关注投资博主是为了取关他们

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如果你关注一个投资u up主

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最后却越来越离不开他

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那么这段学习关系很可能已经失败了

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真正有价值的投资内容

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不是让你永远跟着某个大哥买

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而是帮助你建立自己的投资系统

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关注我的最终目的应该是有一天你不再需要我

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甚至可以放心的取关我

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投资区的观众大致有两类

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第一类人关注u up主

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是为了学习分析问题的方法

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他会研究为什么关注这家公司

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怎样阅读财报

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怎样判断估值

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怎样分析产业趋势

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怎样控制仓位以及判断错误时怎样退出

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第二类人关注u up主

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只想得到几个确定答案

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今天买什么

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什么价格买

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明天会不会涨跌了

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要不要跑

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什么时候回本

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老师能不能直接告诉我怎么操作

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前者在学习投资

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后者在寻找一个替自己承担责任的人

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两种人可能看着同一条视频

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一个人在提炼方法

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另一个人在等待口令

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一个人想成为投资者

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另一个人只想找到永远正确的大哥

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为什么很多成年人进入股票市场以后

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仍然希望有人手把手带着

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因为独立判断是一件痛苦的事

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你要收集信息

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比较观点

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识别风险

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还要承认自己的认知可能不完整

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更重要的是

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独立判断意味着判断错误时

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你不能轻易把责任推给别人

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跟着大哥就轻松多了

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买对了证明自己跟对了

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人

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买错了就责怪老师判断失误

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上涨时把u up主当股神

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下跌时追问

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为什么不提前提醒

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表面上是在学习投资

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实际上只是把决策权外包了

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这是一种精神上的托管

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他们不是没有成年

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而是不愿承担成年人的决策责任

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不是不会思考

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而是希望别人替自己完成思考

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再把一个简单答案送到面前

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这种必须依赖大哥的心理

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是投资者必须克服的缺陷

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这种心理并不完全来自个人懒惰

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也和长期的教育经历有关

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再强调标准答案

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考试成绩和知识传授的环境里

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学生很容易习惯老师划重点

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学生背答案

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老师判断对错

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学生服从要求

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久而久之

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一些人掌握了如何完成别人布置的任务

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却没有充分学会如何发现问题并自行解决问题

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离开学校以后

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他们仍然本能地寻找老师

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上学时

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问考试范围

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工作时等领导安排投资时

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等u up主报代码

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于是投资u up主成了新的班主任

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视频成了课堂

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评论区

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成了答疑区

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股票代码成了标准答案

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但市场和考试完全不同

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考试题通常有标准答案

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股票市场却只有不断变化的条件

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老师可能知道试卷答案

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投资UP主却不可能知道明天的价格

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教育留下的依赖惯性可以理解

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但必须主动克服

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股票市场最残酷也最公平的一点是

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没有人有义务对你的账户负责

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u up主可以分享观点

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却不能替你承受亏损

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分析师可以给出目标价

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却不能保证预测实现

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公司管理层可以描绘未来

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却不能承诺股价上涨

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即使一个u up主过去连续判断正确

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也不意味着下一次一定正确

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如果你没有自己的判断系统

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无论跟着谁

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最终都会遇到同样的问题

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上涨时不敢加仓

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下跌时不知道逻辑是否改变

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u up主没有更新

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你就无法行动

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不同博主观点相反

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你就不知道该相信谁

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最危险的不是看错一只股票

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而是你根本不知道自己为什么买

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如果买入理由只是某某老师说会涨

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那么卖出理由通常也只能是某某老师说要跑

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从买入到卖出

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你的资金在承担风险

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大脑却没有参与决策

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这样的投资即使暂时赚钱

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也很难长期复制

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关注投资

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u up主最不应该做的事情就是只抄他的持仓

