{"topic":{"id":14228,"title":"xjtuer 的实盘经历记录","slug":"topic","userId":1950,"categoryId":4,"createdAt":"2025-02-26 12:34:14.145374","bumpedAt":"2026-06-30 11:44:38.751565","views":3114,"postsCount":82,"highestPostNumber":83,"likeCount":50,"closed":false,"pinned":false,"pinnedGlobally":false,"pinnedAt":null,"pinnedUntil":null,"isBanner":false,"excerpt":"如题，lz 作为普通 cs 学生其实一直想去学点和金融沾边的东西，去年 9 月考虑到美联储降息预期，火速入场，赶上 9.24 一波小赚了一笔，结果因为不懂止盈 10.8 被套进去了。套牢之后反而觉悟了，反思自己的投资观，真正开始了股市沉浮。本人身边理财的朋友不算多，没有几个可以交流的对象。所以想把实盘经历发到交大门，就当给门友们解闷看乐子了","deletedAt":null,"isAnonymous":false,"isPrivate":false,"isMembersOnly":false,"category":{"id":4,"name":"谈笑风生","slug":"general","color":"25AAE2"},"author":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif"},"realAuthor":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif"},"tags":[]},"posts":[{"id":46564,"postNumber":1,"raw":"如题，lz 作为普通 cs 学生其实一直想去学点和金融沾边的东西，去年 9 月考虑到美联储降息预期，火速入场，赶上 9.24 一波小赚了一笔，结果因为不懂止盈 10.8 被套进去了。套牢之后反而觉悟了，反思自己的投资观，真正开始了股市沉浮。\n本人身边理财的朋友不算多，没有几个可以交流的对象。所以想把实盘经历发到交大门，就当给门友们解闷看乐子了","cooked":"

如题，lz 作为普通 cs 学生其实一直想去学点和金融沾边的东西，去年 9 月考虑到美联储降息预期，火速入场，赶上 9.24 一波小赚了一笔，结果因为不懂止盈 10.8 被套进去了。套牢之后反而觉悟了，反思自己的投资观，真正开始了股市沉浮。
\n本人身边理财的朋友不算多，没有几个可以交流的对象。所以想把实盘经历发到交大门，就当给门友们解闷看乐子了

\n","createdAt":"2025-02-26 12:34:14.258913","updatedAt":"2025-02-26 12:34:14.258913","replyToPostNumber":null,"replyCount":0,"likeCount":4,"wordCount":153,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":4,"users":[{"id":346,"username":"hoist","name":null},{"id":1941,"username":"john","name":"John"},{"id":6632,"username":"闵大荒阿萨姆红茶","name":"闵大荒阿萨姆红茶"},{"id":7014,"username":"兴庆宫第一迷路幽灵","name":"post deleted by author"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46565,"postNumber":2,"raw":"![B4B5911DD128154893DBC950746C82B0|268x500](/uploads/image/f0/dd/f0dd6ab765f3506aeecc724d8a586faf11f4dbd9953a04a94b095eb05631c406.avif)\n2.26 运气好前几天埋伏的一支突然涨停了 \nlz2 月至今亏了小 1k，今天这一口奶回来不少","cooked":"

$\"B4B5911DD128154893DBC950746C82B0\"$
\n2.26 运气好前几天埋伏的一支突然涨停了
\nlz2 月至今亏了小 1k，今天这一口奶回来不少

\n","createdAt":"2025-02-26 12:35:58.27408","updatedAt":"2025-02-26 12:35:58.27408","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":36,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46568,"postNumber":4,"raw":"我这个月盈 15%～20%，也算是蹭到了。不过反思了一下，反人性操作确实太难了。很多时候选中好票，也捏不住，卖飞率我最近记录了一下，至少有 80%。\n![IMG_8775|229x500](/uploads/image/11/28/11285152e3a460f3a186afe88914ca3c1ea2bef0613ca79563a6e31af81078e9.avif)","cooked":"

我这个月盈 15%～20%，也算是蹭到了。不过反思了一下，反人性操作确实太难了。很多时候选中好票，也捏不住，卖飞率我最近记录了一下，至少有 80%。
\n $\"IMG_8775\"$

\n","createdAt":"2025-02-26 12:47:19.736735","updatedAt":"2025-02-26 13:29:26.382566","replyToPostNumber":null,"replyCount":1,"likeCount":0,"wordCount":63,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":2,"publicVersion":2,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":46575,"postNumber":5,"raw":"[quote=\"小西从小就很可爱，post:1, topic:14228, username:nanfeng\"]\n去年 9 月考虑到美联储降息预期，火速入场\n[/quote]\n16 年开始脱钩之后 A 股走的是独立行情，早和美国利率没啥关系了","cooked":"

\n\t\t\t\t\t

\n\t\t\t\t\t\t

\n\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t小西从小就很可爱，post:1, topic:14228, username:nanfeng:\n\t\t\t\t\t\t

\n\t\t\t\t\t

\n
去年 9 月考虑到美联储降息预期，火速入场
\n

\n\t\t\t\t

16 年开始脱钩之后 A 股走的是独立行情，早和美国利率没啥关系了

\n","createdAt":"2025-02-26 14:14:59.238236","updatedAt":"2025-02-26 14:14:59.238236","replyToPostNumber":null,"replyCount":1,"likeCount":0,"wordCount":61,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":46577,"postNumber":6,"raw":"![image|690x232](/uploads/image/a9/17/a9178f8a4d6866e81e211019c87880412041fd8f62086d800ae6b88f0ed21183.avif)","cooked":"

