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泉果基金创始人王国斌因病离世!投资界的“清泉良木”永远凋零
Sou Hu Cai Jing· 2025-11-04 08:09
2025年11月3日,中国资产管理行业传来令人痛心的消息——泉果基金创始人、总经理王国斌因病突然离世,年仅57岁。 这位怀揣"投资中国"之心的金融精英,在事业正值鼎盛之际骤然离世,让整个投资界为之扼腕叹息。 王国斌是北京大学硕士,中欧国际工商学院EMBA,拥有27年证券从业经验。2022年,他离开东方红资管,与多位同事 共同发起设立了泉果基金。作为一名主要股东,王国斌始终积极地看待中国发展,坚定地相信中国资本市场和资产管理 行业的未来。"做资产管理是受人之托,守住'忠信'是我们的本分,也是我们的承诺。"这是他生前常挂在嘴边的话,也成 为泉果基金企业文化的重要组成部分。 在短短三年时间里,泉果基金在王国斌的带领下迅速发展壮大,其"寻清泉,种良木"的投资理念深入人心。王国斌倡导 的长期价值投资理念,不仅为公司赢得了良好口碑,也为投资者创造了可观回报。他常将投资比作培育良木,强调需要 耐心等待成长的过程,这一理念在当前浮躁的投资环境中显得尤为珍贵。 王国斌的突然离世,让整个金融圈为之震惊。泉果基金在讣告中表示:"泉果基金所有员工将继续秉承王国斌先生的思想 和精神,以投资者长期价值最大化为宗旨,力争交付投资硕果。"公 ...
贺博生:11.4黄金原油今日行情涨跌趋势分析及最新独家多空操作建议
Sou Hu Cai Jing· 2025-11-04 02:46
一样的行情,不一样的指导,不一样的人生。新手的特点就是不懂技术,盲目进场。他们每次交易只考虑一个问题:认为只要预判了市场涨跌就可以去做这 笔交易。这种重方向、轻位置的做法使得交易者一败涂地。其实,顺势而为的"势"跟"方向"是有很大差别的,因为市场的运动方向呈现震荡的形态运行,而 市场的趋势往往是全局性的。在我这里,我能做的是帮你合理的把控仓位,利用支撑和阻力位下单,让每一单有理可依,有迹可循。买卖点位不应该是随意 进场,请对自己的资金负责。如果你对行情真的无法把握,可以前来找到我,多一个分析师对你来说没有任何损失,永远记住一句话,专业的人做专业的 事,一切实战只为盈利,合作只为双赢。 黄金最新行情趋势分析: 原油消息面解析:周一(11月3日)美原油连续合约欧洲时段在61美元下方展开区间震荡,经历了周末OPEC+会议的政策调整后,市场多空双方陷入短期胶 着。价格在上周触及59.64美元低点后重新站上60美元,但上行动能仍显不足。目前全球原油的过剩量维持在190万桶/日左右,虽然供应仍高于需求,但未 来过剩增长速度可能放缓,从而为油价提供一定支撑。当前油市正处在"恐惧与基本面"的交叉点。美国制裁虽然可能短期推高油 ...
期货市场中,什么才是顺势而为?
Sou Hu Cai Jing· 2025-10-31 18:12
Core Viewpoint - OPEC+ has reached a historic production cut agreement of 9.7 million barrels per day, signaling an end to the oil price war and leading to a rebound in international oil prices [1] Oil and Chemical Industry - The recent production cut is expected to create a buying opportunity for crude oil and chemical products, as prices have reached a low point and are likely to recover [1] - The statement emphasizes that the value of oil will eventually return, suggesting that the current price disparity between oil and water is unsustainable [1] Market Conditions - Global market volatility has led to a decline in A-shares, indicating the need for asset allocation to hedge against market risks [1] - The agricultural sector is also experiencing price increases due to the intensifying pandemic, highlighting broader inflationary pressures across various commodities [1]
太准了,4年前的一条25字评论,关于房价和黄金,如今正被数万网友顶礼膜拜
Sou Hu Cai Jing· 2025-10-27 22:12
据题主描述,他于2017年高位入手了一套房子,位置处在武汉市的黄金地段。对面是一所知名大学,小区旁边有地铁站。而且这也是一 套学区房,片区的初中升学率比较高。 更玄的是,题主认为这套房子的"风水"很好。以前在这里居住过的人,升职的升职,升学的升学,生活顺风顺水。他自己在里面住过8个 多月,现在也是心想事成,诸事顺遂。 题主的问题是,他个人经济情况还可以,这套房子属于闲置房,住不到,目前在出租状态,因此想直接卖掉。然而,他以购房时的价格 挂出去后,一年都没有成交,正在纠结要不要降价卖? 于是,问题下面有了那条堪称"金玉良言"的评论:"降价卖,能出手就是赢,换欧元,黄金,八年国土路过,信不信在你。" 互联网上有很多"预言神贴",其中有些是误打误撞,有些则不得不令人叹服。 近日,某乎论坛上一条短短25字的评论,正在被很多网友顶礼膜拜,已经获得两万多个点赞。该评论是回答一位武汉房主的困惑,今日 回头再看,答主当初的话可谓一字千金。 | 降价卖,能出手就是赢,换欧元,黄金,八年国土路过,信不信在你。 | | --- | | 发布于 2021-12-16 16:41 | | _ ▲ 赞同 2.1 万 【 ▼ ● 2,21 ...
