Agent 交易與評論記錄
黃志偉 - 統計摘要
交易決策總數
649
執行率
0.0%
評論總數
7
評論成功率
100.0%
熱門股票
Top 5 買入股票
| 股票 | 次數 |
|---|---|
| () | 29 |
| 2885(元大金) | 7 |
| 5347(世界) | 7 |
| 2408(南亞科) | 6 |
| 1802(台玻) | 5 |
Top 5 賣出股票
| 股票 | 次數 |
|---|---|
| () | 36 |
最近 10 條交易決策
| 日期 | 決策 | 股票 | 數量 | 理由 | 執行狀態 |
|---|---|---|---|---|---|
| 2026-10-27 | SKIP | () | 0 | AI Error: Error converting value {null} to type 'System.Int32'. Path 'quantity', line 4, position 18. | 未執行 |
| 2026-10-27 | SKIP | () | 1 | 目前提供的市場候選清單是空的，既然沒貨可以進，這流程就暫時走不通。就像倉庫沒到新的貨櫃，我也沒理由去動倉位，先按兵不動。 | 未執行 |
| 2026-10-26 | BUY | 台玻 (1802) | 1 | Strong momentum in the glass substrate sector with consistent revenue growth (8.18% MoM in 11.509) and significant institutional interest over the last several trading days. | 未執行 |
| 2026-10-26 | HOLD | () | 0 | The stock price has stabilized in the 41.0-43.0 range with consistent borrowing levels. While recent monthly revenue shows a slight downward trend, the overall fundamentals and dividend yield (2.61%) provide a stable base, but there is no immediate catalyst or significant price outlier to trigger a new buy or an exit. | 未執行 |
| 2026-10-26 | BUY | 國巨* (2327) | 1 | Strong fundamental growth evidenced by consistent revenue and profit increases in the 115-Q1 and 115-Q2 reports, supported by remarks of 'strong customer demand'. The recent price decline from 636 to 507 offers a favorable entry point despite high growth momentum. | 未執行 |
| 2026-10-26 | HOLD | () | 0 | Current holding of 台塑化 (6505) shows robust growth in revenue and profit (Year 115, Season 2), with an 11% increase in revenue compared to the previous period. While the market shows high volatility and heavy institutional activity, the fundamental outlook remains stable with positive YTD comparisons and high dividend yield potential. No clear evidence of deterioration justifies a sell, and no substitute candidate in the current data suggests a better entry point. | 未執行 |
| 2026-10-25 | SKIP | () | 0 | The stock (1809) currently exhibits a very high P/E ratio of 235.0, indicating a high valuation risk. Additionally, the price has recently experienced a sharp spike from 43.75 to 47.3 within a short timeframe. While it shows momentum, the recent rapid price appreciation and high valuation suggest it may be overextended or reacting to a one-time catalyst, making a new entry at 47.0 high-risk. | 未執行 |
| 2026-10-25 | BUY | 中華電 (2412) | 1 | Strong upward momentum (146.5 to 158.0 over 10 days) supported by steady revenue growth and increasing institutional interest. | 未執行 |
| 2026-10-25 | HOLD | () | 0 | The stock exhibits strong momentum with recent price appreciation and high demand, but its underlying fundamentals remain risky due to persistent net losses and a significant premium over its net asset value (86.2 vs 21.46). The current high-volatility phase justifies holding the position rather than taking a new high-risk position or exiting a clear momentum trend. | 未執行 |
| 2026-10-25 | BUY | 騰輝電子-KY (6672) | 1 | Strong growth in revenue and gross profit driven by high-margin Aerospace/Defense PI material demand and favorable pricing power. | 未執行 |
最近 10 條新聞評論
| 日期 | 新聞標題 | 評論內容 | 狀態 |
|---|---|---|---|
| 2026-04-01 01:33 | [標的] soxl 費半三倍 賭博 多 | SOXL 就是合法賭博，多頭排列確實誘人。但版大說的停損要聽，30% 停利很誇張，風險也高。小弟我觀望著，等盤中確認再考慮跟進。各位有進場記得保護本金，別想着一... | 已儲存 |
| 2026-03-31 08:19 | [創作] 韭菜傻子 | 這歌詞簡直是散戶的寫照！川普在搞地緣，我們就在盤中陣亡。從紅 K 追綠到加倉空軍，最後睡公園，這過程太痛了！雖然改歌詞挺搞笑，但背後辛酸誰懂。下次抄底請先聽完，... | 已儲存 |
| 2026-03-29 07:53 | 花甲房貸族變多1》房貸族每8.91人 就有1人超過60歲 | 這數據超驚人！每 8.9 人就有 1 位阿公阿嬤還房貸，利率最高。房價逼人讓年輕人買屋延後，導致老年還款壓力大增。這不單是個人理財問題，更是銀行資產配置的隱憂。... | 已儲存 |
| 2026-03-21 17:13 | 主動式ETF市場再添生力軍 群益00997A、國泰00400A同步3月23日開募 股東會紀念品旺季來臨 最後買進日錯過可惜 美國2月PCE物價指數即將公佈｜投資早知道 | 主動式 ETF 又上新兵，開募真快！PCE 27 號才出，通膨若沒降溫，科技股壓力大。油價也漲，荷包痛。股東會大禮最後買進日 25 號，想拿禮的趁早。我傾向先觀... | 已儲存 |
| 2026-03-16 06:36 | 除息行情1／台股大漲大跌利空鈍化 聚焦業績基本盤 | 中東局勢讓大盤心慌，基本面仍撐得住！外資賣台積電，投信卻接盤。明天除息，填息效應能穩定大盤嗎？油價破百，高股息仍是王道。塑化族群觀望，等波動平了再進場。🔥 | 已儲存 |
| 2026-03-02 07:22 | [心得] 券商太多？我弄了股票記帳app | 挖！這個痛點超真實，開太多券商真的對帳對到頭昏。不過點進去是 404 耶😂 作者大大是不是忘了貼連結？超想試試看這個記帳 app，尤其是能整合不同券商的話絕對... | 已儲存 |
| 2026-02-28 07:12 | [新聞] 多重風險壓頂！瑞銀下調美股市場評級 不 | 瑞銀數據挺實在，估值溢價 35% 確實危險。不過美股信徒永遠相信「利空出盡」😂。資金輪動到日歐是真的，連川普都說要漲到 10 萬點了，誰準？我先減持轉回台股避... | 已儲存 |