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如何寻找当下投资确定?孙加滢提出两大确定性核心,建议要“管住手、不乱动”
Xin Lang Ji Jin· 2025-08-27 09:32
孙加滢建议,在牛市环境中要"管住手、不乱动"。"在一轮完整的牛市行情中,从底部持有到顶部卖 出,往往是收益最高的策略。交易越频繁,错误可能越多,很多人最终反而难以真正赚到钱。" 在他看来,所谓的"确定性机会",应聚焦于那些"估值足够低、流动性好、经营基本面稳定"的企业。这 也正是当前市场环境下值得重点布局的方向。 8月27日,A股登上3800点,就本轮行情的背后核心逻辑是什么?哪些行业机会确定性较大?信汇泉总 经理孙加滢做客直播间,为投资者深入解析市场脉络>>视频直播 孙加滢指出,投资中的"确定性"主要来源于两大核心:一是周期,二是人性。"周期是必然会发生的事 情,它一定会发生。而说实在的,人性本身就是周期,周期的背后就是人性。" 他认为,在当前市场阶段,低估值板块及公司有望迎来估值回归。"在各主要指数中,估值最低的行业 往往既具备'下跌有底'的安全边际,又存在估值修复的弹性空间,收益潜力较为可观。" 但他同时强调,真正的挑战在于投资者能否克服人性的弱点。"牛市中反而更容易心慌——赚钱的股票 拿在手里像捧着一颗定时炸弹,总想抛掉;持仓一旦跑不赢指数,就焦虑难受;如果踏空,那简直 是'百爪挠心'。" 责任编辑: ...
为什么人一旦开窍,性格就变了
洞见· 2025-08-24 12:34
♬ 点上方播放按钮可收听洞见主播亚楠朗读音频 开窍与不开窍的人,过的是两种人生。 每一次的开窍,都是在邂逅更好的自己。 国学大师南怀瑾曾说:"人修持到了某一种境界,人生的境界就开朗到某一种程度。" 每个人都有一个开悟期,而开悟的早晚决定个人的命运。 头脑闭塞的人,内心缺乏力量,就容易焦虑敏感,到最后只会越混越差; 洞见 ( DJ00123987 ) —— 不一样的观点,不一样的故事, 3000 万人订阅的微信大号。点击标题下 蓝字 " 洞见 " 关注,我们将为您提供有价值、有意思的延伸阅读。 而真正能开窍的人,内心足够富足,可以理解世界、觉醒人生。 如果你也有这十点开窍的表现,那就要恭喜你了。 作者: 洞见jinian 说话做事开始有目的性。 在黑蚁群中,有这样一个现象。 大多数蚂蚁每天都在寻找、搬运食物,少数蚂蚁却整日无所事事、东张西望。 人们把这少数蚂蚁叫作"懒蚂蚁"。 可当蚁群断粮以后,那些勤快的蚂蚁都一筹莫展。 而懒蚂蚁们却能带领蚁群,找到早已侦查到的新的食物来源。 原来懒蚂蚁们把大部分的时间都花在了研究和侦查上面。 它们对新食物的持续探索,从而保证群体不断得到新的食物来源。 你看,没有目的导向的努力 ...
真实的鲁迅,令人不寒而栗
首席商业评论· 2025-08-16 04:34
Core Viewpoint - The article emphasizes the enduring significance of Lu Xun in Chinese literature, highlighting his unparalleled status and the deep understanding of human nature and society reflected in his works [6][20][75]. Group 1: Lu Xun's Influence and Legacy - Lu Xun's position in contemporary Chinese literature remains unchallenged, with other authors like Mo Yan acknowledging his greatness [6][10]. - Lu Xun is viewed as an idol by many East Asian writers, illustrating his widespread influence [8]. - The article suggests that despite Lu Xun's elevated status, his works are often seen as symbols rather than actively read by the public [12]. Group 2: Relevance of Lu Xun's Works - Lu Xun's insights into human nature and society are still relevant today, with his critiques of social issues resonating with modern audiences [40][44]. - The article argues that understanding Chinese society and people is incomplete without engaging with Lu Xun's literature [22][75]. Group 3: Special Edition of Lu Xun's Works - A special edition collection titled "My Silence is Deafening: Lu Xun's Works Collection" is introduced, celebrating the 100th anniversary of his novel "Blessing" [22][24]. - This collection includes all of Lu Xun's novels and essays, along with rare photographs and illustrations, making it a unique offering for collectors and readers [26][80]. - The pricing strategy is highlighted as highly competitive, with the collection being offered at a significant discount compared to market prices [36][97].
