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我的投资笔记2015
(2016-01-03 12:52:08)
标签：
杂谈 |
2015年A股市场展望
投资笔记：[1月10日市场投资逻辑脉络分析]-长风破浪会有时
http://weibo.com/p/1001603797756840945248
http://weibo.com/p/1001603797756840945248
投资笔记：[1月18日市场投资逻辑脉络分析]-瞒天过海
http://weibo.com/p/1001603800312182896832
http://weibo.com/p/1001603800312182896832
特刊:关于227的那些记忆。
http://weibo.com/p/1001603800761439015378
http://weibo.com/p/1001603800761439015378
投资笔记：[1月25日市场投资逻辑脉络分析]-百万雄师过大江
http://weibo.com/p/1001603802853071290922
http://weibo.com/p/1001603802853071290922
我的投资逻辑:【第一篇：审慎思维】
http://weibo.com/p/1001603803774882856115
http://weibo.com/p/1001603803774882856115
我的投资逻辑:【第二篇：逆向思维】
http://weibo.com/p/1001603804082094662836
http://weibo.com/p/1001603804082094662836
2015年2月
我的投资逻辑:【第三篇：隐性基因】
http://weibo.com/p/1001603806999681859531
http://weibo.com/p/1001603806999681859531
投资笔记：[2月7日市场投资逻辑脉络分析]-伞形信托的今生今世
http://weibo.com/p/1001603807658674145833
http://weibo.com/p/1001603807658674145833
投资笔记：[2月7日市场投资逻辑脉络分析]-伞形信托的今生今世
http://weibo.com/p/1001603807658674145833
http://weibo.com/p/1001603807658674145833
我的投资逻辑:【第三篇：内在逻辑】
http://weibo.com/p/1001603817927605356309
http://weibo.com/p/1001603817927605356309
2015年3月
投资笔记：3月10日：一个银粉的自白。
http://weibo.com/p/1001603818979738141509
http://weibo.com/p/1001603818979738141509
大决战（一）四万六千字长文，没有耐心的慎读
http://weibo.com/p/1001603821090941073645
http://weibo.com/p/1001603821090941073645
我的投资逻辑:【第5篇：辩证逻辑（上）中国足球】
http://weibo.com/p/1001603823143838989970
http://weibo.com/p/1001603823143838989970
随笔：3.25 关于银行股的若干想法。
http://weibo.com/p/1001603824437513303738
http://weibo.com/p/1001603824437513303738
2015年4月
估值定位与交易模型探讨
http://weibo.com/p/1001603827254638605461
http://weibo.com/p/1001603827254638605461
知行合一温故知新（第二篇，天沃科技）
http://weibo.com/p/1001603829685569110586
http://weibo.com/p/1001603829685569110586
投资随笔：4月21日
http://weibo.com/p/1001603834089143710316
http://weibo.com/p/1001603834089143710316
读者来信摘选：4月23日
http://weibo.com/p/1001603834922543544760
http://weibo.com/p/1001603834922543544760
2015年5月
我为何看好银行分级基金
http://weibo.com/p/1001603835940643729608
http://weibo.com/p/1001603835940643729608
投资随笔：特刊419
http://weibo.com/p/1001603836208483579380
http://weibo.com/p/1001603836208483579380
零和游戏（第一部：你是谁？）
http://weibo.com/p/1001603839605588810227
http://weibo.com/p/1001603839605588810227
我发表了文章：致新浪微博与雪球朋友的一封公开信。
http://weibo.com/p/1001603841355188142856
http://weibo.com/p/1001603841355188142856
投资逻辑篇：了解中国的核电产业
http://weibo.com/p/1001603851185508451952
http://weibo.com/p/1001603851185508451952
投资笔记：2015/6/8
http://weibo.com/p/1001603851491063521056
http://weibo.com/p/1001603851491063521056
投资笔记：失血性休克后何时止稳？
http://weibo.com/p/1001603856627655695137
http://weibo.com/p/1001603856627655695137
投资笔记：昨天，今天，未来。
http://weibo.com/p/1001603859141281089733
http://weibo.com/p/1001603859141281089733
投资笔记：7月3日 多米诺骨牌的推倒。
http://weibo.com/p/1001603860614152853488
http://weibo.com/p/1001603860614152853488
美国次贷引起的金融危机探析。
http://weibo.com/p/1001603860830222426812
http://weibo.com/p/1001603860830222426812
投资笔记：7月6日泥沙俱下过后，寻找价值凸显的企业。
http://weibo.com/p/1001603861704109888666
http://weibo.com/p/1001603861704109888666
【投资逻辑系列】航空股投资逻辑报告
http://weibo.com/p/1001603867070705046498
http://weibo.com/p/1001603867070705046498
2015下半年市场投资策略展望
http://weibo.com/p/1001603868107872576680
http://weibo.com/p/1001603868107872576680
电影行业的投资逻辑。
http://weibo.com/p/1001593869181731821185
http://weibo.com/p/1001593869181731821185
八月A股市场展望及策略
http://weibo.com/p/1001603870751475563891
http://weibo.com/p/1001603870751475563891
投资逻辑篇（九）猪的逻辑
http://weibo.com/p/1001593872138531887970
http://weibo.com/p/1001593872138531887970
投资逻辑篇（十） 缤纷多彩的体育产业
http://weibo.com/p/1001593874010269370674
http://weibo.com/p/1001593874010269370674
关于未来经济刺激发展模式的一点思考：
http://weibo.com/p/1001603874796688553054
http://weibo.com/p/1001603874796688553054
九月A股市场展望及策略
http://weibo.com/p/1001593882013701592798
http://weibo.com/p/1001593882013701592798
医药股投资逻辑（上）
http://weibo.com/p/1001593897157626271126
http://weibo.com/p/1001593897157626271126
医药股投资逻辑（下）器械篇
http://weibo.com/p/1001593897509218007516
http://weibo.com/p/1001593897509218007516
十月A股市场展望及策略
http://weibo.com/p/1001593895652437387466
http://weibo.com/p/1001593895652437387466
我的投资模型（一）转型
http://weibo.com/p/1001603900837352105459
http://weibo.com/p/1001603900837352105459
我的投资模型（二）概率篇
http://weibo.com/p/1001593904301218062267
http://weibo.com/p/1001593904301218062267
我的投资模型（三）风险管理
http://weibo.com/p/1001593906993118179501
http://weibo.com/p/1001593906993118179501
我的投资模型（四）滚动复利
http://weibo.com/p/1001593916781885513585
http://weibo.com/p/1001593916781885513585
我的投资模型（五）板块轮动（上集）
http://weibo.com/p/1001593917793207686061
http://weibo.com/p/1001593917793207686061
我的投资模型（五）板块轮动（下集）
http://weibo.com/p/1001593917443310458296
http://weibo.com/p/1001593917443310458296
我的投资模型（六）新股篇
http://weibo.com/p/1001593918890123056544
http://weibo.com/p/1001593918890123056544
我的投资模型（第七篇）认错与止损.
http://weibo.com/p/1001593919978817550082
http://weibo.com/p/1001593919978817550082
资金流分析真的“准”吗?
http://weibo.com/p/1001603923688868160537
http://weibo.com/p/1001603923688868160537
致全体铝粉一封信暨2016年A股市场展望。（上篇）
http://weibo.com/p/1001593924615356407145
http://weibo.com/p/1001593924615356407145
致全体铝粉一封信暨2016年A股市场展望。（下篇）行业及微观
http://weibo.com/p/1001593926596728800890
http://weibo.com/p/1001593926596728800890
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