市場分析2022.2.5

S.O.H

高級版主 | 2022-2-5 23:16:15

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關於股/房市，居高思危似乎是所有人共同的期許
高基期的原罪，令看空者蠢蠢欲動，觀望者心癢難耐
目前，做什麼都對，也可能錯
然而，殞落的結局終會到來，畢竟灑幣政策無以為繼，人性還是不足取信
Regarding the stock/real estate market, it seems that everyone's common expectation is high but danger. The original sin of the high price makes the bears eager to move, and the watchers feel unbearable. Right now, everything can be right or wrong. However, the fall will eventually come which bases on “the policy of injecting money is unsustainable, and human nature is still not enough to be trusted.”
先說股市，空中帶多
沒有基本面支撐的標的將面臨嚴重考驗，續由沈寂的電傳金概念股接替漲勢
殖利率可期，然應審慎評估填息的可能性
注意偏離價值、價格處於低點的個股，會有一波價差空間，變現時段略短
Stock market first, short but long. The target without fundamental support will face a serious challenge, but the telecom, tradition, and fiance concept will continue to take over the rally. Yields can be expected, but the possibility of paying interest should be carefully assessed. Look at deviating value and the price is at a low point, there will be a differential price, and the realization period will be slightly shorter.
再談房市，精華區易漲抗跌，蛋白區礙於法規與政策可能持平或下修
或者，基於恐慌心理而推升買氣，惟投機風險高，切勿過度使用槓桿
自住為宜，宜慎選房貸方案與衡量還款能力
預置基金因應各類風險，持盈保泰
In real estate market, the price of essence area is easy to rise but decline, and the outlying area may be flat or down due to regulations and policies. More over, pushed up buying by panic, but the risk of speculation is high, do not use excessive leverage. It is suitable for self-occupation,as well as carefully choose the mortgage and measure the repayment ability. Pre-set funds respond to various risks and maintain profits.
總結，自住買房下好離手，備妥銀彈錢進股市
預設立場將裹足不前，切勿作為躁進的藉口，警慎為之
保留資金彈性，迎接即將到來的創富機會，攻(股市)守(房市)交替，以空間(額度)換取時間(存續)
It is good to buy house for living, and prepare for holding shares. The expectation may cause stagnant, do not use it as an excuse to move forward, be cautious anyway. Retain the flexibility of funds for the upcoming wealth opportunities, alternating between attacking (stock) and defending (real estate), and switching space (money amount) to time (existence).