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随喜叹赞
随喜叹赞
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2021-07-01
老师分析得很透 谢谢老师!!
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2021-06-27
风吹幡动 非风动 非幡动 实乃心动 好 说得好!!
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2021-06-20
小白一个 但一直在学习中 每天都有小进步 赞同老师观点
评论:征战A股三大核心“黄金法则”
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 征战A股三大核心“黄金法则”。 股市每天千变万化,只有那些把握住市场“底层逻辑”的投资者,才能在这个市场活下来,最终成为大赢家。 A股市场上的各种概念五花八门、目不暇接,但无论如何“霓虹闪烁”,万变不离其宗,把握这三个不变的核心“黄金法则”,有助于我们在市场处变不惊,抓住本质,增加在股市的胜率。
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class=\"title\">\n评论:征战A股三大核心“黄金法则”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 01:10 北京时间 <a href=https://finance.sina.com.cn/roll/2021-06-12/doc-ikqciyzi9160576.shtml><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 原标题:征战A股三大核心“黄金法则”\n\n 付建利\n 优秀的人善于建立自己的思维框架,顶级优秀的人善于抓住事物的底层逻辑。这句话,在股市里尤为有用。\n 股市每天千变万化,只有那些把握住市场“底层逻辑”的投资者,才能在这个市场活下来,最终成为大赢家。反之,折腾来折腾去,心力俱疲,确实一无所获,这样的案例举不胜举。毕竟,...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-06-12/doc-ikqciyzi9160576.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{},"source_url":"https://finance.sina.com.cn/roll/2021-06-12/doc-ikqciyzi9160576.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2142788202","content_text":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 原标题:征战A股三大核心“黄金法则”\n\n 付建利\n 优秀的人善于建立自己的思维框架,顶级优秀的人善于抓住事物的底层逻辑。这句话,在股市里尤为有用。\n 股市每天千变万化,只有那些把握住市场“底层逻辑”的投资者,才能在这个市场活下来,最终成为大赢家。反之,折腾来折腾去,心力俱疲,确实一无所获,这样的案例举不胜举。毕竟,人性这个东西是很难进化的,要克服人性中固有的弱点,很多时候比登天还难。所以,在A股市场,关于人性的悲剧,比如恐惧与贪婪导致的投资失败,就一再上演。\n A股市场上的各种概念五花八门、目不暇接,但无论如何“霓虹闪烁”,万变不离其宗,把握这三个不变的核心“黄金法则”,有助于我们在市场处变不惊,抓住本质,增加在股市的胜率。\n 保持清醒\n 第一,无论多热的概念,都要保持一份清醒:树不能长到天上去。我们往往失败在于,一个故事讲得次数多了就变成信仰。不仅讲故事的人信,要命的是,听故事的人也信了。\n 讲故事在A股市场长盛不衰,最大的诱惑就是可以赚快钱。即便是基本面好的股票,一旦碰上所谓的“风口”,短期内股价也会飙涨,从而提前透支未来的业绩增长。很多时候,散户极容易在高位接盘,如果是纯粹炒作概念的,会带来巨额亏损,甚至因为退市导致投资者血本无归。\n 万物皆周期!股票的估值也一样。再好的股票,涨多了就会跌;再差的股票,只要不退市,跌多了也会反弹。问题是,作为投资者,我们应该以股票的基本面为准绳,以估值为锚定,乐观的时候不能盲目,悲观的时候也不能失去自我。\n 比如,去年上半年火热的科技股,国产替代和自主创新不仅代表了科技企业未来的发展趋势,还反映了中国人的情怀,但科技行业好,并不意味着科技类上市公司一个劲地涨,再好的企业基本面,再好的概念,在股价一路上涨中,我们一定要堤防估值的泡沫。\n 寻找质地优良的股票\n 第二,涨涨跌跌间,有些股票不断创出新高,有些股票跌下去就回不来了。把时间拉长来看,我们要找的是那些在时间的长河中能够不断创出新高的股票,而不是让我们有可能万劫不复的股票。\n 如今的A股市场,机构化特征越来越明显,大部分机构投资者都是秉持价值投资思路的,这也意味着A股市场的结构化特征会越来越明显。质地优良的股票会随着企业业绩的增长,股价一路上涨,机构也会形成所谓抱团效应。但基本面差的股票,则会受到主流机构投资者的冷落,甚至沦为港股市场的所谓“仙股”。\n 在投资这个世界,可怕的不是买在相对高位,也不是亏损。任何买入的行为,我们都要做好买后就暂时亏损的心理准备,但基本面优秀的股票,会让我们很快摆脱亏损。随着时间的流逝,这些股票的股价会不断创新新高,比如贵州茅台、海康威视,只要我们有足够的耐心,就会在二级市场不断享受企业成长的收益。\n 但基本面不好的股票,如果我们买在相对高位,也许这辈子都解不了套,因为在机构化的市场,差的股票会乏人问津,无人来帮我们解套,甚至会退市。比如曾经风光无两的乐视网、康美药业、康得新,让多少投资者都血本无归、一腔悔恨。\n 选择好的投资赛道\n 第三,在股票市场,你再努力,选择的赛道差了,结果也不会好到哪里去。\n 先选择好的投资赛道,比如消费、医药和科技,这是未来中国经济发展的“金三角”。选择这三大赛道,至少保证我们投资的大方向没错。这里面有无数的细分领域,只要我们专注地去做好研究和跟踪,无数的财富机会等着我们。巴菲特再牛,如果不是生在美国而是南非,也根本不可能取得如此伟大的投资成就;如果巴菲特的黄金投资时期不是美国经济迅猛增长的黄金期,也不可能通过投资富可敌国。\n 在A股市场,大量投资者通过投资白酒这个黄金赛道实现了财务自由,而如果他选择了钢铁行业,就不可能有白酒股这么高的收益率。显然,过去十年,投资医药股的投资者,收益率肯定大大高于煤炭,这就是大方向和赛道的至关重要性。当然,选择好的赛道之后,还需要我们有超强的耐心。\n 专业和耐心,永远是股市致胜的法宝。\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:凌辰 SF179","news_type":1},"isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}