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    3/13/2007

    话说最近心态不好beta

    大师巴菲特在概括自己的投资策略时有云
    在大众恐惧的时候疯狂
    在大众疯狂的时候恐惧
    彼得林奇的鸡尾酒会理论也是这个意思
    "当所有人都在谈论股市的时候
    离股市崩盘也就不远了"
     
    现在的市场无疑一半疯狂一半恐惧
    所有人都想在股市中捞一笔
    追逐着利益最大化这个遥不可及的梦
    同时在遭遇大震荡时完全失去理性恐慌杀跌
    成就227股灾的华丽
    尽管几乎所有投资者都有牛市不变的共识
    但具体到下一个交易日
    能够心平气和面对的又占多少百分比?
     
    另外
    如果中国股市真如所期步入长期牛市
    那么经济风险的承担者
    并不仅仅是这轮搏傻游戏最后的倒霉蛋
    更是踏空行情在场外观望的看客
    虽说股市市值的增长并不会直接给社会带来额外的财富
    但却一定会由此降低圈外人的购买力
    这很容易理解
    此消彼长、不进则退的道理
    何况通胀的压力无时不在
     
    在熊市五年后
    RMB升值奥运咫尺经济持续高速增长的盛世
    怎样才能判断这种疯狂具不具理性?  
    另一方面
    如果选择退出观望
    那么看着别人数钱
    不也一样让人恐惧?
     
    或者说疯狂本就源于恐惧
    反之亦然

    Comments (7)

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    renee GUwrote:
    股票好几天没去看了,我买的都不知道怎么样了。。。
     
    不知道应该听谁的好,那么就看感觉了,觉得哪个不错就买哪个。。。
     
    不忘:哦也!。。。
    Apr. 1
    默 默wrote:
    咋个变成沈氏财经论坛了,,,
    鸡尾酒理论不懂 但是国内刘彦斌的忠告还是很相信的
    差点忘了说 噢也~
     
    Mar. 30
    renee GUwrote:
    赚钱最高!!!哦也,哦也,哦哦也。。。
    Mar. 27
    Picture of Anonymous
    默默头 wrote:
    感冒刚好~
    开始赚钱噢也
    Mar. 22
    Gisele Liwrote:
    你找到那个歌了吗?我没找到呀~~~~````
    Mar. 18
    renee GUwrote:
    感冒,好像我有点了,不过是自找的,衣服穿太少了,忘了穿,嘿嘿。。。
     
    春天嘛,情绪多变正常的哇。。。。
     
     
    我也想赚钱,赚好多好多钱,然后吃喝玩乐,然后去看一次极光,看一次很美很美的日出!
     
    人到情多情转薄,而今真个不多情!
    喜欢那桥,够娴静够诗意,看着人来人往,人生何必太痴狂。。。
    Mar. 18
    echowrote:
    春天比较容易得“情感感冒”
    放轻松,take easy 啦
    你们男生不是最喜欢对女生说“你别想太多啦”
    现在我也要对你说:别想太多啦,有阳光的时候欣赏阳光,有细雨的时候享受细雨吧
     
    不过最近我也似乎有点“感冒”,还是“想太多的关系吧”
    Mar. 15

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