股市投资
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格隆汇创始人格隆:2026年要投资哪里?毫无疑问是股市
Xin Lang Cai Jing· 2026-01-08 06:36
MACD金叉信号形成,这些股涨势不错! 格隆汇1月8日|在今日举行的《2026潮起新程·开门红联名策略会》上,格隆汇创始人格隆博士称,以 美国为例,统计各资产在过去两个世纪的名义收益率数据显示,股票的年收益率是8.4%,长期国债是 5%,短期国债是4%,黄金是2.1%;再统计各资产在过去两个世纪的真实收益率(剔除通货膨胀)数据显 示,股票的年收益率是6.9%,长期国债是3.6%,短期国债是2.5%,黄金是0.6%,而美元现金是-1.4%。 所以你要问我2026年要投资哪里?毫无疑问是股市。 ...
成都房价已经下跌40%了?
集思录· 2025-12-17 14:08
在2010年的时候,还是个远郊大农村。 在2015年的时候,这地区的房价就只有5000左右 成都2017年,那一年暴涨,房价普遍翻倍 天府新区在2021年炒到均价2.5万,现在跌到均价1.7万左右。目前跌回到2018年的水平,只 能说是挤掉了一部分泡沫,不可能跌回到2017年之前。 据说从高点目前已经下跌40%,真的假的? 数据A 网上无非哗众取宠而已,自媒体为了流量要不是暴跌就是暴涨。 我这个成都老土著可以告诉你们点真实的。 成都天府新区的二手房确实跌得厉害,之前跌了一波,上个月又跌了一波。从体感上来说, 平均跌40%,没多大问题。 但是很多人忽略了一点,成都的天府新区本来就是最近15年搞出来的, (总结:成都炒得最凶的区域,按涨幅来算,天府新区可以排进全国前几名了。暴跌不奇怪) 要是按照炒股的说法,天府新区走势就像五粮液一样。2018年股价几十块钱的五粮液在2021 年涨到337元,从高点跌40%的时候,还远远谈不上便宜。看看现在的五粮液这才是真实的 价值。 孔曼子 我在成都,从市中心到一二三四五环附近都有房或有过房,总体来说离市中心越远的地段跌 幅越大。以二手为主的市中心跌幅较小,我正在装修的邻居比我三 ...
May be time to add fixed income to portfolio, says Unlimited's Bob Elliott
Youtube· 2025-12-16 21:58
So, should investors still expect another strong year ahead. Well, joining us now is unlimited CEO and CIO Bob Elliot. Bob, it's great to have you on.Actually, want to start right there with that BFA survey. Um, because as Mike Sani has pointed out many times before, when you see this much optimism in a survey like this, it tends to be a contrarian a contrarian indicator. Your thoughts.>> Well, I one of my favorite parts about that survey is highlighting that essentially all bears are dead in the market. Uh ...
怪了,还在跌,不要强迫股市发钱
Sou Hu Cai Jing· 2025-12-03 08:32
近期的工作中,我发现很多人对股市有不切实际的想法,认为来股市就一定能够赚钱,不管任何时候都要赚! 真不知道是被哪位大师给洗脑了,谁告诉你投资一定有回报?爱出者一定爱返的?明月不也能够照阴沟吗? 赶紧抛弃不切实际的想法,尊重规律是你唯一能在股市赚钱的道路,其他都是旁门左道! 今天A股再跌,走势很弱,让我不禁怀疑,这波反攻可能到此结束! 不过,此言可能尚早,人家还可能继续反攻。但已经不影响我对弱势反弹的判断了。 继续等待,直到最好的时刻出现再下手,这是我的原则。 原因呢?无他。就是前期涨快了,现在回调而已,不要没了信心。 锂矿的走势很OK,低位坚守,高位出来就行了。这是一个值得持续玩儿的板块,新能源的未来,光明正大。 第三:白酒有点难 跌破了前期的支撑之后,第二天下探了。你知道我想起什么吗? 我想起了2022年10月份茅子的那波。从1700到1100,十分夸张。这次会不会我不知道,但向下就是给机会。 之前重仓的人,肯定不敢加、没钱加了。紧盯走势,别走眼了。 人到中年了,终于实现了家庭财务的安全,我万分感慨,幸好年轻的时候选择不顾一切,全身心投入股市! 不然,我的后果,不堪设想。近期看到了多位中年朋友的人间财务惨剧 ...
26日投资提示:佩蒂股份拟以5000万-7000万元回购
集思录· 2025-11-25 14:06
Group 1 - The article discusses various convertible bonds, including their current prices, redemption prices, last trading dates, and conversion values, highlighting the potential investment opportunities in these financial instruments [1][4][6]. - Specific convertible bonds such as Zhongjin Convertible Bond and Hengbang Convertible Bond are noted for their strong redemption prices and conversion values, indicating a favorable investment outlook [1][4]. - The article emphasizes the importance of monitoring the market conditions and the performance of convertible bonds as they approach their last trading dates, which could present strategic investment opportunities [1][6]. Group 2 - The article reflects on the current market sentiment, suggesting that the recent adjustments in the market are likely due to short-term policy impacts rather than fundamental changes [7][8]. - It mentions that the overall market valuation for A-shares and Hong Kong stocks is not overly expensive, indicating potential for future growth [7]. - The commentary suggests a cautious but optimistic approach, encouraging investors to wait for stabilization before gradually increasing their positions in the market [8][9].
视频|存款“搬家”到股市?央行报告破误区
Zhong Guo Zheng Quan Bao· 2025-11-13 14:02
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 沪指再创反弹新高,3分钟便捷开户,把握投资先机!长江证券三大尊享福利>> 责任编辑:何俊熹 ...