$\"image\"$

\n","createdAt":"2025-02-26 14:33:50.093268","updatedAt":"2025-02-26 14:33:50.093268","replyToPostNumber":null,"replyCount":0,"likeCount":1,"wordCount":1,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"magic_wand_grin","count":1,"users":[{"id":299,"username":"sola","name":null}],"hasReacted":false},{"reaction":"❤️","count":1,"users":[{"id":299,"username":"sola","name":null}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":46579,"postNumber":7,"raw":"模拟盘疯狂追 meme 股，常山赵子龙、还能打、上海电气、低空经济等直接被套 40% :rofl:\n实盘直接学乖了，网络媒体上的各个热门股看都不看 :halo:","cooked":"

模拟盘疯狂追 meme 股，常山赵子龙、还能打、上海电气、低空经济等直接被套 40% 🤣
\n实盘直接学乖了，网络媒体上的各个热门股看都不看 😇

\n","createdAt":"2025-02-26 15:28:22.115895","updatedAt":"2025-02-26 15:28:22.115895","replyToPostNumber":null,"replyCount":1,"likeCount":0,"wordCount":59,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":182,"username":"duroy","name":"duroy","avatarUrl":"/uploads/image/d1/3d/d13d8991365885ad7355d2be1d8aabbe32633dee456adacc58d783b22a2c238f.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46602,"postNumber":8,"raw":"偷窥。本人摊大饼策略本月 -0.3%。\n总资产倒应该蒙上，股票蒙上没必要吧。门友恐怕还没有足够的资金把你的票打下来。","cooked":"

偷窥。本人摊大饼策略本月 -0.3%。
\n总资产倒应该蒙上，股票蒙上没必要吧。门友恐怕还没有足够的资金把你的票打下来。

\n","createdAt":"2025-02-27 00:38:46.710521","updatedAt":"2025-02-27 00:42:09.909687","replyToPostNumber":null,"replyCount":1,"likeCount":0,"wordCount":51,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":346,"username":"hoist","name":null,"avatarUrl":"/uploads/image/0d/cd/0dcdf69d213b6798002779ad4b729567cd4d889ee4a56c07a8c4454e8b563219.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46617,"postNumber":9,"raw":"牛啊","cooked":"

牛啊

\n","createdAt":"2025-02-27 07:15:03.638577","updatedAt":"2025-02-27 07:15:03.638577","replyToPostNumber":4,"replyCount":0,"likeCount":0,"wordCount":2,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46618,"postNumber":10,"raw":"一般来说任何一个平台都是不允许荐股的，打码可以规避一部分不必要的风险","cooked":"

一般来说任何一个平台都是不允许荐股的，打码可以规避一部分不必要的风险

\n","createdAt":"2025-02-27 07:16:09.271736","updatedAt":"2025-02-27 07:16:09.271736","replyToPostNumber":8,"replyCount":0,"likeCount":0,"wordCount":34,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46619,"postNumber":11,"raw":"正确的","cooked":"

正确的

\n","createdAt":"2025-02-27 07:16:18.619993","updatedAt":"2025-02-27 07:16:18.619993","replyToPostNumber":7,"replyCount":0,"likeCount":0,"wordCount":3,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46620,"postNumber":12,"raw":"确实，当时还在奇怪为什么不跟涨，感谢大佬开悟","cooked":"

确实，当时还在奇怪为什么不跟涨，感谢大佬开悟

\n","createdAt":"2025-02-27 07:17:00.388508","updatedAt":"2025-02-27 07:17:00.388508","replyToPostNumber":5,"replyCount":0,"likeCount":0,"wordCount":22,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46621,"postNumber":13,"raw":"![Image_364018207624413|265x500](/uploads/image/a3/84/a384906ec190caa46d477d6bb38e0d8953e51ddd1aca0ce753ff98834282b323.avif)\n在早上尚且还有溢价的时候止盈了昨日涨停的股票。\n今日大盘做深 V，打下去很多科技股，不过还好我潜伏的一直都是消费股和零售板块，今天资金流入给我拉红很多。零售股从短线来看已经接近止盈点，明天如果冲高有机会止盈。\n尾盘选了一支互联网电商板块龙头和一支云服务相关概念公司，都是建底仓，这两支筹码分布都在足够低的点。\n（有开超市的嫌疑，只能说唉唉资金量太小是这样的，又想要分仓摊平降低风险，又怕变成开超市给券商打工）","cooked":"

$\"Image_364018207624413\"$
\n在早上尚且还有溢价的时候止盈了昨日涨停的股票。
\n今日大盘做深 V，打下去很多科技股，不过还好我潜伏的一直都是消费股和零售板块，今天资金流入给我拉红很多。零售股从短线来看已经接近止盈点，明天如果冲高有机会止盈。
\n尾盘选了一支互联网电商板块龙头和一支云服务相关概念公司，都是建底仓，这两支筹码分布都在足够低的点。
\n（有开超市的嫌疑，只能说唉唉资金量太小是这样的，又想要分仓摊平降低风险，又怕变成开超市给券商打工）

\n","createdAt":"2025-02-27 07:24:26.674224","updatedAt":"2025-02-27 07:24:26.674224","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":200,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46657,"postNumber":14,"raw":"![image|690x352](/uploads/image/0c/06/0c06dfb6aa6e0692e8996b9386de297c7a839a6e58b1d1e67190e1188cc4c9d7.avif)\n降息预期升高，BTC 和黄金出现暂时的流动性枯竭，加仓的好机会","cooked":"

$\"image\"$
\n降息预期升高，BTC 和黄金出现暂时的流动性枯竭，加仓的好机会

\n","createdAt":"2025-02-28 15:45:22.112661","updatedAt":"2025-02-28 15:45:22.112661","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":28,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":46676,"postNumber":15,"raw":"周五科技被杀惨了幸好还剩一点浮盈","cooked":"

周五科技被杀惨了幸好还剩一点浮盈

\n","createdAt":"2025-03-01 07:09:59.167557","updatedAt":"2025-03-01 07:09:59.167557","replyToPostNumber":null,"replyCount":2,"likeCount":0,"wordCount":16,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":46678,"postNumber":16,"raw":"我被杀了 1/3 浮盈","cooked":"

