个人理念:创新、超越、品牌、责任
创 新:不断创新,做行业较好、较优的产品,服务于社会
超 越:超越梦想,超越自己,向更远更好的目标不断努力
品 牌:重视品牌、实施品牌战略,做行业佼佼者
责 任:为社会、为顾客、为用户提供较优服务
客户**:尊重客户,尊重他人,微笑服务
团队合作:共享共担,平凡人做非凡事,共享成功快乐,共担困难责任
拥抱变化:迎接变化,勇于创新,理性对待,充分沟通,诚意配合
诚 信:诚实正直,言出必践,诚实正直,言行一致
激 情:乐观向上,永不言弃,不断自我激励,努力提升业绩
敬 业:专业执着,精益求精,持续学习,不断完善换手率的五种实战技巧Five practical skills for turnover rate
2021-08-29
炒股为什么一定要看换手率,因为主力不管是吸筹还是出货,都能够通过换手率表现出来。今天就给大家分享换手率的五种实战用法,每一条都是干货。第一,换手率在百分之三到百分之五之间,说明主力正在吸筹,如果股价正在低位,就要。
特别关注第二,换手率大于百分之八,但小于百分之十五,代表主力资金正在大笔流入股价这时候往往水涨船高。第三,换手率大于百分之二十五,代表主力正在出货,如果恰逢股价在高位同时收出了大阴线,那就是舰艇信号。第四,患者。
超过百分之七十说明主力正在疯狂出逃,未来大跌是大概率事件,最好直接卖出,不要有侥幸心理。第五,非常重要,新股刚开板,换手率大于百分之五十,然后维持在百分之二十左右。说。
说明后市还能继续上涨。进入这五点,帮你通过换手率判断股票的强弱,做出买卖抉择。关注我,教你更多看。
Why do stocks need to look at the turnover rate, because the main force can be expressed through the turnover rate, whether it is acquisition or shipment. Today, I will share with you five practical uses of turnover rate, each of which is dry. First, the turnover rate is between 3% and 5%, indicating that the main force is attracting money. If the stock price is at a low level, it will be necessary.
Pay special attention to the second. The turnover rate is greater than 8% but less than 15%, which means that the main capital is flowing into the stock price. Third, the turnover rate is greater than 25%, which means that the main force is shipping. If the stock price is at a high level and the big Yin line is closed at the same time, it is a ship signal. Fourth, the patient.
More than 70% indicates that the main force is fleeing madly, and a big drop in the future is a high probability event. It is best to sell directly, and do not have a fluke. Fifth, it is very important. The new stocks have just launched, and the turnover rate is greater than 50%, and then maintained at about 20%. Say.
It shows that the market outlook can continue to rise. Entering these five points will help you judge the strength of the stock based on the turnover rate and make buying and selling decisions. Follow me and teach you more to see.
一分钟了解股价创新高的底层逻辑Understand the underlying logic of the stock price record high in one minute
2021-08-28
我奉行的是主线思维,你会发现现在啊这个股市大概是四千多只股票,它不可能会出现四千多只股票全部涨停,或者说全部在某一个月以内哈,全部都上涨,它一定是分化的。
那么主力该怎么去挣钱呢?很简单,他一定在某一个时间段,他会把主力资金哈就集中在某一个板块上面去做主声浪。那么这个时候你只需要去把握好几个度就行了。你去观察哪一个板块。
看到最活跃啊,资金流量最大,为什么呢?这叫做资金流动性溢价,有流动性,你有交易股价才会上涨。那么第二个就是情绪议价什么情况呢?就是说。
等到这些股价创新高了之后呢,哎市场关注度开始提高了,又有很多资金的参与这个游戏进来。哎,这个时候呢股价上涨,资金进来资金进来股价继续上涨,这就是刚好就是索罗斯的。
反身性的一个原则啊,所以呢为什么你看很多股票创新高之后还会继续创新高呢?就是根据流动性溢价叠加情绪溢价所导致的。所以呢。
掌握好这两个规律的话呢,我相信的话呢你会找到这一种不断创出。
I follow the main line thinking. You will find that the stock market now has more than 4,000 stocks. It is impossible for it to have all the daily limit of more than 4,000 stocks, or all within a certain month, all of them are rising. It must be differentiated.
So how should the main force make money? Very simple, he must be in a certain period of time, he will concentrate the main funds on a certain sector to be the main voice. Then you only need to grasp several degrees at this time. Which section do you go to observe.
I see the most active, the largest flow of funds, why? This is called a liquidity premium. With liquidity, the stock price will rise only if you have trading. So the second one is what about emotional bargaining? that is.
After these stock prices hit new highs, the market's attention began to increase, and a lot of funds were participating in this game. Hey, at this time, the stock price rose, and the capital came in. The stock price continued to rise. This is exactly Soros's.
A principle of reflexivity, so why do you see that many stocks continue to set new highs after they have set new highs? It is caused by the liquidity premium superimposed on the sentiment premium. so what.
If you master these two laws, if I believe you will find this kind of constant creation.
投资交易纪律(请珍藏)Investment transaction discipline (please treasure)
2021-08-27
我们就来讲一下交易纪律啊,值得你收藏。做单之前啊看一遍肯定会对你有很大的帮助。交易纪律它是控制风险的宏观规定啊是为了规避人的这个心理弱点和心态变化的规则。
帮助控制心态变化后的交易频率啊等内容,它是交易系统的非常重要的组成部分。我大概总结九点啊,希望大家认真观看。记在心里以后呢,肯定会对你有所帮助。
第一,如果连续出现三次亏损,那么应该强制自己休息一下,不要盲目的交易啊,分析一下自己发生亏损的原因,调整好心态,再寻找好的机会入场。第二,连续交易获利超过百分之二十,那么强制自己休息一下。
第三,每天交易不要过于的频繁。第四,止损以后不要在三个小时之内进行逆向开单市场。寂静的时候我们不进场。第六,做多的时候啊,只做强势的品种,不做弱势的品种,做空的时候只做弱势的品种,不做强势的品种。
第七,交易至少要包含入场价、止损价、目标价,还有操作控制四个基本要素。第八,当市场波动幅度较小的时候啊,震荡区间不要交易。
第九,清仓不重仓交易纪律啊,它是整个交易环境当中非常重要的。当你搞清楚了,相信你也不会随意的开。
Let's talk about trading discipline, which is worthy of your collection. Reading it before making the order will definitely help you a lot. Trading discipline is a macro regulation to control risk, which is a rule to avoid people's psychological weakness and mentality changes.
