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    September 05

    investment

    自从冒然入市,遭逢股市5.30大跌,俺的题材股丰原药业就一直像一条死蛇一样没有动。不过是交了学费,还不少。市场给我机会让我减小损失,市场给我机会让我翻本,我都错过了一些。自己的犹豫,不切实际的空想,不成熟的投资理念……不能怪许鸡同学多次阻止我“割肉”……最终在我的劝阻下,许鸡终于把我们两的丰原给“割掉”了,每股损失两块多,对于一只低价股,已经很多了。然而我们割肉的时候,最好的翻本行情已经过去了,我看好的几只低价篮筹,这个时候都已价上高位,其中不乏南航、长电、民生银行……这样几乎翻番者。说实话,损失割肉没有多少感觉,踏空了这些涨势,才让我难受。那意味着,你再也不能再用有限的资金拿下低价潜力股了。这些是用钱换来的教训。

    最近做了中国铝业,许鸡买进了重庆钢铁。中铝还在亏损,不过作为龙头业绩企业,我并不担心它的成长性,只是,有时候短线的波段操作还是必要的,在上周高位收出十字星,并没有引起我的警惕,太过信心了,导致现在被套,虽然心里不急,但是错过了一个获利然后再抄底的机会,增加了成本。虽然国外经验,有色金属板块市盈率普遍是15左右,但是云南铜业都可以70块,中铝不行?????重庆钢铁我就比较担心了一些,近期我需要密切关注。 

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    Xinyuanwrote:
    加油啊,我炒股就靠你啦! 
    Sept. 12

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