[標的] 2542.TW 興富發 多
標的:2542.TW 興富發
分類:多
分析/正文:
1. 台灣房市供需長期失衡,央行信用管制治標不治本。量縮之下,定價權反而集中在少數莊
家身上,房價不太可能下跌
2. 央行管制對象為住宅,但興富發早已看準市場趨勢,提前推出微型商辦,並定義今年是微
商元年。即使房市短線有壓,興富發受影響也有限,今天明顯是不理性的跟跌
3. 營建多檔跌停,明顯有恐慌情緒,此時是最好的入市時機
進退場機制:
退場條件:房價指數連續下跌3個月
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.229.41.4 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1726815135.A.520.html
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