It is a very important part of the trading system to help control the frequency of transactions after the mentality changes. I probably summarized nine points, I hope you will watch it carefully. After you keep it in your heart, it will definitely help you.
First, if you lose three times in a row, you should force yourself to take a break, don't blindly trade, analyze the reasons for your losses, adjust your mentality, and then look for good opportunities to enter the market. Second, if the profit of continuous trading exceeds 20%, then force yourself to take a break.
Third, don't trade too frequently every day. Fourth, do not open the reverse market within three hours after the stop loss. We don't enter the arena in silence. Sixth, when going long, only make strong varieties, not weak ones, and when short, only make weak ones, not strong ones.
Seventh, the transaction must include at least four basic elements: entry price, stop loss price, target price, and operational control. Eighth, when the market volatility is small, do not trade in the volatile range.
Ninth, the discipline of liquidation and not heavy trading is very important in the entire trading environment. When you figure it out, I believe you will not open it at will.
热点题材股涨停板三个卖出方法Three ways to sell hot topic stocks daily limit
2021-08-26
新手做热点的最纠结的就是手中的漂亮。前一天涨停了,第二天高开或者低开三四个点,到底卖还是不卖呢?今天啊就跟小伙伴们分享一下。
高手到底如何在九点半之前决定卖和不卖的,他们往往啊会观察三个信号,尤其是第三个呢最简单直观不懂的朋友呢一定要收藏之后多看几遍。
第一要看市场的情绪。在九点二十四分左右呢,如果市场出现一字板的个股的在十家以上,甚至有几个还是属于同一个热点板块,说明市场整个的情绪是不错的。
而手中的票呢,又恰恰是昨天的热点票,那就再观察一段时间吧,十点再去处理。相反的情况呢可以选择在九点二十五分之前呢卖出。第二要看竞价图当中的成交匹配。
如果定价图当中未成交的部分呢是以红柱为主,那说明呢很多人想买,但是还没有成交。那开盘之后呢,向上冲的概率就比较大。这个时候呢就先别卖。
相反啊,如果以立柱为主的,那开盘之后向下冲的概率就比较大,可以在九点二十五分之前呢卖出。第三看量比如果你手中的票的量比呢在三倍以上高开未来向上的概率呢就比较大。这个时候呢就。
别卖。相反的,如果量比在三以下去低开,那么向下的概率会比较大,可以选择在九点二十五分之前的卖出。注意的一点是呢,为了能够保证及时的成交,一般啊挂单呢要比竞价的价位呢啲一到两个点。
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The most tangled thing for novices doing hotspots is the beauty in their hands. The daily limit was set the day before, and the next day it opened higher or lower by three or four points. Should you sell or not? Today, I will share it with my friends.
How do masters decide to sell or not to sell before 9:30, they often observe three signals, especially the third one, the simplest and most intuitive friends who don’t understand, must read it a few times after collecting it.
The first depends on market sentiment. At around 9:24, if there are more than ten single stocks in the market, and a few even belong to the same hot sector, it shows that the overall sentiment of the market is good.
And the ticket in hand is exactly the hot ticket yesterday, so let's observe it for a while and deal with it at ten o'clock. In the opposite case, you can choose to sell before 9:25. Secondly, it depends on the matching of transactions in the bidding chart.
If the untraded part in the pricing chart is dominated by red bars, it means that many people want to buy but have not yet completed the transaction. After the market opens, the probability of an upward rush is relatively high. Don't sell it at this time.
On the contrary, if the column is mainly used, the probability of rushing down after the opening is relatively high, and it can be sold before 9.25. The third look at the volume ratio. If the volume ratio of the votes in your hand is more than three times higher, the probability of opening the future upwards is relatively large. Just this time.
Don't sell it. Conversely, if the volume ratio is below three to open, then the probability of going down will be greater, and you can choose to sell before 9.25. One thing to note is that, in order to ensure a timely transaction, the pending order is generally one to two points higher than the bid price.
