fuzzy2007

文．許美玉

友達今年的資本支出由五、六百億元，上修至七○○～七五○億元，而奇美則由三○○億上修至四○○億元，面板廠商的資本支出上修，帶動停滯的設備產業，下半年來供貨大增；且根據過去經驗，通常設備族群約落後電子產業半年左右，預期明年上半年將延續資本支出上修帶來的熱度，包括均豪、萬潤、盟立、由田等面板設備供應商業績都看到樂觀的氣息，其中以萬潤明年的訂單最明確。

萬潤訂單能見度高

美股收盤的漲跌，對於隔天台股的影響?

美股大漲後，台股隔天開盤大都開高，那是否會收更高? 還是開高收低?
就像 9/24 美股漲1.86%，台股開高走低。

呂宗昕

平時我大部分時間都在大學授課，暑假中我有機會在張老師中心教導國中生讀書及考試的技巧，所以我授課的對象由一群大孩子變成一群小孩子。

大人需要時間管理，那麼孩子需不需要時間管理呢？

http://www.cdnews.com.tw　2010-09-19 11:15:23

張達智/整理

　　蘋果iPhone 、iPad熱賣，驅動觸控應用市場起飛，國內觸控面板廠營運水漲船高，不過，多數觸控IC廠至今卻仍無法有效打開市場，產品比重仍僅個位數。

加權指數高檔區：約 8200 以上
加權指數低檔區：約 5300 以下

/撰文/陳兆芬

/前言/

　投資專家總是告訴大家，投資前一定要先看公司的營運狀況與財務報表。半年報剛出爐，但對多數的投資人來說，一千多家掛牌公司的財報怎麼看得完？

It is no secret that behind every successful investment manager there is a written, measurable and repeatable investment strategy. However, many investors jump from one trade to another, putting little effort into creating and measuring their overall strategies.


Read on to learn four questions that, when answered, will help you create a better investment strategy. The following questions will help you create an investment strategy that is written, measurable and backed by your own strong beliefs. This will lead to more consistent investment performance and help you mitigate emotional investment decisions. Most importantly, it will help you avoid a scattered portfolio of individual investments that, when looked at as a whole, have no overall theme or objective.

The psychological hardwiring that helped us survive in primitive times also make us vulnerable to dangerous errors and biases when handling our investments in both bull and bear markets. Read on to learn about the catch phrases to watch for in a bull market, and some of the mental errors and biases they could signal.

"I know investment markets are going to pull back. I will put the money to work then."
When you hear a phrase like this, the investor could be suffering from "confirmation bias." Confirmation bias is a result of our brains trying to avoid cognitive dissonance, or having two conflicting thoughts. It occurs when investors filter out relevant evidence about their investments that contradicts their beliefs. With all of the information available about the direction of investment markets and the economy, it is easy to latch on to what you want to hear and filter out information that contradicts your past judgment. In a new bull market this bias can cause investors to ignore information that the economy and the financial markets are recovering. It would mean that they were wrong about their recent decision to sell or not buy certain investments. It can cause them to "sit on the sidelines" too long while investment opportunities pass them by. It is always good to think independently when investing, but make sure that you keep your ego in check and have an alternative plan if markets do not go your way.

Investors have a knack for piling into investments at the top and selling at the bottom. Many investors get caught up in media hype or fear and buy or sell investments at the peaks and valleys of the cycle. Why does this type of emotional investing happen and how can investors avoid both the euphoric and depressive investment traps? Read on for some tips on how to keep an even keel - and keep your investments on track.

Tutorial: Understanding Behavioral Finance

———談“嚴格選 隨時買 不要賣”的投資理念
□ 李 劍　2007.11 (轉載)

十大標準：真正的股票價值投資法

2007-09-21 09:41 　　作者:阿格塔米爾

一、只買被低估的股票

不是你的收入，而是你的選擇，決定了你的財富！
七個黃金學分告訴你富翁的選擇模式，讓你一生受用。

★雷根、柯林頓、曼德拉、黛安娜王妃、拳王泰森、網壇巨星阿格西……全球頂尖人物信奉，安東尼．羅賓成功的祕密！

理財是為了讓我們過著有尊嚴的生活，重點是要先能投資增值。
但投資不能看天吃飯，一定要能穩穩賺。
只要選對五個籃子、肯花五年時間，不論天候好壞，投資都可以放久不出事。
趕快認識投資金律，拿回你的投資發球權吧！

台灣大(3045)
操作模式：年初開盤時，以10萬全數購入台灣大(3045)


每年台灣大的除權息