无极2333的个人主页 - 老虎社区

无极2333

无极2333

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IP属地：江苏

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1主题

0勋章

03-01

$C3.ai, Inc.(AI)$ 这还跌真不像话

01-18

$C3.ai, Inc.(AI)$ 这股有股息么

2023-11-03

$C3.ai, Inc.(AI)$ 要起来了兄弟们

2023-08-24

$C3.ai, Inc.(AI)$ 这货是真的萎了

2023-08-10

看不懂

Super Micro Computer tumbles even as Wall Street praises Q4 results, guidance

2023-08-09

$超微电脑(SMCI)$ 各种超预期还暴跌，什么逻辑——

2023-07-28

$C3.ai, Inc.(AI)$ 炒这股能得心脏病

2023-07-26

说的很具体很详细我是比较笨的

夜读 | 交易做不好，是聪明过头了

2023-07-14

$C3.ai, Inc.(AI)$ 有人买这个吗

2023-07-13

$商汤-W(00020)$ 这股息率这么高

2023-06-14

$美国超微公司(AMD)$

2023-06-09

$C3.ai, Inc.(AI)$ 市净率挺低股息率也还行应该跌不到哪里去了

2023-05-27

$英伟达(NVDA)$ 这就已经滞涨了呀

2023-05-25

2023/05/25 交易笔记 by 无极2333

2023/05/25 成本现价浮动收益英伟达(NVDA) 314.31 386.10 22.72% 牛逼威武霸气侧漏！

2023/05/25 交易笔记 by 无极2333

2021-04-20

$Beyond Meat, Inc.(BYND)$这个做人造猪肉的吗

2021-03-03

$Beyond Meat, Inc.(BYND)$就是炒作

2020-11-24

$Beyond Meat, Inc.(BYND)$这么牛逼？不跌了？

2020-08-05

$台积电(TSM)$按摩店疯涨大台积电不能这样啊！

2020-07-01

$新东方(EDU)$怎么这么怂呢

2020-06-20

$阿里巴巴(BABA)$为何别的电商都大涨阿里爸爸不涨

去老虎APP查看更多动态

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这货是真的萎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212155630395536","isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207232314159272,"gmtCreate":1691622768814,"gmtModify":1691622770201,"author":{"id":"256422022060176","authorId":"256422022060176","name":"无极2333","avatar":"https://static.tigerbbs.com/a8b11f66472d4bfbeed0720b3ce6561e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"256422022060176","idStr":"256422022060176"},"themes":[],"htmlText":"看不懂","listText":"看不懂","text":"看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207232314159272","repostId":"2358290753","repostType":2,"repost":{"id":"2358290753","pubTimestamp":1691588429,"share":"https://www.laohu8.com/m/news/2358290753?lang=&edition=full","pubTime":"2023-08-09 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Wedbush Securities analyst Matt B","content":"<html><body><p>Super Micro Computer (<span>NASDAQ:SMCI</span>) <span>tumbled more than 17%</span> in early trading on Wednesday even as Wall Street praised the company's fourth-quarter results and guidance. </p> <p>Wedbush Securities analyst Matt Bryson, who has an underperform rating on Super Micro (SMCI), said the company<span> is obviously \"reaping the rewards\" of the boom in artificial intelligence, but expectations are high and concerns about the guidance may explain the drop. </span></p> <p>\"We are not particularly concerned by the presumed pause in SMCI's business implied by the company's [guide],\" Bryson wrote in an investor note. \"Rather we see this outlook as very much fitting with our conversations suggesting GPU tightness as generally governing near-term AI server shipments vs. any pause in demand, consistent with management's suggestion that FY 2024 growth expectations are being dictated by component availability.\"</p> <p>Bryson boosted his price target to $250 from $65, but said the underperform rating is related to the high valuation, uncertainty around the longevity of the \"steep increase\" in emerging AI cloud demand and the likelihood that margins for AI servers eventually starts to weaken.