投資是一門藝術... (Since 2005.12)
由於偉易達(303) 缺乏中國因素, 跟金利來(533)一樣只會當作收息股。換入廣深鐵路(525), 替代港機工程(44), 應該可以更加反映國企股的中國因素。每季作出檢討及調整
３００交大科技，在Ａ股市走勢較弱。盈利能力很一般啊，純追落後?
以你對A股的認識...無理由唔明點解喎當然唔係追落後! 否則點都唔會放落個組合度, 個組合係經過精心設計的!"走勢較弱, 盈利能力很一般" 只係以前的事! 留意下沈阳机床(000410), 我17蚊買的....已成為交科的大股東, 交科係機床的實力不錯, 未來十年正是黃金期!
yup, I paid attention to 沈阳机床, but didnot know anything about 交科's 大股東 and its new development...so i just mean that its performance lagged behind in the past
沈阳机床 is the 大股東 of 交科 now.more business integration will be carried out in future.
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３００交大科技，在Ａ股市走勢較弱。盈利能力很一般啊，純追落後?
以你對A股的認識...無理由唔明點解喎
當然唔係追落後! 否則點都唔會放落個組合度, 個組合係經過精心設計的!
"走勢較弱, 盈利能力很一般" 只係以前的事! 留意下沈阳机床(000410), 我17蚊買的....已成為交科的大股東, 交科係機床的實力不錯, 未來十年正是黃金期!
yup, I paid attention to 沈阳机床, but didnot know anything about 交科's 大股東 and its new development...so i just mean that its performance lagged behind in the past
沈阳机床 is the 大股東 of 交科 now.
more business integration will be carried out in future.
Post a Comment