作者查詢 / vanjoey
作者 vanjoey 在 PTT 全部看板的留言(推文), 共4646則
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29F→: 台積本益比怎麼算到31.3的？哪有那麼高02/14 19:13
32F推: 剛檢查一下，31.3倍是用已公布的過去4季eps加總，這02/14 23:38
33F→: 很明顯法人不會用這方式算，24Q4跟25Q4獲利差太多了02/14 23:38
34F→: 但PE一定高於28，有下跌空間沒錯02/14 23:42
26F→: 不是能不能，是值不值得，正二經過大漲大跌就保證02/08 15:13
27F→: 輸原型，那只是算術問題02/08 15:13
27F推: 2028太久遠了，最少今年底再判斷跟動作，年初年底利率跟01/30 14:37
28F→: 條件可能會變01/30 14:37
29F推: 房貸的相關準備一年前開始也算足夠了，另外我也不認爲信01/30 14:39
30F→: 用管制可以持續到28年Q101/30 14:39
31F推: 另外1100萬的房貸，你跟先生誰條件好還不一定，今年也會01/30 14:41
32F→: 公布新的房貸政策，也可能是名下無房會更好01/30 14:41
8F→: 誒不是，你這個就股票抄底，上漲初期買房，股市再01/25 13:37
9F→: 抄底，人家股市漲了三年才搞這麼點錢，這差太多了01/25 13:37
10F→: 不能比啊01/25 13:37
14F→: 6都透天都不一定能貸8成了01/05 14:50
74F推: 資產幾乎都在股市的人一定要降槓桿01/02 10:55
43F推: wow12/31 16:44
41F推: 230不輸229，因為旁邊空間自由12/30 14:57
163F噓: 這不是新手不新手的問題，而是你建議一個自欺欺人的方式12/27 19:41
164F→: ，講理財一定是看「總和」再討論細項，你想叫人只看某部12/27 19:41
165F→: 份資金作為安慰，鴕鳥心態才是被噓主因12/27 19:41
166F噓: 要用錢的時候賣股，就是在那個當下，錢給你的價值高於股12/27 19:45
167F→: 票，這時候講股價又是另一種邏輯錯置，正確邏輯就是投資12/27 19:45
168F→: 在於價值判斷，需要錢而賣股還去管股價就只是在理財世界12/27 19:45
169F→: 裡迷航而已，理財只是為了讓生活更好，那資產真正貢獻價12/27 19:45
170F→: 值的關鍵時刻去在意賣高？？？12/27 19:45
23F推: 這種認知居然有自信下跌時能守住資產，快樂寶貝唷12/27 00:34