《杀死一只知更鸟》最封神的10句话,说透人心,看透人性
洞见· 2025-08-13 12:36
洞见 ( DJ00123987 ) —— 不一样的观点,不一样的故事, 3000 万人订阅的微信大号。点击标题下蓝字 " 洞见 " 关注,我们将为您提供有价值、有意思的 延伸阅读。 ♬ 点上方播放按钮可收听 洞见主播佳音朗读音频 有人说,当你委屈、迷茫时,一定要看看《杀死一只知更鸟》。 有人说,当你不知道怎么教育孩子时,不妨读读《杀死一只知更鸟》。 还有人说,当你对人性感到绝望时,可以看看《杀死一只知更鸟》。 好的小说就像一座宝藏,不同的人可以在里面挖到不同的东西。 它以一位6岁小女孩的视角,观察发生在她家人和邻居生活中的各种事。 有关偏见、有关种族、有关善恶、有关教育、有关亲情,写出了人性的复杂,社会的百态,发人深省。 作 者: 柳雪敏 来 源: 帆书樊登讲书 (ID: readingclub_btfx) 允许别人是别人,接受自己是自己。 书中这10句话,字字扎心,句句在理,足够每个人受用一生。 一个人没必要把自己懂的东西都展现出来,因为人们不喜欢他们身边有什么人比他们懂得更多。 听过一句老话:"熟人眼里,不允许有牛人存在。" 因为牛人的出现,会显出周围其他人不牛的事实,从而引发嫉妒嫉恨。 人的嫉妒之心,从 ...
面对人性最好的方式:一手烧香,一手拿枪
洞见· 2025-07-27 10:03
Core Viewpoint - The article emphasizes the complexity of human nature and the necessity of balancing kindness with self-protection in interpersonal relationships [10][11][45][76]. Group 1: Understanding Human Nature - The story of a merchant and a robber illustrates the duality of human nature, where compassion can coexist with the need for self-defense [9][10]. - The merchant's decision to save the robber while injuring him reflects the understanding that kindness must be tempered with caution [9][10]. - The narrative suggests that recognizing the flaws in human nature can lead to a more peaceful coexistence, advocating for a mindset that embraces understanding rather than conflict [14][28]. Group 2: The Importance of Kindness - Acts of kindness, such as the merchant's generosity towards a struggling family, highlight the power of compassion in fostering community [27][40]. - The example of Huang Wanlu, who maintained her composure and kindness despite being wronged, demonstrates that a generous spirit can lead to unexpected rewards [39][40]. - The article posits that true strength lies in the ability to forgive and accept others, which ultimately leads to personal freedom and broader opportunities [41][42]. Group 3: The Need for Self-Protection - The narrative stresses that while kindness is important, individuals must also be vigilant and assertive to protect themselves from exploitation [45][58]. - The story of a friend who learned to stand up against entitled relatives illustrates the necessity of setting boundaries to prevent being taken advantage of [50][56]. - The article concludes that a balance of compassion and assertiveness is essential for navigating the complexities of human interactions [75][76].
梁腾:狂人日记
Jing Ji Guan Cha Bao· 2025-07-13 14:18
Core Viewpoint - The exhibition "Monologue of the Awakened: Deconstruction and Rebirth" is a critical and avant-garde art event that reinterprets societal norms through artistic expression, echoing the themes of Lu Xun's classic work "A Madman's Diary" [1] Group 1: Exhibition Overview - The exhibition will take place from June 14 to July 30 at the K可以 Gallery in Hefei, showcasing over twenty significant works by young artist Chen Mo, created between 2023 and 2025 [3] - The artworks span various media, including painting, sculpture, and video installations, each representing a profound exploration of humanity, power, and freedom [1][2] Group 2: Artistic Themes and Audience Engagement - Some pieces deconstruct everyday objects to reveal hidden power dynamics, while others simulate the psychological process of individual alienation within societal constraints through surreal scenes [2] - An interactive installation area invites viewers to engage in actions that "break the norms," extending the critique of art into real-life experiences [2]
莎士比亚凭什么红了400年?人生的困惑,他都有解药
首席商业评论· 2025-07-01 04:00
莎士比亚,是英国乃至世界文学史上大名鼎鼎的戏剧家。 马克思称他为"人类伟大的戏剧天才"; 同为大文豪的维克多雨果,说他是"天才的降临,使得艺术、科学、哲学或者整个社会焕然一 新"。 莎士比亚,这位文艺复兴时期的文学巨匠, 他是全世界戏剧迷的偶像, 他的作品跨越时空,影 响着一代又一代的人。 他笔下的人物,无论是哈姆雷特的犹豫,还是麦克白的野心,都深刻地揭示了人性的复杂与 伟大。 莎士比亚的戏剧,是对人性善恶、爱情深浅、世间复杂深刻的临摹。 金庸也曾坦言 : "如果有一天能上太空,又只能带一套书,是莎士比亚全集。" "我读到他的第一页,就使我这一生都属于他了" ,大文豪歌德如是说。 To be, or not to be - that is the question.Whether it's nobler in the mind to sufferThe slings and arrows of outrageous fortuneOr to take arms against a sea of troubles,And by opposing end them. 生存还是毁灭,这是一个值得考虑的问题;默默忍受 ...
