股典钟涨停王语音播报资讯：顶层思维做投资Stock code clock daily limit king voice broadcast information: top-level thinking to invest

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.