很有用
07-13

😀

@lingching$晶合集成(02249)$ 我賣出了晶合集成 原本指望它能複製之前的狂熱行情,但現實卻狠狠澆了一盆冷水。近日IPO市場的熱情以驚人的速度降溫,破發潮令到緊急賣出了晶合集成。 作為半導體晶圓生產商,它完美踩中了當前最熱門的AI主題。這次發行本來有著50%的巨大折讓,我原本預期至少能有30%以上的獲利空間,再加上對半導體體未來的炒作,打算大賺一筆。 然而,市場的殘酷卻給了我當頭一棒。近日新股熱潮快速冷卻,延遲上市與取消上市的情況陸續出現,像東方科脈便宣佈延遲上市。過去那種新股動輒翻倍的行情早已不再,如今在新股市場裡,能夠保本、全然而退已是萬幸。 另一方面,眾多半新股正遭遇慘烈的「洗倉」風暴。許多前期被炒高的股票,在缺乏接盤俠的情況下,一日之內下跌超過一半,例如禮邦醫, 來福諧波,而且伴隨著嚴重的流通性缺失,想逃都逃不掉。此時如果選擇死守,面臨的風險與收益比實在是太不吸引。 想想,當初所謂50%的折讓,再加上AI主題,看似是重大的獲利和上望空間。但現在炒作邏輯已經轉變,晶合集成之前在A股其實已經累積了接近6倍的升幅,這50%的折讓,說白了只是給我們這羣遲入場玩家的「優惠券」而已,隨時可能變成糖衣毒藥。與其苦苦等候它成為下一隻像智譜那樣20倍的超級牛股,倒不如在市況逆轉時奉行「保本為王」,落袋為安。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment