2025年度《财富管理与基金投资顾问》系列课程第八讲：《投资的“易”与“难”——写给大学生的入门课》与《事件驱动型热点挖掘策略讲解》

Core Insights - The event hosted by Dongfang Securities and Shanghai University of Finance and Economics focused on wealth management and investment advisory, featuring two main lectures aimed at university students [1][9] Group 1: Investment Fundamentals - The lecture titled "The 'Easy' and 'Difficult' Aspects of Investment" by Dai Daoling addressed the investment cognition characteristics of university students, analyzing the core contradictions and practical logic of investing [3] - Dai highlighted the dual nature of investment, where the "easy" aspects include low entry barriers, easy access to knowledge, and diverse product choices, while the "difficult" aspects involve overcoming information gaps, cognitive biases, and human weaknesses like greed and fear [3] - The lecture emphasized the dialectical relationship between the "easy" and "difficult" aspects of investment, promoting the idea that "slow investment is fast, and fast investment is slow" [3] Group 2: Event-Driven Investment Strategies - The second lecture by Xiao Xia focused on the core logic that "investment is a game of cognitive and information differences," establishing a complete system from strategy to practical application [6] - Xiao introduced a formula for high returns: "strong catalyst × high correlation × value mismatch," and analyzed the three essential elements of investment strategy: "people," "way," and "technique" [6] - Practical techniques were shared, including strategy formulation, content definition, and framework establishment, along with insights into industry cycles and consensus formation [6]