2026年"开门红"，这个"红包"有点大，从3800点到4100点，20个交易日不到，沪指"16连阳"创A股历史 纪录。意不意外?惊不惊喜?回想2025年12月中旬时的一片悲观声，是不是很感慨? "时间对多方有利""3850点下方差不多了""潮水褪去时要弯腰捡贝壳"，这是过去一个半月我们提得最多 的建议。投资可以预测，但不能精准，日本加息后就是利空兑现的最佳时机，美联储降息更是如此。回 头看，很多投资机会都是那么清晰，为何很多人很难赚钱?除了专业知识外，我觉得关键是他们总想要 那个精准的点，而这是一个不可能完成的任务。 投资中意外就是常态。什么是意外?意料之外，先有预料才是关键，大部分的意外往往是机会而非风 险。 我们预料美股降息前后是机会，最后指数多跌了两天是意外;很多企业在3000点下估值很便宜是机会， 但情绪很差。有些股票多跌了30%是意外，投资从来没有完美的时机。做好专业的事情，对于意外要坦 然接受，对于过分的意外要敢于下手;反之亦然，一家公司很平平，突然有个题材使得股价大涨一倍， 很意外，但你还是要做兑现，意外就是常态，你要做的不是跟随而是做好自己。 指数在不知不觉间涨了近300点，这个上涨很正常， ...

Visa (V) stock could be an appealing purchase at this time. Why? Because it offers high margins – indicative of pricing strength and cash generation capabilities – at a discounted price. Companies like this produce consistent, predictable profits and cash flows, which help mitigate risk and enable capital reinvestment. The market typically rewards such characteristics.BAKERSFIELD, CA - APRIL 29: A shopper passes a shop door advertising acceptance of purchases with Master Card, Visa, and other credit cards A ...

Core Insights - The company is set to release its top investment picks for 2026, emphasizing the timing for potential investors to join and access these opportunities [1] - The company invests significant resources, including thousands of hours and over $100,000 annually, into researching profitable investment opportunities [1] - The approach has garnered over 190 five-star reviews from satisfied members, indicating a positive reception and effectiveness of the investment strategies [2]

证券日报网讯12月29日，星帅尔（002860）在互动平台回答投资者提问时表示，公司间接持有宇树科技 0.0051%股权。公司会持续关注市场上有潜力的投资机会，捕捉既能延伸公司产业链，又能与公司产业 相配套的项目，进一步做大做强。 ...

文 | 银行螺丝钉 （转载请注明出处） 这里有一门限时免费的福利课程，介绍了基金投顾的方方面面。 想要获取这个课程，可以添加下方「课程小助手」，回复「 基金投顾 」领取哦～ 更有课程笔记、思维导图，帮您快速搞懂课程脉络，学习更高效。 基金投顾，顾名思义，就是基金的投资顾问。 很多行业都有顾问，特别是一些专业性很强的行业。 例如， 基金投资也是如此。 基金投顾的诞生，正是为了解决基金行业存在的"基金赚钱，基民不赚钱"的问题。 那么，基金投顾有哪些优势？ 是如何通过"投"和"顾"，帮助投资者获得好收益的呢？ 如果是螺丝钉的话，会考虑等机会出现 再出手。 巴菲特对此，有一个形象的比喻，假设 一生只有20次投资机会,每次决策都会 在卡片上打一个孔，打完即止。这样会 更加慎重的考虑每次的投资。 这个20次投资机会,不是说买20个股票 基金,或只出手投资20次,而更像是遇 到了20次熊市。 • 看病吃药，需要医生，医生就是顾问； • 有法律问题，需要律师，律师也是顾问。 基金投顾是什么? 電荷24用用? 长按添加@课程小助手,回复「基金投顾」 免费领取《螺丝钉基金投顾入门课》课 更有课程笔记、思维导图,帮你快速了解基金投 ...

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Core Viewpoint - The overall market is experiencing an upward trend, with significant movements in both A-shares and Hong Kong stocks, particularly in the technology sector, driven by favorable economic indicators such as lower-than-expected CPI data in the US, which supports the potential for further interest rate cuts [5][6][4]. Group 1: Market Performance - The overall market has risen, closing at 4.2 stars, which is close to 4.1 stars [1]. - All market caps, including large, mid, and small caps, have seen increases, with small caps showing slightly higher gains [2]. - The growth style has been particularly strong, contributing to the overall market rise [3]. Group 2: Investment Opportunities - Historical analysis indicates that A-shares have experienced three significant bear markets in the last 15 years: 2012-2014, 2018, and the ongoing 2022-2024 period, suggesting that these bear markets present valuable investment opportunities [17]. - It is estimated that an investor may encounter 6-10 bear market buying opportunities over a 30-year investment horizon, emphasizing the cyclical nature of markets [20][21]. - The article suggests that patience in waiting for undervalued buying opportunities can lead to successful long-term investments, with the potential for around 20 investment opportunities over 30 years if one diversifies across various asset classes [28][29]. Group 3: Investment Strategy - The article references Warren Buffett's analogy of having only 20 investment opportunities in a lifetime, which encourages careful consideration before making investment decisions [9][10]. - It highlights the importance of understanding market cycles and maintaining composure during downturns, as the market will eventually reward those who are patient [30]. - The article also mentions the significance of diversification and rebalancing in index investments, which can enhance investment outcomes for ordinary investors [30].

