我的持仓

老鼠爱小米

<div class="msgheader">QUOTE:</div><div class="msgborder"><b>以下是引用<i>Arkey</i>在2007-8-17 0:12:00的发言：</b><br/><p>It's good to diversify risk, but I can see you holding many companies in the same line of business, such as road construction and bridge construction, purely guessing from their names. These companies' business are highly correlated&nbsp;with each other. ie. when the country's infrastructure economy is going down all of them will suffer, and that doesn't serve your initial purpose which is risk diversification. Just my humble advice.</p><p>I'd like to ask what software are you using to analyse the stocks and what risk management application is in there. Thanks!</p><br/></div><p></p><p><font size="4">我用的是“大智慧”炒股软件。“多特”网上下载的。</font></p><p><font size="4">我的持仓不一定，见风使舵，你们可别跟我走，我什么时候抛掉我手上的股票不一定的哦，我是看当天的盘面走势再结合政府的消息面而做出操作决定的。今日不知明日事，中国的股市政府还是有一定的操纵性，不懂他老人家明日是乐还是怒，所以，见机行事吧。</font></p><p><font size="4">这只是我的持仓，不构成操作建议。因为我卖了，不会通知人的，哈哈，o(∩_∩)o...哈哈!</font></p>

Arkey

那岂不是经常要去读它们的financial statements

Arkey

<div class="msgheader">QUOTE:</div><div class="msgborder"><b>以下是引用<i>老鼠爱小米</i>在2007-8-16 21:46:00的发言：</b><br/><font size="4">这是我去听了讲座的收获--------鸡蛋不要放在一个篮子里，基金不能买1只，最少要买3只，高中低风险合理分配。我属于激进型投资者，我的高成长性基金比例较大。股票上，高价中低价和ST股票都有。开滦属于低市盈率高业绩的绩优股蓝筹股，是稳健型投资。ST沪科扭亏概念，中报业绩出了，0.41元，是投机型，希望有小道消息可以摘ST的帽子。</font><br/></div><p>It's good to diversify risk, but I can see you holding many companies in the same line of business, such as road construction and bridge construction, purely guessing from their names. These companies' business are highly correlated&nbsp;with each other. ie. when the country's infrastructure economy is going down all of them will suffer, and that doesn't serve your initial purpose which is risk diversification. Just my humble advice.</p><p>I'd like to ask what software are you using to analyse the stocks and what risk management application is in there. Thanks!</p>

[此贴子已经被作者于2007-8-17 0:13:48编辑过]

雨茜

<div class="msgheader">QUOTE:</div><div class="msgborder"><b>以下是引用<i>老鼠爱小米</i>在2007-8-16 21:46:00的发言：</b><br/><font size="4">这是我去听了讲座的收获--------鸡蛋不要放在一个篮子里，基金不能买1只，最少要买3只，高中低风险合理分配。我属于激进型投资者，我的高成长性基金比例较大。股票上，高价中低价和ST股票都有。开滦属于低市盈率高业绩的绩优股蓝筹股，是稳健型投资。ST沪科扭亏概念，中报业绩出了，0.41元，是投机型，希望有小道消息可以摘ST的帽子。</font><br/></div><p>呵呵，版主现学现用，让我觉得万分荣幸啊！ </p><p>[em20]</p><p>讲座那天，我们都没有怎么聊到，改天[em27]哈！</p>

[此贴子已经被作者于2007-8-17 1:06:41编辑过]

老鼠爱小米

不需要经常去看它们的财务报告，“大智慧”炒股软件上就有写每只股的收益在个股的基本资料上，一目了然，不需要特意去关注。

老鼠爱小米

<div class="msgheader">QUOTE:</div><div class="msgborder"><b>以下是引用<i>老鼠爱小米</i>在2007-8-17 14:03:00的发言：</b><br/>不需要经常去看它们的财务报告，“大智慧”炒股软件上就有写每只股的收益在个股的基本资料上，一目了然，不需要特意去关注。</div><p></p><img src="https://pic.sgchinese.com/attachments/dvbbs/2007-8/200781714111184753.jpg" border="0" onclick="zoom(this)" onload="if(this.width>document.body.clientWidth*0.5) {this.resized=true;this.width=document.body.clientWidth*0.5;this.style.cursor='pointer';} else {this.onclick=null}" alt="" /><br/>

goldenstar

还要关注软件关注不到的地方。。。

老鼠爱小米

<p><font face="细明体" size="4">以上显示，一个截图，我们就可以知道“ST沪科”的基本资料，以及它的走势，即时行情。</font></p><p><font face="细明体" size="4">该股上市时间为：1992年3月27日。（老股）</font></p><p><font face="细明体" size="4">总股本为32886万股。</font></p><p><font face="细明体" size="4">流通股本为24851万股。（大盘）</font></p><p><font face="细明体" size="4">去年年报为亏损4毛9.</font></p><p><font face="细明体" size="4">年中财务为亏损4毛6.</font></p><p><font face="细明体" size="4">最新该季报财务为盈利4毛1.（收益大幅度提高）</font></p><p><font face="细明体" size="4">行业为生产数字电视。</font></p><p><font face="细明体" size="4">强弱指标+6.65.（强）</font></p><p><font face="细明体" size="4">量比+1.34（不错）</font></p><p><font face="细明体" size="4">外盘70504手，内盘52386手.（外盘大于内盘很多，表示买盘多于卖盘，good.)</font></p><p><font face="细明体" size="4">现价8.36元，升了3毛5分。</font></p><p><font face="细明体" size="4">现时涨幅为4.37%。</font></p><p><font face="细明体" size="4">今日的涨停价在8.41元。（ST股票的涨跌幅限制为5%）</font></p><p><font face="细明体" size="4">，，，，，，，，，，，，，，，，，，，，，</font></p>

[此贴子已经被作者于2007-8-17 14:31:34编辑过]

老鼠爱小米

<p>都有。四方八面的小道消息也有。</p>

Arkey

<p>感觉上还是很技术吖，股价的量比和强弱、流量还有其他指标属于技术面分析。除了公司的收益，基本面还包括经济因素（宏观），经营业绩、资信水平、前景和红利派发等。这个软件都提供吗？</p>