2025年度猛兽股轻盘点 中已经有一个结论，传统趋势类型仍然和业绩高度相关，而堆量趋势类型和业绩相关度很低，所以我们处理传统类型时，仍然要约 束基本面条件，设立预选股池，只不过条件可以放宽一些。 基于尽量不要错失牛股的考虑，基本面预选条件的设计可以有两个角度： 只要有一定增长，我们就算它们在增长，并不要求像欧奈尔和马克那么严苛。 备注：本文重新编辑，完全开放源码，并升级了源码。 欧马体系的底层逻辑是成长性溢出，所以对产业锚定和业绩的持续增长十分强调，设置了严苛的营收和盈利增速条件。这不仅符合选股的收敛法 则，也符合实情。比如完全服从欧马体系的设定，2023~2025年，就很容易聚焦易中天胜这些个股。 但另一方面也很明显，当牛市如火如荼时，有很多业绩并没有那么出色，或者刚刚第一个季度出现转暖，股价就开始起飞，完全无视这类股票似乎 也不太合理。 以下是这两种角度的选股源码： 一、TTM年度增长，并且要求当季也增长： {季度增长}当季营收:=FINONE(230,0,0);比季营收:=FINONE(230,1,0); 当季净利润:=FINONE(232,0,0);比季净利润:=FINONE(232,1,0); 当季 ...

Core Viewpoint - The article discusses a stock selection formula that accumulates revenue and net profit over three consecutive quarters to identify stocks with positive growth, aiming to create a pre-selection pool that includes about 25% of all market stocks [1]. Group 1: Stock Selection Formula - The proposed formula accumulates revenue and net profit over three quarters and calculates year-on-year growth rates, providing threshold conditions for selection [1]. - This pre-selection pool formula differs significantly from the "three-quarter earnings growth anchor" formula, which requires high growth rates for each quarter, resulting in fewer selected stocks [1]. - The author emphasizes the flexibility of the formula, allowing for adjustments based on individual understanding and market conditions, as there are no absolute right or wrong methods in stock selection [4]. Group 2: Stock Selection Strategies - The company employs various stock selection strategies, including using the pre-selection pool, conducting a comprehensive market search, or adding specific industry sectors based on needs and objectives [2]. - The article highlights that bottom-up stock selection is primarily to validate industry Relative Strength Ratio (RSR), and it can also be used to rank individual stocks within an industry pool [3]. - The author encourages discussion and exploration of different stock selection methods rather than rigidly adhering to a single formula [3]. Group 3: Additional Stock Selection Techniques - The article mentions that if using strong filtering formulas, such as volume-based selection or breakout strategies, there may be no need for a pre-selection pool [5]. - It suggests that if the stock selection results in too many candidates, additional conditions can be applied to narrow down the choices effectively [5].

Group 1 - The core idea of the article is that regardless of the method used, the final selection is only a few exceptional companies, and each method has its unique anchor [1] - The article discusses the four main lines of the 9.24 market, their development, and current status, focusing on the levels and diffusion of anchors [1] - It emphasizes the relationship between anchors and performance growth in the 9.24 market, using A-share examples to illustrate the qualitative and quantitative conclusions regarding super trend stocks [1] Group 2 - The article presents a stock selection formula based on previous discussions, integrating quantitative descriptions from notable investment literature [1] - It introduces the RSR (Relative Strength Ratio) as a foundational tool for stock selection, with a complete tutorial provided for its setup [2] - The article mentions an optimized stock selection formula that significantly reduces the number of selected stocks to focus on finding "anchors" [2] Group 3 - The article outlines a pre-selection stock pool with three formulas, where the second formula can be used specifically for growth stock selection [2] - It highlights the importance of combining the pre-selection stock pool with pivot point selection formulas for more flexible stock selection strategies [2] - The article provides a list of 59 selected stocks based on the new anchor-seeking formula, indicating that fewer stocks are selected during market downturns [2] Group 4 - The article includes a paid source code for the selection formula, aimed at filtering out those who do not understand the methodology, emphasizing the need for professional financial data support [3]