资产稳健增长

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本周热点:老登股也没防守性
集思录· 2025-09-19 13:05
Core Viewpoint - The article discusses the dilemma between maintaining a high-paying job in the banking sector versus pursuing full-time investment opportunities, highlighting the potential benefits and risks associated with each choice [1]. Group 1: Investment Opportunities - The article raises the question of whether to abandon bank stocks in favor of technology stocks, suggesting a shift in investment strategy may be warranted [1]. - It notes that as of August, total deposits reached 161 trillion, indicating a significant amount of capital that remains uninvested in the A-share market, which could imply a lack of confidence or alternative investment strategies among investors [1]. Group 2: Market Sentiment - The sentiment towards traditional bank stocks is questioned, with the assertion that even established stocks may lack defensive qualities in the current market environment [1].
本周热点:一次就谈那么好?该不该信?
集思录· 2025-05-16 13:39
Core Viewpoint - The article discusses the concept of investment proficiency and the importance of having a systematic approach that is logically sound and practically successful over time [1]. Group 1 - The definition of "practice" in investment is finding a logical and practical approach that consistently yields success [1]. - The question of how many years it takes to develop investment skills is deemed useful for beginners to understand their progress and avoid impatience [1]. - The article touches on the issue of overproduction in the current era and the phenomenon of "involution" in various sectors [1].