</p> <p>In addition, Bryson said the quarterly results from Super Micro (SMCI) still support the \"strong uptick\" for generative AI capabilities, with a read through seen as \"mixed to positive\" for Nvidia (NVDA), given that Nvidia is still largely the dominant player in GPUs for large language models.</p> <p>Northland Capital Markets analyst Nehal Chokshi, who has an outperform rating and $395 price target on Super Micro (SMCI), said he sees a path to the company earning at least $15 per share in fiscal 2024. </p> <p>Additionally, the company also confirmed Chokshi's expectation that AI-related revenue rose three times sequentially to roughly $1.1B, \"which we now triangulate to mean SMCI’s AI market share increased from ~7% in the Mar Q to an astonishing 17% in the [June quarter].\"</p> <h2>More on Super Micro Computer</h2> <ul> <li>Super Micro Computer, Inc. Q4 2023 Earnings Call Transcript</li> <li>Super Micro Computer: I Was Wrong, But I'll Wait For It To Burst First</li> <li>Super Micro Computer: A Long-Term Must Have</li> </ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer tumbles even as Wall Street praises Q4 results, guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer tumbles even as Wall Street praises Q4 results, guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-09 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4000030-super-micro-computer-tumbles-even-as-wall-street-praises-q4-results-guidance><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer (NASDAQ:SMCI) tumbled more than 17% in early trading on Wednesday even as Wall Street praised the company's fourth-quarter results and guidance.  Wedbush Securities analyst Matt ...</p>\n\n<a href=\"https://seekingalpha.com/news/4000030-super-micro-computer-tumbles-even-as-wall-street-praises-q4-results-guidance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1464561797/image_1464561797.jpg","relate_stocks":{"LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4543":"AI","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4588":"碎股","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","BK4503":"景林资产持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4549":"软银资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4529":"IDC概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4587":"ChatGPT概念","SMCI":"超微电脑","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://seekingalpha.com/news/4000030-super-micro-computer-tumbles-even-as-wall-street-praises-q4-results-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2358290753","content_text":"Super Micro Computer (NASDAQ:SMCI) tumbled more than 17% in early trading on Wednesday even as Wall Street praised the company's fourth-quarter results and guidance.  Wedbush Securities analyst Matt Bryson, who has an underperform rating on Super Micro (SMCI), said the company is obviously \"reaping the rewards\" of the boom in artificial intelligence, but expectations are high and concerns about the guidance may explain the drop.  \"We are not particularly concerned by the presumed pause in SMCI's business implied by the company's [guide],\" Bryson wrote in an investor note. \"Rather we see this outlook as very much fitting with our conversations suggesting GPU tightness as generally governing near-term AI server shipments vs. any pause in demand, consistent with management's suggestion that FY 2024 growth expectations are being dictated by component availability.