小牛牛哥
2021-08-02
这篇文章不错,转发给大家看看
@阳光彩虹派:
跌跌撞撞的上半年,以亏损50%收场
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今天是八一建军节,先致敬最可爱的人。感谢他们的守护,我们才能国泰民安。</p><p> 回归正题, 一直想写复盘日记,由于工作繁忙,今天稍微挤出点时间好好思考,把上半年的操盘雷区做一次复盘,也供各位股友们参考。话不多说,先上图。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a49a17f611c181587c293cbb355cd407\" tg-width=\"688\" tg-height=\"1489\"></p><p> 截至2021年7月31日,今年至今为止的账户亏损高达50%,如果算上巅峰时期的盈利在内的话,账户亏损累亏88%,这是我炒美股以来第一次如此重创!而且大部分是正股的亏损。我总结一下,主要有如下几点:</p><p>一、指数不断创新高,多数个股却未能追平前高,分化极大</p><p> 这段时间,标普、纳指、道指均不断刷出新高,但除了FAANG等巨头之外,多数股票不仅未能跟随指数创下新高,甚至连前高都未能追平,可谓是天壤之别。而这种行情下,如果单纯从指数作为参考标准,采取长线持有,其实赚钱的概率是相当低的。我就是太过执着,觉得按以前的风格应该是轮涨行情,死捂着弱势股票,导致亏损不断扩大。</p><p>二、中概不断暴雷,抄底中概伤痕累累</p><p> 其实我炒美股4年来是比较少玩中概股的,一来觉得政策风险还是受到国内的影响很大,二来觉得在美股市场上,除了<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里巴巴和百度<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 等几大龙头外,大多数中概是很难获得资金青睐的。而自从6月份抄底中概以来,是我经历美股投资市场上最大滑铁卢。</p><p> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6fcf05470e019b727a475be1bf0144c\" tg-width=\"688\" tg-height=\"1489\"><span>好未来小亏出局</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9369f76f4f0b09813b073ce6bae92f04\" tg-width=\"688\" tg-height=\"1489\"><span>声网大亏出局</span></p><p> 上半年的大部分亏损都集中在中概,从滴滴事件开始,然后教育股的政策调控随后,一波波的接连打压让整个中概市场哀嚎一片,即便是部分业绩不错的股票,也饱受波及。正所谓倾巢之下,焉有完卵?可我这次也是心存侥幸,比如声网,原本可以小赚出局的,可是后面一到亏损却不懂得及时止损,亏红了眼甚至还加仓,导致越亏越多,不得不割肉出局。损失惨重。</p><p> 总结:虽然说投资市场总是有赚有赔,但上半年亏损账户的50%对我而言是实属不该。要做好投资,不仅要懂得及时止盈的魄力,更要有只是止损的决心!我就是止损慢了导致后面越亏越多。还有,要懂得随机应变,市场每天都是变化莫测得,一旦因外力因素(比如这次中概政策调控等)产生了变化,一定要先离场观望,待政策明朗再入场。下半年,我的目标是扭亏为盈。共勉!<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> </p></body></html>","htmlText":"<html><head></head><body><p> 今天是八一建军节,先致敬最可爱的人。感谢他们的守护,我们才能国泰民安。</p><p> 回归正题, 一直想写复盘日记,由于工作繁忙,今天稍微挤出点时间好好思考,把上半年的操盘雷区做一次复盘,也供各位股友们参考。话不多说,先上图。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a49a17f611c181587c293cbb355cd407\" tg-width=\"688\" tg-height=\"1489\"></p><p> 截至2021年7月31日,今年至今为止的账户亏损高达50%,如果算上巅峰时期的盈利在内的话,账户亏损累亏88%,这是我炒美股以来第一次如此重创!而且大部分是正股的亏损。我总结一下,主要有如下几点:</p><p>一、指数不断创新高,多数个股却未能追平前高,分化极大</p><p> 这段时间,标普、纳指、道指均不断刷出新高,但除了FAANG等巨头之外,多数股票不仅未能跟随指数创下新高,甚至连前高都未能追平,可谓是天壤之别。