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我与老韩是十几年的朋友,1993年我们就在一起做股票。前些天我们一起吃饭时我们谈到了最近股市的大跌,谈到我们一起经历过的多次股票市场动荡起伏,包括他曾经经历的1997年香港股灾(特别是红筹股)。我想每个投资人可能都会经历几次几段难眠的岁月,至少我见过的优秀投资人都曾有过走“麦城”的时刻,但最终能坚持过来的都是基于优质企业的未来以及自身的某些特质、品格。当然,走过来的绝大多数人,为了不致压力太大,会转而选择大波段操作。这也就是为什么,99%做资产管理的投资人,说要长期投资但不可能真正选择长期投资的原因(估值的原因我们另论)。而那
I and old Han is a friend of more than ten years, in 1993 we are together to do stock. We talked about the recent stock market crash when we were together eating a few days ago. We talked about the turbulent ups and downs of the stock market that we have experienced many times, including the 1997 Hong Kong stock market crash (especially the red chip stocks) that he had gone through. I think every investor may experience several sleepless years, at least the best investors I have ever met have had the time to go to the “City of Mai”, but in the end are able to adhere to are based on high-quality business Future and some of their own characteristics, character. Of course, the overwhelming majority of people who come here, in order not to stress too much, will instead choose to operate in large band. That is why, 99% of investors who do asset management say that long-term investing can not really make a long-term investment choice. And that