Jasper L
272 posts


对很多投资者来说——不管新手还是老手——今年都是极其宝贵的一年。
今日布局两只
因为深刻体会到了股市的残酷。
你辛辛苦苦攒了三五年的浮盈,半年不到就能被吞噬殆尽,变回浮亏。浮盈赶不上浮亏的速度,兵荒马乱。
几点建议,值得认真看:
第一,深套后反弹了,一定要减仓。
人被深套之后,很容易把“回本”当成唯一目标。反弹来了,反而舍不得卖,想“再等等就解套了”,结果往往是二次坠落。就算真回本了,又会开始幻想主升浪——把“回本”误认为“看对了”,从而产生不切实际的盈利幻觉。
一笔交易能回到成本线,只说明市场给了你一次不亏钱离开的机会,不代表它即将起飞。很多“二次坠落”就发生在刚回本那一刻——解套盘和抄底盘同时涌出,谁也扛不住。
第二,卖的时候,先卖浮亏的,浮盈的先别动。
卖掉浮亏资产的速度,要比卖浮盈的快50%。账面的浮亏,如果对应的是已经永久性受损的资产,那就是实际亏损,是风险;如果公司依然优秀,那只是净值回撤。但前提是——你没上杠杆,能用时间换空间。
摔了一跤,得先判断伤口是致命伤还是皮外伤。致命的立刻截肢,皮外伤就慢慢包扎,等修复。
第三,心存侥幸,成不了好赌徒。
投资的难,比上班创业都难。尽量做到:事前筛选,只买能用时间换空间的资产;事中控制,能不上杠杆就绝不上,确保永远有“时间”可换;事后纠错,反弹减仓,第一时间处置劣质资产。
这一年的市场,最深刻的教育就是:不要跟风险讨价还价。市场不会因为你亏得够多就对你网开一面。你能做的,是学会在错误还没有变大之前,先抽身离场。

中文

突發新聞:澤倫斯基總統告訴佈雷特·拜爾,他今天在與特朗普的交流中最激怒的是什麼。
Zelensky只想尊重他的國家和他的人民。 就是這樣。 特朗普完全不尊重烏克蘭和烏克蘭人,並支援普京。 美國需要醒悟。
吴评:
开始撒谎了,川普尊重乌克兰🇺🇦人民,但不尊重司机!
直播过程,人人可见。本来支持乌国的议员都反感司机无礼,失智。
美国人与乌克兰签协议有利于乌人民,司机过份过当的要求使拟好的协定泡汤,这是事实。
司机需要醒悟。
Ed Krassenstein@EdKrassen
BREAKING: President Zelensky tells Brett Baier what angered him the most in his exchange with Trump today. Zelensky only wants respect for his country and his people. That’s it. Trump completely disrespected Ukraine and Ukrainians and propped up Putin. America needs to wake up.
日本語

@realDonaldTrump All that can get from you is humiliation, betrayal and surrender, which have nothing to do with peace.
English

@JoshEakle A false premise can only lead to fallacies. Sophistry is very popular in Trump's team.
English

@RpsAgainstTrump Trump just wants to win, win, win. He doesn't care who wins. He is happy just by saying he wins.
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Lol. Trump is trying to take a victory lap over Germany’s election results while conveniently “forgetting” that nearly everyone in his orbit—from Elon Musk, JD Vance, Charlie Kirk, and many other MAGA influencers and allies—openly backed the far-right AfD, which lost and won’t be part of the next government.
Not to mention, the leader of the conservatives and incoming Chancellor, Friedrich Merz, has repeatedly criticized Trump—especially for his pro-Russia stance, among other things.

English

@sentdefender I want to know when the latest agreement can be reached
English

If Trump's KGB name is #Krasnov, what is Nigel Farage's KGB name?
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