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《征服市场的人》
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征服市场,成为赢家!新年开启,强烈推荐量化投资传奇的这本雄心之作
Sou Hu Cai Jing· 2026-02-17 14:16
马年启新程,佳节已至,湛庐祝您所遇皆机遇,所行皆坦途,马到成功!新的一年,湛庐与你一同进化~ 新年迎新市,最好的祝福就是"恭喜发财,财富节节高"。 人人都想掌握一套稳赚不赔的方法,而更重要的问题是:投资这件事,靠的是直觉还是方法? DeepSeek创始人梁文锋的"精神导师"、业绩远超巴菲特与达利欧的"量化投资之父"詹姆斯·西蒙斯相信:一定能对市场建模! 真正的赢家从不试图改变市场,而是建立模型,找到规律,以一套稳定的抗风险系统征服市场。 ●如何抓住"确定的赢面":在混乱的环境中,普通人如何找到那个稳赢不输的开关? 今天,我们抢先"剧透"朱昂老师领读《征服市场的人》精彩内容。新的一年,一起换掉旧的赚钱思维,在这个不确定的世界里,稳稳地赢一次! ▲ 点击海报,加入新奇点CLUB (以下内容摘录自新奇点CLUB·朱昂领读《征服市场的人》) 湛庐邀请到点拾投资创始人、《征服市场的人》译者朱昂老师,作为新奇点CLUB领读官,为你领读这本《征服市场的人》。敬请期待!点击加 入: 朱昂老师深耕金融投资领域,长期专注金融市场的深度研究,擅长从复杂的市场波动中提炼出最本质的投资逻辑。 作为这本书的译者,他也是最 能"直面源头" ...
王华东:今年读了30本书,这是我的年度书单丨2025尾声
36氪· 2025-12-20 01:20
Core Viewpoint - The article emphasizes the importance of "transformation" in various sectors, highlighting the role of Wang Huadong, a partner at Jingwei Venture Capital, in navigating diverse industries and investment opportunities through a coherent understanding of technology and industry evolution [5][6]. Group 1: Investment Philosophy - Wang Huadong exemplifies a seamless transition across different sectors, from media to automotive and advanced manufacturing, driven by a clear logic of technological and industrial evolution rather than mere sector rotation [6][10]. - His approach to investment is characterized by a "scientific investment perspective," focusing on precise layouts informed by extensive cross-disciplinary knowledge [10]. - Wang's commitment to self-discipline is evident in his daily routine, which includes waking up at 5:30 AM and maintaining a high reading volume of over 30 books annually, viewing reading as a means of cognitive enhancement and understanding historical patterns [8][9]. Group 2: Insights from Influential Figures - A notable conversation between Qian Yingyi and Elon Musk left a lasting impression on Wang, emphasizing the value of extensive reading and communication in achieving success [11][13]. - Wang's diligence and ability to distill insights from his readings are highlighted as key factors in his growth as a General Partner (GP) [13][14]. Group 3: Recommended Reading List - The article presents a curated reading list by Wang Huadong, which includes titles that reflect his investment philosophy and insights into technology and human behavior: - "Escape from the Bubble" by Alasdair Nairn discusses the historical patterns of technological investment and the cyclical nature of market bubbles [17]. - "Why We Sleep" by Matthew Walker explores the critical role of sleep in enhancing cognitive abilities and emotional well-being [24]. - "Sapiens: A Brief History of Humankind" by Yuval Noah Harari provides a comprehensive overview of human evolution and the implications of AI on society [36][39].
王华东:今年读了30本书,这是我的年度书单丨2025尾声
暗涌Waves· 2025-12-19 04:39
Core Viewpoint - The article emphasizes the importance of "transformation" in various contexts, from national to personal levels, highlighting the need for continuous adaptation and learning in the investment landscape [2]. Group 1: Investment Philosophy - Wang Huadong, a partner at Jingwei Venture Capital, exemplifies a seamless transition across different industries and sectors, showcasing a clear logic of technological and industrial evolution rather than mere shifts between investment tracks [3][4]. - His approach to investment is characterized by a "scientific investment perspective," focusing on precise layouts derived from extensive cross-disciplinary knowledge [7]. - Wang's commitment to self-discipline is evident in his daily routine, which includes waking up at 5:30 AM and maintaining a high reading volume of over 30 books annually, viewing reading as a process of cognitive enhancement and pattern recognition [5][6]. Group 2: Insights from Literature - The article presents a curated reading list by Wang, which includes titles that explore the historical context of technology and investment, such as "Engines That Move Markets," which analyzes the cyclical nature of technological advancements and market speculation [13][15]. - Other recommended readings focus on the significance of sleep and its impact on productivity, emphasizing the need for quality rest as a foundation for efficiency and long-term happiness [18][20]. - The list also features works that delve into human evolution and the implications of AI on societal structures, highlighting the necessity for deeper contemplation on humanity's future in the face of technological advancements [29][31]. Group 3: Personal Development - Wang's reading selections include autobiographies and insights from influential figures in the tech and investment sectors, such as "The Man Who Solved the Market," which reveals how quantitative investment strategies can outperform traditional methods [37][39]. - The inclusion of works by Yuval Noah Harari underscores the importance of understanding historical narratives to navigate future challenges posed by technological changes [29][31]. - Wang's personal reflections on running and its philosophical implications suggest a holistic approach to personal development, integrating physical activity with mental resilience [23][27].