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第一操盘手坐庄手法The first trader sits on the bank
2021-08-25
中国第一操盘手缠中说禅他是如何做庄的。今天我给大家讲个小例子,这是禅师自己在博客中曾记录的一个案例。
我们来体会一下常州市人在整个坐庄的过程中,对于啊市场交易者心理的一个把握。那我觉得已经到了极端。那么在开始之前的话。
其实面临四大难题还没有开始。
老鼠仓已经进来了。那么第二点是要买到足的筹码,价格又不能太高。第三点要把这些老鼠仓全部洗出去。那第四点呢。
时间不能太长。
这四点放在一起,就好像不可能三角一样,是很难完成的。但是有些时候你发现什么是人才啊,不可能完成的事情,你做到了,你才是人才。
他是怎么做的呢?首先顶着巨大的压力位接了所有陀螺盘,一般啊顶着巨大的压力位,没有人愿意在这个位置接盘,在这种位置接的重码的成本。
价格相对是近期所有交易中最高的。第二点呢,顶着巨大压力位反复做假突破,每次突破回落突破回落。
这样的话,所有技术派都会把手中的筹码交出来。那么另外的话,其实这在这个过程中啊也是非常关键。再培养一下整个市场参与。
的一个惯性思维,就是每一次突破之后的话,所有人都以为后面可能会回落,没有人愿意做空中接力这样的一个思维习惯养成是非常关键的,为后面的操作埋下了伏笔。
第三点啊是经过一段时间的假突破。
然后有一天继续把账户所有钱都买光。当时实际上有一种透支是什么呢?当天买必须当天卖。
所以呢他就借了这样的透支,当天继续往上去买,顺势股价向上突破。突破之后的话,大家之前养成的假突破的惯性,那么。
我没有资金愿意在这个位置去接力。所以这是这也是之前为什么有反复假突破的原因就是在为这一块做铺垫。然后呢没有资金接力,股价自然。
都是冲高回落,当天买的成本也是最高的。
由于下午要收盘了,那么必须要平仓,因为当天都是最高价买冲高回落之后的话,其实自己是被套的,当然不愿意拼仓了,然后就跟营业部去讨价还价,说可不可以不平。
最终结果不行,最后呢忍痛平仓,股价就直接垂柳这下三千尺也跌成了前期平台。
说完之后,市场消息开始蔓延了什么,某些人被仇家追杀呀。某说完之后,市场消息开始蔓延了,什么,某些人被。
仇家追杀呀,某些要跳楼了,资金爆仓了,谣言四起,所有的人都都开始恐慌。第二天呢所有人也都跟着跑,国家继续跌停,第三天同样的故事继续上演。
第四天股价大幅低开,前面所有跑的人都很庆幸,对吧?我终于卖掉了。后面股价又跌了。
那么在股价继续往跌停板冲的时候,此时有海量的买盘直接涌起,接了所有的筹码,股价不跌了。
想卖的人可以继续卖,但是股价不跌了。
那么第四天股价开盘直接一根大阳线拉起,吃了所有的抛盘,那么骨架一根大阳线拉起。那么这种时候想买的人已经没有机会去买了,时间很快。
那么同样道理,想卖的人呢,可以继续卖所有的这种卖盘全部被资金接到。
第五天股价继续高开,一根大阳线,直接顶在前期平台的压力位,顶到压力位之后啊,所有的买盘就像从来没有出现过一样,全部消失了。
市场呢又回归一个平静的状态,那么市场一旦陷入宁静,很多人开始担心这个微型反转,可能到此结束了。上面的炮弹太重,经过一段时间的平静。
恐慌情绪开始蔓延,抛盘再次涌现,股价开始回落。
但是在这种时候你发现啊无论卖盘有多少,股价再也跌不下去了,一直围在一个狭小的瓶颈进行横盘震荡。想卖的都能卖掉。
想回补差价的空间太小,没有差价可回补。
突然在一个不经意的一天,直接一根阳线向上突破了平台,整个平台。
压力位已经横盘了很久,突破的时候不到十五分钟。所以这个案例我觉得是非常经典的,非常值得我们来去回味。比如说当时你是这支股票的一个参与者。
此时你的心理变化又是什么样子呢?那么在整个心理变化过程中,禅师怎么去利用大众的心理,以达到他上以上四点的目的。
你想你要知道想把老鼠仓洗出去,这是非常难的,没有点手段是做不到的,有收获,记得点赞评。
China's first trader Zanzhong talked about how he did Zhuang Zhuang. Today I will give you a small example. This is a case recorded by the Zen Master himself in his blog.
Let's experience how Changzhou people have a grasp of the psychology of market traders during the entire process of sitting in the dealership. Then I think it has reached the extreme. Then before we start.
In fact, facing the four major problems has not yet begun.
The mouse barn has entered. Then the second point is to buy enough chips, and the price cannot be too high. The third point is to wash out all these rat houses. What about the fourth point.
The time cannot be too long.
Putting these four points together, it is like an impossible triangle, which is difficult to complete. But sometimes you discover what a talent is, what is impossible to accomplish, you are the talent if you do it.
How did he do it? First, I connected all the gyroscope discs under the huge pressure position. Generally, under the huge pressure position, no one wants to receive the discs in this position. The cost of receiving the heavy code in this position.
The price is relatively the highest among all recent transactions. The second point is to repeatedly make false breakthroughs under great pressure, and each time the breakthrough falls, the breakthrough falls back.
In this case, all technical parties will hand over their chips. In other words, in fact, this is also very critical in this process. Then cultivate the entire market to participate.
One of the inertial thinking that is after each breakthrough, everyone thinks that it may fall back later, and no one is willing to do the aerial relay such a thinking habit formation is very critical, laying the groundwork for the subsequent operations.
The third point is a false breakthrough after a period of time.
Then one day continue to buy up all the money in the account. What was actually an overdraft at the time? Buying on the same day must sell on the same day.
So he borrowed such an overdraft and continued to buy on the same day, and the stock price broke through. After the breakthrough, the inertia of false breakthroughs that everyone has developed before, then.
I don't have the funds to be willing to relay in this position. So this is the reason why there have been repeated false breakthroughs before, which is paving the way for this one. Then there is no capital relay, and the stock price is natural.
All of them rushed higher and lowered, and the cost of buying on the same day was also the highest.
Since the market is about to close in the afternoon, the position must be closed, because if the highest price was bought on the same day, after the high price fell, in fact, I was covered by the quilt, and of course I didn’t want to put the position together. .
The final result was not good. In the end, the position was reluctantly closed, and the stock price fell directly to the early stage platform.
After that, the market news began to spread. Some people were chased by enemies. After a certain person finished speaking, the market news began to spread, what, some people were caught.
The enemies are chasing after them, some are about to jump off the building, the funds are bursting, rumors are everywhere, and everyone is panicking. On the second day, everyone followed suit. The country continued to lower its limit. The same story continued on the third day.
On the fourth day, the stock price opened sharply lower. All those who ran in front were very thankful, right? I finally sold it. The stock price fell again later.
Then when the stock price continues to rush towards the limit, a massive amount of buying orders surges directly at this time, and all the chips are taken, and the stock price does not fall.
Those who want to sell can continue to sell, but the stock price does not fall.
