【教學影片文字版】 Linda Raschke輕教學 Part 47
Part 1 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-86069143
Part 2 連結:https://www.patreon.com/posts/86569484
Part 3 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-86627005
Part 4 連結:https://www.patreon.com/posts/87180629
Part 5 連結:https://www.patreon.com/posts/87182519
Part 6 連結: https://www.patreon.com/posts/87822734
Part 7 連結: https://www.patreon.com/posts/87841686
Part 8 連結:https://www.patreon.com/posts/88374624
Part 9 連結:https://www.patreon.com/posts/88375026
Part 10 連結: https://www.patreon.com/posts/89707798
Part 11 連結: https://www.patreon.com/posts/89708487
Part 12 連結:https://www.patreon.com/posts/89708996
Part 13 連結:https://www.patreon.com/posts/89709914
Part 14連結:https://www.patreon.com/posts/89711028
Part 15連結:https://www.patreon.com/posts/89711688
Part 16連結:https://www.patreon.com/posts/90509660
Part 17 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-90510602
Part 18 連結:https://www.patreon.com/posts/92782930
Part 19 連結:https://www.patreon.com/posts/92790500
Part 20 連結:https://www.patreon.com/posts/92792787
Part 21 連結:https://www.patreon.com/posts/92969777
Part 22 連結:https://www.patreon.com/posts/92971668
Part 23 連結:https://www.patreon.com/posts/92972822
Part 24 連結:https://www.patreon.com/posts/92973760
Part 25 連結:https://www.patreon.com/posts/92975882
Part 26 連結:https://www.patreon.com/posts/96647633
Part 27 連結:https://www.patreon.com/posts/96899137
Part 28 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-96900507
Part 29 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-99444284
Part 30 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-99845296
Part 31 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-100418773
Part 32 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-100850612
Part 33 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-101295012
Part 34 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-101804589
Part 35 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-102209469
Part 36連結: https://www.patreon.com/posts/jiao-xue-ying-zi-102633495
Part 37連結: https://www.patreon.com/posts/jiao-xue-ying-zi-103014885
Part 38連結:https://www.patreon.com/posts/jiao-xue-ying-zi-103596033
Part 39連結:https://www.patreon.com/posts/jiao-xue-ying-zi-104152671
Part 40 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-104222530
Part 41連結:https://www.patreon.com/posts/jiao-xue-ying-zi-104717988
Part 42連結:https://www.patreon.com/posts/jiao-xue-ying-zi-105230612
Part 43 連結:https://www.patreon.com/posts/105604363
Part 44 連結:https://www.patreon.com/posts/105605823
Part 45 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-106233983
Part 46 連結:https://www.patreon.com/posts/jiao-xue-ying-zi-106968172
按:本文為2024年2月份教學影片
-------------
繼續分享:Share Outstanding/Liquidity
下圖為另一中概金融股流通股數目的Koyfin截圖,為某基金經理愛股,逢人必推,但股價亦「半身不遂」。
流通股數量為1.4億股,數億股其實還可以,但對比日均成交量僅100萬股,絕非最理想的投機股。

下圖為Lucid(LCID)的流通股變化,由16億股增至23億股,因公司經常配股集資,不斷增發,23億股自然難炒起。

下圖為Grab(GRAB)的流通股變化,流通股數達40億股,股數太多,日均成交量有2,500萬股,交投量還算可以,基金可以參與,但惡炒起。

下圖為Palantir(PLTR)流通股數目的Koyfin截圖,流通股數達22億股,但其日均成交量達1.6億股,流通性高。如想吸引機構投資者入市炒起,流通性很重要。
題外話,為何近年細價股沒落,因為大價股盈利增幅不亞於細價股,但市價和流通性遠勝細價股。
Linda Raschke指出,在她的類自傳《Trading Sardine》中曾談及流通性問題,買入一項資產好容易,要沽出就是另一個故事。

其實炒賣投機,圖表以外亦有不少注意地方,如本文提及的Short Interest、盈利等,千變萬化。家家戶戶有不同方法,如米奈爾維尼專注高RS股票,SMCI就是好例子,它爆升前已升一倍多,RS很高。
最後,隊長將流通股數量與交易量關係整理出一個架構,以助紀憶,由最好至最差股票。
Low Stock, High Flow.(股數少,流通性高,如SMCI)
High Stock, High Flow.(股數多,流通性高,流通性高可部分抵銷股數高的壞處)
Low Stock, Low Flow.(股數少,流通性低,雖然成交量低,但股數少都有機會炒上)
High Stock, Low Flow.(股數多,流通性低,情況最惡劣,如上文提及的中概股)

(系列未完待續)