黄金,4180未破震荡依旧!
Sou Hu Cai Jing· 2025-10-27 05:07
Core Insights - The article emphasizes the importance of making the right decisions over merely executing tasks correctly, highlighting that understanding the correct path to wealth is crucial [1] - It discusses the significance of market trends and the potential impact of price levels on future performance, particularly in the context of gold prices [1][2] Market Analysis - The gold market has recently experienced a significant upward trend, with a focus on the critical price levels of $4180 and $4000, which serve as key support and resistance points [1][5] - If the price of gold falls below $4000, it may decline further to the range of $3700-$3800, representing a typical adjustment of 50% from the recent upward movement [2] Trading Strategy - The current trading strategy suggests a range-bound approach between $4180 and $4000, advocating for high selling and low buying within this interval until a breakout occurs [5] - The article outlines that a breach of $4000 would indicate a continuation of bearish sentiment, while a breakout above $4180 would signal the end of the short-term correction [5]
人在低谷,把自己当一株小草
洞见· 2025-09-23 12:35
Core Insights - The article emphasizes the importance of resilience and patience during challenging times, using metaphors from nature to illustrate how individuals can thrive by rooting themselves deeply and waiting for the right moment to grow [5][15][21]. Group 1: Resilience and Growth - The "resurrection grass" symbolizes survival and the ability to thrive in harsh conditions, highlighting the importance of enduring tough times to emerge stronger [4][8]. - Just like wheat that spends an entire winter establishing its roots, individuals must also invest time in self-improvement and skill development to prepare for future opportunities [12][14]. - The story of the author Yang Zhangyan illustrates that perseverance and dedication to one's passion can lead to success, as seen in his journey to write a historical novel after years of research [10][14]. Group 2: Individual Pace and Timing - The article discusses the concept that everyone has their unique rhythm in life, and one should not rush or compare themselves to others, as success comes at different times for different people [19][20]. - The example of Zhang Xingdong, who pursued his education and career at his own pace, reinforces the idea that personal growth is not a race, and one should focus on their own journey [20]. - The narrative of Li Xiaoyi emphasizes the importance of adapting to change and going with the flow rather than resisting it, leading to eventual success and fulfillment [21][22].
不战而屈人之兵
Bao Cheng Qi Huo· 2025-09-17 06:46
Report Core View - The highest level of cognition and ability in futures trading is to understand the essence, follow the trend, and obtain the maximum results at the minimum cost, transforming from a "fighter" to a "strategist" [2] - Traders should learn continuously, keep an open mind, and draw wisdom, not being confined to their own opinions or superstitious about a single technical indicator or trading system [3] - The core of "subduing the enemy without fighting" is the establishment and application of "momentum", which means following the market trend in futures trading and making decisions based on risk - return assessment [4][5] Summary by Related Content Comparison between Ordinary Traders and High - level Traders - Ordinary traders are like inexperienced generals, believing in the power of "fighting", frequently trading, and facing high costs and risks. Some even go all - out to recover losses and end up with total failure [3] - High - level traders are like Han Xin, willing to learn from others, waiting for the right "momentum" in the market, and making trades based on sufficient research and strict discipline [3][4] Establishment and Application of "Momentum" in Trading - In futures trading, when the long - term trend is established, the moving average system diverges upward, the fundamentals are strong, and market sentiment is optimistic, traders should follow the trend and let profits run [4] - When the trend is unclear or in a short - term pattern, forcing a long position is against the "momentum" and will be punished by the market. Traders should wait for the right opportunity [4] Risk - Return Assessment in Trading - Before each trade, traders should assess the upside potential, downside risk, and probability of success. If the risk - return ratio is not good, they can choose not to trade [5] - When there is a floating profit in the account, traders should decide whether to hold or close the position based on the trend, fundamentals, and market sentiment [5]
红筹投资总经理邹奕:做“安心”投资 锚定价值顺势而为
Zhong Guo Zheng Quan Bao· 2025-09-15 00:29