Then on the fourth day, the stock price opened directly with a big sun line, and after all the selling, then the skeleton was pulled up with a big sun line. Then people who want to buy at this time have no chance to buy it, and the time is very fast.
So the same thing is true, people who want to sell can continue to sell all such selling orders and all the funds are received.
On the fifth day, the stock price continued to open higher. A big Yang line directly hit the pressure level of the previous platform. After hitting the pressure level, all the buying orders disappeared as if they had never appeared before.
The market has returned to a calm state. Once the market has fallen into silence, many people begin to worry that this micro-reversal may be over. The shells above were too heavy, after a period of calm.
Panic began to spread, selling resurfaced, and stock prices began to fall.
But at this time, you find that no matter how much the selling order is, the stock price can no longer fall, and it has been around a narrow bottleneck for sideways fluctuations. You can sell anything you want.
There is too little room to cover the price difference, and there is no price difference to cover.
Suddenly, on an inadvertent day, a direct Yang line broke through the platform, the entire platform.
The pressure level has been sideways for a long time, less than fifteen minutes when it broke. So I think this case is very classic, and it is worth our time to come and go. For example, at the time you were a participant in this stock.
What is your psychological change at this time? So in the whole process of psychological change, how does the Zen master use the public's psychology to achieve his goal of the above four points?
You think you need to know that you want to wash out the mouse barn. This is very difficult. It is impossible to do without any means. It is rewarding. Remember to like and comment.
2021-08-24
顶层思维究竟是什么?有个粉丝朋友啊不断私信我这个问题。他说最近总听到我提顶层思维,但每次呢又不讲透,很着急。哎呀,有些东西啊只。
能点到极致。这样我们今天简单讲讲好不好?如果用一句话来讲明白顶层思维,我认为就两个关键词,一个是底线思维。
一个是路线思维,底线思维就是中美休息里的陷阱。这个已经非常非常明确了。我们不可能有任何侥幸心理,而且只有一条路。
就是越过这种打伞,没有其他道路可选。所以底线思维的本质就是要做好最坏的准备,而且也必须要做好这个准备。那么什么叫最坏的准备啊?
两个大力士,哪一天真的大家将来像很早的时候我们能活下来,而且还能让对方也不好过。那哪些地方他会下狠手呢?比如能源。
比如芯片,比如农业,那为什么一定要搞新能源?为什么半导体必须要搞好?为什么粮食安全那么重要?一就在这里,在决战到来的时候。
高手之间是不能有命门留给对方的,否则趴下的就是自己。所以我们这几年天天在讲的卡脖子技术,就是要把自己的照门在决战之前啊。
赶紧补补。好,明白了底线思维的危机意识,我们就会明白,对于顶层来说,g d p 都不是什么重要的东西,这些都是和平年代的粉丝制度。如果连g d p 都不是第一性。
那么那些不帮忙还添乱的行业又算个啥呢?该拿捏一定可怜。在真正的大战之前,看上去重要的很不重要。看上去不重要的。
可以很重要,这就是底线思维对投资人和创业者要紧紧的地方。路线思维就是东方大国的理念。世界东方文化的骨子里,不管是哪种主义。
啊,天下大众的性命是不会丢失的。大家想一想是不是这样的,也不用去区分什么个人还是集体,效率,还是公平。家国一体的本质不会变。
你问每一个中国人,你说家重不重要?当然重要,国呢一样重要。所以当我们过去四十年还吃不饱穿不暖的时候,效率比公平重要。当大家现在小康了。
那么既要效率,也要经过公平。这时候追求共同富裕,就是我们当下最大的目标。等哪一天共同富裕也实现了天下大同了。
那么公平又比效率重要了,这就是一个周而复始,不断轮回的过程。啊,于是在这个效率和公平兼顾的阶段,如果你一味的追求效率,不考虑公平。
那么迟早会有反思,过去几年从互联网金融开始的教育,再到演艺圈,住房问题繁荣大问题。哪一个不是冲着公平去呢?如果这时候有人还只管市场经济的效率和自由。
你这不是跟我们的理念世界背道而驰吗?那你的宗旨是什么?不注定了吗?顶层思维需要顶层意志,意志越坚定越长期,那么动作一定越直接。
越干脆看看每一次的自上而下有过一点拖泥带水嘛。所以未来我们的财富逻辑跟过去只追求效率的时代会发生明显的不同。
那么未来我们赚钱的逻辑会是什么样?该如何用顶层思维指导我们做企业做投资呢?抱歉,在公开平台我们只。
What is the top-level thinking? A fan friend keeps sending me this question in private. He said that recently he always heard me mention top-level thinking, but every time he didn't explain it thoroughly, he was very anxious. Oh, there are some things.
Can reach the extreme. So let's talk briefly today, OK? If you understand the top-level thinking in one sentence, I think there are two key words, one is the bottom-line thinking.
One is line thinking, bottom line thinking is a trap in Sino-US rest. This is very, very clear. We cannot have any luck, and there is only one way.
Just go beyond this kind of umbrella, there is no other way to choose. So the essence of bottom-line thinking is to be prepared for the worst, and you must also be prepared for this. So what is the worst preparation?
Two Hercules, which day will everyone really be able to survive like a very early time in the future, and also make each other feel bad. So where would he be ruthless? Such as energy.
Such as chips, such as agriculture, so why do we have to engage in new energy? Why do semiconductors have to be done well? Why is food security so important? One is here, when the decisive battle arrives.
There can be no life gate between the masters for the other party, otherwise it is yourself who will get on the ground. So the choking technique that we have been talking about every day in the past few years is to take our own camera before the decisive battle.
Quickly make up. Well, if we understand the crisis awareness of bottom-line thinking, we will understand that for the top level, g d p is not an important thing. These are fan systems in the peaceful era. If even g d p is not primary.
So what are those industries that don't help and cause chaos? It must be pitiful. Before the real war, what seemed important was not important. It doesn't seem important.