我被杀了 1/3 浮盈

\n","createdAt":"2025-03-01 08:15:06.945669","updatedAt":"2025-03-01 08:15:12.602262","replyToPostNumber":15,"replyCount":0,"likeCount":0,"wordCount":7,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":46686,"postNumber":17,"raw":"我尾盘抄进去了加上周四上升时候建的底仓稍微亏了一点但是不算很伤筋动骨","cooked":"

我尾盘抄进去了加上周四上升时候建的底仓稍微亏了一点但是不算很伤筋动骨

\n","createdAt":"2025-03-01 12:35:31.164567","updatedAt":"2025-03-01 12:35:31.164567","replyToPostNumber":15,"replyCount":0,"likeCount":0,"wordCount":34,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46687,"postNumber":18,"raw":"3.1 更新昨晚上忙着写作业 + 打游戏去了忘记更新了 \n当日盈亏 -2.1％，早上零售和消费电子股趁着红的时候止盈，没有太急着加仓。这一决定使我亏损的部分仅仅局限于周四建仓的部分，这一段我也要反思，在短线操作中盲目全仓是大忌，但我还是犯了这一错误。\n周五下午的超跌是超出我的预期的，我的看法是这一波急跌就是为了清理获利盘、融资和部分散户的筹码，尾盘我做了加仓，除了先前的本金以外还调集了一部分流动资金进去，目前持有 8 成半仓位","cooked":"

3.1 更新昨晚上忙着写作业 + 打游戏去了忘记更新了
\n当日盈亏 -2.1％，早上零售和消费电子股趁着红的时候止盈，没有太急着加仓。这一决定使我亏损的部分仅仅局限于周四建仓的部分，这一段我也要反思，在短线操作中盲目全仓是大忌，但我还是犯了这一错误。
\n周五下午的超跌是超出我的预期的，我的看法是这一波急跌就是为了清理获利盘、融资和部分散户的筹码，尾盘我做了加仓，除了先前的本金以外还调集了一部分流动资金进去，目前持有 8 成半仓位

\n","createdAt":"2025-03-01 12:43:34.97477","updatedAt":"2025-03-01 12:43:34.97477","replyToPostNumber":null,"replyCount":1,"likeCount":0,"wordCount":199,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46688,"postNumber":19,"raw":"Trump 提关税了","cooked":"

Trump 提关税了

\n","createdAt":"2025-03-01 12:52:33.422416","updatedAt":"2025-03-01 12:52:33.422416","replyToPostNumber":18,"replyCount":0,"likeCount":0,"wordCount":5,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":46726,"postNumber":20,"raw":"![Image_417457055428455|249x500](/uploads/image/96/4e/964e8a72358e57438af87eb085508aa8f552afec543aac69c4c52c5376caf725.avif)\n今天不出预料，上午高开修复情绪，下午砸盘继续套取散户筹码。上周购买的互联网电商龙头早上冲高速度很快，以至于我在集合竞价阶段设置的价位远低于最高点，不过只要能赚就行。\n感谢市场的厚爱，上周五 allin 进去了新的流动资金，没有被套牢。也感谢我这段时间的磨练，让我坚定了加仓的意志。\n两会正式召开，希望交大门的各位股友们一路长红。","cooked":"

$\"Image_417457055428455\"$
\n今天不出预料，上午高开修复情绪，下午砸盘继续套取散户筹码。上周购买的互联网电商龙头早上冲高速度很快，以至于我在集合竞价阶段设置的价位远低于最高点，不过只要能赚就行。
\n感谢市场的厚爱，上周五 allin 进去了新的流动资金，没有被套牢。也感谢我这段时间的磨练，让我坚定了加仓的意志。
\n两会正式召开，希望交大门的各位股友们一路长红。

\n","createdAt":"2025-03-03 08:45:31.981276","updatedAt":"2025-03-03 08:45:31.981276","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":157,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46845,"postNumber":21,"raw":"忘记更新了\n昨日小亏，买回的零售板块底仓往下砸了不少\n问题还是买入的时机太过于着急","cooked":"

忘记更新了
\n昨日小亏，买回的零售板块底仓往下砸了不少
\n问题还是买入的时机太过于着急

\n","createdAt":"2025-03-05 00:02:04.933658","updatedAt":"2025-03-05 00:02:04.933658","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":39,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46848,"postNumber":22,"raw":"重仓赚钱的股卖掉之后，其他的都在血亏了，虽然整体盈利的大趋势没有变。\n![IMG_8952|229x500](/uploads/image/13/eb/13eb6b9e223f43c435cd7901b937e78008deb07b85e21fd24e954fd24ec8e1ea.avif)","cooked":"

重仓赚钱的股卖掉之后，其他的都在血亏了，虽然整体盈利的大趋势没有变。
\n $\"IMG_8952\"$

\n","createdAt":"2025-03-05 01:40:54.035941","updatedAt":"2025-03-05 01:40:54.035941","replyToPostNumber":null,"replyCount":1,"likeCount":0,"wordCount":35,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":46858,"postNumber":23,"raw":"- 因为过去的回调，主成分黄金 - 红利 - 标普加了*1.1\n- 因为以前过分追求摊大饼而买的东南亚科技，我承认判断有意忽视了各种不利因素，痛定思痛抛了。\n- 之前贪多补的 REITs 产业园抛了，回到各类型平衡持有的状态。","cooked":"

因为过去的回调，主成分黄金 - 红利 - 标普加了*1.1
因为以前过分追求摊大饼而买的东南亚科技，我承认判断有意忽视了各种不利因素，痛定思痛抛了。
之前贪多补的 REITs 产业园抛了，回到各类型平衡持有的状态。

