↑点击上面图片 加雪球核心交流群 ↑ 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 润哥 来源：雪球 为什么很多投资者学习了很多成功投资者的经验 ， 但是实战中依然亏钱 ？ 除了要学习价值投资理论 ， 我认为投资者底层逻辑也要修改 。 一个人想要改变一个底层逻辑是很难的 。 但是这是必须要做的 。 第一 、 书山有路勤为径 ， 学海无涯苦作舟 。 要在学习投资上花时间 ， 除了工作 、 睡觉 ， 家庭 ， 应该把其余所有时间花在学习投资上 。 我 觉得最起码要看过超过100本的价值投资书籍 ， 把财务自由放在人生最重要的事情 。 要对理财 ， 投资充分重视 ， 严肃对待 ， 热爱 。 我甚至 认为 ， 一个人在财务自由前 ， 除了赚钱不应该有其他爱好 。 第二 、 知己知彼百战不殆 。 股市如战场 ， 首先要了解自己 ， 了解自己的弱点在哪里 ， 你的弱点 ， 可能会在股市被放大 ， 最终因为自己性格 和各方面的弱点在股市亏钱 。 我常说一句话 。 每个人注定要为自己的情怀 、 立场 、 意识形态 、 信仰买单 、 性格 。 很多人把自己的情怀立场 ， 意识形态 ...

转自：中国改革报 □ 于澜涛 基层党建工作是党治国理政的重要基础，其效能直接关系国家治理现代化水平。当前，社会结构深刻变 革，群众诉求日益多元。传统工作方法虽能应对常规挑战，却难以实现从"有形覆盖"到"有效领导"的深 层跃升。因此，做好新时代基层党建工作，关键要以哲学思维赋能实践，创新思路举措、提升履职实 效，切实把党的政治优势、组织优势转化为基层治理效能，不断夯实党的执政根基。 （来源：中国改革报） 基层党建是嵌入基层社会肌体、联动多元治理主体的系统工程。系统思维要求我们将党建工作置于国家 治理、社会发展和人民生活的宏大背景与有机整体中统筹把握。 构建"党建引领—多元共治"的协同体系是基层党建系统推进的核心抓手。基层党组织应成为凝聚各类组 织、调动各方资源的核心力量。例如，在社区治理实践中，通过搭建区域化党建平台，联动驻区单位、 社会组织、物业企业及志愿者团体，以组织共建、事务共商、资源共享为纽带，把党的政治优势、组织 优势转化为基层治理效能，形成各主体良性互动、共同参与的治理新格局。 "分析—协商—转化"的矛盾调处机制是辩证思维在基层党建中的生动实践。面对环境治理、邻里纠纷等 基层矛盾，党建工作应摒弃被动 ...

一张北京国际电影节的票根能解锁30多个商圈、1100多个商户的优惠；一张"苏超"门票可享百货零售、 餐饮住宿、休闲娱乐等专属折扣……小小票根何以成为撬动城市消费的有效杠杆？就在于从对应一个点 到联动多个场景，把各种消费业态串联起来，这是整合为一。 在浙江余姚梁弄镇，同是开发旅游，曾经横坎头村难留客、汪巷村缺运营、甘宣村愁销路，然而一个小 火车项目就串起三村"共富链"。片区组团发展，何以成为乡村全面振兴新引擎？就在于将各村分散的资 源与各自的特色统筹谋划、集成优势，这是聚合为一。 山东蒙阴县百泉峪村通过生态产品总值核算获得4300万元授信额度；北京首创"购绿"机制，七大生态涵 养区获得补偿收益……青山何以有价，绿水何以含金，就在于打通绿水青山就是金山银山的实现路径， 这是转化为一。 一把钥匙开一把锁，避免混淆"两码事"，才能把握精准施策的度，激发发展活力。一码归一码，决不盲 目地"合并同类项"，这将有助于我们更好解决问题和矛盾。 中国幅员辽阔，各地情况千差万别，城市与乡村、东部与西部、传统产业与新兴业态，资源禀赋和面临 的具体问题迥然不同。将适用于大城市的精细化管理标准，生硬地推行于乡村的田间地头，或将突发应 ...

