黄金 10 年-654-130-投资情绪
美国投资情绪似乎转佳,一些老牌科技股创下了历史新高,包括世界市值最高的萍果(APPLE),马来西亚这里却好像进入了冬季,股市节节败退,涨幅昙花一现。我们为什么不和世界共舞呢?原因是宗教主义和种族主义在州选展开之际抬头,领袖们为了自家的利益不惜破坏国家和谐。这样讲,好像很倾向团结政府,是吗?
不管政治怎样斗争,自由民主国家有一个潜规则,就是不动摇经济。可是,我国的政治人物为了政权,不惜动摇国家根本,大有一种我死了你也别想活的玉石俱焚的决心,这干预了民生,也让外资裹足不前。
说起来,这是个很好笑的事情。我们看替代政府(2020-2022年间)时,没有绝对性的议席优势,但是相对来说,人民没有受到很大的干扰。可惜的是,经济毫无进展,国家盲于派钱稳住政权。到了团结政府,名义上是拥有超过三分之二的议席,但是行动起来还困难过替代政府。这三分之二的议员,貌合神离,许多时候只在表面上和谐,但是,连枪口都无法一致向外,恐怕只是等待利益翻车,解散再战。巧合的是,2018年希盟胜利时,也是如此---议席超过一大半,但是没有通诚合作,只等待2020年被敌手致命一击,瓦解了联盟。
几乎所有在野的政党,都可以肆无忌惮的乱讲,而在朝的政府,却不敢大力反驳在野的胡言乱语,结果只有处于挨打的状况。看来,今次大选,执政党不能乐观。
本周投资情绪悲观,组合回酬继续下跌,跌破了2%。半年回酬负2.33%。而综合指数年头至今已经跌了近8%,表现不容乐观。本周有马熔锡机构(MSC,5916)的700令吉,和OMESTI-PA的股息371.92令吉进账,我们能省则省,暂且按兵不动,等下周,印花税正式调低了以后才打算。
至于6月的通讯录,已经在撰写着。有鉴于6月和12月的繁忙,接下来的通讯录,可能会选择不在季度结束撰写,而移前到3/6/9/12月的首个星期或2/5/8/11月结束时撰写,虽然价钱记录可能不那么完美,但是可以除去困难在季度结束记录的问题。
本周投资记录:
1. 买入绿盛世国际(EWI,5283)5000股,每股58.5仙,价值2942.38令吉。
免责声明
除了股票基本面,本文内容纯属虚构,所有提及股项纯属学术上或经验上的建议,读者若有 兴趣投资,应该自行深入研究或询问股票经纪才决定,盈亏自负。我们鼓励通过正确的投资 方式创造财富,文中的建议,都有一个完整的买卖纪录 。
http://root-golden10years.blogspot.com/2023/07/10-654-130.html
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