\n","createdAt":"2025-03-05 09:19:59.756024","updatedAt":"2025-03-05 09:19:59.756024","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":95,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":346,"username":"hoist","name":null,"avatarUrl":"/uploads/image/0d/cd/0dcdf69d213b6798002779ad4b729567cd4d889ee4a56c07a8c4454e8b563219.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46859,"postNumber":24,"raw":"牛市总能回本慢慢看吧","cooked":"

牛市总能回本慢慢看吧

\n","createdAt":"2025-03-05 13:02:11.759458","updatedAt":"2025-03-05 13:02:11.759458","replyToPostNumber":22,"replyCount":1,"likeCount":0,"wordCount":10,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46860,"postNumber":25,"raw":"3.5 今日行情很无聊，开会注定收红，个股也是上上下下起起伏伏。我锁仓了没怎么动，收盘小亏一瓶饮料钱。\n今天大盘做了一个修复，重新站回二十日均线。但这个依靠的是银行等大盘红利股，只能说还存在风险。如果明天依旧能保持收红，那我将考虑加仓。","cooked":"

3.5 今日行情很无聊，开会注定收红，个股也是上上下下起起伏伏。我锁仓了没怎么动，收盘小亏一瓶饮料钱。
\n今天大盘做了一个修复，重新站回二十日均线。但这个依靠的是银行等大盘红利股，只能说还存在风险。如果明天依旧能保持收红，那我将考虑加仓。

\n","createdAt":"2025-03-05 13:05:51.421746","updatedAt":"2025-03-05 13:05:51.421746","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":114,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":46861,"postNumber":26,"raw":"整体是赚的。只是被某个小鬼票狠狠套了","cooked":"

整体是赚的。只是被某个小鬼票狠狠套了

\n","createdAt":"2025-03-05 13:07:18.753997","updatedAt":"2025-03-05 13:07:18.753997","replyToPostNumber":24,"replyCount":0,"likeCount":1,"wordCount":18,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"😋️","count":1,"users":[{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"}],"hasReacted":false},{"reaction":"❤️","count":1,"users":[{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":46871,"postNumber":27,"raw":"昨天尾盘进卓翼科技是今天能红的最大原因🙏","cooked":"

昨天尾盘进卓翼科技是今天能红的最大原因🙏

\n","createdAt":"2025-03-06 06:37:17.299","updatedAt":"2025-03-06 06:37:17.299","replyToPostNumber":null,"replyCount":1,"likeCount":1,"wordCount":20,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":1,"users":[{"id":1950,"username":"nanfeng","name":"小西从小就很可爱"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":46873,"postNumber":28,"raw":"昨晚看了懂王的国会演讲，想长期持仓 AH 了（","cooked":"

昨晚看了懂王的国会演讲，想长期持仓 AH 了（

\n","createdAt":"2025-03-06 07:32:26.97946","updatedAt":"2025-03-06 07:32:26.97946","replyToPostNumber":null,"replyCount":2,"likeCount":0,"wordCount":20,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":46874,"postNumber":29,"raw":"这是什么","cooked":"

这是什么

\n","createdAt":"2025-03-06 07:40:30.659904","updatedAt":"2025-03-06 07:40:30.659904","replyToPostNumber":28,"replyCount":1,"likeCount":0,"wordCount":4,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":46875,"postNumber":30,"raw":"A 股和 H 股的科技指数（","cooked":"

A 股和 H 股的科技指数（

\n","createdAt":"2025-03-06 07:42:12.716405","updatedAt":"2025-03-06 07:42:12.716405","replyToPostNumber":29,"replyCount":0,"likeCount":0,"wordCount":11,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":46893,"postNumber":31,"raw":"[quote=\"shared_user, post:28, topic:14228, username:anonymous_coward\"]\n昨晚看了懂王的国会演讲\n[/quote]\n没咋提到中国吧，而且加关税绝对是大利空","cooked":"

\n\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\tshared_user:\n\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t

\n
昨晚看了懂王的国会演讲
\n

\n\t\t\t\t\t\t

没咋提到中国吧，而且加关税绝对是大利空

\n","createdAt":"2025-03-06 17:11:07.90186","updatedAt":"2025-03-06 17:11:07.90186","replyToPostNumber":28,"replyCount":0,"likeCount":0,"wordCount":35,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":46999,"postNumber":32,"raw":"好几天没来得及更新，周四大赚周五亏回去了\n叠加美股崩盘，感觉还是能有机会冲破 3500","cooked":"

好几天没来得及更新，周四大赚周五亏回去了
\n叠加美股崩盘，感觉还是能有机会冲破 3500

\n","createdAt":"2025-03-09 11:29:30.7189","updatedAt":"2025-03-09 11:29:30.7189","replyToPostNumber":null,"replyCount":1,"likeCount":0,"wordCount":38,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47003,"postNumber":33,"raw":"我周三小亏，周四周五小赚。","cooked":"

我周三小亏，周四周五小赚。

\n","createdAt":"2025-03-09 11:42:00.568728","updatedAt":"2025-03-09 11:42:00.568728","replyToPostNumber":32,"replyCount":0,"likeCount":0,"wordCount":13,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":47004,"postNumber":34,"raw":"当天尾盘就砸了，事实证明是对的，第二天水下 8 个点好像。","cooked":"

当天尾盘就砸了，事实证明是对的，第二天水下 8 个点好像。

\n","createdAt":"2025-03-09 11:42:31.735574","updatedAt":"2025-03-09 11:42:31.735574","replyToPostNumber":27,"replyCount":1,"likeCount":0,"wordCount":27,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":47005,"postNumber":35,"raw":"周五这波我不慌的下周一反包概率大\n打板进了 manus 概念损失比较大，其他的基本上亏损小于 2 个点","cooked":"

