【2017】鸡年交易记录

amei9125

MXST18 发表于 2017-3-1 12:35
川普从家里出来了，好戏开场

川普是好人，他会给我们带来幸运

bondzh

怎么样，川普都说了些啥？

dragonballz

bondzh 发表于 2017-3-1 13:32
怎么样，川普都说了些啥？

"It will be a big, big cut"

Donald Trump will perform a huge tax cut for US companies, which will drive economy hotter/higher. In turn, inflation rate may rise to push gold price higher; but in the mean time, FOMC has more pressure to raise interest rate.

In short term, likely US share markets will be crazy again tonight.

ningxiaoque

dragonballz 发表于 2017-3-1 13:43
"It will be a big, big cut"

Donald Trump will perform a huge tax cut for US companies, which will ...

又开始画大饼了！

dragonballz

Anyway, played some money again into RSG at $1.55. Gamble still on

ningxiaoque

感觉今天补仓的热情没有昨天那么高涨！

ningxiaoque

dragonballz 发表于 2017-3-1 13:46
Anyway, played some money again into RSG at $1.55. Gamble still on

我剩的子弹不多了，看看在定！

Fss16

都在跌

tiansen90904

dragonballz 发表于 2017-3-1 10:46
Anyway, played some money again into RSG at $1.55. Gamble still on

龙珠兄，听到川普讲话，买进医药股会不会是好选择？例如MYX？

经济解释

CNN上有文字可看
我看不出有什么玩意，都是老话重提

dragonballz

tiansen90904 发表于 2017-3-1 13:57
龙珠兄，听到川普讲话，买进医药股会不会是好选择？例如MYX？

Most of my holdings are healthcare shares. So divert some to gold and TPG

saymyname

Market viewing it as USD negative so far.  Transcript is a fairly light on tax so this will disappoint the market.

bondzh

rsg 早上出的现在补回来1.55，止损放在1.52

经济解释

同补1.55

yourock

dragonballz 发表于 2017-3-1 13:43
"It will be a big, big cut"

Donald Trump will perform a huge tax cut for US companies, which will ...

感觉你在和自己的股票谈恋爱。
通胀会导致加息从而压制金价。不知道这样理解对不对。

dragonballz

yourock 发表于 2017-3-1 14:44
感觉你在和自己的股票谈恋爱。
通胀会导致加息从而压制金价。不知道这样理解对不对。 ...

Not really.

just gamble the market is overreacting to FOMC speech. Hopefully I would be correct again this time on gold miners.

ningxiaoque

yourock 发表于 2017-3-1 14:44
感觉你在和自己的股票谈恋爱。
通胀会导致加息从而压制金价。不知道这样理解对不对。 ...

国际金价的波动应该主要参考两个指数，美元和实际利率，实际利率应该是通胀和利率的相减，此外再综合考虑一下大背景，比如黑天鹅事件的概率等等。个人拙见，仅供参考！

kylexx00

dragonballz 发表于 2017-3-1 15:00
Not really.

just gamble the market is overreacting to FOMC speech. Hopefully I would be correct a ...

问老婆大人了吗

ningxiaoque

dragonballz 发表于 2017-3-1 15:00
Not really.

just gamble the market is overreacting to FOMC speech. Hopefully I would be correct a ...

首先，我个人观点还是看好金股及RSG的，其次，昨天和今天这两天RSG的回调在澳洲金矿股里还是数一数二的，原因我认为有两点，一，RSG前期涨幅过大，二，半年报显示的销售不好，虽然说是都挖出来放仓库里了，但是库存意味着不确定性，不确定最终的销售价格的价位。但是从公司的开发成本，公司的经营描述，RSG的未来还是不错的！个人拙见，仅供参考！

tiansen90904

dragonballz 发表于 2017-3-1 11:06
Most of my holdings are healthcare shares. So divert some to gold and TPG

龙珠兄现在还看好TPG？最近TPG也一直在跌吧

kylexx00

bondzh 发表于 2017-3-1 14:30
rsg 早上出的现在补回来1.55，止损放在1.52

鸭鸭的RSG 留着过夜吗

bondzh

kylexx00 发表于 2017-3-1 15:24
鸭鸭的RSG 留着过夜吗

就目前看来，还是不要过夜的好。我看看收盘竞价走吧

kylexx00

bondzh 发表于 2017-3-1 15:54
就目前看来，还是不要过夜的好。我看看收盘竞价走吧

已经平出了感觉这次风险好大

MXST18

其实川普讲话只透露出一个信息：减税，还是一个遥远的传说

dragonballz

tiansen90904 发表于 2017-3-1 15:15
龙珠兄现在还看好TPG？最近TPG也一直在跌吧

It involves NBN sales with VOC. So if VOC posted good ANN, TPG should not be worse than that. It reached my buying target $6.10-6.15. will think to buy a bit of them tomorrow.

bondzh

kylexx00 发表于 2017-3-1 15:02
问老婆大人了吗

就是啊

dragonballz

kylexx00 发表于 2017-3-1 15:02
问老婆大人了吗

Nope

I guess I should have discussed with her before jumping in.

climber

dragonballz 发表于 2017-3-1 15:00
Not really.

just gamble the market is overreacting to FOMC speech. Hopefully I would be correct a ...

问你家琪琪，RSG怎么走

tiansen90904

dragonballz 发表于 2017-3-1 13:14
It involves NBN sales with VOC. So if VOC posted good ANN, TPG should not be worse than that. It r ...

VOC什么时候出新的ann呢？

经济解释

RSG 看公司的意思
下半年肯定分红，分红的方式可能是金砖？
不管行不行
我是全压上去了