搞懂人性,才能做好表达
Sou Hu Cai Jing· 2025-07-01 00:53
Core Viewpoint - The essence of effective communication lies not in the content but in understanding human nature, emphasizing the importance of leading rather than proving one's point [2][5][62]. Group 1: Understanding Human Nature in Communication - Successful communicators excel not because they speak better, but because they understand human nature [2][3]. - When attempting to prove a point, the audience may become defensive, leading to ineffective communication [16][20]. - Effective communication should focus on leading the audience to their own conclusions rather than simply presenting facts [16][62]. Group 2: The Importance of Relational Context - Establishing a connection with the audience is crucial; the relationship should precede the value proposition [26][25]. - In different contexts, such as addressing clients or partners, the approach should vary from direct conclusions to building a shared understanding [26][27]. - The audience's emotional engagement is essential; feelings often drive decisions more than rational arguments [34][36]. Group 3: Techniques for Effective Expression - Using relatable scenarios and emotional narratives can significantly enhance the impact of the message [30][31]. - Presenting information in a way that highlights common concerns or shared goals fosters a collaborative atmosphere [13][24]. - The four key elements to drive change in others are: presenting surprising facts, creating aspirations, highlighting potential losses, and ensuring ease of implementation [57][60]. Group 4: Practical Examples and Applications - A case study of a school principal illustrates how framing issues in a relatable context can engage the audience more effectively than mere assertions of competence [11][13]. - The example of a car sales pitch demonstrates that understanding the decision-making process of the audience can lead to more persuasive communication [48][50]. - The narrative of a popular hotpot brand seeking to enter a market emphasizes the need to align communication with the audience's priorities and concerns [41][43].
我的文学跨越之旅
Ren Min Ri Bao· 2025-06-16 22:13
《青铜葵花》:讲述了农村男孩青铜与城市女孩葵花之间 深厚纯真的兄妹情。他们在艰难的生活中彼此守护,用爱 与善良抵御贫穷与苦难,展现出人性中最温暖的光辉。 《蜻蜓眼》:以中法混血孩子阿梅的成长为线索,讲述了 上世纪30年代起,中法结合的一家人在上海、马赛、宜宾 三座城市生活的故事,以孩子的视角展现家人间的亲情羁 绊。 我们手里抓着一手好牌,怎样才能不将这一手好牌打烂,这就看我们能否坚定不移地运行在文学应走的 金色车辙上,能否坚持文学的根本规律、基本原则和文学性。讲,大讲特讲——凭什么不讲?不讲就是 渎职,就是愚蠢,但一定是在文学的框架里讲,并且一定是站在全人类的角度讲,题材是中国的,主题 是世界的。唯有如此,才能让世界了解中国文学——不只是了解,是喜欢,是羡慕,是钟情,是长驱直 入精神腹地。中国文学参与人类文明的共同建构,有永不枯竭的写作资源作为保证,而且这种资源是优 质的,是中国特有的。 法国于我而言,并不十分陌生。原因是我读了很多法国的文学作品和哲学著作。文学作品呈现的人文风 貌、自然景观、某个城市与乡村的具体情景——法国其实早就被我"看到过"了。20多年前我第一次去法 国时,就觉得自己已经无数次到过那里。 ...
读懂刘备拿捏人性的方式,你就不是普通人了
洞见· 2025-06-11 09:53
洞见 ( DJ00123987 ) —— 不一样的观点,不一样的故事, 3000 万人订阅的微信大号。点击标题下蓝字 " 洞见 " 关注,我们将为您提供有价值、有意思的 延伸阅读。 公元223年,白帝城里刘备托孤。 洞悉了人性,就洞悉了世界的运行逻辑。 ♬ 点上方播放按钮可收听洞见主播素年锦时朗读音频 刘备深知诸葛亮是至情至性之人,是恪守君臣道义的儒士。 如果以诚待之,往往会换来诸葛亮的赤胆忠心。 病榻上,奄奄一息的刘备对诸葛亮说:若嗣子可辅,辅之;如其不才,君可自取。 诸葛亮顿时涕泣曰:臣敢竭股肱之力,效忠贞之节,继之以死。 年轻时,我读到这一幕,也被这深厚的君臣之情感动了一下 到了现在这个年纪重读时,却隐隐感觉不对劲。 一个帝王如此安排生前身后事,要么很昏庸,要么段位高。 对于刘备,我更倾向于后者。 对民众,顺应人意 刘备领徐州牧前,陈登劝刘备自立为王:"今汉室陵迟,海内倾覆,立功立事,在于今日。" 但刘备不从,反而提出了一个口号:兴复汉室。 其实,刘备自己也想立功立事,而非重拾刘氏之荣光。 东汉末年,天下百姓都希望能苟全性命,能居有定所,这是战乱时的人心,也是人性。 当时汉室正统的观念在人们心中依旧根深 ...