Workflow
这次不一样
icon
Search documents
市场天天在变,但左右你收益的这点从没变过
雪球· 2025-09-29 07:47
以下文章来源于晨星投资说 ,作者陪你聊市场的 ↑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:晨星Morningstar | 屈辰晨 晨星投资说 . 全球知名投资研究机构晨星Morningstar,与您一同探索投资星球。我们的使命是"赋能投资者成功"! 来源:雪球 经历了上个月的大涨 , 进入 9 月后 , 市场波动明显加剧 , 投资者的情绪又在看多与看空之间来回摇摆 。 理论上来说 , 过去的经验能帮我们更好地应对未来的波动 。 可现实是 , 因为每次触发波动的事件不一样 , 我们的大脑总会重新构建一套叙事 逻辑 , 让我们觉得 " 这次不一样 " 。 但这会让我们很难意识到 : 每一轮波动 , 其实都是市场规律的重复上演 。 就像对很多老股民来说 , 即便经历过了2015年股灾 , 到了2020 年疫情引发的市场震荡时 , 还是会因为觉得 " 前所未有 " 而陷入恐慌 。 美国财经作家 、 投资顾问 Nick Murray 在他的新书 《 这次并没有不一样 》 ( This Time Isn ' t Different ) ...
金融破段子 | 上车热门股?不妨先过这三把筛子
中泰证券资管· 2025-06-23 11:10
Core Viewpoint - The article emphasizes the importance of a structured decision-making process when considering investments in popular stocks, highlighting three critical filters to apply before making investment decisions [2][3][8]. Group 1: Decision-Making Filters - The first filter is to confirm the consistency of decision-making logic, ensuring that the rationale for buying or selling a stock remains unchanged throughout the investment process [3][4]. - The second filter advises maintaining a cautious attitude towards the notion of "this time is different," especially in the context of popular stocks, as high valuations are likely during periods of market enthusiasm [6][7]. - The third filter focuses on confirming personal preparedness for investment, including emotional readiness and understanding the risk associated with high volatility in popular stocks [8]. Group 2: Market Context - The article notes that there are many strong stocks emerging in the market this year, particularly in sectors like robotics and new consumption [2]. - It highlights the common dilemma investors face regarding whether to invest in trending stocks, suggesting that this decision is subjective and varies from person to person [2]. Group 3: Emotional and Financial Preparedness - Investors are encouraged to assess their emotional and financial readiness before pursuing high-risk investments, as volatility can lead to irrational decision-making [8]. - The article underscores that the fear of missing out (FOMO) is a common emotional challenge in investing, but emphasizes that missing an opportunity does not equate to a financial loss [8].