周五这波我不慌的下周一反包概率大
\n打板进了 manus 概念损失比较大，其他的基本上亏损小于 2 个点

\n","createdAt":"2025-03-09 11:54:58.259492","updatedAt":"2025-03-09 11:54:58.259492","replyToPostNumber":34,"replyCount":1,"likeCount":0,"wordCount":42,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47007,"postNumber":36,"raw":"我没打板进，但是水下也没进去，水面进的，还行。\n\n打板进黎明应该还好吧。黎明王！","cooked":"

我没打板进，但是水下也没进去，水面进的，还行。

打板进黎明应该还好吧。黎明王！

\n","createdAt":"2025-03-09 12:18:01.074738","updatedAt":"2025-03-09 12:18:01.074738","replyToPostNumber":35,"replyCount":0,"likeCount":0,"wordCount":38,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":47347,"postNumber":37,"raw":"哈哈，首次借上境外的东风了，虽然赚少，但是心理上确实畅快。（克制克制）\n\n德法长期挂着溢价 +2.5 卖单，14 点有人买了，再开 +1 买单，又全部接回来。","cooked":"

哈哈，首次借上境外的东风了，虽然赚少，但是心理上确实畅快。（克制克制）

德法长期挂着溢价 +2.5 卖单，14 点有人买了，再开 +1 买单，又全部接回来。

\n","createdAt":"2025-03-21 09:27:00.108086","updatedAt":"2025-03-21 09:27:00.108086","replyToPostNumber":null,"replyCount":0,"likeCount":1,"wordCount":65,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":1,"users":[{"id":178,"username":"Hypocrisy","name":"rotartsinimdA"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":346,"username":"hoist","name":null,"avatarUrl":"/uploads/image/0d/cd/0dcdf69d213b6798002779ad4b729567cd4d889ee4a56c07a8c4454e8b563219.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47734,"postNumber":38,"raw":"很多天没更新，最近忙坏了，私密马赛\n现在手上握着两支绩优股，慢慢定投等待降息了","cooked":"

很多天没更新，最近忙坏了，私密马赛
\n现在手上握着两支绩优股，慢慢定投等待降息了

\n","createdAt":"2025-04-04 11:59:01.952923","updatedAt":"2025-04-04 11:59:01.952923","replyToPostNumber":null,"replyCount":0,"likeCount":1,"wordCount":38,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"wave_gif","count":1,"users":[{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"}],"hasReacted":false},{"reaction":"❤️","count":1,"users":[{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47735,"postNumber":39,"raw":"可能周一回来所有资产都爆炸了。 :grinning_face_with_closed_eyes: 只有债券是爆炸涨吧。","cooked":"

可能周一回来所有资产都爆炸了。 😄 只有债券是爆炸涨吧。

\n","createdAt":"2025-04-04 12:13:21.998166","updatedAt":"2025-04-04 12:13:32.79224","replyToPostNumber":null,"replyCount":2,"likeCount":1,"wordCount":26,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":1,"users":[{"id":1950,"username":"nanfeng","name":"小西从小就很可爱"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":346,"username":"hoist","name":null,"avatarUrl":"/uploads/image/0d/cd/0dcdf69d213b6798002779ad4b729567cd4d889ee4a56c07a8c4454e8b563219.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47763,"postNumber":40,"raw":"不好说，不过按照惯例这边也会出 policy 拉上去的","cooked":"

不好说，不过按照惯例这边也会出 policy 拉上去的

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VIX 在涨美国是可以做空的

\n","createdAt":"2025-04-04 18:19:06.74141","updatedAt":"2025-04-04 18:19:06.74141","replyToPostNumber":39,"replyCount":0,"likeCount":0,"wordCount":11,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":47767,"postNumber":42,"raw":"![image|690x355](/uploads/image/ca/fe/cafe0ef01806b7d15d15716e6db4c0141f5d3fdc4eb1a86baf22bc8fc5c04a86.avif)\n降息预期大幅上升\n\n但鲍威尔若未被财政夺权，也可能效仿他心中的“我们这个时代最伟大的公共服务者”保罗·沃尔克\n\n---\n\n沃尔克是 1979 年至 1987 年间的美联储主席，以通过紧缩货币政策成功控制高通胀而闻名，而鲍威尔作为现任美联储主席，多次公开表达对沃尔克的敬仰。例如，他在 2019 年的一次会议上提到，沃尔克是“我们这个时代最伟大的公共服务者”，并表示曾随身携带沃尔克的回忆录《坚持到底：追求稳健货币与良好治理》，甚至开玩笑说想在美联储分发 500 本。这表明鲍威尔不仅敬佩沃尔克的成就，还希望效仿他的领导风格。\n\n此外，鲍威尔在沃尔克去世后发表声明，称沃尔克“体现了最高的理想——诚信、勇气和致力于为所有美国人谋福利”，这进一步显示了深厚的敬意。近年来，鲍威尔在应对通胀问题时也多次提到沃尔克的“坚持到底”理念，这表明沃尔克对其政策决策有持续影响。","cooked":"

$\"image\"$
\n降息预期大幅上升

但鲍威尔若未被财政夺权，也可能效仿他心中的“我们这个时代最伟大的公共服务者”保罗·沃尔克

沃尔克是 1979 年至 1987 年间的美联储主席，以通过紧缩货币政策成功控制高通胀而闻名，而鲍威尔作为现任美联储主席，多次公开表达对沃尔克的敬仰。例如，他在 2019 年的一次会议上提到，沃尔克是“我们这个时代最伟大的公共服务者”，并表示曾随身携带沃尔克的回忆录《坚持到底：追求稳健货币与良好治理》，甚至开玩笑说想在美联储分发 500 本。这表明鲍威尔不仅敬佩沃尔克的成就，还希望效仿他的领导风格。