It can be very important, and this is where the bottom line thinking matters to investors and entrepreneurs. Line thinking is the idea of a great eastern country. No matter what kind of doctrine is in the essence of the world's eastern culture.
Ah, the lives of all the people in the world will not be lost. Everyone think about whether this is the case, and there is no need to distinguish between individuals and collectives, efficiency or fairness. The nature of the unity of home and country will not change.
You ask every Chinese, do you say that family weight is not important? Of course it is important, but the country is just as important. Therefore, efficiency is more important than fairness when we have not had enough food and clothing for the past 40 years. When everyone is now well off.
Then there must be both efficiency and fairness. At this time, the pursuit of common prosperity is our biggest goal at the moment. Waiting for the day when the common prosperity also realizes the great harmony of the world.
So fairness is more important than efficiency. This is a cycle of cycles and cycles. Ah, so at this stage of balancing efficiency and fairness, if you blindly pursue efficiency, don't consider fairness.
Sooner or later, there will be reflections. In the past few years, from the education of Internet finance, to the entertainment industry, the housing problem is a big problem. Which one is not aimed at fairness? If at this time someone still only cares about the efficiency and freedom of the market economy.
Don’t you run counter to our world of ideas? What is your purpose? Isn't it doomed? Top-level thinking requires top-level will. The stronger the will, the longer the action, the more direct the action must be.
The more simply look at each time there is a little muddy from top to bottom. Therefore, our wealth logic in the future will be significantly different from the past when we only pursued efficiency.
So what will our logic of making money look like in the future? How to use top-level thinking to guide us to invest in companies? Sorry, we only on the open platform.
记录时代最重大的一次分岐The most significant divergence of the record era
2021-08-23
外资跑路了,上周四、周五北上资金连续卖了两百多亿啊,这是过去五六年来从来没见过的。最近这段时间的股市呢真的非常惨,一言难尽啊。
从k 十二双减以后,中概股a 股、港股全面大撤退,你也能抄底了,咣当黑还有人再砸盘跑路。我还说到有人说这是国家队在逼外资交筹码,让内资自己来支撑核心资产的盘。
这么一个人的观点啊,毫无逻辑可言。有哪个大同家不希望自己的鱼塘越大越好,还会敢于走呢。鱼只要在我的里,就是我的走了就很麻烦了。
所以会不懂这个道理的核心的问题是什么?是桥水基金未达流的那个观点。最近我们的很多动作非常频繁,究竟是短期波动还是长期变坏?
资本市场开始出现严重分歧,当大盘都出现情绪不稳,那么个股再好,都会扬起成语。所以你们也看到了,最近两周我都没办法客观拆解一些个股,因为大家的情绪。
已经不在购物上了。对于市场的悲观情绪已经在蔓延。说白了很多人开始慌了,问题来了,他们慌什么?他们为什么跑?答案很简单,他们慌的是回到曾经发生过的大土豪分田地。
他们怕回到过去的某一个时代,但说实话呢这样的恐慌还蛮幼稚的。如果都是这样的资金在逐鹿资本市场,那么我认为这些资金算不上什么是马里马里。
他们还不懂中国所有的这一切答案。早在二零二零年就已经全部告诉我们了,现在的所有动作打的全是明白这个答案,白纸黑字,堂堂正正写在十四五规划和二零三五年远景目标纲要上。
动不动上窜下跳人呢,我再次建议大家一字一句去读一下这个纲要。这里面连高铁几几年一样通到台北都写的清清楚楚,有些东西还不明白吗?
还不够自信吗?今年建党一百周年上面说的也很白。第一个一百年我们已经全面建成小康社会,接下来要进入第二个一百年。第二个一百年做什么?第一个小目标。
就是社会主义现代化,除了经济实力、科技实力、文化软实力就是要走向共同富裕。中等收入群体比例提高,城乡水平差距缩小。
这两天,财经委员会第十次会议这么长篇幅的解读共同会议只是在全面落实接下来要做的工作。所以从今年四月的平台反垄断到k 色双减,再到住房不炒。
这两天又开始约谈白酒行业,后面还可以预测医药行业的监管,文娱行业的监管,房地产和金融行业的再监管。凡是影响到社会公平不利于共同富裕的都。
都会调整一句话,从只顾效率到兼顾公平,这样的调整必然是长期的。还有人说我们接下来要走投股模式,因为你看我们在强调突出相识。
回归制造业等等,我觉得也不是我们走的就是自己的模式底线是不是已经告诉我们东方必须得自成体系,借鉴不了任何人,他只能走自己的道路。
所以我的判断是我们的路线在很多地方会保守,这是我们的性质决定的,理念决定的。你只要在这边土地上,包括任何资本就得尊重这些要在这里玩。
你就得认这个底线,不然不然就滚蛋。同时呢我们在开放的地方一定会很开放,对人才的开放,对技术的开放,对资本的开放,对一切尊重我们规则和核心理念的东西。
还是会全面开放我们的包容度,只要不触犯底线,其实比西方国家大得多。有一种声音说,现在市场处于估值体系最迷茫的黑暗时刻。错现在是市场处于理念体系最恐慌的黑暗时刻。短期看。
我也不是很乐观啊,因为这种情绪可能后续还会发酵。但长期看我并不担心为什么资本就是资本它没有主义,真正的资本只是工具,它的底色也。
一个是市场,一个是信托。今天我们说要首先市场了吗?没有,这也不可能经济要发展,必须要高效率的市场。但是他说要监督,要制约,要有一定的公平。
有一定的侧重,这对不对呢?我认为没什么不对。今天这一条可能是我最近讲的最严肃的一次。某种意义上我也在进入资本市场有史以来最大的一次分歧。
但是我坚信这些都只是波动,这些都只会让我们资本市场变得更好更健康。聪明的资金是绝对理性的。只要有水草的地方,鱼吃草会回来。
行不行,自己判断吧。ok 今天就分享到这里啊,想听点深度的财富逻辑。
关注我。
外资跑路了,上周四、周五北上资金连续卖了两百多亿啊,这是过去五六年来从来没见过的。最近这段时间的股市呢真的非常惨,一言难尽啊。
从k 十二双减以后,中概股a 股、港股全面大撤退,你也能抄底了,咣当黑还有人再砸盘跑路。我还说到有人说这是国家队在逼外资交筹码,让内资自己来支撑核心资产的盘。
这么一个人的观点啊,毫无逻辑可言。有哪个大同家不希望自己的鱼塘越大越好,还会敢于走呢。鱼只要在我的里,就是我的走了就很麻烦了。
所以会不懂这个道理的核心的问题是什么?是桥水基金未达流的那个观点。最近我们的很多动作非常频繁,究竟是短期波动还是长期变坏?
