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横看成岭侧成峰,如何定位你的投资视角!
申万宏源证券上海北京西路营业部· 2025-09-18 05:44
Core Viewpoint - The article emphasizes the importance of perspective in investment, highlighting that market truths can vary based on individual viewpoints, similar to the philosophical debate illustrated by Su Shi's poem about Mount Lu [2][3][4]. Group 1: Value vs. Trend - The article presents a debate between value investors and trend traders, where value investors argue that current stock valuations are historically high and unsustainable, while trend traders believe in following market momentum as the key to success [5][6]. - Both perspectives are valid within their contexts, but neither is the sole measure of market performance, indicating that market evaluation is complex and multifaceted [6]. Group 2: Long-term vs. Short-term Perspective - Investors are cautioned to avoid being trapped in short-term market fluctuations, which can lead to emotional decision-making. A long-term perspective allows for a more stable view of market trends and potential growth [7]. - Recognizing the long-term upward potential can help investors maintain composure amidst market volatility [7]. Group 3: Establishing Investment Perspective - Investors are encouraged to adopt a multi-faceted approach, integrating various perspectives such as value and trend, macro and micro factors, to create a comprehensive decision-making framework [8]. - Understanding the essence of profitability in the market is crucial for determining whether to align with or oppose market trends [8]. - Embracing probabilistic thinking rather than seeking absolute truths is essential for mature investment strategies, focusing on the likelihood of success rather than guaranteed outcomes [8][9]. Group 4: Cognitive Development in Investing - The article posits that investing is fundamentally a cognitive journey, requiring both critical observation and humility in recognizing one's knowledge limits [9]. - By learning to navigate the complexities of the market with a flexible mindset, investors can develop their unique investment strategies [9].
申万宏源证券手机开户操作指南
申万宏源证券上海北京西路营业部· 2025-09-12 02:04
供参考,如APP有更新, 请以实际显示界面为准。 市场有风险 ,入市需谨慎。 开户时请先在应用商店搜索下载"申万宏源大赢家"APP: 扫码下载大赢家APP 并准备好本人身份证、银行卡。 开户营业部选择" 16 51 - 上 海市静安区-北京西路营 业部 " 以下内容仅 仪 迷 元 温馨服务 01) 开户首页 点击"立即开户",开始开户流程或继续开户 流程。点击"继续上次开户"可查看开户进度 和继续开户流程。点击"一键检查"检查手机 设备是否满足开户需要。 板下 H 做好准备,轻松几步搞定开户 二代身份证 银行借记卡 刈塔市 一键检查 视频见证服务时间: 9:00~17:00 立即开户 财富官理 继续上次开户 > 75% 上次于2020-04-24已经提交 请,已完成进度75% 菲斯开户 ·继续上次开户 键检查 开户手机号码验证 输入开户手机号后,点击"获取验证码"进行 手机号验证。收不到验证码短信可点击"语 音验证码"通过电话语音形式接收。 10:36 甲万宏源证券开户 身份验证 资料完善 56s后重发 请输入验证码 没有收到短信吗?点击获取语音验证码 - નેને 选择开户营业部 03) 选择开户地区和营业 ...
