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    April 07

    暂时离开,小结一下

           上周的连续小阳把大盘推上了新高,累积的风险也越来越大,无论是从基本面还是技术层面上看,我都不相信这种上涨还能继续,也许到了离开的时候了。

           审视了一下过去的投资经历,失败当然有很多,最大的是两个,踏空招商银行和错失驰宏锌锗。成功的地方在于,一定时段内,能够坚持自己的看法,比如坚决看空工商银行。 踏空招商银行是我最大的失败。在我完成了一篇7000字的论文,证明招商银行为什么是中国最好的银行之后,我居然期待它的股价下跌,看空招行两个月之久,直到它慢牛小跑站上高位,我才发现自己是个十足的白痴,做了一件自相矛盾的事情。驰宏锌锗是我最大的怨念所在,从38块钱的时候就看好它,希望能在35块钱附近吸纳,结果它便绝尘而去,等到了55块钱的时候,再度定下50的买入目标价,结果它直冲到83块。。。经过今天的涨停,它的收盘价是---116。怨念怨念怨念,无尽的怨念。。。。。

            成功的事情很少,唯一可以告慰的是很多人追捧工商银行的时候,坚信自己的判断,没有去听故事,也没有去听消息,当然少赚了钱,但是至少没有做自相矛盾的事情。记住:绝对不买自己认为不是好公司的股票,即使其中有投机的机会在。同时可以小开心一把的是对华菱管线和新兴铸管的走势判断基本准确,但是由于缺乏资金,所以并没有进这两只股票。 周五收盘的时候,股票基本清仓完毕,基金继续持有。留下一手铜都铜业做实验,看看彼得林奇说的,任何时候都不要抛空股票,在A股市场这个大赌场上是否行得通。

    Comments (1)

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    nini caiwrote:
    看地还很准嘛,那个第二支股票,不然你不就发了吗
    <燕尾蝶>的小说我也看了,还是很喜欢日本文学的风格.想来想去对现在的中国文化表示担忧,没有在形式上做文章.
    you, big thinker, supporting you unconditionally
    Apr. 11

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