捂股策略要求投资者具备耐心和定力，能够抵御市场短期波动的干扰，坚持长期投资的理念。正如股神 巴菲特所言："如果你不愿意持有一只股票十年，那你也不要考虑持有它十分钟。"捂股，本质上是对时 间价值的尊重，是对复利效应的深刻理解。 当然，捂股并不意味着一成不变。市场环境、公司基本面都可能随时间发生变化，投资者需定期审视投 资组合，适时调整。但调整应基于深入的研究和理性的判断，而非情绪化的反应。在实践中，捂股策略 的成功实施，需要投资者不断提升自身的市场认知能力、风险控制能力和心理素质，学会在不确定性中 寻找确定性，在波动中保持冷静。 大盘一路小碎步上行，不知不觉间已站上3600点。股指不断创新高，此时的最佳策略是持股不动，确定 性行情下，换股从来不如捂股收益好。 频繁换股看似主动出击，实则暗藏诸多风险。一方面，交易成本的累积不容忽视，每次买卖都需支付佣 金、印花税等费用，长期下来，这些看似微小的成本会显著侵蚀投资回报。另一方面，频繁操作容易陷 入追涨杀跌的恶性循环，尤其是在市场波动加剧时，投资者往往因情绪波动而作出非理性决策，导致高 位接盘、低位割肉，最终损失惨重。更重要的是，过度关注短期波动会分散投资者对长期价值 ...

Group 1 - The core viewpoint emphasizes that in a steadily rising market, holding onto stocks is more beneficial than frequently trading them, as the latter can lead to missed opportunities and increased costs [1][2] - The strategy of holding stocks is based on a thorough analysis of macroeconomic conditions, industry trends, and company fundamentals, focusing on high-quality stocks with stable growth and reasonable valuations [2][3] - Successful implementation of the holding strategy requires investors to have patience and the ability to withstand short-term market fluctuations, aligning with the principle of long-term investment [3] Group 2 - The holding strategy is not static; it requires regular assessment of the investment portfolio based on in-depth research and rational judgment rather than emotional reactions [3] - The current market environment, characterized by rising stock indices, suggests that understanding the essence of investment and maintaining value is crucial for long-term success [3]