實戰交易策略 22-8-2011

本週展望: Neutral

Neutral : not much meat for the i bankers, only a few (2,000 牛熊証)
Portfolio is already badly beat up

本週策略 :
cash Flow : Get some cash for operation 50K
Buy : 2899 紫金礦業 : Gold is the market exit door (黃金價格上漲，相對低PE)

投資組合重新平衡

hedge speculation by 12/9 ( 0189 東岳集團 )

買入

2899 紫金礦業 (黃金價格上漲，相對低PE)

1068 雨潤食品 (主席繼續購買，結果走出來 17/8)
0210達芙妮國際 (低端消費,轉勢)

8058 羅欣藥業

2618 TCL通訊

交易回顧

HSI is up 0.5%, But Portfolio is -7.3% (Funds unloaded stocks crazily)

Volume is high HKD 88B.

HSI reboud back > 1% and Europe market is opened 1% high

Technical rebound is expected tomorrow.