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 10日投资提示:力诺药包股东拟减持不超3%股份
 集思录· 2025-09-09 13:22
冠中生态:股东拟减持不超1.5%公司股份 景23转债:强赎 起帆转债:下修到底 力诺药包:股东拟减持不超3%公司股份 | 转债代码 | 转债名称 | 现价 | 强赎价 | 最后交易日 | 最后转股日 | 转股价值 | 剩余规模 | 转债占正股 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | (亿元) | 流通市值比 | | 123130 | 设研转债 | 110.190 | 101.250 | 2025-09-08 | 2025-09-11 | 111.43 | 0.273 | 0.85% | | 113606 | 荣泰转债 | 163.083 | 102.171 | 2025-09-08 | 2025-09-11 | 148.59 | 0.009 | 0.01% | | 127077 | 华宏转债 | 131.000 | 100.790 | 2025-09-11 | 2025-09-16 | 131.24 | 0.815 | 1.01% | | 113664 | 大元转债 | 222.885 | 100.78 ...
 有没有感觉你的工作越来越卷了?
 集思录· 2025-09-09 13:22
今年,特别是上面分管的领导变动后,在新来的领导带领下,工作越来越卷了,原来大部分 时间可以到点下班,现在2/3的工作日要加班 ; 原来上班时间节奏缓和,现在强度拉满; 原来 周末很少加班,现在周末天天在加班,各位所在的公司或行业有类似情况吗? 小白律师 我记得一部解放战争题材的电影里有一个镜头,一小队解放军追击国民党军过程中路过一个 敌人的野战伙房,看见有刚煮好的白米饭,刚坐下来吃两口,师长骑马路过,也没有指责, 只是大声说"不要停,我们饿,敌人更饿,我们累,敌人更累,放跑了敌人代价更大!"听 罢,这队解放军就把米饭盛到钢盔里边跑边吃。 卷死敌人是战争乃至商战里的常用战法,但是这个战法有一个条件,就是有明确的目标,有 可预期的结果。 如果不知道敌人是谁,不知道结果是什么,那只是无意义的折磨自己。 酱油面 20多年前就这样了。。。。你现在才这样,你就偷着乐吧。我高峰时候一天工作14个小时, 连续1-2个月,曾经50个小时不合眼,连续300天+在全国各地出差。 半夜2-3点电话吵醒起来解决问题,一天接300+次电话。唯有出差才能专心做事情,在公司 N个人排着队找你解决问题,等他们下班了,你才能好好静下来开始完成自 ...
 现在买什么适合存着当养老金用?
 集思录· 2025-09-08 13:15
本人40,今年开始想买几只股票,每年根据自己的能力都买点,期间不卖,一直买到退休。 退休后拿股票的分红提高自己退休金替代率,等75岁之后把股票卖一半,给孩子,其他留着 按照十年全花光。希望大神能给我推荐几个行业,几只股票,感谢各位大神。 qgj8848 不要在牛市买股养老,现在只适合投机!等股灾! 符工 我最近也产生了这样的想法,想买一些优质的股票拿上几十年,当做未来的养老资本。 但是 兄弟,我感觉这一切都是牛市的幻觉。至少在一年以前,我绝对不敢萌生这样的想法,毕竟 当时我连打开账户都需要莫大的勇气。 dingo49 看到这个标题,我想我也应该未雨绸缪, 先来看一下, 结果一看楼主才40…… 娃的成绩很相当一般, 而且也不像有做投资的潜力, 所以我偶尔也会想一下这个问题。 目 前为止, 我觉得的最好的答案还是红利低波ETF。 股票就算了,任何一只单独的股票都有风险, 相对来说还是ETF比较稳健,排除个股的风 险。 A股市场来说,最稳健的是红利低波etf。 纳指etf在极端情况下会不会有政策风险? 所 以还是相信大a吧, 所以目前为止,我的最佳答案是红利低波ETF! ls赌徒 每次都是在阶段性高位看到想要长期几 ...