Core Viewpoint - The recent strong performance of the A-share market is attributed to long-term valuation compression and the potential for valuation recovery, which has been building up over the past few years [1] Investment Philosophy - The investment philosophy emphasizes "value anchoring and going with the trend," focusing on maintaining a balanced portfolio while adhering to low valuation assets for a more "secure" investment approach [1][5] - The strategy involves a flexible adjustment to market conditions, allowing for rebalancing of positions and combinations based on market dynamics [7] Investment Strategy - The preferred investment model is to focus on low-valuation assets, reflecting a preference for a stable investment style [5] - The approach includes diversified sector allocation and holding assets at different valuation realization stages, rather than concentrating on a single high-risk investment [5] - The focus is on capturing valuation recovery rather than speculative valuation expansion, with a keen eye on risk-reward ratios and certainty [5][6] Market Outlook - The investment outlook remains positive across multiple sectors, including innovative pharmaceuticals, technology, cyclical industries, automotive, and public utilities [10][11] - The innovative pharmaceutical sector is particularly highlighted as a promising area, with expectations for domestic companies to transition from following to leading innovation [10] - The AI sector is noted for its potential, especially in computing power and humanoid robotics, which are expected to become significant markets [11] Sector-Specific Insights - In advanced manufacturing, the shift towards higher value chain segments is seen as crucial for enhancing competitiveness and market returns [11] - The cyclical sector, particularly energy and chemicals, is anticipated to see price stabilization and growth potential due to favorable market conditions [11] - In the automotive sector, the focus is on identifying companies undergoing deep reforms or new product cycles, with an emphasis on smart and robotic trends [11] - The public utilities sector is viewed as presenting medium to long-term investment opportunities due to currently reasonable valuations and expected growth in electricity demand [11] Conclusion - Overall, the A-share market is expected to witness a maturation of shareholder return and market value management systems, with a focus on identifying undervalued assets that show potential for fundamental improvement [12]
做“安心”投资 锚定价值顺势而为
Zhong Guo Zheng Quan Bao· 2025-09-14 20:14
Core Viewpoint - The recent strong performance of the A-share market is attributed to long-term valuation compression and the subsequent recovery potential, which has been building up over the past few years [1][3]. Investment Philosophy - The investment philosophy emphasizes "value anchoring and going with the trend," focusing on maintaining a balanced portfolio while adhering to low valuation principles for safer investments [1][2]. - The preference for low-valuation assets reflects a stable investment style, favoring diversified sector allocations and different stages of valuation realization [2][4]. Market Strategy - In a strong market environment, capturing the trend of valuation recovery is more important than trying to maximize profits [3][4]. - The approach to investment is flexible, adapting strategies based on market conditions, with a focus on risk-reward ratios and certainty [4][5]. Research and Team Structure - The investment research team consists of nearly 20 members, covering various sectors such as manufacturing, TMT, pharmaceuticals, and consumer services, focusing on both fundamental and technical analysis [4][5]. Sector Focus - The company is optimistic about multiple sectors, including high-end manufacturing, technology, cycles, military, and pharmaceuticals, with a particular emphasis on the innovative drug sector [5][6]. - The innovative drug industry is expected to undergo significant transformation, moving from reliance on technology imports to self-innovation and global market expansion [6][7]. Future Outlook - The company anticipates continued growth in the innovative drug sector, with a focus on tracking key companies' pipeline data and business development progress [6][7]. - Other areas of interest include AI, advanced manufacturing, energy and chemicals, automotive, and public utilities, with specific strategies for each sector [7].
贺博生:9.4黄金原油今日行情涨跌趋势分析及最新独家操作建议指导
Sou Hu Cai Jing· 2025-09-03 23:39
Group 1: Gold Market Analysis - Gold prices have risen for six consecutive trading days, reaching a historical high, driven by expectations of a Federal Reserve rate cut and increased risk aversion [2] - The upcoming U.S. non-farm payroll data is seen as a critical indicator, with a consensus of approximately 75,000 new jobs expected, which could influence monetary policy [2] - Technical analysis suggests a bullish outlook for gold, with key support levels at 3450 and 3470, while resistance is noted at 3578-3590 [3][5] Group 2: Oil Market Analysis - International oil prices are experiencing a downward trend, with Brent crude oil slightly down to $69.13 per barrel and WTI at $65.63, influenced by new U.S. sanctions on shipping networks related to Iranian oil [6] - The oil market is supported by sanctions and declining inventories, but economic data weakness poses a risk to demand outlook [6] - Technical indicators suggest a mixed outlook for oil, with short-term upward movement expected, but a longer-term downward trend remains probable [7]