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    May 12

    调仓买入钢铁

    飘氏夸克动能 基金净值1.8
    仓位70%
    600019宝钢股份
    600150中国船舶
    600649城控控股
    不经意中买入的全是上海本地股。
    1个月来一直在买入600019宝钢股份,今天终于向上确立突破方向。钢铁算是目前仅有的值得买的板块了,其他板块的个股还得精挑细选。上周五出完了600587新华医疗。600150中国船舶接着做波段。推荐一本 股票作手回忆录,一百年前的作品,没想到投机市场一直没有变化,应了作者那句话,华尔街没有新事物。

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