http://blog.zero43.top/tags/%E6%8A%95%E8%B5%84%E7%90%86%E8%AE%BA/Recent content in 投资理论 on zo0043https://i.postimg.cc/7hwBy7VS/calcr.pnghttps://i.postimg.cc/7hwBy7VS/calcr.pngHugo -- 0.130.0zh©2024 zo0043Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E6%A0%BC%E9%9B%B7%E5%8E%84%E5%A7%86%E7%BB%99%E4%BB%B7%E6%A0%BC%E7%95%99%E4%B8%80%E9%81%93%E5%AE%89%E5%85%A8%E8%BE%B9%E9%99%85/Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E6%A0%BC%E9%9B%B7%E5%8E%84%E5%A7%86%E7%BB%99%E4%BB%B7%E6%A0%BC%E7%95%99%E4%B8%80%E9%81%93%E5%AE%89%E5%85%A8%E8%BE%B9%E9%99%85/只买价格明显低于你算出来的价值的那部分——折扣是给错误留的缓冲。http://blog.zero43.top/escape/%E6%A0%BC%E9%9B%B7%E5%8E%84%E5%A7%86%E6%8A%8A%E4%BB%B7%E6%A0%BC%E6%B3%A2%E5%8A%A8%E5%BD%93%E5%B8%82%E5%9C%BA%E5%85%88%E7%94%9F%E7%9A%84%E6%8A%A5%E4%BB%B7/Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E6%A0%BC%E9%9B%B7%E5%8E%84%E5%A7%86%E6%8A%8A%E4%BB%B7%E6%A0%BC%E6%B3%A2%E5%8A%A8%E5%BD%93%E5%B8%82%E5%9C%BA%E5%85%88%E7%94%9F%E7%9A%84%E6%8A%A5%E4%BB%B7/行情每天给你报价，有时亢奋有时沮丧——你可以利用他，不必听他的。http://blog.zero43.top/escape/%E5%B7%B4%E8%8F%B2%E7%89%B9%E5%9C%88%E5%AE%9A%E8%83%BD%E5%8A%9B%E5%9C%88%E5%9C%88%E5%A4%96%E4%B8%8D%E8%B5%9A/Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E5%B7%B4%E8%8F%B2%E7%89%B9%E5%9C%88%E5%AE%9A%E8%83%BD%E5%8A%9B%E5%9C%88%E5%9C%88%E5%A4%96%E4%B8%8D%E8%B5%9A/你只需要会评价圈内的公司；圈多大不重要，知道边界在哪才重要。http://blog.zero43.top/escape/%E5%B7%B4%E8%8F%B2%E7%89%B9%E5%88%AB%E4%BA%BA%E8%B4%AA%E5%A9%AA%E6%97%B6%E6%88%91%E6%81%90%E6%83%A7/Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E5%B7%B4%E8%8F%B2%E7%89%B9%E5%88%AB%E4%BA%BA%E8%B4%AA%E5%A9%AA%E6%97%B6%E6%88%91%E6%81%90%E6%83%A7/人群亢奋时降新仓，人群恐惧时检查好公司是否跌出了安全边际。http://blog.zero43.top/escape/%E5%8D%9A%E6%A0%BC%E5%88%AB%E8%AF%95%E5%9B%BE%E8%B7%91%E8%B5%A2%E5%B8%82%E5%9C%BA%E5%AE%9A%E6%8A%95%E5%AE%BD%E5%9F%BA%E6%8C%87%E6%95%B0/Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E5%8D%9A%E6%A0%BC%E5%88%AB%E8%AF%95%E5%9B%BE%E8%B7%91%E8%B5%A2%E5%B8%82%E5%9C%BA%E5%AE%9A%E6%8A%95%E5%AE%BD%E5%9F%BA%E6%8C%87%E6%95%B0/长期闲钱定投宽基指数基金，不追热点、不研究基金排行。http://blog.zero43.top/escape/%E6%9E%97%E5%A5%87%E4%B9%B0%E4%BD%A0%E7%9C%8B%E5%BE%97%E6%87%82%E7%9A%84%E5%9C%A8%E8%87%AA%E5%B7%B1%E7%94%9F%E6%B4%BB%E9%87%8C%E6%89%BE%E8%82%A1%E7%A5%A8/Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E6%9E%97%E5%A5%87%E4%B9%B0%E4%BD%A0%E7%9C%8B%E5%BE%97%E6%87%82%E7%9A%84%E5%9C%A8%E8%87%AA%E5%B7%B1%E7%94%9F%E6%B4%BB%E9%87%8C%E6%89%BE%E8%82%A1%E7%A5%A8/买之前写下「我知道而市场还不知道」的东西；写不出就别买。http://blog.zero43.top/escape/%E8%BE%BE%E5%88%A9%E6%AC%A7%E5%88%86%E6%95%A3%E6%98%AF%E5%9C%A3%E6%9D%AF%E4%B8%8D%E6%98%AF%E9%A2%84%E6%B5%8B/Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E8%BE%BE%E5%88%A9%E6%AC%A7%E5%88%86%E6%95%A3%E6%98%AF%E5%9C%A3%E6%9D%AF%E4%B8%8D%E6%98%AF%E9%A2%84%E6%B5%8B/把钱铺在回报逻辑不同的资产上：一个倒下，不会全部陪葬。http://blog.zero43.top/escape/%E9%A9%AC%E5%85%8B%E6%96%AF%E4%BA%8C%E7%BA%A7%E6%80%9D%E7%BB%B4%E5%85%88%E9%97%AE%E5%B8%82%E5%9C%BA%E5%B7%B2%E5%AE%9A%E4%BB%B7%E4%BA%86%E4%BB%80%E4%B9%88/Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E9%A9%AC%E5%85%8B%E6%96%AF%E4%BA%8C%E7%BA%A7%E6%80%9D%E7%BB%B4%E5%85%88%E9%97%AE%E5%B8%82%E5%9C%BA%E5%B7%B2%E5%AE%9A%E4%BB%B7%E4%BA%86%E4%BB%80%E4%B9%88/一级思维是「好公司，买」；二级思维是「大家都这么想，价格里已经有几成了」。http://blog.zero43.top/escape/%E5%88%A9%E5%BC%97%E8%8E%AB%E5%B0%94%E9%94%99%E4%BA%86%E5%B0%B1%E7%A0%8D%E6%B0%B8%E8%BF%9C%E4%B8%8D%E6%91%8A%E5%B9%B3%E8%BE%93%E5%AE%B6/Thu, 08 Oct 2026 00:00:00 +0000http://blog.zero43.top/escape/%E5%88%A9%E5%BC%97%E8%8E%AB%E5%B0%94%E9%94%99%E4%BA%86%E5%B0%B1%E7%A0%8D%E6%B0%B8%E8%BF%9C%E4%B8%8D%E6%91%8A%E5%B9%B3%E8%BE%93%E5%AE%B6/买入时就定好「买入理由失效价」；『跌了补一点均价就低』是被禁止的唯一逻辑。