灞波儿奔
2019-11-08
$道琼斯(.DJI)$
之前很多投资者，媒体和机构都看空，一点不慌一直做多，这两天投资者和媒体的口风都有看多的趋势，这反而是最危险的时候。
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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白嫖怪物
2019-11-08
白嫖怪物
那估计你逻辑有问题，大跌的时候叫做多？贸易战没签协议也能做多？ 机构也是看局势的，逆向思维固然是好，但巴菲特也不会这么来用。
白嫖怪物
回复
灞波儿奔
:
可笑
灞波儿奔
:
你这么说我就放心了，如果人人和我想的一样，那反而说明我的判断有问题。
ckxy2008
2019-11-08
ckxy2008
看了你的帖子，你确定自己真的是多头。？。。你不是几个月前就清仓了嘛
灞波儿奔
回复
ckxy2008
:
不能只看宏观数据不看微观情况，回顾之前每次经济危机前经济增长都很好看失业率也都是在历史低点，但现在具体看财报企业利润并没有实现进一步增长，所谓的好也只是比预测数据好一点而已，而且我看了很多企业财报只有制药业和银行业的财务状况比较好，其他行业负债率都极高，最近由于连续三次降息股市才有所上涨，而且继续降息的余地不大，一旦通胀回暖美联储加息，那那些负债率很高的企业会很快崩盘，这大概就是我的逻辑。
灞波儿奔
回复
ckxy2008
:
我一般都长期持有的，很多股票一拿就几年，但该卖的时候就要卖，我相信自己的判断，宁愿少赚一点，踏空又不亏钱。
灞波儿奔
回复
ckxy2008
:
我一般是喜欢长期持有的，像国内招行我从16年初崩盘后买入持有到现在了，联合健康我从16年年底持有到今年七月份，收益接近100%，去年年底大跌我都没慌，但最近有些情况不得不尊重，我现在建仓也不会超过五成仓，宁愿踏空也不刀口舔血。
ckxy2008
回复
灞波儿奔
:
另外，我单方向只做多，这一个月也差不多20%多。。而且你这种卖了再买回一个在心理上很难100%卖出再100%买入，二一个你还要承担踏空的危险，每天心里fomo不难受吗
ckxy2008
回复
灞波儿奔
:
这波大盘调整了两年明显是要走牛市的啊，为啥清仓？别告诉我你卖了就跌买了就涨。。这种公众号逻辑我觉得但凡有点经验的都知道没任何可信度
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