大盘 3500 了,但是赚钱效应很差,跑不过指数 - V2EX
ColdBird

大盘 3500 了,但是赚钱效应很差,跑不过指数

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  •   ColdBird Jul 9, 2025 3075 views
    This topic created in 307 days ago, the information mentioned may be changed or developed.

    还是得配置点低估的指数

    16 replies    2025-07-14 16:28:23 +08:00
    cmdOptionKana
        1
    cmdOptionKana  
       Jul 9, 2025 via Android
    买了 A 股宁德时代,今天涨得很不错,感觉依然还是低估,一手的价格比港股宁德低了一万块钱。
    ColdBird
        2
    ColdBird  
    OP
       Jul 9, 2025
    @cmdOptionKana 宁王带着创业板猛冲,创 50 还是有前途的
    Sawyerhou
        3
    Sawyerhou  
       Jul 9, 2025
    国加队操盘相当的精细,甚至有点怀疑他们是量化操盘,稳如老狗。

    我周围那些做短线的,这两天是赚大钱了,精神状态都跟上个月不一样。
    cmdOptionKana
        4
    cmdOptionKana  
       Jul 9, 2025 via Android
    @Sawyerhou A 股做长线难度太大了
    Sawyerhou
        5
    Sawyerhou  
       Jul 9, 2025
    @cmdOptionKana #4 毕竟预测明天比预测明年容易多了,越远的未来难度越高,

    专业的基金经理最多也只能做几个行业(大部分就做 1 个),但短线交易员基本都能做全 A 。
    fanyingmao
        6
    fanyingmao  
       Jul 9, 2025
    我的一点白酒,医药好几年了还套着,没牛市的感觉感觉,都是拉银行什么的
    daliusu
        7
    daliusu  
       Jul 9, 2025
    @cmdOptionKana #1 那有没有可能,是港股高估了,港股盘子才多大,港股宁德的盘子那就更小得多,小到基本没有参考价值
    cmdOptionKana
        8
    cmdOptionKana  
       Jul 9, 2025 via Android
    @daliusu 也有道理,再看看吧,现在宁德刚上港股没多久,可能要经历一些波动才回到合理价格。
    StocksAI
        9
    StocksAI  
       Jul 9, 2025
    半仓,勉强和大盘收益持平,每天大涨的票都是平时连名字都没听过的企业
    xtx
        10
    xtx  
       Jul 9, 2025
    昨天跑了,今天踏空很难受。
    mayday526
        11
    mayday526  
       Jul 9, 2025
    看了很久的投资板块,v 站人均炒股水平很差,基本都是定投纳指或者基金定投或者是长线价投
    godmiracle
        12
    godmiracle  
       Jul 9, 2025
    @mayday526 是的,但是“基本都是定投纳指或者基金定投或者是长线价投”这样能赚钱啊
    ColdBird
        13
    ColdBird  
    OP
       Jul 9, 2025
    @xtx 踏空啥啊,我满仓挨打还羡慕你呢,A 股不存在踏空
    find
        14
    find  
       Jul 9, 2025 via iPhone
    跑不过 ,就加入他们
    pchychina
        15
    pchychina  
       Jul 11, 2025
    表示目标就是跑赢上证,要求不高。
    ColdBird
        16
    ColdBird  
    OP
       Jul 14, 2025
    @pchychina 那就配置沪深 300+创 50
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