中欧瑞博吴伟志：投资中最困难的事，踏空后该怎么办？

Group 1 - The core issue of "missing out" in a rising market is a significant psychological burden for investors, often more painful than losses in a declining market due to the feeling of having missed potential gains [2][4] - Professional investors may also experience "missing out" due to a lack of confidence in market strength and insufficient research preparation, leading to a failure to identify opportunities [4][5][6] Group 2 - The first reason for missing out is a lack of confidence in market strength, as investors often perceive initial market uptrends as mere rebounds rather than the start of a strong rally [5] - The second reason is the absence of thorough research and a lack of a "base" in specific stocks or sectors, which can prevent investors from capitalizing on market movements [6][7] Group 3 - Investors need to have a comprehensive understanding of market adjustments, recognizing that adjustments can take various forms beyond just significant declines in broad indices [9][10] - It is crucial for investors to focus on specific sectors or companies rather than solely on broad market indices, as individual stock performance may not align with index movements [10] Group 4 - In the current market, maintaining a high position is advisable, as there are no clear signs of a market turning point, and adjustments should be viewed as opportunities rather than threats [11] - Investors should actively seek opportunities in undervalued sectors or companies, rather than waiting for a market correction, as this could lead to missed opportunities [13][14]