Group 1 - The article discusses how different generations of investors respond to rapidly changing market trends, emphasizing a consensus on returning to value, understanding, and pursuing sustainable returns [1] - A seasoned investor, referred to as "Lao Xiang," has developed an investment strategy that combines fundamental analysis, technical timing, and sentiment analysis, achieving a nearly 30% return in 2025 [1] - Lao Xiang has reduced holdings in high-performing tech stocks and is focusing on undervalued sectors such as state-owned enterprises and the real estate industry, believing the current market resembles an extended "519 market" [1] Group 2 - Another investor, "Yang Kai," anticipates a stable return of 6%-7% in 2025, with a diversified portfolio that includes A-shares, overseas markets, and FOF funds, highlighting the importance of being present in the market [2] - Yang Kai plans to adjust his asset allocation to 40% overseas assets, 20% A-shares, and the remainder in cash, bonds, and precious metals, aiming for structural opportunities in sectors like AI and innovative pharmaceuticals [3] - A new investor, "Xiao Tian," engages in technical analysis and short-term trading, expressing a willingness to cut losses quickly, despite experiencing a 90% reduction in total assets over the year [4]
“60后”“90后”“00后”共鸣:价值
Zhong Guo Zheng Quan Bao·2026-01-04 20:07