申万宏源证券手机开户操作指南
申万宏源证券上海北京西路营业部· 2025-09-05 03:15
Group 1 - The article provides a detailed guide for opening a securities account through the "Shenwan Hongyuan Dajiang" app, emphasizing the importance of following the steps accurately to ensure a smooth process [7][8][59] - It outlines the necessary documents required for account opening, including a second-generation ID card and a bank debit card [8][11] - The article highlights the importance of identity verification and personal information completion as critical steps in the account opening process [25][26][49] Group 2 - The article explains the risk assessment process that investors must complete, which helps match their risk tolerance with suitable financial products [29][34] - It details the steps for setting up a trading password and binding a bank account for fund management, ensuring secure transactions [39][41] - The article concludes with a reminder for investors to complete a feedback survey after submitting their account application to facilitate account activation [53][56]
申万宏源证券手机开户操作指南
申万宏源证券上海北京西路营业部· 2025-09-04 02:32
Group 1 - The article provides a detailed guide for opening a securities account through the "Shenwan Hongyuan Dajiang" app, emphasizing the importance of having necessary documents ready, such as an ID card and bank card [4][8][11] - The process includes steps like identity verification, personal information completion, and risk assessment to ensure that the services offered match the investor's risk tolerance [26][34][38] - The app allows users to check their application progress and provides a video witness service for identity verification, which is available during specified hours [8][49][52] Group 2 - The risk assessment questionnaire is designed to evaluate the investor's risk tolerance level, which is crucial for matching suitable financial products [29][34][36] - Investors are informed about the risks associated with different investment products based on their risk tolerance levels, ensuring they make informed decisions [34][36][38] - The article highlights the importance of completing a feedback survey after the account opening process to finalize the application and activate the account [53][55]
申万宏源证券手机开户操作指南
申万宏源证券上海北京西路营业部· 2025-09-03 03:08
扫码下载大赢家APP 供参考,如APP有更新, 请以实际显示界面为准。 市场有风险 ,入市需谨慎。 开户时请先在应用商店搜索下载"申万宏源大赢家"APP: 以下内容仅 仪 迷 元 温馨服务 01) 开户首页 并准备好本人身份证、银行卡。 开户营业部选择" 16 51 - 上 海市静安区-北京西路营 业部 " 点击"立即开户",开始开户流程或继续开户 流程。点击"继续上次开户"可查看开户进度 和继续开户流程。点击"一键检查"检查手机 设备是否满足开户需要。 板下 H 做好准备,轻松几步搞定开户 二代身份证 银行借记卡 刈塔市 一键检查 视频见证服务时间: 9:00~17:00 立即开户 继续上次开户 > 75% 上次于2020-04-24已经提交 请,已完成进度75% 菲斯开户 ·继续上次开户 财富官理 键检查 开户手机号码验证 输入开户手机号后,点击"获取验证码"进行 手机号验证。收不到验证码短信可点击"语 音验证码"通过电话语音形式接收。 10:36 甲万宏源证券开户 身份验证 资料完善 56s后重发 请输入验证码 没有收到短信吗?点击获取语音验证码 - નેને 选择开户营业部 03) 传身份证 11:0 ...
申万宏源证券手机开户操作指南
申万宏源证券上海北京西路营业部· 2025-09-02 02:52
Group 1 - The article provides a detailed guide for opening a securities account through the "Shenwan Hongyuan Dajiang" app, emphasizing the importance of following the steps accurately to ensure a smooth process [7][8][59] - It outlines the necessary documents required for account opening, including a second-generation ID card and a bank debit card [8][11] - The article highlights the importance of identity verification and personal information completion as critical steps in the account opening process [25][26][49] Group 2 - The article explains the risk assessment process that investors must complete, which helps match their risk tolerance with suitable financial products [29][34] - It details the steps for setting up a trading password and binding a bank account for fund management, ensuring secure transactions [39][41] - The article concludes with a reminder for investors to complete a feedback survey after submitting their account application to facilitate the activation of their accounts [53][55]
申万宏源证券手机开户操作指南
申万宏源证券上海北京西路营业部· 2025-09-01 02:31
供参考,如APP有更新, 请以实际显示界面为准。 市场有风险 ,入市需谨慎。 开户时请先在应用商店搜索下载"申万宏源大赢家"APP: 扫码下载大赢家APP 并准备好本人身份证、银行卡。 开户营业部选择" 16 51 - 上 海市静安区-北京西路营 业部 " 以下内容仅 仪 迷 元 温馨服务 01) 开户首页 点击"立即开户",开始开户流程或继续开户 流程。点击"继续上次开户"可查看开户进度 和继续开户流程。点击"一键检查"检查手机 设备是否满足开户需要。 板下 H 做好准备,轻松几步搞定开户 二代身份证 银行借记卡 刈塔市 一键检查 视频见证服务时间: 9:00~17:00 立即开户 财富官理 继续上次开户 > 75% 上次于2020-04-24已经提交 请,已完成进度75% 菲斯开户 ·继续上次开户 键检查 开户手机号码验证 11:00 上传身份证 请上传您本人真实有效的身份证照片 自分 THE 拍照提示 11:00 上传身份证 请上传您本人真实有效的身份证照片 拍照提示 1. 拍照时请将证件平放,手机械向拍摄 2. 确保身份证边框完整、文字清晰可见 3. 照片上传后,若不满意可点击照片重新拍摄 扫描 身份 ...