\" Bryson boosted his price target to $250 from $65, but said the underperform rating is related to the high valuation, uncertainty around the longevity of the \"steep increase\" in emerging AI cloud demand and the likelihood that margins for AI servers eventually starts to weaken. In addition, Bryson said the quarterly results from Super Micro (SMCI) still support the \"strong uptick\" for generative AI capabilities, with a read through seen as \"mixed to positive\" for Nvidia (NVDA), given that Nvidia is still largely the dominant player in GPUs for large language models. Northland Capital Markets analyst Nehal Chokshi, who has an outperform rating and $395 price target on Super Micro (SMCI), said he sees a path to the company earning at least $15 per share in fiscal 2024.  Additionally, the company also confirmed Chokshi's expectation that AI-related revenue rose three times sequentially to roughly $1.1B, \"which we now triangulate to mean SMCI’s AI market share increased from ~7% in the Mar Q to an astonishing 17% in the [June quarter].\" More on Super Micro Computer  Super Micro Computer, Inc. Q4 2023 Earnings Call Transcript Super Micro Computer: I Was Wrong, But I'll Wait For It To Burst First Super Micro Computer: A Long-Term Must Have","news_type":1},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":206954657722552,"gmtCreate":1691555505650,"gmtModify":1691555506712,"author":{"id":"256422022060176","authorId":"256422022060176","name":"无极2333","avatar":"https://static.tigerbbs.com/a8b11f66472d4bfbeed0720b3ce6561e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"256422022060176","idStr":"256422022060176"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ &nbsp;</a>各种超预期还暴跌，什么逻辑——","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ &nbsp;</a>各种超预期还暴跌，什么逻辑——","text":"$超微电脑(SMCI)$ 各种超预期还暴跌，什么逻辑——","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/206954657722552","isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202576235548752,"gmtCreate":1690495538618,"gmtModify":1690495540409,"author":{"id":"256422022060176","authorId":"256422022060176","name":"无极2333","avatar":"https://static.tigerbbs.com/a8b11f66472d4bfbeed0720b3ce6561e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"256422022060176","idStr":"256422022060176"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a><v-v data-views=\"1\"></v-v>炒这股能得心脏病","listText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a><v-v data-views=\"1\"></v-v>炒这股能得心脏病","text":"$C3.ai, Inc.(AI)$ 炒这股能得心脏病","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202576235548752","isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201840704339984,"gmtCreate":1690313589177,"gmtModify":1690313828960,"author":{"id":"256422022060176","authorId":"256422022060176","name":"无极2333","avatar":"https://static.tigerbbs.com/a8b11f66472d4bfbeed0720b3ce6561e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"256422022060176","idStr":"256422022060176"},"themes":[],"htmlText":"说的很具体很详细我是比较笨的","listText":"说的很具体很详细我是比较笨的","text":"说的很具体很详细我是比较笨的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201840704339984","repostId":"2354024316","repostType":4,"repost":{"id":"2354024316","pubTimestamp":1690298546,"share":"https://www.laohu8.com/m/news/2354024316?lang=&edition=full","pubTime":"2023-07-25 23:22","market":"us","language":"zh","title":"夜读 | 交易做不好，是聪明过头了","url":"https://stock-news.laohu8.com/highlight/detail?id=2354024316","media":"金十数据","summary":"聪明人的特质，就是他能够给你讲明白许多大道理，甚至很深刻的道理，他都能够讲的很透彻。