资本市场开始出现严重分歧,当大盘都出现情绪不稳,那么个股再好,都会扬起成语。所以你们也看到了,最近两周我都没办法客观拆解一些个股,因为大家的情绪。
已经不在购物上了。对于市场的悲观情绪已经在蔓延。说白了很多人开始慌了,问题来了,他们慌什么?他们为什么跑?答案很简单,他们慌的是回到曾经发生过的大土豪分田地。
他们怕回到过去的某一个时代,但说实话呢这样的恐慌还蛮幼稚的。如果都是这样的资金在逐鹿资本市场,那么我认为这些资金算不上什么是马里马里。
他们还不懂中国所有的这一切答案。早在二零二零年就已经全部告诉我们了,现在的所有动作打的全是明白这个答案,白纸黑字,堂堂正正写在十四五规划和二零三五年远景目标纲要上。
动不动上窜下跳人呢,我再次建议大家一字一句去读一下这个纲要。这里面连高铁几几年一样通到台北都写的清清楚楚,有些东西还不明白吗?
还不够自信吗?今年建党一百周年上面说的也很白。第一个一百年我们已经全面建成小康社会,接下来要进入第二个一百年。第二个一百年做什么?第一个小目标。
就是社会主义现代化,除了经济实力、科技实力、文化软实力就是要走向共同富裕。中等收入群体比例提高,城乡水平差距缩小。
这两天,财经委员会第十次会议这么长篇幅的解读共同会议只是在全面落实接下来要做的工作。所以从今年四月的平台反垄断到k 色双减,再到住房不炒。
这两天又开始约谈白酒行业,后面还可以预测医药行业的监管,文娱行业的监管,房地产和金融行业的再监管。凡是影响到社会公平不利于共同富裕的都。
都会调整一句话,从只顾效率到兼顾公平,这样的调整必然是长期的。还有人说我们接下来要走投股模式,因为你看我们在强调突出相识。
回归制造业等等,我觉得也不是我们走的就是自己的模式底线是不是已经告诉我们东方必须得自成体系,借鉴不了任何人,他只能走自己的道路。
所以我的判断是我们的路线在很多地方会保守,这是我们的性质决定的,理念决定的。你只要在这边土地上,包括任何资本就得尊重这些要在这里玩。
你就得认这个底线,不然不然就滚蛋。同时呢我们在开放的地方一定会很开放,对人才的开放,对技术的开放,对资本的开放,对一切尊重我们规则和核心理念的东西。
还是会全面开放我们的包容度,只要不触犯底线,其实比西方国家大得多。有一种声音说,现在市场处于估值体系最迷茫的黑暗时刻。错现在是市场处于理念体系最恐慌的黑暗时刻。短期看。
我也不是很乐观啊,因为这种情绪可能后续还会发酵。但长期看我并不担心为什么资本就是资本它没有主义,真正的资本只是工具,它的底色也。
一个是市场,一个是信托。今天我们说要首先市场了吗?没有,这也不可能经济要发展,必须要高效率的市场。但是他说要监督,要制约,要有一定的公平。
有一定的侧重,这对不对呢?我认为没什么不对。今天这一条可能是我最近讲的最严肃的一次。某种意义上我也在进入资本市场有史以来最大的一次分歧。
但是我坚信这些都只是波动,这些都只会让我们资本市场变得更好更健康。聪明的资金是绝对理性的。只要有水草的地方,鱼吃草会回来。
行不行,自己判断吧。ok 今天就分享到这里啊,想听点深度的财富逻辑。
关注我。外资跑路了,上周四、周五北上资金连续卖了两百多亿啊,这是过去五六年来从来没见过的。最近这段时间的股市呢真的非常惨,一言难尽啊。
从k 十二双减以后,中概股a 股、港股全面大撤退,你也能抄底了,咣当黑还有人再砸盘跑路。我还说到有人说这是国家队在逼外资交筹码,让内资自己来支撑核心资产的盘。
这么一个人的观点啊,毫无逻辑可言。有哪个大同家不希望自己的鱼塘越大越好,还会敢于走呢。鱼只要在我的里,就是我的走了就很麻烦了。
所以会不懂这个道理的核心的问题是什么?是桥水基金未达流的那个观点。最近我们的很多动作非常频繁,究竟是短期波动还是长期变坏?
资本市场开始出现严重分歧,当大盘都出现情绪不稳,那么个股再好,都会扬起成语。所以你们也看到了,最近两周我都没办法客观拆解一些个股,因为大家的情绪。
已经不在购物上了。对于市场的悲观情绪已经在蔓延。说白了很多人开始慌了,问题来了,他们慌什么?他们为什么跑?答案很简单,他们慌的是回到曾经发生过的大土豪分田地。
他们怕回到过去的某一个时代,但说实话呢这样的恐慌还蛮幼稚的。如果都是这样的资金在逐鹿资本市场,那么我认为这些资金算不上什么是马里马里。
他们还不懂中国所有的这一切答案。早在二零二零年就已经全部告诉我们了,现在的所有动作打的全是明白这个答案,白纸黑字,堂堂正正写在十四五规划和二零三五年远景目标纲要上。
动不动上窜下跳人呢,我再次建议大家一字一句去读一下这个纲要。这里面连高铁几几年一样通到台北都写的清清楚楚,有些东西还不明白吗?