融资融券模拟交易功能
申万宏源证券上海北京西路营业部· 2025-08-22 02:27
Core Viewpoint - The article introduces the financing and securities simulation trading features of the Shenwan Hongyuan Dawang APP and Shenwan Hongyuan Shencai Youdao APP, highlighting the functionalities and user engagement aspects of the platform. Group 1: Supported Platforms - The system can be accessed via mobile apps, specifically using Shenwan Hongyuan Shencai Youdao as an example [3]. Group 2: Simulation Trading Features - Users can create and delete simulated trading portfolios, starting their simulation trading journey with an initial fund of 2 million, and a credit limit of 4 million [6][10]. - The platform supports various trading functionalities including collateral buying and selling, margin buying, short selling, and order management [10]. Group 3: Performance Tracking - Users can view their portfolio's performance through features that display profit curves, rebalancing records, and asset distribution [12]. - The platform includes a leaderboard for portfolio performance, allowing users to follow others and track their trading activities [14]. Group 4: Portfolio Details - Detailed portfolio information includes daily and monthly returns, total returns, and performance metrics such as win rate and maximum drawdown [18]. - For example, one portfolio showed a total return of 558.308% and a daily increase of 3.37% [18].
融资融券全流程指南
申万宏源证券上海北京西路营业部· 2025-08-21 02:01
Core Viewpoint - The article provides a comprehensive guide on the entire process of margin trading, including business guidelines, account opening, trading, and services related to margin trading [2]. Group 1: Business Guidelines - The main promotional platforms for margin trading include the official website of Shenwan Hongyuan Securities, WeChat, and Xiaohongshu [4]. - The official website offers services such as data inquiry for margin trading, public information, business guidelines, contract and risk disclosure, and relevant policies [5]. - The WeChat public account provides a quick overview of margin trading, target queries, collateral queries, source queries, activity information, and research services [7]. - The Xiaohongshu account also offers introductions to margin trading and research services [8]. Group 2: Opening Margin Trading Accounts - Customers must visit a branch office to open a margin trading account, although pre-registration via mobile is available for individual clients [10]. - The Shenwan Hongyuan Dajiang APP and Shenwan Hongyuan Shencai Youdao APP support mobile pre-registration, allowing clients to complete qualification checks, knowledge assessments, and credit information entry [11]. - Required materials for on-site account opening include an ID card and optionally a bank card, with specific conditions for eligibility [14]. Group 3: Margin Trading - The company provides various software for trading, including mobile and desktop versions, along with features like margin maintenance calculation and simulated trading [13][15]. - The margin maintenance calculation feature helps clients estimate the amount needed for margin calls and manage risks [16][18]. - The simulated trading function allows users to participate in mock trading competitions without needing a securities account [22]. Group 4: Margin Trading Services - The company offers convenient online service channels for margin trading clients through various platforms [25]. - Services available online include pre-opening of margin trading accounts, adjustment of credit limits, and real-time source opening [26]. - Risk warning and notification services are provided through SMS, email, and WeChat, alerting clients about contract expirations and account risks [27].
第七届新财富最佳投资顾问获奖人数创公司历届参赛之最
申万宏源证券上海北京西路营业部· 2025-04-30 01:49
申厅宏源证券 申万宏源证券 第七届新财富最佳投资顾问: 人数创公司历届参寨之最 4月22日,"第七届新财富最佳投资顾问颁 奖典礼暨财富管理发展论坛"在上海举办。申万 宏源证券投顾团队凭借过硬的专业素质斩获颇 丰,荣获两项团体重量级奖项 -- "新财富最佳 投资顾问团队"及"新财富最佳卓越组织奖"。 个人奖项层面共有31名投顾老师拿下本届赛事多 个奖项,亦有7名投顾老师拿下赛事个人最高荣 誉"新财富最佳投资顾问"奖,获奖人数达公司 历届参赛之最,展现了申万宏源证券深厚的投顾 人才底蕴和专业素养。 公司奖项 + t 14 S 新财富最佳投资顾问团队奖 新财富最佳卓越组织奖 (S) (2) 第七届 新时旅 超值投资顾论 申万登录 重慶新聞社 第三名 中方宏源证券 卓越组织奖 ALM MINNA CORD COM 个人奖项 T 中国·上海 4月2: ! @ @ | | @ = | |: @ ; | |: @ | | | | : @ = @ : 1 | | @ i == @ ... : @ 中地民 中华会 @ REMERS (S) BEWIND | 6 厂发基金 申万宏源大赢家APP/申财有道APP 了解更多请访问 - ...