[ Ten billion Hong Kong dollars is going south to buy the bottom, how to judge whether to follow ? 】
In the past three trading days, the net inflow of funds from southward to Hong Kong stocks has exceeded 10 billion Hong Kong dollars, and the Hang Seng Technology Index has also performed well. From the bottom in mid-March, the rebound has been close to 20% so far. Coupled with the blessing of top-tier fund managers, the Jedi offensive seems to be on the horizon.
Since the Spring Festival last year, the Hang Seng Technology Index has fallen by 60%, with a maximum retracement of 70%. Has it fallen completely? Great value for money? Can you copy? Money doesn’t lie, there are many who have already bought or are in the process of copying, and there must be many who are ready to do so.
I feel that there is no need to unify thoughts at this time. It is better to argue for right and wrong, and to seek common ground while reserving differences, because there are many reasons for not wanting to buy bottoms.
One is not understand. The Internet business has fast iterations and new models. It is difficult to understand the business and judge the pros and cons.
The second is timidity. The normalization of antitrust, disruptive innovation, and unexpected policy black swans are all points of concern for cowards. The future is full of surprises, but for the Internet, surprises are usually not surprises, but shocks.
Third, the demands are different. My goal is to never sell and be willing to buy after buying. The standard is to sleep well after buying, and dare to increase the position when it falls. It doesn’t matter how much it has fallen; Channels, marginal changes are important observation indicators, and how much has fallen may also be an effective technical indicator.
There are many other reasons, and different reasons can be mixed together, so don’t be too serious.
In short, it is possible to be right or not to be a bargain hunter. It sounds helpless, but it’s okay, because the goal of investing should not be to seize every opportunity, nor to find the best stock. The goal of investing is to make money and try not to permanently lose your principal. It’s just stupid to pay attention to other people making more money than you… Munger’s words are not rough.
Different cognitive levels, different risk appetites, different investment philosophies, and even different income goals can allow different people to make different investment decisions. Therefore, there is no need to have the heart to copy homework, and there is no need to have greed.
@中泰投資管理@Today’s topic @雪ball fund $中台星元 Flexible allocation of mixed A (F006567)
The above content only represents personal opinions and does not serve as investment advice. Please be rational.
There are 14 discussions on this topic in Snowball, click to view.
Snowball is an investor’s social network, and smart investors are here.
Click to download Snowball mobile client http://xueqiu.com/xz ]]>
This article is reproduced from: http://xueqiu.com/2245748859/219762756
This site is for inclusion only, and the copyright belongs to the original author.