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[转贴]【科技股反转，盛景可否延续?】 - Harryt30
【科技股反转，盛景可否延续?】
这一轮回调当中，科技和钢铁股是重灾区，原因是这两个领域今年平均都涨了1 - 3倍。因此起得又快又高，回调当然也首当其冲。
今年是科技股的巅峰，明年就算再高，成长也放慢了。而且部分科技股的估值已经很高，所以已经有不少科技股在盈利进步的情况下，股价已经从顶峰下跌超过20%。当中就有MPI，UNISEM，MMSV，PENTA以及KRONO。
而科技股王市值已经超越RM60亿，未来某一天或许会破RM100亿。不过是时候休放慢脚步沉淀，等待下次的爆发。不是不看好寿司INARI，只是估值方面，过去最高大约是25左右，现在26已经到价。假设本钱很低，是年头或者几年前买的，那当然另当别论。
有人问笔者现在可不可以捞底，笔者本身会选择冷眼旁观。因为科技股笔者小赚一些离场，明年想找新的反转领域。
马币走强，科技股影响很大。而且今年科技出口盛极一时，明年就算超越，幅度也有限。风险以及回酬已经不成正比，所以大家要管理好自己的风险。
Harryt30
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