而这种行情下,如果单纯从指数作为参考标准,采取长线持有,其实赚钱的概率是相当低的。我就是太过执着,觉得按以前的风格应该是轮涨行情,死捂着弱势股票,导致亏损不断扩大。</p><p>二、中概不断暴雷,抄底中概伤痕累累</p><p> 其实我炒美股4年来是比较少玩中概股的,一来觉得政策风险还是受到国内的影响很大,二来觉得在美股市场上,除了<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里巴巴和百度<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 等几大龙头外,大多数中概是很难获得资金青睐的。而自从6月份抄底中概以来,是我经历美股投资市场上最大滑铁卢。</p><p> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6fcf05470e019b727a475be1bf0144c\" tg-width=\"688\" tg-height=\"1489\"><span>好未来小亏出局</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9369f76f4f0b09813b073ce6bae92f04\" tg-width=\"688\" tg-height=\"1489\"><span>声网大亏出局</span></p><p> 上半年的大部分亏损都集中在中概,从滴滴事件开始,然后教育股的政策调控随后,一波波的接连打压让整个中概市场哀嚎一片,即便是部分业绩不错的股票,也饱受波及。正所谓倾巢之下,焉有完卵?可我这次也是心存侥幸,比如声网,原本可以小赚出局的,可是后面一到亏损却不懂得及时止损,亏红了眼甚至还加仓,导致越亏越多,不得不割肉出局。损失惨重。</p><p> 总结:虽然说投资市场总是有赚有赔,但上半年亏损账户的50%对我而言是实属不该。要做好投资,不仅要懂得及时止盈的魄力,更要有只是止损的决心!我就是止损慢了导致后面越亏越多。还有,要懂得随机应变,市场每天都是变化莫测得,一旦因外力因素(比如这次中概政策调控等)产生了变化,一定要先离场观望,待政策明朗再入场。下半年,我的目标是扭亏为盈。共勉!<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> </p></body></html>","text":"今天是八一建军节,先致敬最可爱的人。感谢他们的守护,我们才能国泰民安。 回归正题, 一直想写复盘日记,由于工作繁忙,今天稍微挤出点时间好好思考,把上半年的操盘雷区做一次复盘,也供各位股友们参考。话不多说,先上图。 截至2021年7月31日,今年至今为止的账户亏损高达50%,如果算上巅峰时期的盈利在内的话,账户亏损累亏88%,这是我炒美股以来第一次如此重创!而且大部分是正股的亏损。我总结一下,主要有如下几点: 一、指数不断创新高,多数个股却未能追平前高,分化极大 这段时间,标普、纳指、道指均不断刷出新高,但除了FAANG等巨头之外,多数股票不仅未能跟随指数创下新高,甚至连前高都未能追平,可谓是天壤之别。而这种行情下,如果单纯从指数作为参考标准,采取长线持有,其实赚钱的概率是相当低的。我就是太过执着,觉得按以前的风格应该是轮涨行情,死捂着弱势股票,导致亏损不断扩大。 二、中概不断暴雷,抄底中概伤痕累累 其实我炒美股4年来是比较少玩中概股的,一来觉得政策风险还是受到国内的影响很大,二来觉得在美股市场上,除了$阿里巴巴(BABA)$ 阿里巴巴和百度$百度(BIDU)$ 等几大龙头外,大多数中概是很难获得资金青睐的。而自从6月份抄底中概以来,是我经历美股投资市场上最大滑铁卢。 好未来小亏出局 声网大亏出局 上半年的大部分亏损都集中在中概,从滴滴事件开始,然后教育股的政策调控随后,一波波的接连打压让整个中概市场哀嚎一片,即便是部分业绩不错的股票,也饱受波及。正所谓倾巢之下,焉有完卵?可我这次也是心存侥幸,比如声网,原本可以小赚出局的,可是后面一到亏损却不懂得及时止损,亏红了眼甚至还加仓,导致越亏越多,不得不割肉出局。损失惨重。 总结:虽然说投资市场总是有赚有赔,但上半年亏损账户的50%对我而言是实属不该。要做好投资,不仅要懂得及时止盈的魄力,更要有只是止损的决心!我就是止损慢了导致后面越亏越多。还有,要懂得随机应变,市场每天都是变化莫测得,一旦因外力因素(比如这次中概政策调控等)产生了变化,一定要先离场观望,待政策明朗再入场。下半年,我的目标是扭亏为盈。共勉!@爱发红包的虎妞 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