↑点击上面图片 加雪球核心交流群 ↑ 投资需要耐得住寂寞，同时要无视市场的喧哗，做自己认为对的事。光是这一点，绝大多数投资者做不到，那就没有赚钱的命。 把握大趋势，才能赚大钱。大多数投资者也能看得清大趋势，但是在小的震荡期间，反倒会因小失大。这就是人性，贪婪和恐惧往往是一线之间， 这是让眼前利益所诱惑，缺乏长期打算，最终一事无成。 就拿小迪的配置来说，记得我当初就说过，17元—14元配置没啥差别，配置是个区域，这和29元—33元之间派发一样，你只要抓住大趋势，就是赢 家。 当时我配置时这么说，很多人是不理解的。投资，只要作对趋势，就跑赢大多投资者。如果在配置阶段，斤斤计较，短线频繁做差价看似很聪明； 但对于总趋势来说，还是得不偿失。 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： 赢在中国V 来源：雪球 不要去赌绝对底部和顶部，投资追求大概率。操作要尽量简化，我以前阐述一个观点，操作要少一些技巧，小技巧只是入门级的玩意，不值得炫 耀。 下跌从来都不是坏事。特别是在牛市之中，下跌就是加速强化趋势。小迪在12月出现周线底部背离的下跌，当时就说可以闭着眼睛买入，本质就是 ...

Core Viewpoint - The A-share market is recovering, benefiting listed brokerages like Caitong Securities, which reported significant revenue and profit growth in the first half of 2025 [1] Financial Performance - Caitong Securities achieved operating revenue of 2.959 billion yuan and a net profit attributable to shareholders of 1.083 billion yuan, marking a year-on-year increase of 16.85% [1][2] Business Growth and Client Metrics - The number of clients increased by 11% year-on-year, and client asset scale rose by 28%, with institutional client assets growing by 23.4% [2] - The asset management scale reached 296.5 billion yuan, with new asset-backed securities (ABS) issuance growing by 76% [2] International Expansion - Caitong Securities' overseas subsidiary, Caitong Hong Kong, successfully sponsored the listing of Newman Health Food Holdings on the Hong Kong Stock Exchange, marking a significant milestone [3] - The overseas securities business saw a revenue increase of 180.36% year-on-year [3] Comprehensive Financial Services - The company is focusing on "customer-centric" reforms and has initiated a technology finance service center, issuing the first technology bond in Zhejiang province [4] - Caitong Securities is expanding its inclusive finance services, supporting bond financing for mountainous and island counties [4] Digital Finance Initiatives - The company is embracing AI and has developed a three-year plan for digital finance, contributing to industry standards for data management [5] Collaborative Ecosystem Development - Caitong Securities has established strategic partnerships with all prefecture-level cities in Zhejiang and has signed agreements with 54 county-level administrative units [6] - The company has launched a "Hundred-Thousand" initiative to enhance collaboration with local businesses and provide comprehensive support [7]