每天五分钟，基金定投聊通透
威尼斯摆渡人基金定投实战经验总结，市场热点解读，个人投资观点的表达。
希望尊重原创。
| Publishes | Daily | Episodes | 1625 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
美国民主党上台将严控财政支出，这有利于美债收益率下行，从而提振全球风险资产的估值。但资金流向是关键，过去一年海外资金主要增持美股而非美债，这解释了美股为何能独树一帜。未来，美债收益率若继续走低，将利好全球股市。然而，民主党倡导全民医保和清洁能源，将利好医疗与新能源板块，同时会压制过去两年依赖补贴的AI硬件链条。投资者需将AI产业链拆分为美国链和国产替代链，区别对待，警惕硬件板块的潜在风险。00:02:01:全球股市牛气冲天，美国AI产业链背后的逻辑揭秘！00:04:04:A股市场持续震荡，投资者... more
股市跌跌不休，到底怎么了？本期节目将拆解市场下跌的核心逻辑。从估值公式入手，分析本轮下跌的根源并非企业盈利，而是市场流动性枯竭导致的踩踏。当机构资金被迫止损，散户不敢进场时，唯有央行的“平准基金”表态和“互换便利”工具，才能为市场注入信心。同时，美国大选结果落地，全球风险偏好迎来修复。我们将探讨政策底与市场底的距离，以及这波反弹能否持续。00:02:00:A股市场流动性问题引发的持续下跌态势需引起警惕00:04:01:市场暴跌后的反击：央行行动稳定市场信心00:06:03:特朗普中期选举失利对股... more
本期播客，奥总分享了他十六年公募基金从业和二十年金融市场的实战心得。他明确表示，自己的定投从不轻易停扣，但会根据市场估值和手续费理性调整，比如停掉高费率的深证100，转向更便宜的创业板。他详细公开了自己的补仓纪律：单日大跌超4%补十倍，累计下跌超10%补二十倍。同时，他反复强调，普通投资者应首选宽基，远离自己不懂的行业ETF。投资是认知的变现，入场前先想好亏损风险，建立属于自己的纪律，才能在这个市场里活得更久。
00:02:01:投资纪律与止盈策略：获取长期收益的关键
00:04:04:投资认知... more
市场连续大跌，万得全A的股债风险溢价重回机会区，性价比已经跌出来了。但反弹能否持续，关键要看政策能否真正落地，扭转大家的悲观预期。国家队资金已通过宽基ETF净流入超千亿，这往往是在市场最绝望时出手。普通投资者与其抱怨被割韭菜，不如认清现实，跟着国家队的方向走。他买你就买，他卖你就卖，大概率不会错。毕竟，社保和养老的钱不能亏，他们的操作有纪律，是市场的最后买家。买在无人问津处，才是投资的真谛。
00:02:02:国家队资金的进出对市场的影响：普通散户该如何应对？
00:04:03:国家队投资策略分... more
Reviews
- 奥总能让我这个小白都听得懂
很久之前开始听这个专辑，我真的蠢蠢的小白，谢谢奥总一直苦口婆心的带我，这个专辑质量真的很高
Apple Podcasts5nemoooooowwChina4 years ago - 感谢努力，继续加油！
真实又实在的评论与分析，收获良多，请继续加油！
Apple Podcasts585年的开始China4 years ago - 追着老师跑
从喜马拉雅追到微博B站再到博客 终于没有广告了 感谢老师坚持分享
Apple Podcasts5run_sevenChina4 years ago - 通俗易懂！
第一次写评论，说的太好了！
Apple Podcasts5NarutoKlChina4 years ago - 声音太有磁性啊
原来不听郭德纲睡不着觉，现在每天不听听老师的声音睡不着觉啊😄
Apple Podcasts5fhquoChina6 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #9 | China/Business/Investing |
Apple Podcasts | #35 | China/Business |
Apple Podcasts | #174 |  South Korea/Business/Investing |
Apple Podcasts | #243 |  Hong Kong/Business/Investing |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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