复盘打新:胜兵先胜后求战,败兵先战后求胜
CATLCATL(SZ:300750) Ge Long Hui·2025-05-26 04:34

Group 1 - The core message emphasizes that the focus should be on the stocks that are well-understood and the amount of shares acquired, rather than the performance of every individual stock [1] - The article highlights the significant gains from specific stocks such as 恒瑞医药 (Hengrui Medicine), 宁德时代 (CATL), and others, indicating that these stocks have contributed substantially to overall profits [1] - The importance of the dark market and initial trading days is noted, suggesting that while these factors are crucial, they are ultimately beyond control [2] Group 2 - The article references the concept of risk management, particularly in relation to price premiums and the unpredictability of market outcomes [4] - It discusses the strategy of hedging, where the author speculates on the price premium of 宁德时代 (CATL) and engages in both shorting and going long on the stock to mitigate risks [4][5] - The article mentions the importance of time cost in trading, particularly in short selling, and suggests that resolving trades within a month is ideal [6] Group 3 - The article advises a strategic approach to new stock investments, likening it to a lion's hunting strategy, where most time is spent in contemplation and only a small portion is dedicated to decisive action [6] - It suggests that some new stocks may not warrant attention, indicating a selective approach to investment opportunities [6]

复盘打新:胜兵先胜后求战,败兵先战后求胜 - Reportify