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因为你看见的只是一个代码

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却看不见代码背后的完整条件

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他的买入成本可能远低于你

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投资期限

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可能比你长

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现金流可能比你稳定

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风险承受能力可能比你强

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还可能有其他仓位用于对冲

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他可以承受50%的回撤

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你可能下跌10%就失眠

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同一只股票对不同的人可能是完全不同的投资

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别人用5%仓位买入是一次可控尝试

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你用全部积蓄买入就是人生赌博

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别人准备持有10年

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你却希望下个月就赚钱

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所以不要只问他买了什么

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你更应该问他为什么买

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这个逻辑能否验证

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哪些条件会推翻结论

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这项投资是否适合我

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如果判断错误

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我最多损失多少

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股票代码只是答案

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分析过程才是能力

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一个值得关注的投资

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u up主不应该只告诉你结论

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还应该尽可能展示结论

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怎样形成

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你真正应该带走的是一套能够反复使用的工具

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第一是基本面

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学会阅读收入利润

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自由现金流

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负债和股本变化

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判断企业究竟是在创造价值还是只会讲故事

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第二是产业链

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弄清楚谁掌握核心技术

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谁拥有定价权

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谁承担资本开支

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谁最容易被替代

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行业增长并不等于每家公司都能赚钱啊

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第三是估值

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好公司不一定是好价格

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你要理解市场已经计入多少乐观预期

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以及当前价格给错误判断留下多大安全空间

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第四是技术与市场结构

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支撑位

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压力位

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成交量和期权数据不是预测未来的水晶球

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而是帮助你观察市场成本

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供需关系和潜在风险的概率工具嗯

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第五是仓位与风控

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真正决定你能否长期留在市场中的

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往往不是某次选股多么精彩

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而是判断错误以后

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你是否还能活下来

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当你能够自己完成这些分析时

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u up主的观点就不再是命令

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而只是信息来源之一

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判断一个u up主是否值得关注

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也不要只看他有没有猜中涨跌

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你要看他有没有解释判断依据

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有没有说明风险和反面情景

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条件改变后

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会不会修正观点

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判断错误时是否承认错误

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他是在叫你分析

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应该允许观众质疑

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也应该提醒观众

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不要因为喜欢一个人就放弃验证他的观点

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如果他需要粉丝无条件相信

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需要用我带你们赚钱

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建立权威

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他培养的不是投资者

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而是追随者

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从下一次看到投资观点开始

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不要立即照着操作

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先复述逻辑

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用自己的话解释为什么这项资产可能上涨

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在寻找反证

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主动搜索哪些事实可能推翻原来的结论

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嗯然后独立核实财报公告和行业资料

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不把二手解读当成全部事实

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再匹配自己的期限

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现金流和风险承受能力

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最后写下买入条件

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仓位上限加减仓规则和逻辑失效条件

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交易结束以后

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不要只看赚了还是亏了

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还要复盘决策过程是否合理

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最开始这会很慢

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也会让人不舒服

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但没有大哥替你下结论以后

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你感受到的不确定性恰恰是成长的开始

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我希望你关注我的视频

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但不希望你因为我说某只股票好

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就不做研究的买入

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我更希望你学习我如何寻找信息

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拆解企业

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思考风险

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也希望有一天你能够指出我的分析漏洞

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当你能独立阅读财报

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研究产业链

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判断估值

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制定仓位

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并对自己的盈亏负责时

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我的观点就只是一份参考材料

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那时你可以继续关注

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也可以选择取关

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因为投资教育成功的标志

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不是学生永远围着老师

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而是学生最终不再需要老师关注

229
00:09:13,110 --> 00:09:14,490
我是为了学习方法

230
00:09:14,490 --> 00:09:16,669
学习方法是为了形成判断

231
00:09:16,669 --> 00:09:19,789
形成判断是为了摆脱依赖

232
00:09:20,309 --> 00:09:25,149
所以关注我的最终目的就是有一天能够取关我

233
00:09:25,149 --> 00:09:27,269
不是因为你不再认可我

234
00:09:27,269 --> 00:09:29,740
而是因为你已经毕业了

235
00:09:29,740 --> 00:09:32,519
真正的老师不害怕学生毕业

236
00:09:32,519 --> 00:09:36,299
真正的投资者也不需要永远寻找大哥

共 3 条，按点赞数排序。

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