然而一旦进入交易，他就全部忘的一干二净。","content":"<html><head></head><body><blockquote><strong>聪明人的特质，就是他能够给你讲明白许多大道理，甚至很深刻的道理，他都能够讲的很透彻。然而一旦进入交易，他就全部忘的一干二净。</strong></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56b42c1c74b83c0b38663778419fb3c8\" tg-width=\"1440\" tg-height=\"944\"/></p><p><strong>交易是直指内心的行当，容不得任何欺心的念头。</strong></p><p>现在的社会信息发达，大多数的人都接受过良好的教育，已经不是以前愚昧时代。一句话说，就是聪明人太多了。</p><p>聪明人的特质，就是他能够给你讲明白许多大道理，甚至很深刻的道理，他都能够讲的很透彻。然而一旦进入交易，他就全部忘的一干二净。</p><p>我有一个朋友，毕业于国内某著名的理工大学，智商只高不低。他做了十几年交易，一说起来头头是道，还真忽悠住了不少老总，投资给他的也有好几个，但一做起交易来，就管不住自己。按照他自己的原话是这样的：“收盘后我就是我，一开盘我就不是我了”。因为一旦进入交易，思维就被走势控制了。</p><p><strong>做交易的人，基本都会遇到这个问题，大部分人止步于此，再不能突破。</strong></p><p>有的人就开始学习巴菲特索罗斯，学习利物摩尔，读了一本又一本的经典著作，学会了一大堆交易理论，然而最终还是做不好交易。</p><p>有些人就会开始往人性的根源上去思考，从人性到活着的目的，从意识到潜意识，从自我到本我，到超我，绕老绕去，把自己弄成了一个哲学家。虽然讲话越来越高深莫测，然而还是做不好交易。</p><p>有些人开始往神秘主义上靠拢，认为这都是神明控制，命中注定，因而心灰意冷，最终退出市场。早点退出市场，继续造梦还是好的，毕竟不用再赔钱。</p><p>有些人开始接触老庄，佛学，试图从先人的智慧里面找到交易的本质。有为无为，手中有股心中无股的折腾了半辈子，一直在意识的圈子里转，但交易水平也不见有所长进。</p><p>有些人，做交易做到了最后，他们以为达到了无我的境界，对任何人的意见都嗤之以鼻。我见过这样的人，然而他确实不是他了，因为他已经被市场折磨得蓬头垢面，不像人样。虽然迷失了自我，但他却还在那里。</p><p>交易领域的聪明人，大多数人会这样认为，自己距离成功只差那一层窗户纸，捅破了就能够见到天。<strong>其实，即使捅破了那层窗户纸，他也只能趴在窗户边上看看天，赏花观鸟可以，除此之外什么都做不了。</strong></p><p>一张窗户纸而已，还真承载不了这许多东西，即使捅不破，你也可以从门口走出去啊！</p><p>有很多人，他们的确也明白人生无常，涨跌无常，盈亏无常，也明白了交易本身就是一个概率游戏。用佛学用语，这叫开悟了，也可以说是捅破了那层窗户纸。但交易还是磕磕碰碰，就像我那个做了十几年交易的朋友一样。</p><p>这饭，还是得一口一口的吃；<strong>交易之路，还是得一步一步的走。</strong></p><p>开悟是什么？</p><p>开悟就是你明白了交易只是一场概率游戏，只要坚持往概率高的方向去下注，你就能成功。简洁的说，就是你明白了赢钱的方法。</p><p>然而开悟以后，你修炼了吗？</p><p>即使明白了一万种赚钱的方法，若是不下苦功去修练，你跟没开悟的人，确实只差了那一层窗户纸而已，真没什么的。盘后你是开悟的你，盘中你依然不是你自己。</p><p><strong>聪明人往往偏向于利用自己的聪明才智，弥补基本功缺失带来的不足，避开下苦功的过程。这就是聪明过头了。</strong></p><p>如果把人看成是一个系统，越聪明的人，脑袋越复杂，系统稳定性也就越差。头脑简单的人，其系统稳定性要远远高于聪明的人。<strong>做交易，从长远看，系统的稳定性远比效率更重要。</strong>按照这样的思路，脑袋简单直接的人，反而比聪明人更适合做交易。</p><p>回到本文中心了，做不好交易，不是你不够聪明，而是你聪明过头了。其实，你大可不必知道这么多东西。想要做好交易，只需要很少的东西，加上持之以恒的坚持下去而已。具体的理论，方法，也不需要你去发明创造，前辈们也早就告诉过你。事实上，很多人都知道。</p><p><strong>聪明人，聪明过了头，想的很多，也很深入，但做的少，练的更少。</strong>似乎长期坚持一种简单有效的方法，是对他聪明才智的侮辱，埋没了智商。</p><p>李小龙说过一句话：<strong>我不怕练一万种招式的人，只怕一种招式练一万次的人。</strong></p><p>想要做好交易，你就把一种能赚钱的方法，练上一万遍，不光是思想上记住了，还要让交易融入你的身体，让身体上的每一个细胞都记住你的交易方式，这样你就成功了。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>夜读 | 交易做不好，是聪明过头了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n夜读 | 交易做不好，是聪明过头了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 23:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=117930&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>聪明人的特质，就是他能够给你讲明白许多大道理，甚至很深刻的道理，他都能够讲的很透彻。然而一旦进入交易，他就全部忘的一干二净。交易是直指内心的行当，容不得任何欺心的念头。现在的社会信息发达，大多数的人都接受过良好的教育，已经不是以前愚昧时代。一句话说，就是聪明人太多了。聪明人的特质，就是他能够给你讲明白许多大道理，甚至很深刻的道理，他都能够讲的很透彻。然而一旦进入交易，他就全部忘的一干二净。我有一个...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=117930&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56b42c1c74b83c0b38663778419fb3c8","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=117930&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354024316","content_text":"聪明人的特质，就是他能够给你讲明白许多大道理，甚至很深刻的道理，他都能够讲的很透彻。然而一旦进入交易，他就全部忘的一干二净。交易是直指内心的行当，容不得任何欺心的念头。