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Thread: 何震的投资经

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    Default 何震的投资经

    标准有三条,首先要有清晰的概念―――美女首先要有型,投资者和公司管理层都要对公司主营业务有清醒的认识,说出去大家知道公司是干啥,比如招行到香港推介,管理层说我是中国最大的零售银行。二是要有唯一性,垄断或者比较高的门槛,挡住行业竞争者;最后还有符合市场口味,能够被大众接受。




      何震认为第一点企业商业模式研究是比较容易的,股票涨是因为业绩好,有成长性,你自己去思考,学习,到底什么样的企业会做大。难的是最后一点是最虚无的,市场口味每年在变,有概念还要有催化剂,做化学实验时,会有量变到质变的过程,股票也要等市场时机,如果突然大家达成共识,推动一下,就会形成一种趋势,如果市场不喜欢就要熬时间,一直到市场喜欢,有一个触发点。



      然而很少股票能够同时满足三个条件的,如果有,那就是超级牛股。很多时候,只符合其中之一或者两个,不可能三个条件都存在,也有可能要等三年到五年。



    关于风险控制



    从统计看,只有少数人能够成功,大多数人会赔。投资不在于赚多少钱,而在于少亏多少钱。



    有些股票,跌了许多,我要在这个地方买,我一直看好,在高位也买了,买时已经觉得便宜了,因为意外因素或者是市场回调跌,我介入,立刻不跌了,这个时候稍微有点感觉,你就会知道,是你把它托住了。

      最开心的事―――市场很傻




      因为对机构资金来说,最开心的事情是在适当的价位,买到足够的量。比如可能还会跌到更低,但在那个价位是买不到很多的,因为你顶在那里,它就跌不下去了,你就可以买到足够多的量。这时没有操控的感觉,我会觉得市场很傻,跌到这里,还要跌,这是送钱给我们。



      卖早了也不后悔



      卖完了涨的太多了。不会不舒服,太习惯了,无所谓,也不会离场,一直在看。



      很正常,不遗憾,就想赚那么多钱,或者说判断失误了,有时候也会再进入。另外一种可能,我就觉得就值这么多,再向上瞎炒了,那就和我没有关系。



      不会恐惧不会狂喜



      基金经理与散户的区别就是心态。你自己心中是有一杆秤,股票价格就像重量,有个秤砣是它的价值,它自己是它的价格,你心中有数的,我们不会恐惧也不会狂喜,一只股票大概的区间是什么,如果跌了很多,它是送钱,肯定会回去,基本面不支持它这样,就会买。不会受市场情绪长时间影响,但短期影响有。

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    只有少数人能够成功,大多数人会赔

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    Default

    在适当时候以金字塔式增加持仓合约的数量。

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    赢多赢少最好不要再看了,要隔段时间再做

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     不会恐惧不会狂喜 ,赢家的基本要求

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    卖了也不后悔,很多输家就是这样输得

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