 9月9日投资提示:精达股份股东拟减持不超3%股份
 集思录· 2025-09-08 13:15
 Group 1 - The core viewpoint of the articles highlights several companies planning to reduce their shareholdings, indicating potential changes in ownership dynamics [1][4][6] - Jingda Co., Ltd. plans to reduce its shareholding by no more than 3% [1] - Xinquan Co., Ltd. intends to reduce its shareholding by no more than 2% [4] - Guangli Technology's controlling shareholder also plans to reduce its stake by no more than 2% [4] - Jiahe Intelligent's controlling shareholder aims to reduce its shareholding by no more than 1.59% [4]   Group 2 - The articles provide a list of convertible bonds with details such as current price, redemption price, last trading day, last conversion day, conversion value, remaining scale, and the proportion of convertible bonds to the underlying stock [2][6] - Notable convertible bonds include:   - High Measurement Convertible Bond with a current price of 137.502 and a redemption price of 100.174 [2]   - Yiyan Convertible Bond with a current price of 110.190 and a redemption price of 101.250 [2]   - Z Rongtai Convertible Bond with a current price of 163.083 and a redemption price of 102.171 [2] - The articles also mention the strong redemption of Songyuan Convertible Bond [1]
 我有一个朋友系列:又老又有钱的股民什么时候退休?
 集思录· 2025-09-07 13:57
 Core Viewpoint - The article discusses the experiences and perspectives of older investors in the stock market, highlighting their continued engagement despite age-related challenges and the enjoyment they derive from investing [1][2].   Group 1: Personal Experiences of Investors - An investor with 35 years of experience shares anecdotes about mistakes made in trading due to age, yet emphasizes a consistent annual profit of around 1 million [1]. - Another investor, with 33 years in the industry, reflects on the inevitability of remaining involved in the stock market, regardless of retirement plans, due to the intrinsic nature of investing [5]. - A 93-year-old investor continues to engage in stock trading, showcasing the enduring appeal of the market across generations [11].   Group 2: Perspectives on Retirement and Investing - Many investors express that retirement from the stock market is unrealistic, as the passion for trading often persists into old age [7][12]. - The notion of investing as a lifelong endeavor is reinforced, with some investors planning to continue until they are physically unable to do so [12]. - The idea that investing is not solely about financial gain but also about personal growth and enjoyment is highlighted, suggesting that the process itself is valuable [14].    Group 3: Community and Shared Experiences - The article features a community of older investors sharing their thoughts, indicating a collective understanding of the challenges and joys of investing at an advanced age [4][6]. - There is a sense of camaraderie among these investors, as they discuss their experiences and the lessons learned from both successes and failures in the market [5][10].
 8日投资提示:永22转债提议下修
 集思录· 2025-09-07 13:57
 Core Viewpoint - The article discusses the proposal for the adjustment of the "永22转债" (Yong 22 Convertible Bond), indicating a potential change in its terms to enhance its attractiveness to investors [1].   Group 1: Convertible Bonds Overview - The "永22转债" is proposed for adjustment, which may affect its market performance and investor interest [2]. - Other convertible bonds mentioned include "中辰转债" (Zhongchen Convertible Bond) which is subject to strong redemption, and "春23转债" (Chun 23 Convertible Bond) which is not subject to strong redemption [4]. - The article lists various convertible bonds with their current prices, redemption prices, last trading dates, last conversion dates, conversion values, remaining scales, and the proportion of convertible bonds to the underlying stocks [6][8].   Group 2: Market Activity and Company Actions - Companies such as 聚赛龙 (Jusailong) and 家联科技 (Jialian Technology) have announced plans for share reductions by their controlling shareholders, with reductions not exceeding 3% and 2.62% respectively [4]. -航天宏图 (Aerospace Hongtu) has entered into a strategic cooperation agreement with Pakistan worth 2.9 billion RMB for internet satellite services, although specific procurement contracts have yet to be signed [4]. - New stocks are set to be available for subscription on the Beijing Stock Exchange, including 世昌股份 (Shichang Co.) and 三协电机 (Sanxie Electric) [4].
 本周热点:响应国家号召,多消费提高生活品质
 集思录· 2025-09-05 13:48
 Core Viewpoint - The article emphasizes the importance of increasing consumption to enhance the quality of life, aligning with national calls for economic growth through consumer spending [1].   Group 1: Consumption and Quality of Life - The article discusses the relationship between consumer spending and improved living standards, suggesting that higher consumption can lead to better quality of life [1].   Group 2: Investment Purpose - It raises the question of the ultimate purpose of investment, hinting at the need for strategic financial planning to achieve personal and financial goals [1].   Group 3: Undervalued Sectors - The article prompts readers to consider which sectors are currently undervalued, indicating potential investment opportunities in the market [1].
