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最近,有位朋友跟我抱怨市场行情,说他2014年以来持有的优质成长股总体没有获得什么盈利,甚是不爽,还不如年初空仓,等到现在来抄底呢!说的时候一副恨恨的表情。说完之后,还问我他这样想到底对不对。我不禁哑然一笑。我没有直接回答他的想法对不对,而是转述了一句国内优秀投资人之一、复星集团的梁信军所说的话:没有人比我更了解复星集团,我知道复星集团会越来越好,但我唯独不知道它短期(比如一年内)的股价走势。如果知道,我又不傻。在故事中,没有未卜先知的神仙级人物。而那些被很多人崇拜甚至捧上神坛的优秀的投资人,他们也并没有踩准每个步点。除了深厚
Recently, a friend complained to me about the market conditions. He said he did not make any profit from the high-quality growth stocks he held since 2014. He is not as good as the beginning of the year and may not be as good as the beginning of the year. Expression After that, I asked him to think exactly the right way. I can not help but smile. I did not directly answer his idea right, but rather rephrased one of the best domestic investors, Fosun Group, Liang Xinjun said: no one knows more than I Fosun Group, I know Fosun Group will be more and more OK, but I do not know for sure how long it is in the short term (say a year). If you know, I’m not stupid. In the story, there are no divine figures who know no prophets. And those who are a lot of people worship or even hold the altar of good investors, they did not step on each step. In addition to deep