还不够自信吗?今年建党一百周年上面说的也很白。第一个一百年我们已经全面建成小康社会,接下来要进入第二个一百年。第二个一百年做什么?第一个小目标。
就是社会主义现代化,除了经济实力、科技实力、文化软实力就是要走向共同富裕。中等收入群体比例提高,城乡水平差距缩小。
这两天,财经委员会第十次会议这么长篇幅的解读共同会议只是在全面落实接下来要做的工作。所以从今年四月的平台反垄断到k 色双减,再到住房不炒。
这两天又开始约谈白酒行业,后面还可以预测医药行业的监管,文娱行业的监管,房地产和金融行业的再监管。凡是影响到社会公平不利于共同富裕的都。
都会调整一句话,从只顾效率到兼顾公平,这样的调整必然是长期的。还有人说我们接下来要走投股模式,因为你看我们在强调突出相识。
回归制造业等等,我觉得也不是我们走的就是自己的模式底线是不是已经告诉我们东方必须得自成体系,借鉴不了任何人,他只能走自己的道路。
所以我的判断是我们的路线在很多地方会保守,这是我们的性质决定的,理念决定的。你只要在这边土地上,包括任何资本就得尊重这些要在这里玩。
你就得认这个底线,不然不然就滚蛋。同时呢我们在开放的地方一定会很开放,对人才的开放,对技术的开放,对资本的开放,对一切尊重我们规则和核心理念的东西。
还是会全面开放我们的包容度,只要不触犯底线,其实比西方国家大得多。有一种声音说,现在市场处于估值体系最迷茫的黑暗时刻。错现在是市场处于理念体系最恐慌的黑暗时刻。短期看。
我也不是很乐观啊,因为这种情绪可能后续还会发酵。但长期看我并不担心为什么资本就是资本它没有主义,真正的资本只是工具,它的底色也。
一个是市场,一个是信托。今天我们说要首先市场了吗?没有,这也不可能经济要发展,必须要高效率的市场。但是他说要监督,要制约,要有一定的公平。
有一定的侧重,这对不对呢?我认为没什么不对。今天这一条可能是我最近讲的最严肃的一次。某种意义上我也在进入资本市场有史以来最大的一次分歧。
但是我坚信这些都只是波动,这些都只会让我们资本市场变得更好更健康。聪明的资金是绝对理性的。只要有水草的地方,鱼吃草会回来。
行不行,自己判断吧。ok 今天就分享到这里啊,想听点深度的财富逻辑。
关注我。
Foreign capital has run away. Last Thursday and Friday, the northward capital sold for more than 20 billion yuan. This is something I have never seen in the past five or six years. The stock market during this period of time has been really miserable, and it's hard to tell.
After the k-twelve double reduction, the A-shares and Hong Kong stocks retreat in an all-round way, and you can also buy bottoms. I also mentioned that some people say that this is a situation where the national team is forcing foreign investors to pay their bargaining chips and let domestic investors support their core assets.
There is no logic at all in such a person's point of view. Is there any Datong family who doesn't want their fish ponds to be as big as possible, and dare to go. As long as the fish is in mine, it is very troublesome if mine is gone.
So, what is the core problem that you don't understand this truth? It is the view that the Bridgewater Fund has not reached the flow. Many of our actions have been very frequent recently. Are they short-term fluctuations or long-term deterioration?
The capital market began to have serious divergence. When the market is emotionally unstable, no matter how good a stock is, it will raise an idiom. So you have also seen that I have not been able to objectively dismantle some stocks in the past two weeks because of everyone's emotions.
No longer on shopping. Pessimism towards the market is already spreading. To put it bluntly, many people start to panic, and the question is coming, why are they panicking? Why are they running? The answer is simple. What they panicked is to return to the big local tyrants that once happened.
They are afraid of going back to a certain era in the past, but to be honest, such panic is quite naive. If all such funds are competing in the capital market, then I don't think these funds are what Mali is.
They still don't understand all the answers in China. As early as 2020, we have all told us, and all the actions we are doing now are to understand this answer. It is written in black and white, and it is written upright in the 14th Five-Year Plan and the outline of the long-term goals for 2035.
I'm always jumping up and down, I once again suggest that you read this outline word by word. It's clearly written even if the high-speed rail has been connected to Taipei for several years. Is there something that you still don't understand?
Are you not confident enough? The centenary of the founding of the party this year is also very plain. We have built a well-off society in an all-round way in the first 100 years, and we will enter the second 100 years. What will the second hundred years do? The first small goal.
It is socialist modernization, in addition to economic strength, scientific and technological strength, and cultural soft power, it is to move toward common prosperity. The proportion of middle-income groups has increased, and the gap between urban and rural levels has narrowed.
In the past two days, the tenth meeting of the Finance and Economics Committee, a long-length interpretation joint meeting, is only fully implementing the work to be done next. Therefore, from the platform anti-monopoly in April this year, to the k-color double reduction, to the non-speculation of housing.
In the past two days, I started to talk about the liquor industry again. Later, we can predict the supervision of the pharmaceutical industry, the supervision of the entertainment industry, and the re-regulation of the real estate and financial industries. Anything that affects social equity is not conducive to common prosperity.
Everyone will adjust a sentence, from only focusing on efficiency to taking into account fairness, such adjustments are bound to be long-term. Some people say that we will follow the investment stock model, because you see that we are emphasizing acquaintance.
Returning to manufacturing and so on, I don’t think we are following our own model. The bottom line has already told us that the East must be a system of its own. It can’t learn from anyone and can only follow its own path.
So my judgment is that our route will be conservative in many places. This is determined by our nature and philosophy. As long as you are on this land, including any capital, you have to respect these and play here.
You have to recognize this bottom line, or you'll get out of it. At the same time, we will be very open in open places, open to talents, open to technology, open to capital, and to everything that respects our rules and core concepts.