Core Viewpoint - Many investors learn from successful investment experiences but still incur losses in practice, indicating a need to modify underlying investment logic [3] Group 1: Learning and Mindset - Investors should dedicate significant time to learning about investment, aiming to read over 100 books on value investing and prioritize financial freedom [3] - Understanding oneself and recognizing personal weaknesses is crucial, as these weaknesses can be magnified in the stock market [3] - Investors must break free from herd mentality and think independently, as the majority is often wrong in the stock market [4] Group 2: Analytical Thinking - Investors should focus on correlation rather than causation, as establishing cause-and-effect relationships in the stock market is challenging [5] - Utilizing statistical principles is essential, as relying on intuition can lead to poor decision-making; long-term investments are often more profitable than short-term ones [6] Group 3: Strategic and Emotional Considerations - Strategic thinking is vital for long-term investment success, considering broader economic and historical contexts [7] - A stable mindset is more important than high skill levels; emotional fluctuations can negatively impact investment outcomes [8] Group 4: Continuous Improvement and Support - Investors should remain humble and open to learning, acknowledging their imperfections and seeking to improve [9] - Gaining family support for investment activities is important, as societal biases against investors can create additional challenges [10] Group 5: Time Management and Focus - Investors should prioritize important tasks and relationships, avoiding distractions from unimportant matters [10] - Recognizing cyclical patterns in the market is crucial, as all investments are subject to cycles [11][12] Group 6: Passion and Curiosity - Maintaining passion for investment and curiosity for knowledge is essential for continuous growth and success in the field [13]

坚持辩证思维，是坚持唯物辩证法思想的必然要求，是我们党治国理政的重要经验，也是做好经济工作 的一个宝贵经验。中央经济工作会议认为，"必须坚持政策支持和改革创新并举""必须做到既'放得 活'又'管得好'""必须坚持投资于物和投资于人紧密结合"。这些重要论述，体现了坚持辩证思维的鲜明 导向，为做好经济工作提供了科学方法。坚持政策支持和改革创新并举，就是要直面老问题、新挑战， 完善宏观经济治理体系，在稳扎稳打中推动高质量发展。在政策支持上，实施更加积极有为的宏观政 策，增强政策前瞻性针对性协同性，坚持稳中求进、提质增效，发挥存量政策和增量政策集成效应，加 大逆周期和跨周期调节力度，提升宏观经济治理效能；在改革创新上，坚持创新驱动，培育壮大新动 能，坚持改革攻坚，增强高质量发展动力活力。做到既"放得活"又"管得好"，就是要正确处理政府和市 场的关系，既要充分发挥市场在资源配置中的决定性作用，以有效市场提高资源配置效率，又要更好发 挥政府作用，以有为政府弥补市场失灵，把"两只手"的优势都充分发挥出来，进一步解放和增强社会活 力，确保经济持续健康发展。坚持投资于物和投资于人紧密结合，就是要促进物质资本和人力资本积累 相协 ...

着眼全局，坚持系统思维，明晰何为"一码事"，才能增加打破局限、点石成金的把握。 一张北京国际电影节的票根能解锁30多个商圈、1100多个商户的优惠；一张"苏超"门票可享百货零售、 餐饮住宿、休闲娱乐等专属折扣……小小票根何以成为撬动城市消费的有效杠杆？就在于从对应一个点 到联动多个场景，把各种消费业态串联起来，这是整合为一。 在浙江余姚梁弄镇，同是开发旅游，曾经横坎头村难留客、汪巷村缺运营、甘宣村愁销路，然而一个小 火车项目就串起三村"共富链"。片区组团发展，何以成为乡村全面振兴新引擎？就在于将各村分散的资 源与各自的特色统筹谋划、集成优势，这是聚合为一。 山东蒙阴县百泉峪村通过生态产品总值核算获得4300万元授信额度；北京首创"购绿"机制，七大生态涵 养区获得补偿收益……青山何以有价，绿水何以含金，就在于打通"绿水青山就是金山银山"的实现路 径，这是转化为一。 （来源：中工网） 一把钥匙开一把锁，避免混淆"两码事"，才能把握精准施策的度，激发发展活力。一码归一码，决不盲 目地"合并同类项"，这将有助于我们更好解决问题和矛盾。 基层实践中，我们常陷入这样的困惑：严格执法与人性化关怀，是相互矛盾的"两码事"，还 ...