Core Viewpoint - The East Wu Securities automotive team expresses gratitude for the support received from investors while acknowledging the pressure that comes with being recognized as the best analyst team in the automotive sector for 2025. The team reflects on the past decade, emphasizing the importance of luck, persistence, trial and error, and a sense of belonging in their growth. They recognize that the automotive industry is still in a rapid technological innovation cycle, presenting significant investment opportunities, and they aim to break through their own limitations to pursue their dreams together [4]. Group 1 - The cyclical nature of development applies to sell-side analysts, and the automotive research process over the past decade has highlighted this understanding. Breaking through personal limitations requires stepping out of comfort zones, embracing failure, and aligning actions with thoughts. The driving force behind this breakthrough is the pursuit of dreams [5]. - The team aspires to return to the fundamental responsibilities of sell-side analysts, focusing on creating value through research. They aim to witness the growth of outstanding entrepreneurs during each cycle of automotive industry trends while generating value for investors. The team acknowledges the challenges of realizing this dream, as each cycle requires a complete overhaul of thinking and continuous innovation and iteration within the team [5]. - The East Wu automotive team seeks to recruit individuals who are willing to pursue dreams together, emphasizing their commitment to internal development and the annual recruitment of outstanding graduates to grow alongside the team [5]. Group 2 - Interns can expect to receive patient guidance from mentors, mastering essential skills for research report writing and understanding the basic frameworks of industry research. The research institute organizes regular training sessions and shares experiences and techniques from industry veterans. Interns will also receive meal and transportation subsidies [6]. - Main responsibilities for interns include collecting and organizing industry and company data and information, assisting in writing industry and company research reports, and engaging in discussions with analysts to share insights [6]. - The East Wu automotive team has received numerous accolades, including being ranked first in the automotive and auto parts sector in the 22nd New Fortune Best Analyst Awards and consistently ranking in the top positions in various other prestigious awards over the years [6].

Group 1 - The report indicates that the number of billionaires globally increased by 8.8% to 2,919, with total wealth reaching a record $15.8 trillion, marking a 13% increase [2] - The Asia-Pacific region saw a significant rebound, with the number of billionaires rising from 981 to 1,036, the highest growth rate globally [2] - In terms of wealth increment, billionaires in the Asia-Pacific region experienced an 11.1% growth, reaching $4.2 trillion, with mainland China leading at $1.8 trillion [2] Group 2 - Investment in the technology sector saw a wealth increase of 23.8% to $3 trillion, making it one of the top wealth-generating industries globally [2] - The report highlights a substantial increase in investment enthusiasm towards China and the Asia-Pacific region, with 34% of surveyed billionaires believing China offers the greatest investment opportunities, up from 11% in 2024 [3] - 61% of Asia-Pacific billionaires plan to increase investments in hedge funds, developed market equities (50%), and gold/precious metals (48%) [3]

Group 1 - The core concept of "second-level thinking" is to engage in contrarian thinking that differs from the prevailing market views [1][35] - The first level of thinking leads to similar conclusions among investors, while achieving superior results requires questioning the reasons for being ahead [36][35] - Investing is fundamentally about responding to the future, with the acknowledgment that risk is unavoidable [36][1] Group 2 - Two key rules are identified: most things are cyclical, and significant loss opportunities arise when others forget this cyclical nature [2][37] - The cyclical nature of markets is attributed to human participation, which introduces variability and emotional responses [3][38] - The extremes of cycles are primarily driven by human emotions and weaknesses, leading to irrational market behaviors [4][39] Group 3 - Investor emotions oscillate between extremes, affecting market pricing and risk attitudes [6][40] - The main risks in investing are categorized as the risk of loss and the risk of missing opportunities [7][42] - Bull and bear markets are described in three stages each, highlighting the psychological shifts among investors [8][44][46] Group 4 - The concept of market inefficiency is introduced, where mispricing creates opportunities for superior performance [14][41] - The psychological factors influencing investment decisions include greed, fear, and the tendency to follow the crowd [15][48] - Recognizing and resisting these psychological influences is crucial for successful investing [50][49] Group 5 - Exceptional investors possess the ability to identify undervalued qualities that are not reflected in prices [54][52] - The process of building a portfolio involves selling weaker investments to make room for stronger ones [55][56] - Identifying "cheap" investments requires a clear understanding of their intrinsic value and market perception [57][58] Group 6 - Patience in waiting for investment opportunities, rather than chasing them, is emphasized as a superior strategy [60][61] - The importance of understanding market cycles is highlighted, with a focus on recognizing the current stage of the cycle [68][67] - The recommendation is to act contrary to the crowd: be aggressive in downturns and cautious in upturns [69][70]