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半夏投资李蓓、林园:谈市场看法与科技股操作
Sou Hu Cai Jing·2025-09-28 01:13

Group 1 - The core viewpoint is that the market is not entirely rational, and this irrationality is part of its appeal. Adjusting one's mindset to understand the market can prevent feelings of resentment and jealousy, as bubbles are an inevitable part of the market [1] - Li Bei from Banxia Investment suggests buying the CSI 500 index futures to indirectly participate in the technology boom, despite the current market structure and style not being her area of expertise. She has still managed to outperform the CSI 300 index this year [1] - Lin Yuan expressed that holding stocks from the Sci-Tech Innovation Board is a passive operation rather than an active strategy, due to the market capitalization requirements for new stock subscriptions on the Shanghai Stock Exchange [1] Group 2 - Lin Yuan mentioned that investing in the Sci-Tech Innovation Board has been a source of distress for him, as he regrets buying stocks without selling them, leading to sleepless nights [1]