卡方斯分享了不少的文章,
以期對投資人提供有效的策略
去面對瞬息萬變的市場,
然而投資相關知識略顯繁浩,
有時候即便有心學習,
亦有不知從何下手之憾。
這邊特別將筆者過往文章整裡出一個架構,
藉此幫助讀者有效率的進入台股市場的大門,
進而達到系統化交易的境界。
知敵,知地,知己的投資心法
大致上而言,
要建立一個成功的投資策略,
進而在投資的戰場上稱王稱霸,
取得思想與智慧累積的財富,
其實只要做到"知敵、知地、而後知己",
雖不敢言能夠在市場上百戰百勝成為一代歷史留名之戰將,
但是要達成穩定獲利,實非難事。
• 所謂的知敵,
就是要了解場中參與者的動向,
市場充斥的各方豪強與霸主,
虎視眈眈地關注你手中辛勤的勞務所得,
投身於險惡的波動前,
務必要先觀察這些重要大頭背後的動作與想法,
確保趨勢明顯時站對邊,
多空激戰時能明哲保身吃吃豆腐。
• 知地則是要先了解投資商品的本質,
對於股票的族群而言,
就熟悉其產業利多結構與上下游與連動關係,
對於選股與取決時機有非常重要的意義。
而以指數操作為主的玩家,
則是了解台指數相應的重要權值趨勢,
配合其輪動變化,更可以深化判別多空的能力。
進而找到許多高勝率的出手時機。
• 達成知敵、知地後,
最後也最重要的其實是自知,
別人用起來好的策略,
自己不一定合腳,
好的策略是建立在完美的執行上的,
了解自己的操作習性,
去制定相應配套的資金權衡與風險配套,
方能於眼見時機時,正確地出手把握。
這邊卡方斯將過往的文章,
歸類成知敵、知地、知己以及曾公開實戰的例子。
分成四大類,以期讀者可以按圖索驥,
增進自身的投資功力。
知敵 - 籌碼分析篇
知敵觀敵,不觀察手握重兵的市場霸主動向,
貿然投身戰場往往顯得不踏實,
幸而,台股市場上的籌碼資訊算是相當透明,
觀察並不是難事,真正的眉角還是藏在分析之中。
這邊大致上知敵的文章分成兩類,
一類是基本的抓取資料的方法與基礎數據分析概念,
另一類是相應的分析應用,
希望讀者可以從中找出知敵的竅訣。
籌碼分析與應用
台股三國志- (一)法人的概論
台股三國志(二) - 法人關鍵戰場
台股三國志(三) - 競合的真義
台股三國志(四) - 魏國虎豹騎!!
台股三國志(五) - 料敵機先
台股三國志(六) - 外資的期貨籌碼與戰略
台股三國志(七) - 外資的視野
台股三國志(八) - 外資的關鍵大將-摩台指
台股三國志(九) - 自營主力的基本戰略
台股三國志(十) - 外資籌碼實戰解讀!
籌碼三國志(十一) - 一次看懂外資的價差套利手法
台股三國志(十三) - 盤面內容與籌碼的分析要訣
台股三國志(十四) - 宏達電,內線,與籌碼
台股三國志(十五) - 法人爆量的應對實戰(開發金,興富發)
台股三國志(十六) - 誰是影響你持股股價的控盤者?
台股三國志(十七) - 大戶持股重要性比較
數據分析概念與資料取得
交易精進的方向 - 定性與定量
洞悉主力動向 - 股東結構明細查詢
台股三國志(十九) - 法人籌碼 HTS 匯出簡易教學
避開未知黑天鵝,尋求穩定獲利的方法
天量,天價的解讀眉角 - 絕對數字與相對數據
交易精進的方向 - 定性與定量
洞悉主力動向 - 股東結構明細查詢
台股三國志(十九) - 法人籌碼 HTS 匯出簡易教學
避開未知黑天鵝,尋求穩定獲利的方法
天量,天價的解讀眉角 - 絕對數字與相對數據
知地 - 產業分析篇
"夫地形者,兵之助也。料敵制勝,計險隘遠近,上將之道也。知此而用戰者必勝,不知此而用戰者必敗。"既然要投資,對於所屬的商品必需要有一定程度的認知,
所謂:「不怕千招會,只怕一招精。」
卡方斯在這個部分較偏重介紹台股的電子股為主
這樣做的好處是,掌握台股最重要的權值產業動向,
往往對於大盤的判讀會有更上一層樓的功力,
有操作相關標的的讀者不妨一看。
多頭總司令~ 半導體漲勢週期套利
台股五窮六絕操作策略剖析
產業多頭循環獲利法則
如何歸納電子業脈絡
品牌價值大解秘:找出下一個宏達電!