 凯利公式告诉我们为什么要分散,分散!!
 集思录· 2025-09-05 13:48
 Core Viewpoint - The article emphasizes the importance of accurately estimating one's own winning probabilities and odds in investment decisions, highlighting the risks of overconfidence and the potential for significant losses when using the Kelly Criterion improperly [1][2][3].   Group 1: Kelly Criterion and Overconfidence - The Kelly Criterion is a strategy that helps prevent total loss by advising against betting more than a calculated limit based on winning probabilities [1][3]. - Historical data shows that individuals tend to overestimate their winning probabilities, leading to potentially disastrous investment decisions [2][3]. - The article presents statistical findings indicating that as perceived winning probabilities increase, the actual success rates do not correspondingly rise, often resulting in over-leveraging [2].   Group 2: Risk Management and Investment Strategy - It is crucial to avoid full allocation to a single asset, as this exposes investors to excessive risk and potential catastrophic losses due to unforeseen events [4][12]. - Diversification is highlighted as a fundamental principle in risk management, with the understanding that not all investments will perform well simultaneously [5][12]. - The article suggests that using a fraction of the Kelly Criterion (such as half or a quarter) can mitigate risks associated with overconfidence and market volatility [3][11].    Group 3: Practical Investment Insights - The article discusses the challenges of accurately determining the parameters needed for the Kelly Criterion, such as winning probabilities and odds, in real-world scenarios [11][12]. - It emphasizes the need for a multi-strategy approach in investing, combining high-conviction bets with diversified positions to balance risk and reward [12]. - The importance of maintaining liquidity and having additional capital available for potential market corrections is also noted, as it allows for more flexible investment strategies [4][12].
 如果你在牛市感觉很郁闷
 集思录· 2025-09-04 13:28
 Group 1 - The core viewpoint is that the stock market operates as a game of mutual extraction, where strategies that worked in a bull market may not be effective when new players enter the market [1] - In a bull market, the influx of new capital and players can disrupt existing strategies, leading to a need for adaptation [1][2] - The bull market can be likened to a large promotional event that attracts new investors, similar to marketing strategies used by businesses to draw in customers [2][3]   Group 2 - New investors in the stock market tend to have a higher retention rate compared to other industries, as those who profit are less likely to leave, while those who incur losses may stay due to sunk cost effects [3] - There are three strategies for existing investors during a bull market: maintaining current operations, expanding to attract new customers, or neglecting their investments [3] - The article emphasizes that different investment strategies should be employed based on the size of the capital, with smaller investors being more aggressive while larger investors should prioritize capital preservation [5][10]   Group 3 - The article suggests that conservative strategies may underperform in a bull market, indicating that aggressive strategies are favored during such periods [6][10] - It highlights the importance of maintaining a balanced approach to investment, where the focus is on not losing capital in both bull and bear markets [5][10] - The discussion includes the notion that strategies effective in bear markets may lead to losses in bull markets, and vice versa, emphasizing the need for adaptable strategies [14]
 5日投资提示:中陆转债复牌
 集思录· 2025-09-04 13:28
 Core Viewpoint - The article discusses recent developments in convertible bonds, including proposals for adjustments and new listings, highlighting the dynamics of the market and specific companies involved [1][2].   Group 1: Convertible Bond Adjustments - 蓝帆转债 (Blue Fan Convertible Bond) has proposed a downward adjustment [1][3]. - 垒知转债 (Lezhi Convertible Bond) has decided not to adjust its terms [2][3].   Group 2: Recent Listings and Market Activity - 金威转债 (Jinwei Convertible Bond) is set to be listed on September 8 [2]. - A table of various convertible bonds provides details such as current prices, redemption prices, last trading dates, and conversion values, indicating the market's performance and investor interest [5][7].    Group 3: Specific Convertible Bond Data - The current price of 东材转债 (Dongcai Convertible Bond) is 142.667, with a strong redemption price of 100.805 and a conversion value of 144.49 [5]. - 明电转债 (Mingdian Convertible Bond) has a current price of 149.750, with a conversion value of 151.27 [5]. - 信测转债 (Xince Convertible Bond) is priced at 139.750, with a conversion value of 141.60 [5].    Group 4: Market Insights - The article provides insights into the remaining scale and market capitalization ratios of various convertible bonds, indicating their liquidity and market positioning [5][7].