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对“7亏2平1赚”说法表示深深的怀疑
集思录· 2025-03-20 14:30
Core Viewpoint - The article questions the validity of the claim "7 losses, 2 breakeven, 1 profit," suggesting it may be a narrative created by certain institutions to comfort investors [1]. Group 1: Market Sentiment - The current market is perceived as a bull market, indicated by the performance of indices like the 中证2000 reaching new highs [4]. - There is skepticism about the sustainability of market gains, with references to historical data showing that wealth is often redistributed during market bubbles and crashes [3]. Group 2: Investment Behavior - Different types of investors are categorized based on their risk and investment strategies, highlighting the dynamics of wealth generation and risk assumption [7]. - The article discusses the ambiguity in defining investment performance, questioning how to classify breakeven scenarios and the impact of various investment strategies on overall returns [5]. Group 3: Market Analysis - The article critiques common market assumptions, such as the necessity of volume for price increases and the relevance of valuation metrics, suggesting that many market movements defy traditional analysis [8][9]. - It emphasizes that many successful traders operate independently of conventional metrics, focusing instead on the principles of buying low and selling high [9]. Group 4: Investment Philosophy - The concept of the "80/20 rule" is mentioned, indicating that this principle applies across various industries and can be nested within itself, suggesting a deeper philosophical perspective on wealth distribution [10].