiao-xue-ying-zi-103014885
Part 38連結:https://www.patreon.com/posts/jiao-xue-ying-zi-103596033
Part 39連結:https://www.patreon.com/posts/jiao-xue-ying-zi-104152671
Part 40 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-104222530
Part 41連結:https://www.patreon.com/posts/jiao-xue-ying-zi-104717988
Part 42連結:https://www.patreon.com/posts/jiao-xue-ying-zi-105230612
Part 43 連結:https://www.patreon.com/posts/105604363
Part 44 連結:https://www.patreon.com/posts/105605823
Part 45 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-106233983
Part 46 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-106968172
Part 47 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-107152516
Part 48 連結:https://www.patreon.com/posts/107657038
Part 49 連結:https://www.patreon.com/posts/107657917
Part 50 連結:https://www.patreon.com/posts/107658495
按:本文為2024年3月份金會員教學影片文字版
延伸學習-Trading News & Stories
本系列的絕大部份內容,集中於解讀圖表。本月(2024年3月)的影片教學,重點改變,以如何利用市場對新聞、訊息和故事的反應來操作。
例如:Super Micro Computer(SMCI)今年首季業績發布後,裂口出現超級大陽燭,引爆新升勢。要決定是否值得繼續跟進,其中的一個分析角度,是關於每股盈利的變化和預測。
SMCI的盈利,在數年間上升十多倍,是個極端高速增長的故事,能夠吸引機構投資者的關注。股票盈利可能已高速增長一段時間,但未必立刻廣傳天下,大型基金研究和投資銀行,調研股票需時,往往會參考數個季度的業績,確定非「霎眼嬌」,才會長期跟進並買入。

最好的做法,是每天定期做功課,見大成交爆升的股票,立刻跟進新聞,看看背後的故事。付費網站briefing.com有個叫SCANX的功能,是最好用的工具之一。

沒有什麼投行跟進、市值偏細、Low Flow、High Short Interest的股票,往往會伴隨出其不意的好消息而爆升。Root Inc. (ROOT)是今年非常經典的例子,股價在業績公佈後數週升了8倍。


其他會導致股價大幅波動的消息類別大致如下:
Earnings beat
FDA news
Media mention
Analyst upgrade
CEO change
New product
PR release
Twitter pump
Trump tweets
Sales numbers
Sector/Industry boost
(系列未完待續)
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