近期8月投资感悟

币界网Опубліковано о 2024-08-12Востаннє оновлено о 2024-08-12

币界网报道:

1.圈外的人认为,你们这个圈有什么难的,只要从头到尾拿住大哥跟二弟就行了;而只有真正进来玩的人才知道,连拿住确定性数一数二的二弟也并不容易。

2.走底是一个漫长的过程,需要反复确认这个位置是底部,一次试,二次试,三次试,不停试出来,不需要立刻买,而是耐心等,慢慢进,不要后悔这个位置没进就反弹了,有大把的时间给你进,通常试1~3个月,买不是重点,卖才是重点。

3.记住一个定律,只要有人宣传,某某B是下一个什么什么,下一个大哥,下一个二弟,类似这种,往往这个B就是垃圾,没有价值,牛逼的项目和信仰者,从来不声称自己的标的下一个是什么,他会告诉你,会强调,它的强调,它的独特,它的牛逼和伟大之处,就够了。

4.其实加密货币的市场还是小的可怜,全部市值加起来,都不够任何一个发达城市的房产价值总和,全球最起码有几千个这样的城市,市值早晚超过一个中等发达城市的房产总价值是可以期待的,在现在这样的市场可以乐观点。

5.不要太悲观,也不要太乐观,投资市场的估值基本就是所有人想法的平均价,跌太多就买点,涨太多就卖点,基本不怎么会错,只是多少算多,有没有多到可以下手,这种感觉,可能要几年市场的修炼。

6.在圈内见多了,经历多了。一切都习以为常,每次危机都是机会,每次暴跌,绝望时候就是好的时机。每次复盘都是,但是每次遇到同样的情况,还是克服不了人性。

7.凡是涉及金融的资本市场,想来都不按套路出牌,你依赖基本面的时候,它走ZC行情,你依赖ZC的时候,它走情绪市;你依赖情绪的时候,它又回到基本面行情;你永远无法完美踏准市场的节奏,你只能把控自己的心和贪欲。

8.记住活得久才是最重要的,这样你在赌桌上还有翻牌的机会,我从16年在这个市场活到现在,唯一最庆幸的是,没有碰过一次合约,哪怕是低倍的都没有。在面对极端行情,从开始担心到后来有点姓冯,到现在无所谓坦然面对,到执行自己的目标计划,一步步来。

.......

简单说一下行情,从数据上看,这次回调后,市场上明显做合约的人少了一大截,合约成交-67.17%,说明杀的很彻底,同时做多的持仓比正在降低为1.24,做空的比例却在增加,今天达到1.42,还是不够看好后面,大哥在6W开启震荡,以横代跌,感觉是在诱空,短期可能会在上那么一下,6W稳住,会试6.2~6.4W。

山寨流动性开始一点点增加,主要是23~24上的新B项目方手里还有钱,舍得拉盘幅度表现可以,玩短期的可以往这方面看,两个方面,某安的种子板块,观察板块

......

Пов'язані матеріали

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