此外，鲍威尔在沃尔克去世后发表声明，称沃尔克“体现了最高的理想——诚信、勇气和致力于为所有美国人谋福利”，这进一步显示了深厚的敬意。近年来，鲍威尔在应对通胀问题时也多次提到沃尔克的“坚持到底”理念，这表明沃尔克对其政策决策有持续影响。

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\"The book ends on an awkward note that the conditions that led to a substantial reduction in the inflation and interest rates in the past three decades were an accident and are not likely to be repeated. How sad.\"

\n","createdAt":"2025-04-04 20:01:36.73601","updatedAt":"2025-04-04 20:01:36.73601","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":39,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":47780,"postNumber":44,"raw":"![image|690x273](/uploads/image/21/34/2134b54330311c40c248405a5e2fc1016a6648e0ef515f9eda3d6e1a0ad9664a.avif)\n散户的命运不分国籍：当韭菜接盘","cooked":"

$\"image\"$
\n散户的命运不分国籍：当韭菜接盘

\n","createdAt":"2025-04-05 13:27:23.087494","updatedAt":"2025-04-05 13:27:23.087494","replyToPostNumber":null,"replyCount":0,"likeCount":1,"wordCount":16,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":1,"users":[{"id":346,"username":"hoist","name":null}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":47791,"postNumber":45,"raw":"![image|690x345](/uploads/image/2e/9c/2e9c6a2a81638e464ea4b5cf7db345eb743544bdd96bf2a42c0e44cd709010ff.avif)\n\n目前 CCC 垃圾债券收益率在 10% 附近，美股风险依然不小，等到 20% 时候再入比较合适","cooked":"

$\"image\"$

目前 CCC 垃圾债券收益率在 10% 附近，美股风险依然不小，等到 20% 时候再入比较合适

\n","createdAt":"2025-04-06 09:23:57.161354","updatedAt":"2025-04-06 09:23:57.161354","replyToPostNumber":null,"replyCount":1,"likeCount":1,"wordCount":36,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":1,"users":[{"id":346,"username":"hoist","name":null}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":47792,"postNumber":46,"raw":"用的是期权调整后的利差","cooked":"

用的是期权调整后的利差

\n","createdAt":"2025-04-06 09:26:57.739528","updatedAt":"2025-04-06 09:26:57.739528","replyToPostNumber":45,"replyCount":1,"likeCount":0,"wordCount":11,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":4668,"username":"IO","name":null,"avatarUrl":null,"admin":true,"moderator":false,"signatureRaw":"","signatureCooked":null}},{"id":47793,"postNumber":47,"raw":"我们应当册封这位长期高质量输出的不露面高手为 **门内首席经济学家**。","cooked":"

我们应当册封这位长期高质量输出的不露面高手为 门内首席经济学家。

\n","createdAt":"2025-04-06 09:37:08.970673","updatedAt":"2025-04-06 09:37:50.857527","replyToPostNumber":46,"replyCount":0,"likeCount":5,"wordCount":32,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"🤠️","count":1,"users":[{"id":30,"username":"一只玉米人","name":"玉米🌽"}],"hasReacted":false},{"reaction":"🥰️","count":1,"users":[{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"}],"hasReacted":false},{"reaction":"💯️","count":1,"users":[{"id":6529,"username":"mo","name":"dude"}],"hasReacted":false},{"reaction":"❤️","count":5,"users":[{"id":30,"username":"一只玉米人","name":"玉米🌽"},{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"},{"id":1950,"username":"nanfeng","name":"小西从小就很可爱"},{"id":6529,"username":"mo","name":"dude"},{"id":7014,"username":"兴庆宫第一迷路幽灵","name":"post deleted by author"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":346,"username":"hoist","name":null,"avatarUrl":"/uploads/image/0d/cd/0dcdf69d213b6798002779ad4b729567cd4d889ee4a56c07a8c4454e8b563219.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47812,"postNumber":48,"raw":"黑色星期一！不过上周恒科全清了没有全错","cooked":"

黑色星期一！不过上周恒科全清了没有全错

\n","createdAt":"2025-04-07 07:24:14.7154","updatedAt":"2025-04-07 07:24:14.7154","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":19,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":2877,"username":"Zerick","name":null,"avatarUrl":"/uploads/image/a7/a3/a7a3f86ac04b30a3177766813966fa48ce68b0e1cc009a8d274e34ab13a43ce9.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47820,"postNumber":49,"raw":"炸了手上的爽吃跌停套着不动了","cooked":"

炸了手上的爽吃跌停套着不动了

\n","createdAt":"2025-04-07 10:00:10.551683","updatedAt":"2025-04-07 10:00:10.551683","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":14,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47821,"postNumber":50,"raw":"BTC 也不理想，不知道为啥，按理来说美国政府一昏头大饼会好转的。","cooked":"

BTC 也不理想，不知道为啥，按理来说美国政府一昏头大饼会好转的。

\n","createdAt":"2025-04-07 11:23:52.617299","updatedAt":"2025-04-07 11:23:52.617299","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":30,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海","avatarUrl":"/uploads/image/63/d2/63d25f4f2f6693f9ab450f32bd8d04e2d29f96a980b51555a585423f113c4a58.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47881,"postNumber":51,"raw":"还好，今天止跌了，但是还在杀科技，有点害怕了","cooked":"