基层实践中，我们常陷入这样的困惑：严格执法与人性化关怀，是相互矛盾的"两码事"，还是相辅相成 的"一码事"？文明城市与街边小摊，是必取其一的单选题，还是可以兼容并包？这些疑问背后，直指一 个命题：精准区分"本质关联的一码事"与"形似神离的两码事"。 这绝非简单的文字游戏，而是坚持实事求是、避免"简单化""一刀切"的关键所在，也是衡量发展智慧与 治理水平的重要标尺。 着眼全局，坚持系统思维，明晰何为"一码事"，才能增加打破局限、点石成金的把握。 中国幅员辽阔，各地情况千差万别，城市与乡村、东部与西部、传统产业与新兴业态，资源禀赋和面临 的具体问题迥然不同。将适用于大城市的精细化管理标准，生硬地推行于乡村的田间地头，或将突发应 急的非常举措，不加调整地常态化推行，其结果必然是水土不服，背后折射的是形式主义、官僚主义的 痼疾。 辩证把握"一码事"与"两码事"，理应成为党员干部干事创业的基本功。当诸多事项统一于更高层次的战 略目标时，应视其为"一码事"来协同谋划、一体推进；当涉及具体的方法、路径与操作细则时，又必须 作为"两码事"甚至是"多码事"来区别对待、分类指导。 这意味着党员干部必须沉下身子、深入调研，力戒"想 ...

Core Viewpoint - The article emphasizes the importance of dialectical thinking in promoting high-quality development of discipline inspection and supervision work, highlighting the need to address corruption and improve governance through systematic and targeted approaches [4][10][14]. Group 1: Dialectical Thinking in Governance - Dialectical thinking is essential for understanding the internal characteristics and connections of discipline inspection and supervision work, enhancing the systematic and coordinated approach to governance [6][11]. - The integration of "key minority" and "absolute majority" in governance reflects a valuable experience in strict party management, emphasizing the need for higher standards for senior officials while maintaining general requirements for all party members [5][7]. Group 2: Focus on Key Issues - Identifying and addressing key issues and critical links is crucial for advancing discipline inspection work, with a focus on prominent problems in specific sectors such as engineering construction [8][12]. - The article discusses the need for a comprehensive approach to tackle systemic corruption risks, particularly in the engineering construction sector, by enhancing supervision and accountability mechanisms [8][12]. Group 3: Practical Applications and Strategies - The implementation of targeted strategies, such as the establishment of a public resource trading supervision committee and the use of AI models for regulatory efficiency, is highlighted as a means to improve governance in the bidding and tendering process [12][14]. - Continuous education and management of party members are emphasized to foster a culture of integrity and accountability, thereby enhancing the overall effectiveness of anti-corruption efforts [6][10].

Core Viewpoint - The article emphasizes the importance of dialectical thinking in understanding and addressing the complexities of both domestic and international environments, highlighting the need for a comprehensive approach to recognize opportunities and challenges in the context of China's development and global changes [2][3]. Group 1: Dialectical Thinking - Dialectical thinking is presented as a crucial method for analyzing contradictions and understanding the development of various phenomena, advocating for a holistic and interconnected perspective [2][3]. - The concept of "two-point theory" is introduced, which suggests that one should view issues from both positive and negative angles, ensuring a balanced understanding of economic conditions [3]. - The article stresses the necessity of recognizing both the strengths and challenges within China's economic framework, emphasizing the resilience and potential for long-term growth despite current difficulties [3]. Group 2: Key Principles - The "key point theory" is discussed, which focuses on identifying and addressing the main contradictions and their primary aspects to drive overall progress [4][5]. - The article highlights the importance of technological self-reliance and innovation as critical areas for advancing high-quality development, indicating that breakthroughs in these areas can lead to broader economic improvements [4]. - The need for a nuanced approach to problem-solving is emphasized, advocating for specific analyses of unique situations rather than applying a one-size-fits-all solution [6]. Group 3: Practical Applications - The article illustrates the application of dialectical thinking in governance, particularly in balancing market forces and government intervention to optimize resource allocation [3]. - It discusses the significance of adapting strategies to local conditions, particularly in developing new productive forces and addressing environmental goals, to ensure effective implementation [6]. - The emphasis on comprehensive and coordinated policy measures reflects the need for a unified approach while considering regional differences in resource distribution and industrial structure [6].

Core Insights - The article emphasizes the importance of wisdom in various aspects of life, from personal conduct to governance, highlighting the historical and contemporary significance of wisdom in Chinese culture [1] Group 1: Strategic Thinking - The book illustrates strategic thinking through Confucius's insights on the relationship between civil and military affairs, using historical examples to demonstrate foresight and preparedness in diplomacy [2] - It discusses the importance of understanding strengths and weaknesses, exemplified by General Li Guang's military tactics, which were effectively utilized by Emperor Wu of Han [2] Group 2: Purpose of the Book - The compilation of the book is driven by respect for scientists and entrepreneurs whose innovations have advanced productivity and societal progress, aiming to inspire readers to become wise thinkers [3]