- 恒生指數跌506.11，收13760.49，成交564.59億元。10月期指跌336點，收13770點。期指倒掛現象消失。(倒掛現象消失代表後市睇好？個人覺得此數據沒有什麼參考價值)
- 熊市第三期恒指P/E一般都喺八倍之下，最低係1974年12月更低至六點三倍。淡市莫估底，低點出現後一個月先知道。
- 油價跌5.84％，收66.75美元，呢個係去年6月13日以嚟最低. 明天油組開會，市場當油組冇料到。
- CBA歐洲公司估計，喺原材料價格下跌壓力下，澳元仍可回落17％，見50.45美仙（家吓係66.85美仙）。現價澳元不宜睇好；
- 阿根廷股市出現近兩天最大跌幅【上圖】，共下跌18％。指數回落10.1％（昨天回落11％）。擔心另一次阿根廷危機出現。(又係阿根廷？)
- 股聖畢非德認為，Be greedy when others are fearful！我老曹卻認為，小心駛得萬年船。(老曹重係認為畢非德太早入市？)
- 更何況美國樓價仍未穩定落嚟，即次按虧損仲喺度擴大而唔係收窄。
- 對美國立法者、監管者、銀行及貸款者嚟講，11月份將係另一災難月，因240億美元ARMS到期，利率將以市價計算，估計將引發大量物業斷供潮，令銀行呆壞賬又進一步上升，信貸危機不但未退潮，反而喺度惡化。(終極一跌？)
- 大手買賣股票，可能帶嚟短期利潤，但長遠嚟講一定蝕大本離場；將全球進入去槓桿化嘅大趨勢下，未來投資市場已同過去唔同，更加唔好做孖展。
- 美元滙價已完成八年熊市，今年7月起反彈。
- 道指7800點支持點能否守住？如7800點失守，將進入另一階段回落期；反之，進入上落市。
- 道指7800點係獲利能力合理水平；如純利下降，唔排除明年道指進一步回落。
- 股市見底後，Buy and Hold對一般投資者嚟講係最佳策略；反之，喺股市見頂後，Buy and Hold係最差投資法。
- 中國經濟已進入痛苦轉型期。過去三十年勞工密集工業由OECD國家轉向發展中經濟，尤其係中國，已大致完成；
- 越南正喺度搶走中國低科技行業訂單，而中國高科技行業仍喺度發育。中國呢段青黃不接期，維持幾耐？只知下一個繁榮期唔似喺明年出現。
After this meltdown, I have a better understanding of the "expert".
回覆刪除Agreed with Tso Sir that 畢非德太早入市 as to the timing, but not as to the type of stock he purchased.
終極一跌？I think there is still a long way to go.
現價澳元不宜睇好? Of course, there is no manufacturing, so who need the raw materials anyway. Foreign currency speculation is a thing that I would dare not to touch. Just perhaps I am not "smart" enough.
又係阿根廷？I do not know anything about Argentina, just knowing a lot of people would put their money into a safe place, like Hong Kong and Singapore which might have a comparatively better banking system. I guess the age of "banking finance" would come again, and "corproate finance" might go down.... a bit.
今日個跌市，真係好恐怖。
回覆刪除畢非德真係太早入市，不過正如你所講，佢買D野唔同，不能比較！
終極一跌，真係會係11月？
真係會係11月？
回覆刪除There are two split of views from my friends.
Those who are "in" the market, they tend to buy or even bought already. Reason is by analysing the figures.
But some experience investors say no way. Reason is just by feeling the atmosphere.
Who is the winner?? Who knows!
But I tend to keep the monty until there is a strong signal. I sure will not win it all, and I am so scare to lose.
Today is really "What a day!"
The first rule of investment is:
回覆刪除Do not lose your money.
羅耕話:
回覆刪除[畢非德指會開始入市, 但亦指目前未必見底...
如果他(畢非德)不入市, 那些優質企業或會因而倒閉; 若好的企業全部倒閉, 見底時還能買什麼呢?...]
記得他沽中石油時大家都話他沽得早, 之後大屠殺便來了...
現在他買了比亞迪, 是否代表整個市快見底呢?
12000買D, 11000買D, 10000買D, 9000買完.
又或者跌完後, 向上買, 但到時大家都係唔敢買, 因為唔知是後抽還是大反彈, 觀望之下, 就錯過了...