不投资也是一种下注:你在重仓做空未来,这才是人生最大的冒险
雪球· 2025-11-06 13:00
Core Viewpoint - The article emphasizes the importance of participating in stock market investments as a means of asset allocation and personal growth, suggesting that early involvement can lead to better learning experiences and financial outcomes [3][10][22]. Investment Philosophy - The stock market is portrayed as a necessary arena for asset allocation, where holding only cash equates to betting against future economic growth [5]. - Real estate investment, particularly through high leverage, is framed as a long-term bet on regional prosperity and population inflow [6]. - Continuous education and skill acquisition are discussed as investments that may depreciate over time, highlighting the risks of relying solely on a single skill [7][8]. Learning Through Experience - The article argues that engaging in stock market trading enhances cognitive and analytical skills, allowing individuals to better navigate societal scams and emotional manipulations [8][9]. - It posits that financial market investment serves as a rapid path to personal development and understanding of the complex interplay of economic, political, and social factors [9]. Importance of Early Involvement - Early participation in the stock market is encouraged, as the cost of mistakes is lower when financial stakes are smaller [10][11]. - The analogy of children learning to walk is used to illustrate that early failures lead to quicker recovery and learning [10]. Feedback and Adaptation - Successful investment is linked to the ability to learn from failures and adapt strategies accordingly, emphasizing the importance of feedback in the learning process [12][13]. - The article warns against the pitfalls of not utilizing past experiences, comparing it to a robot learning to walk through trial and error [14]. Resilience and Growth - The narrative stresses that resilience in the face of setbacks is crucial for personal and professional growth, with a focus on maintaining a positive attitude during challenges [18]. - It highlights that true strength is demonstrated by how one responds to adversity, rather than merely achieving success [18]. Experience vs. Talent - The article contrasts fields where youthful talent thrives, such as mathematics and programming, with those where experience is paramount, like law and management [19][20]. - It concludes that trading is an experience-based field where understanding risk and managing investments is critical for long-term success [22]. Asset Allocation Strategy - The "雪球三分法" (Snowball Three-Part Method) is introduced as a strategy for asset allocation, advocating for diversification across assets, markets, and time to optimize returns and manage risks [24][25]. - This method aims to achieve a balanced investment portfolio that can withstand market fluctuations and provide long-term growth [25].
美联储或再降息,美元放水潮来袭,国内经济将迎新机遇
Sou Hu Cai Jing· 2025-11-01 04:03
Group 1 - The Federal Reserve's recent interest rate cuts are expected to influence global capital flows, potentially benefiting the A-share market as it appears undervalued compared to other markets like the Nasdaq [1][2] - Following the Fed's rate cut in September, foreign capital inflow into A-shares surged to $4.6 billion, marking the highest monthly inflow since November 2024, indicating a shift in investment focus [2] - The reduction in interest rates is likely to lower borrowing costs for companies, encouraging them to invest in production and research, which could enhance their profitability and support stock prices [3] Group 2 - The current economic indicators show resilience, with China's GDP growing by 5.2% and exports increasing by 7.1% in the first three quarters, suggesting a solid economic foundation [4] - The combination of foreign capital inflow and supportive domestic fiscal and monetary policies may lead to a recovery in foreign trade orders, further stimulating economic growth [6] - The benefits of the interest rate cuts will manifest in stages, with short-term liquidity improvements potentially leading to market volatility; investors are advised to focus on companies with strong performance and competitiveness rather than chasing short-term trends [7]
从防御到对峙,我们已做好最坏打算?
Hu Xiu· 2025-10-22 11:35
Group 1 - The article discusses the implications of Trade War 2.0 on the stock market and investments, highlighting the potential for increased volatility and uncertainty in financial markets [1] - It examines China's countermeasures in response to trade tensions, suggesting that these actions are strategic and aimed at protecting national interests [1] - The article questions whether China has the capability to escalate the situation significantly, indicating a complex interplay of power dynamics in international trade [1] Group 2 - The analysis includes potential impacts on specific sectors, noting that industries heavily reliant on exports may face challenges due to tariffs and trade barriers [1] - It also addresses investor sentiment, suggesting that uncertainty may lead to cautious investment strategies and a reevaluation of risk exposure [1] - The article emphasizes the importance of monitoring economic indicators and geopolitical developments to assess future market trends [1]
亏损不停,割肉止损,满仓114万盯紧合肥城建,等待反弹爆发
Sou Hu Cai Jing· 2025-10-20 02:19
十月中旬,股市的阴晴不定如同一场不见硝烟的残酷战争,暗流涌动。虽然指数表面上呈现出一种稳健的上升趋势,但这背后却隐藏着超过四 千只个股普遍下跌的残酷现实,散户们的亏损如影随形,挥之不去。 广东一位股民的经历,成为了这场股市乱象的一个缩影。他频繁割肉,已经损失了十几万元,但仍然执迷不悟地坚持短线追高的策略,仿佛一 个输红了眼的赌徒,不肯离开赌桌。他的故事,如同一个警钟,敲响在每一个试图在股市中快速获利的散户心中。 | 人民币账户 CNY A股 | | | 仓位 99.9% | | --- | --- | --- | --- | | 总资产 ◎ | 总图亏 | 当日参考盈亏 1 | | | 1,201,341.12 | -61.890.46 | -49,719.00 -3.97% | | | 总市值 | 可用 国债▶ | 可取 转帐▶ | | | 1,201,226.00 | 113.12 | 59.56 | | | 持合分时 | | | | | 市值 = | 图亏 | 持仓/可用 | 成本/现价) | | 山子高科 | -63,005.98 | 0 | 0.000 | | 0.00 | 0.000% | 0 | ...