还好，今天止跌了，但是还在杀科技，有点害怕了

\n","createdAt":"2025-04-08 09:07:20.961432","updatedAt":"2025-04-08 09:07:20.961432","replyToPostNumber":null,"replyCount":0,"likeCount":1,"wordCount":22,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"🤗️","count":1,"users":[{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"}],"hasReacted":false},{"reaction":"❤️","count":1,"users":[{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47922,"postNumber":52,"raw":"出于对政治因素的担忧和消息面美股剧烈反弹，计划分三周减持一半美股仓位，这部分海外份额会继续留在海外，但到亚太还是德法，怎么分配还没有完全想好。\n\n想起自己跟美股打交道的过去很有意思。过去 22 年我第一次尝试投资，本金只有一点点，斟酌投入表现极好的纳斯达克，立刻遭遇了 10+ 点的暴跌。当年的投资小白选择忍痛割肉，自此许久不考虑进行投资。\n\n三年后的今天，本人以摊大饼式的保守策略重新进入市场，选择长期上涨的优质标的，用再平衡希望在资产的回归中获利。前期运行良好，但又一次美股暴跌时却使我犹豫了，目前是否值得我做再平衡？中美关系我看来即使短期内都变得极度不可预测。美股市值巨大，因此我海外板块中美股部分也是最多的。重新审视可能的危险，还是对美国进行一定的“去风险化”吧。但这就意味这第二次亏损离场美股，一想到这里是公认全球最发达的市场，历史上的增长也是最快，我却两次败走，不由得一阵唏嘘。\n\n故写一段感慨。","cooked":"

出于对政治因素的担忧和消息面美股剧烈反弹，计划分三周减持一半美股仓位，这部分海外份额会继续留在海外，但到亚太还是德法，怎么分配还没有完全想好。

想起自己跟美股打交道的过去很有意思。过去 22 年我第一次尝试投资，本金只有一点点，斟酌投入表现极好的纳斯达克，立刻遭遇了 10+ 点的暴跌。当年的投资小白选择忍痛割肉，自此许久不考虑进行投资。

三年后的今天，本人以摊大饼式的保守策略重新进入市场，选择长期上涨的优质标的，用再平衡希望在资产的回归中获利。前期运行良好，但又一次美股暴跌时却使我犹豫了，目前是否值得我做再平衡？中美关系我看来即使短期内都变得极度不可预测。美股市值巨大，因此我海外板块中美股部分也是最多的。重新审视可能的危险，还是对美国进行一定的“去风险化”吧。但这就意味这第二次亏损离场美股，一想到这里是公认全球最发达的市场，历史上的增长也是最快，我却两次败走，不由得一阵唏嘘。

故写一段感慨。

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感觉人生第一次入市的时间很重要。
\n无法避免的是大家通常是社交媒体上推送股市暴涨之后开始的首次投资，买到山顶开始吃面。
\n而像是 24 年 7 月份大 A 阴跌连连直破 2800 的新闻虽然也广为传播，但对天然追涨小白来说却不敢开始首次尝试。
\n如果子弹在首次入市的山顶打光了，只能在后续下跌中被套牢或者主动割肉，错过接下来的山脚的上涨机会。

\n","createdAt":"2025-04-10 03:13:50.591829","updatedAt":"2025-04-10 03:13:50.591829","replyToPostNumber":52,"replyCount":0,"likeCount":1,"wordCount":153,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"💯️","count":1,"users":[{"id":5351,"username":"Xrystal-line","name":"羽流弦ノ迹"}],"hasReacted":false},{"reaction":"❤️","count":1,"users":[{"id":5351,"username":"Xrystal-line","name":"羽流弦ノ迹"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":182,"username":"duroy","name":"duroy","avatarUrl":"/uploads/image/d1/3d/d13d8991365885ad7355d2be1d8aabbe32633dee456adacc58d783b22a2c238f.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":47932,"postNumber":54,"raw":"昨天中午进了点河化股份，今天早上跑了\n![IMG_9901|229x500](/uploads/image/4d/bb/4dbbaad750d4591ecf1d1862df3dd9e8bc5e31fc17eff845e03ca06df7e92fdb.avif)","cooked":"

昨天中午进了点河化股份，今天早上跑了
\n $\"IMG_9901\"$

\n","createdAt":"2025-04-10 04:57:02.496614","updatedAt":"2025-04-10 04:57:02.496614","replyToPostNumber":null,"replyCount":0,"likeCount":1,"wordCount":19,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"😋️","count":1,"users":[{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"}],"hasReacted":false},{"reaction":"❤️","count":1,"users":[{"id":1288,"username":"LittleWangInShanghai","name":"小王在上海"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":178,"username":"Hypocrisy","name":"rotartsinimdA","avatarUrl":"/uploads/image/ce/f3/cef3773e378e161524cc7523c8a63dff0698d22802b0c1ab669894d395ee36a3.avif","admin":false,"moderator":true,"signatureRaw":null,"signatureCooked":null}},{"id":68968,"postNumber":55,"raw":"今年为自己的贪心和对股票市场的轻视买单了，-40％。上半年发帖的时候还觉得自己能成为下一个游资，哈哈。现在真心觉得应该敬畏市场，做好人买好股得好报。","cooked":"

今年为自己的贪心和对股票市场的轻视买单了，-40％。上半年发帖的时候还觉得自己能成为下一个游资，哈哈。现在真心觉得应该敬畏市场，做好人买好股得好报。

\n","createdAt":"2025-12-16 06:36:40.480186","updatedAt":"2025-12-16 06:36:40.480186","replyToPostNumber":null,"replyCount":3,"likeCount":5,"wordCount":69,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"face_holding_back_tears_hugging_face","count":2,"users":[{"id":30,"username":"一只玉米人","name":"玉米🌽"},{"id":7444,"username":"周末","name":"😀"}],"hasReacted":false},{"reaction":"hugging_face_exploding_head","count":1,"users":[{"id":346,"username":"hoist","name":null}],"hasReacted":false},{"reaction":"rolling_on_the_floor_laughing_kissing_heart","count":1,"users":[{"id":2902,"username":"1313","name":"ᐕ)ﾉ"}],"hasReacted":false},{"reaction":"❤️","count":5,"users":[{"id":30,"username":"一只玉米人","name":"玉米🌽"},{"id":182,"username":"duroy","name":"duroy"},{"id":346,"username":"hoist","name":null},{"id":2902,"username":"1313","name":"ᐕ)ﾉ"},{"id":7444,"username":"周末","name":"😀"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68971,"postNumber":56,"raw":"我觉得现在亏损不是严重/致命的问题。因为我们现在资金量很小，也没机会上杠杆。哪怕全亏光了，也比不上未来上班一个月的工资，兜得住。但是这小分量的资金却能给年轻的我们上印象深刻的一课，让未来手上有大量子弹的我们更加成熟稳重。","cooked":"