We will still fully open up our tolerance, as long as it does not violate the bottom line, it is actually much larger than that of Western countries. There is a voice saying that the market is now in the darkest moment of the most confused valuation system. Wrong now is the darkest moment when the market is in the panic of the idea system. In the short term.
I am not very optimistic either, because this sentiment may be fermented in the future. But in the long run, I am not worried about why capital is capital and it has no ethics. Real capital is only a tool, and its background is also.
One is the market and the other is the trust. Did we say that we are going to market first? No, it is impossible for the economy to develop, and an efficient market is necessary. But he said that there must be supervision, restriction, and fairness.
There is a certain emphasis, is this right? I think there is nothing wrong. Today's article may be the most serious one I have talked about recently. In a sense, I am also entering the biggest disagreement in the history of the capital market.
But I firmly believe that these are just fluctuations, and these will only make our capital market better and healthier. Smart money is absolutely rational. Wherever there is water and grass, the fish will come back from eating the grass.
Whether it works, judge for yourself. ok I will share it here today, I want to hear some in-depth wealth logic.
Follow me.
何为对交易的顿悟 What is the epiphany of trading
2021-08-22
交易者何为是顿悟?很多人呢把钝悟二字想象的是虚幻无比。今天我谈一下我对动物的理解,短线的走势的偶然性啊和人性特点常常使我们看不清市场的长期方向。
市场总是摧毁弱者,让他们误入歧途,不能在判断和操作时保持逻辑性和前后的一致性。众所周知啊,交易的三种境界。看山是山,看山不是山,看山还是山。
当你做了十几年的交易,经历,无数的市场磨难之后,最终你对交易的队伍无外乎就这么几点,仓位,顺势学会休息和保持一致性。山还是当年你刚入市的那个山。
而人以。
What is an epiphany for a trader? Many people imagine the word dullness as illusory. Today I talk about my understanding of animals. The contingency of short-term trends and human characteristics often make us unable to see the long-term direction of the market.
The market always destroys the weak and leads them astray, unable to maintain logic and consistency in judgment and operation. As we all know, there are three realms of trading. Looking at mountains is a mountain, looking at a mountain is not a mountain, looking at a mountain is still a mountain.
After you have traded for more than ten years, experienced, and countless market tribulations, in the end, you are nothing more than a few of the trading teams, positions, and learn to rest and maintain consistency. The mountain is the same mountain where you first entered the market.
And people take.
狼还是来了,你准备好了什么The wolf is still coming, what are you ready
2021-08-21
这样还只是刚刚开始,来自美国的金融资本正在加速进入中国市场。就在这个周末,美国摩根大通官方宣布,他们成功获得备案,正式成为中国历史上首架海外独。
国资券商摩根大通是谁?哪怕你不懂金融,你肯定啊也在电影里听过这个名字,他们是全美国最大的金融机构之一,光是遍布全职的员工就有足足二十六万人。再看看他们的老板。绝密。
完全就是印象中华尔街金融大脑的形象。从现在开始,摩根大通这名明治四海的金融巨头就要正式为中国客户服务了。在此之前,咱们国内的名状想炒股只能在。
本土的券商公司选择开户,然后有账户了才能进入股票市场。不过今后啊就多了一个选择,那就是摩根大通开户,然后获得同样的服务。
消息公布之后,很多人不理解是吧?咱们国内的金融机构竞争已经非常激烈了,为啥还要给外资一口肉吃?刚刚想说温室里是养不出花朵的。最近这几年虽然咱们老百姓的投资热。
确实出现了大幅提升,但国内的这些金融机构,他们的水平反而是没啥明显进步。就比如前几天国内某家机构的分析师,甚至把宁德时代的估值。
都给预测到了二零六零年,实属是哄堂大笑了。所以啊此刻引进外资券商最根本的作用就是要加速中国金融行业的竞争与淘汰。现在。
摩登大通来了,贝莱特也来了,都在加速进入中国市场,还有复杂也在昨天设立了基金公司。很明显,车道正在变窄,车速也在变快。接下来。
就看谁先掉队,正所谓人无压力轻飘飘,封闭竞争圈目标外资入场势必高。且看斗法先不。
This is just the beginning. Financial capital from the United States is accelerating its entry into the Chinese market. Just this weekend, JP Morgan Chase officially announced that they successfully obtained the record and officially became the first overseas independent in Chinese history.
Who is the state-owned securities firm JP Morgan Chase? Even if you don't understand finance, you must have heard the name in the movie. They are one of the largest financial institutions in the United States, and they have a full-time staff of 260,000. Look at their boss again. Top secret.
It's exactly the image of the financial brain of China Street. From now on, JP Morgan Chase, a financial magnate from all over the world, will officially serve Chinese customers. Prior to this, our domestic reputation can only be in stocks.
Local brokerage companies choose to open an account, and then they can enter the stock market only if they have an account. But in the future, there will be one more choice, which is to open an account with JPMorgan Chase and get the same service.
After the news was announced, many people didn't understand, did they? The competition among our domestic financial institutions is already very fierce. Why do we have to give foreign investors a bite of meat? I just wanted to say that no flowers can grow in a greenhouse. In recent years, despite the investment boom of our people.
There has indeed been a substantial increase, but the level of these domestic financial institutions has not improved significantly. For example, a few days ago, the analyst of a certain domestic institution even gave the valuation of the Ningde era.
They all predicted that by 2020, it was a roar of laughter. Therefore, the most fundamental role of introducing foreign securities firms at this moment is to accelerate the competition and elimination of China's financial industry. Now.
Modern Chase is here, Beilette is also here, and they are all accelerating their entry into the Chinese market. There are also complications that they also set up a fund company yesterday. Obviously, the lane is narrowing and the speed of the car is also getting faster. Next.
It depends on who is the first to fall behind. As the saying goes, people are free from pressure, and foreign investment in closed competition circles is bound to be higher. Let's not see how to fight.