现在的社会信息发达，大多数的人都接受过良好的教育，已经不是以前愚昧时代。一句话说，就是聪明人太多了。聪明人的特质，就是他能够给你讲明白许多大道理，甚至很深刻的道理，他都能够讲的很透彻。然而一旦进入交易，他就全部忘的一干二净。我有一个朋友，毕业于国内某著名的理工大学，智商只高不低。他做了十几年交易，一说起来头头是道，还真忽悠住了不少老总，投资给他的也有好几个，但一做起交易来，就管不住自己。按照他自己的原话是这样的：“收盘后我就是我，一开盘我就不是我了”。因为一旦进入交易，思维就被走势控制了。做交易的人，基本都会遇到这个问题，大部分人止步于此，再不能突破。有的人就开始学习巴菲特索罗斯，学习利物摩尔，读了一本又一本的经典著作，学会了一大堆交易理论，然而最终还是做不好交易。有些人就会开始往人性的根源上去思考，从人性到活着的目的，从意识到潜意识，从自我到本我，到超我，绕老绕去，把自己弄成了一个哲学家。虽然讲话越来越高深莫测，然而还是做不好交易。有些人开始往神秘主义上靠拢，认为这都是神明控制，命中注定，因而心灰意冷，最终退出市场。早点退出市场，继续造梦还是好的，毕竟不用再赔钱。有些人开始接触老庄，佛学，试图从先人的智慧里面找到交易的本质。有为无为，手中有股心中无股的折腾了半辈子，一直在意识的圈子里转，但交易水平也不见有所长进。有些人，做交易做到了最后，他们以为达到了无我的境界，对任何人的意见都嗤之以鼻。我见过这样的人，然而他确实不是他了，因为他已经被市场折磨得蓬头垢面，不像人样。虽然迷失了自我，但他却还在那里。交易领域的聪明人，大多数人会这样认为，自己距离成功只差那一层窗户纸，捅破了就能够见到天。其实，即使捅破了那层窗户纸，他也只能趴在窗户边上看看天，赏花观鸟可以，除此之外什么都做不了。一张窗户纸而已，还真承载不了这许多东西，即使捅不破，你也可以从门口走出去啊！有很多人，他们的确也明白人生无常，涨跌无常，盈亏无常，也明白了交易本身就是一个概率游戏。用佛学用语，这叫开悟了，也可以说是捅破了那层窗户纸。但交易还是磕磕碰碰，就像我那个做了十几年交易的朋友一样。这饭，还是得一口一口的吃；交易之路，还是得一步一步的走。开悟是什么？开悟就是你明白了交易只是一场概率游戏，只要坚持往概率高的方向去下注，你就能成功。简洁的说，就是你明白了赢钱的方法。然而开悟以后，你修炼了吗？即使明白了一万种赚钱的方法，若是不下苦功去修练，你跟没开悟的人，确实只差了那一层窗户纸而已，真没什么的。盘后你是开悟的你，盘中你依然不是你自己。聪明人往往偏向于利用自己的聪明才智，弥补基本功缺失带来的不足，避开下苦功的过程。这就是聪明过头了。如果把人看成是一个系统，越聪明的人，脑袋越复杂，系统稳定性也就越差。头脑简单的人，其系统稳定性要远远高于聪明的人。做交易，从长远看，系统的稳定性远比效率更重要。按照这样的思路，脑袋简单直接的人，反而比聪明人更适合做交易。回到本文中心了，做不好交易，不是你不够聪明，而是你聪明过头了。其实，你大可不必知道这么多东西。想要做好交易，只需要很少的东西，加上持之以恒的坚持下去而已。具体的理论，方法，也不需要你去发明创造，前辈们也早就告诉过你。事实上，很多人都知道。聪明人，聪明过了头，想的很多，也很深入，但做的少，练的更少。似乎长期坚持一种简单有效的方法，是对他聪明才智的侮辱，埋没了智商。李小龙说过一句话：我不怕练一万种招式的人，只怕一种招式练一万次的人。想要做好交易，你就把一种能赚钱的方法，练上一万遍，不光是思想上记住了，还要让交易融入你的身体，让身体上的每一个细胞都记住你的交易方式，这样你就成功了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197948192718896,"gmtCreate":1689349844313,"gmtModify":1689349845225,"author":{"id":"256422022060176","authorId":"256422022060176","name":"无极2333","avatar":"https://static.tigerbbs.com/a8b11f66472d4bfbeed0720b3ce6561e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"256422022060176","idStr":"256422022060176"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a><v-v data-views=\"1\"></v-v>有人买这个吗","listText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a><v-v data-views=\"1\"></v-v>有人买这个吗","text":"$C3.ai, Inc.(AI)$ 有人买这个吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197948192718896","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197426106917000,"gmtCreate":1689229428148,"gmtModify":1689229429465,"author":{"id":"256422022060176","authorId":"256422022060176","name":"无极2333","avatar":"https://static.tigerbbs.com/a8b11f66472d4bfbeed0720b3ce6561e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"256422022060176","idStr":"256422022060176"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$&nbsp;</a><v-v data-views=\"1\"></v-v>这股息率这么高","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$&nbsp;</a><v-v data-views=\"1\"></v-v>这股息率这么高","text":"$商汤-W(00020)$ 这股息率这么高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197426106917000","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187279512977536,"gmtCreate":1686748529549,"gmtModify":1686748531567,"author":{"id":"256422022060176","authorId":"256422022060176","name":"无极2333","avatar":"https://static.tigerbbs.com/a8b11f66472d4bfbeed0720b3ce6561e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"256422022060176","idStr":"256422022060176"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ 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