竹科的創立始祖~ 晶圓代工業產業(一)
飆股搖籃 - IC設計選股心法入門
IC設計業選股心法(二) – 技術力評估密傳
產業東西軍 : 為什麼宏達電行? 宏碁不行?
產業東西軍 : 為什麼台積電行? 聯電不行?
產業東西軍 - 為什麼三星行? 台積電不行?
為什麼台積電可以,三星不行?
為什麼台積電可以,英特爾不行?
為什麼華固可以,遠雄不能?
鋪天蓋地的產業變革浪潮 - 3DIC的進行式(一)
3D-IC的進行式(二) - 即將變革的相關產業
3D-IC的進行式(三) - IC設計業的生死競逐
力成3D-IC測試廠動工,告訴我們的事情
那些爾必達破產告訴我們的事情
知己 - 心態風險規劃篇
"昔之善戰者,先為不可勝,以待敵之可勝""勝兵先勝而後戰,敗兵先戰而後求勝。"
投資其實不是大家想的這麼美好,
坊間充斥著許多似是而非的盲點,
各種的造神傳說,更是讓讀者有不正確的認知。
本篇的重點在於,
建立讀者對於投資正確的描述,
並希望讀者找尋出適合自身的操作模式,
以求克服執行力上的難處,
把握住每一個切合自身風險規劃的時機。
也再將其細分為投資心法,
與合理風險規劃兩大類。
投資心法
定期定額投資的謊言
股神巴菲特的「不合理」賽局投資
金融大鱷索羅斯的「合理」賽局投資
跨入交易者的殿堂(一) - 漫談適合你的交易模式
狼派人生 - 卡方斯所認知的交易本質
投資策略的三個象限 - 頻率,風險與報酬
完美交易決策進行式 - 高頻,高勝率與低風險的實踐道路!
大賺,做的順,更應該戒慎恐懼!! - 交易順景的反思
教育應該不一樣觀後感:交易也應該不一樣!!
初入交易場不可不知 - 紀律下注的基本鍛鍊
不要再當投資跳蚤了!! 熟悉的商品就是好商品!!
交易精進的關鍵 ~ 投資決策檢討SOP!!
避開未知黑天鵝,尋求穩定獲利的方法
買股票究竟是要先選股還是先選市?
資金控管
初入交易場不可不知 - 紀律下注的基本鍛鍊
機會來了,該下多少錢來一搏? - 總資金槓桿控管
別傻了,勝率六成的結論沒甚麼用
贏要衝,輸要縮 - 資金控管的藝術
"以小博大" - 財務槓桿的簡介與迷思
問明牌就是問進場點,然而怎麼進場你想清楚了嗎?
再好的策略,沒有資金控管一樣傾家盪產
為什麼卡方斯不喜歡報明牌? - 簡單的路都是潛藏陷阱的路
初入交易場不可不知 - 紀律下注的基本鍛鍊
過往實戰回顧篇
最後卡方斯紀錄了,過往從盤面,籌碼,到產業新聞解讀,
各種不同角度切入布局的實戰預測或操作,
裡面隱含了相當多的操作手法與實戰心得,
有興趣的讀者可以在此翻閱。
賈伯斯閃辭? 蘋果供應鏈還值得投資嗎?
類股布局凌亂,正是高點下殺時!!
多頭破壞神,降臨!!
看幣圖誌讓你輕鬆打敗國內基金績效!!
宏達電跳水跌停秀,你空了嗎?
像MIB一般了解宏達電翻空背後黑幕!!!
王雪紅的18億,究竟能否力挽宏達電於既倒?
兵敗如山倒,宏達電的將來何去何從?
籌碼三國志(十二) - 盤整低點實戰預測
台股三國志(十三) - 盤面內容與籌碼的分析要訣
台股三國志(十四) - 宏達電,內線,與籌碼
內線不可怕,可怕的是我們不了解它!! - 籌碼破解內線實戰
聯電庫藏股~真的還假的?! - 籌碼實戰判讀利多祕法
從棒球選球邏輯到股市操作思維 - 台股操作邏輯實戰
最後感謝讀者長期支持,
喜歡的話記得訂閱股市文武韜專欄,
以便掌握卡方斯每周新的文章,
此外本篇文章將會不定期更新,
藉此納入一些新進文章方便讀者整理吸收。
覺得有幫助的話,
也可以小小讚一下鼓勵卡方斯喔!
喜歡的話記得訂閱股市文武韜專欄,
以便掌握卡方斯每周新的文章,
此外本篇文章將會不定期更新,
藉此納入一些新進文章方便讀者整理吸收。
覺得有幫助的話,
也可以小小讚一下鼓勵卡方斯喔!
操作順心
卡方斯
先分析盤面內容與籌碼,練就知敵知地的能力,而後反求諸己找出執行無礙的交易模式,穩定獲利絕對不是甚麼難事,有心的讀者相信可以在其中找到不少收穫。
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