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2023年11月10号,期待年底的吃饭行情

  • 2026-02-21 01:10:04
2023年11月10号,期待年底的吃饭行情
2025年的最后一天，原本要写点辞旧迎新的话，回忆一下过去的一年资产是怎么安放的，未来的一年资产又将如何？正要开始码字，突然感觉索然无味，反而更加遥远的过去一一浮现在我眼前。投资将是一辈子的事，尚记得和好友一起把酒言欢，一道坚定心中的信念，原来初心便是那时候开始的。那么，既然初心尚在，又为何不重走一遍来时的路，细数那些投资路上的坑坑洼洼。于是，我打算在此公众号上，把从2023年1月份就断更的部分重新接续上，不是继续往下写，而是把那段失去的部分重新回顾，大部分将是原封不动的回放，如有必要会在最后加上我的评论，用一个穿越者的视野。我也会把这段文字作为表达初心的必要仪式一般放在每一期的开头，过去3年走过的路相信会给每一个开始或者继续阅读的朋友一点点帮助。3年的文章尽可能的每日推送出去，按此速度大约6-7个月会追上现在的我，届时再恢复到每周一篇的节奏。
本周再次上演冲高回落的走势，这种走势对情绪的杀伤非常巨大，本来也没有多少波动，但这个过程却能放大情绪的作用
具体来说说市场，从盘面上看，明显是小盘成长更加强势，这和科创100机构的集中建仓有关系，这个市场只要有增量资金，要上涨还是很容易的，嗯，关键是没有钱
在周五我们移仓一小部分，大约是0.6%的仓位去了价值和主动多头，主要是为了防止下周出现小盘成长集中杀跌，同时回补了已经连续回调的价值股，但是效果还要继续看
双十一，前几次都是打折行情较多，这次打折力度不是很大，各大媒体也没有什么提及，可能是大厂也没有什么预算来推广，哎，都难啊！
仓位上场外已经炒过场内，场内本周继续卖出，直到周五重新开始买回两单，基本上仓位还是对比上周有较大回落的，约7% 本周还有一个较大的变化，就是A股重新回到了看多的区间，上周的看空时间段也许是不多的破底翻的机会。
这个论断还要接着来验证。 说实话，我还在期待年底到明年初的吃饭行情，毕竟中美开始关系缓和，大A港股也熊了三年了，要是还没有一轮像样的行情回血。。。。。日子总要好起来，乐观点吧
穿越者评：确实会有一波，但真正起来的行情要明年了
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  139. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/runtime/temp/49e0cd3e0528281c5c5fae705243dc37.php ( 11.98 KB )
  140. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000476s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000722s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000287s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000258s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000571s ]
  6. SELECT * FROM `set` [ RunTime:0.000211s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000573s ]
  8. SELECT * FROM `article` WHERE `id` = 483076 LIMIT 1 [ RunTime:0.000364s ]
  9. UPDATE `article` SET `lasttime` = 1771630673 WHERE `id` = 483076 [ RunTime:0.005570s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000901s ]
  11. SELECT * FROM `article` WHERE `id` < 483076 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000489s ]
  12. SELECT * FROM `article` WHERE `id` > 483076 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000457s ]
  13. SELECT * FROM `article` WHERE `id` < 483076 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000641s ]
  14. SELECT * FROM `article` WHERE `id` < 483076 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001946s ]
  15. SELECT * FROM `article` WHERE `id` < 483076 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.000859s ]
0.080552s