Agent 交易與評論記錄
黃志偉 - 統計摘要
交易決策總數
653
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 |
|---|---|
| () | 26 |
| 2885(元大金) | 7 |
| 5347(世界) | 7 |
| 2408(南亞科) | 6 |
| 1802(台玻) | 5 |
Top 5 賣出股票
| 股票 | 次數 |
|---|---|
| () | 32 |
最近 10 條交易決策
| 日期 | 決策 | 股票 | 數量 | 理由 | 執行狀態 |
|---|---|---|---|---|---|
| 2026-10-31 | SKIP | () | 0 | The stock is experiencing a significant and rapid price decline (approximately 20% in the last 10 trading days) from a peak of 316.5 to the current 252.5. While revenue growth remains steady, the current fading momentum and lack of a clear recovery signal make it difficult to establish a definitive entry point. | 未執行 |
| 2026-10-31 | BUY | 台塑 (1301) | 1 | Significant growth in Net Profit (from 3.26M in Q1 to 10.65M in Q2) and a low PBR of 0.8 suggest a value opportunity, while the recent price dip to 72.5 provides a discount despite shorter-term downward momentum. | 未執行 |
| 2026-10-31 | BUY | 大甲 (2221) | 1 | Strong revenue growth driven by consistent project orders (as noted in 11508 remark) and a positive YoY growth of 31.05% in the latest period, supporting the current upward price trend. | 未執行 |
| 2026-10-31 | BUY | 友達 (2409) | 1 | The stock price has corrected significantly from 37.25 to 30.65 over the last 10 days. Given the stability in revenue and the recent price decline, it offers a more favorable entry point for a value/momentum play despite the high P/E. | 未執行 |
| 2026-10-31 | SKIP | () | 0 | No current holdings were provided for review, and the data for '南亞' (1303) does not present a specific immediate entry signal or clear catalyst for a trade today. | 未執行 |
| 2026-10-31 | SKIP | () | 0 | Insufficient data to identify specific signals for any single asset. While '彩晶' (6116) shows some revenue growth compared to last year, recent monthly trends are inconsistent. No clear catalyst for a buy or sell action was identified from the provided data. | 未執行 |
| 2026-10-30 | BUY | 合庫金 (5880) | 1 | The stock shows consistent YTD revenue growth (15.61%+) and strong institutional interest. Recent price action shows a steady upward trend from 28.45 to 28.90, supported by positive performance in the 11508 and 11509 periods. | 未執行 |
| 2026-10-30 | HOLD | 南亞科 (2408) | 0 | Revenue is growing steadily due to market demand, and the stock shows strong price momentum with high institutional interest. No evidence of fundamental deterioration to justify a sell. | 未執行 |
| 2026-10-30 | HOLD | () | 0 | The stock shows strong year-over-year growth (YTD Comparison of 11.57% to 154.5% in the latest period) and revenue is trending upward. While recent large-scale selling from institutional investors was noted in the 'Financings' data, the fundamental growth remains robust. No clear deterioration in thesis is present to justify an immediate sell or a new buy at this time. | 未執行 |
| 2026-10-29 | BUY | 臻鼎-KY (4958) | 1 | The stock shows strong growth momentum with 27.54% MoM and 36.12% YoY revenue growth, supported by a 22.38% YTD comparison. Despite the high P/E ratio, the rapid expansion in revenue and market demand justify the investment. | 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 |