我觉得现在亏损不是严重/致命的问题。因为我们现在资金量很小，也没机会上杠杆。哪怕全亏光了，也比不上未来上班一个月的工资，兜得住。但是这小分量的资金却能给年轻的我们上印象深刻的一课，让未来手上有大量子弹的我们更加成熟稳重。

\n","createdAt":"2025-12-16 07:16:14.113969","updatedAt":"2025-12-16 07:16:14.113969","replyToPostNumber":55,"replyCount":1,"likeCount":1,"wordCount":110,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":1,"users":[{"id":1929,"username":"Quit","name":"Qwen"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":182,"username":"duroy","name":"duroy","avatarUrl":"/uploads/image/d1/3d/d13d8991365885ad7355d2be1d8aabbe32633dee456adacc58d783b22a2c238f.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68973,"postNumber":57,"raw":"赞同，。虽然亏损严重，但也没有影响到我正常的生活开销。这也是我入市的初衷：在实盘中学习更加稳重的策略，保持情绪稳定和定力。这个确实是难能可贵的经验","cooked":"

赞同，。虽然亏损严重，但也没有影响到我正常的生活开销。这也是我入市的初衷：在实盘中学习更加稳重的策略，保持情绪稳定和定力。这个确实是难能可贵的经验

\n","createdAt":"2025-12-16 07:28:38.848975","updatedAt":"2025-12-16 07:28:38.848975","replyToPostNumber":56,"replyCount":0,"likeCount":0,"wordCount":72,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":1950,"username":"nanfeng","name":"小西从小就很可爱","avatarUrl":"/uploads/image/85/ad/85adbc40bf2703b3f1fa15f529bfc44b32f94b3c4d214e2d6bff67904b8d4ebb.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68977,"postNumber":58,"raw":"亏的有点狠。下回做好风险控制，对回撤心里有预估。","cooked":"

亏的有点狠。下回做好风险控制，对回撤心里有预估。

\n","createdAt":"2025-12-16 09:03:03.195573","updatedAt":"2025-12-16 09:03:03.195573","replyToPostNumber":55,"replyCount":1,"likeCount":0,"wordCount":24,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":346,"username":"hoist","name":null,"avatarUrl":"/uploads/image/0d/cd/0dcdf69d213b6798002779ad4b729567cd4d889ee4a56c07a8c4454e8b563219.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68978,"postNumber":59,"raw":"a 股长期来看是在去杠杆\n\n2023 年 4 月后投资者风险偏好大幅降低，杠杆资金撤离，优先偿还债务\n\n这轮行情在 24 年 9 月底政策强刺激下也没能提高\n\n![image|690x250](/uploads/image/af/a1/afa17c14bcd101388293d155f2cf4ea294e1dd303da454210a4aac50ade28be8.avif)","cooked":"

a 股长期来看是在去杠杆

2023 年 4 月后投资者风险偏好大幅降低，杠杆资金撤离，优先偿还债务

这轮行情在 24 年 9 月底政策强刺激下也没能提高

$\"image\"$

\n","createdAt":"2025-12-16 09:31:08.981831","updatedAt":"2025-12-16 09:31:08.981831","replyToPostNumber":null,"replyCount":1,"likeCount":0,"wordCount":63,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":7639,"username":"Zethes","name":null,"avatarUrl":null,"admin":false,"moderator":false,"signatureRaw":"我虽然行过死荫的幽谷，也不怕遭害，因为你与我同在。\n诗篇 23:4","signatureCooked":"

我虽然行过死荫的幽谷，也不怕遭害，因为你与我同在。
\n诗篇 23:4

\n"}},{"id":68979,"postNumber":60,"raw":"前段时间因为中韩半导体 ETF 连跌数日，我天天加仓降低成本（找人开的低拥免 5，否则光佣金就要上百），最后加到有十几万，最多时一天亏损几千，后面止跌回升，反过来倒赚几千，现在低仓运行。其他买的少的股票，一天最多跌几十，现在心中毫无波澜。","cooked":"

前段时间因为中韩半导体 ETF 连跌数日，我天天加仓降低成本（找人开的低拥免 5，否则光佣金就要上百），最后加到有十几万，最多时一天亏损几千，后面止跌回升，反过来倒赚几千，现在低仓运行。其他买的少的股票，一天最多跌几十，现在心中毫无波澜。

\n","createdAt":"2025-12-16 10:17:25.37306","updatedAt":"2025-12-16 10:29:52.733987","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":112,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":3,"publicVersion":3,"deletedAt":null,"isAnonymous":false,"user":{"id":7180,"username":"djt","name":null,"avatarUrl":"/uploads/image/32/d5/32d58a244034a8a7770308cea4bb3fe3baa21efb19d4ac30eb73d144a15b7ca4.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68980,"postNumber":61,"raw":"如果钱不着急用，也可以拿稳个几年。我 19 年初次入市期间买的股票，短期内亏了 3000 多被我清仓（当时想着安稳读书不玩了，天天盯盘没意思），但如果保有到今日，能赚他个万把块钱。\n\n（非投资建议）","cooked":"

如果钱不着急用，也可以拿稳个几年。我 19 年初次入市期间买的股票，短期内亏了 3000 多被我清仓（当时想着安稳读书不玩了，天天盯盘没意思），但如果保有到今日，能赚他个万把块钱。

（非投资建议）

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