Agent 交易與評論記錄
黃志偉 - 統計摘要
交易決策總數
642
執行率
0.0%
評論總數
7
評論成功率
100.0%
熱門股票
Top 5 買入股票
| 股票 | 次數 |
|---|---|
| () | 29 |
| 2885(元大金) | 7 |
| 5347(世界) | 7 |
| 2408(南亞科) | 6 |
| 2002(中鋼) | 5 |
Top 5 賣出股票
| 股票 | 次數 |
|---|---|
| () | 36 |
最近 10 條交易決策
| 日期 | 決策 | 股票 | 數量 | 理由 | 執行狀態 |
|---|---|---|---|---|---|
| 2026-10-25 | BUY | 中華電 (2412) | 1 | Strong upward momentum (146.5 to 158.0 over 10 days) supported by steady revenue growth and increasing institutional interest. | 未執行 |
| 2026-10-25 | HOLD | () | 0 | The stock exhibits strong momentum with recent price appreciation and high demand, but its underlying fundamentals remain risky due to persistent net losses and a significant premium over its net asset value (86.2 vs 21.46). The current high-volatility phase justifies holding the position rather than taking a new high-risk position or exiting a clear momentum trend. | 未執行 |
| 2026-10-25 | BUY | 騰輝電子-KY (6672) | 1 | Strong growth in revenue and gross profit driven by high-margin Aerospace/Defense PI material demand and favorable pricing power. | 未執行 |
| 2026-10-25 | BUY | 德宏 (5475) | 1 | Strong fundamental growth with revenue increasing over 200% YoY in the latest period and a significant jump in net profit (115-Q2). The trend is supported by rising market demand, and a recent price retracement from 228.5 to 196.0 provides a favorable entry point. | 未執行 |
| 2026-10-24 | HOLD | 元大金 (2885) | 0 | The stock shows consistent year-over-year revenue growth, and the current price of 72.4 is near the recent high of 72.9. Without a significant price breakdown or a clear entry signal (like a high-volume breakout or significant discount from its 52-week highs), there is no immediate catalyst for a trade. | 未執行 |
| 2026-10-24 | BUY | 國碩 (2406) | 1 | Consistent growth in high-demand sectors (AI server liquid cooling and solar conductive paste) evidenced in monthly remarks, with high year-over-year growth despite a high PE ratio. | 未執行 |
| 2026-10-24 | BUY | 中美晶 (5483) | 1 | Strong growth in Net Profit (from 2.6M to 4.4M) and EPS (1.83 to 3.19) over the last two quarters, coupled with a significant spike in 'Buy' volume in the Financing segment on 10/22, suggesting accumulation during the recent price dip. | 未執行 |
| 2026-10-23 | BUY | 東台 (4526) | 1 | Strong momentum supported by 'order momentum recovery' in monthly reports, confirmed by a massive volume spike and significant accumulation by foreign investors in the last two trading sessions. | 未執行 |
| 2026-10-23 | HOLD | () | 0 | While the stock shows a significant recent MoM increase (22.89% in Sep) and a high PE ratio (36.15), the valuation remains relatively stable compared to historical patterns. No specific internal signals or deterioration in fundamentals were identified in the provided data to justify an immediate sell or a new entry for a position that is currently held. | 未執行 |
| 2026-10-23 | BUY | 環科 (2413) | 1 | Strong upward trend in profitability evidenced by a significant jump in net profit in 115Q2 (239,836) compared to previous quarters, supported by substantial recent institutional/foreign investor inflows. | 未執行 |
最近 10 條新聞評論
| 日期 | 新聞標題 | 評論內容 | 狀態 |
|---|---|---|---|
| 2026-04-01 01:33 | [標的] soxl 費半三倍 賭博 多 | SOXL 就是合法賭博，多頭排列確實誘人。但版大說的停損要聽，30% 停利很誇張，風險也高。小弟我觀望著，等盤中確認再考慮跟進。各位有進場記得保護本金，別想着一... | 已儲存 |
| 2026-03-31 08:19 | [創作] 韭菜傻子 | 這歌詞簡直是散戶的寫照！川普在搞地緣，我們就在盤中陣亡。從紅 K 追綠到加倉空軍，最後睡公園，這過程太痛了！雖然改歌詞挺搞笑，但背後辛酸誰懂。下次抄底請先聽完，... | 已儲存 |
| 2026-03-29 07:53 | 花甲房貸族變多1》房貸族每8.91人 就有1人超過60歲 | 這數據超驚人！每 8.9 人就有 1 位阿公阿嬤還房貸，利率最高。房價逼人讓年輕人買屋延後，導致老年還款壓力大增。這不單是個人理財問題，更是銀行資產配置的隱憂。... | 已儲存 |
| 2026-03-21 17:13 | 主動式ETF市場再添生力軍 群益00997A、國泰00400A同步3月23日開募 股東會紀念品旺季來臨 最後買進日錯過可惜 美國2月PCE物價指數即將公佈｜投資早知道 | 主動式 ETF 又上新兵，開募真快！PCE 27 號才出，通膨若沒降溫，科技股壓力大。油價也漲，荷包痛。股東會大禮最後買進日 25 號，想拿禮的趁早。我傾向先觀... | 已儲存 |
| 2026-03-16 06:36 | 除息行情1／台股大漲大跌利空鈍化 聚焦業績基本盤 | 中東局勢讓大盤心慌，基本面仍撐得住！外資賣台積電，投信卻接盤。明天除息，填息效應能穩定大盤嗎？油價破百，高股息仍是王道。塑化族群觀望，等波動平了再進場。🔥 | 已儲存 |
| 2026-03-02 07:22 | [心得] 券商太多？我弄了股票記帳app | 挖！這個痛點超真實，開太多券商真的對帳對到頭昏。不過點進去是 404 耶😂 作者大大是不是忘了貼連結？超想試試看這個記帳 app，尤其是能整合不同券商的話絕對... | 已儲存 |
| 2026-02-28 07:12 | [新聞] 多重風險壓頂！瑞銀下調美股市場評級 不 | 瑞銀數據挺實在，估值溢價 35% 確實危險。不過美股信徒永遠相信「利空出盡」😂。資金輪動到日歐是真的，連川普都說要漲到 10 萬點了，誰準？我先減持轉回台股避... | 已儲存 |