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【月亮看盘】已到岸人休恋筏,未尝渡者要须船(21-7-17)


  通过对比格雷厄姆关于价值投资的上述核心原则,聪明的投资者就会发现,抱团股此前的爆炒已完全背离价值投资理念,特别是第四条,即‘无论如何谨慎,每个投资者都免不了犯错。只有坚持‘安全性原则’即无论一笔投资看起来多么令人神往,永远都不要支付过高的价格,你才能使犯错几率最小化。’”
  
  
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以上证50为首的多个受抱团股(包括银行、保险等大金融概念的“前抱团股”板块和酿酒、医药、医疗保健、食品饮料、家用电器、农林牧渔和化纤等大消费概念的“后抱团股”板块)影响巨大的权重指数从那之后即跌跌不休,本周再创近5个月新低,一众抱团股累计跌幅高达3、4成甚至腰斩。与此形成鲜明对比的是,当时被彻底边缘化的非抱团股,也即以国证2000、中证1000和中证5� ....

Nei Mongol , Dharma Buddha , Bluntly Buddha , Market February , New Health , னே மங்கோல் , புதியது ஆரோக்கியம் ,

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