
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 | 1602 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

今天A股太有意思了,指数小跌,但超过4000只股票上涨,上演了一出“一鲸落万物生”。但另一边,科创50却暴跌超5%,半导体产业链集体扑街。这背后是海外科技股暴跌引发的恐慌情绪,像多米诺骨牌一样从美股、韩股一路传到A股。科技股到底跌到位了吗?券商观点吵翻了,有的说机会大于风险,V型反弹随时来;也有的说要等业绩说话。我劝大家别急着做决定,想想自己的风险承受能力。仓位太重趁反弹减一点,让心态平和,你才能拿得更久,真正赚到长期的钱。00:02:04:美国费城半导体指数映射全球科技股调整,A股半导体跟随调... more
科技板块回调超20%,估值仍处高位?基金越涨越买,抱团再现!现在是抄底时机还是风险陷阱?别被情绪带跑,先看拥挤度和估值再说。02:02 半导体板块估值高位,调整是否结束?值得关注的变化过程04:09 电子和通信领域的基金持有科技越多,业绩越好,吸引资金循环加强06:12 全球AI科技股的下跌:拥挤度、估值和叙事的挑战08:13 投资有风险,需谨慎决策:市场波动不可忽视
市场全线回调,科技领跌,医药白酒反而承接了流出资金。反复提醒的止盈纪律,你跟上了吗?看到科技大跌,止盈的人感到欣喜,因为布局机会又来了。但更扎心的是,很多人满仓被套,亏了20%后不知何去何从。这恰恰说明,再好的东西也得讲买点,补仓的前提是足够便宜,估值高位进场那不叫补仓,叫追高。面对这轮调整,你是觉得科技赛道的逻辑坏了,还是短期拥挤度太高?想清楚这个问题,才能决定下一步该怎么走。
周一A股大跌,北证50跌超6.78%,超4700只个股飘绿。外部冲击是主因,韩国综合指数暴跌近9%,SK海力士等芯片龙头遭重挫,引发市场对AI芯片周期见顶的恐慌。韩国央行紧急驳斥,称芯片仍供不应求。国内券商认为,本质是前期涨幅过大,赛道太拥挤,如今碰上中报窗口期,市场在进行筹码出清和业绩再定价。这轮大跌究竟是逻辑变了,还是纯粹的情绪宣泄?急跌时更要问问自己:当初看好的方向,基本面变了吗?只投自己真看懂、真信过的东西,才可能扛过波动。
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
真实又实在的评论与分析,收获良多,请继续加油!
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
第一次写评论,说的太好了!
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😄
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Apple Podcasts | #247 |
Listeners, social reach, demographics and more for this podcast.
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