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茁长的韭菜
摆正心态，短线操作
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茁长的韭菜
09-10
$华侨银行(O39.SI)$
茁长的韭菜
2022-09-08
$新加坡航空公司(C6L.SI)$
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茁长的韭菜
2021-06-13
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茁长的韭菜
2023-01-13
$新加坡航空公司(C6L.SI)$
茁长的韭菜
2021-06-13
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茁长的韭菜
06-28
$(U11.SI)$
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data-views=\"1\"></v-v>","text":"$新加坡航空公司(C6L.SI)$","images":[{"img":"https://community-static.tradeup.com/news/ff7bfd261c06a3f588d07becdd529ad1","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951746537","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9938207175,"gmtCreate":1662608061497,"gmtModify":1676537100216,"author":{"id":"3568801638685484","authorId":"3568801638685484","name":"茁长的韭菜","avatar":"https://static.tigerbbs.com/f6915c9b9b0ff862fdfba6e8c213671e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568801638685484","authorIdStr":"3568801638685484"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>💪","listText":"<a 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19:50","market":"us","language":"zh","title":"真格基金戴雨森：投资更像购物而非赌博，要耐心等待双十一","url":"https://stock-news.laohu8.com/highlight/detail?id=1172667270","media":"老虎资讯综合","summary":"6月12日，知名互联网券商老虎证券举办七周年开放日。真格基金合伙人戴雨森受邀参会并发表题为《因为相信、所以看见 VS 因为看见、所以相信》的演讲。在戴雨森看来，一级市场和二级市场各有利弊。长期专注科技投资的戴雨森用VR和特斯拉的例子来诠释“跨越鸿沟”的投资理念。戴雨森认为，VR是掉进鸿沟的例子。戴雨森表示，第一波，要抓住从Innovator到EA的口红利。戴雨森建议投资者，要让市场做自己的朋友，而不是做市场的奴隶。","content":"<p>6月12日，知名互联网券商老虎证券举办七周年开放日。真格基金合伙人戴雨森受邀参会并发表题为《因为相信、所以看见 VS 因为看见、所以相信》的演讲。</p>\n<p>戴雨森认为，从一级市场到二级市场，是一个从”因为相信，所以看见“，到”因为看见，所以相信“的过程。但是二级市场要赚大钱，其实也要”因为相信，所以看见“。</p>\n<p><img src=\"https://static.tigerbbs.com/3a1915dcc877a4378ebf846917dca5e3\" tg-width=\"625\" tg-height=\"884\" referrerpolicy=\"no-referrer\"></p>\n<p>在戴雨森看来，一级市场和二级市场各有利弊。“对于一级市场来讲，第一，可以看到更早更新的趋势和机会。第二，流动性其实大部分投资人的敌人。第三，长期持有强迫深度思考。第四，可以有和公司和创始人一起成长的参与感。这是一级市场的好处。二级市场方面，也有很多优势，第一，进出自由，没有入场和交易门槛。第二，不是最好的时机选择可以不做。第三，是市场足够有效。”<img src=\"https://static.tigerbbs.com/0bca8fa7b56a2a6d5d2cfe7efe15a82f\" tg-width=\"2312\" tg-height=\"666\">长期专注科技投资的戴雨森用VR和特斯拉的例子来诠释“跨越鸿沟”的投资理念。戴雨森认为，VR是掉进鸿沟的例子。因为VR一出来的时候很火，大家都或多或少地去尝试，而现在很多人的VR设备已经闲置，这个技术没有带来足够好的体验或者足够强的价值，但体验又还有诸多不便之处。当然，现在随着Oculus Quest 2等产品易用性和体验都在不断提高，VR有爬出鸿沟的趋势。<img src=\"https://static.tigerbbs.com/6df073711adaabb9063cd9d192902de5\" tg-width=\"2318\" tg-height=\"672\" referrerpolicy=\"no-referrer\">而特斯拉是跨越鸿沟的典型案例，特斯拉通过电动⻋的高性能+革命性交互体验+自动辅助驾驶能力，吸引Innovator和Early Adopter。又通过电池技术升级和超级充电站网络，解决了Early Majority最担心的续航问题。此外，GigaFactory和生产工艺创新带来的规模效应导致价格持续下降，增加对Early Majority的吸引力。“如果特斯拉以后的自动驾驶达到了L4的级别，人不需要自己开车了，这可能就是从early majority到late majority的转变时机。“戴雨森说到。</p>\n<p>那么，如何根据跨越鸿沟框架投资？戴雨森表示，第一波，要抓住从Innovator到EA的⻛口红利。比如，雅虎，Amazon等。第二波，要及早识别跨越鸿沟的发生，这往往带来最大最稳的投资回报，比如特斯拉，微信、淘宝等等。第三波，要针对已经比较成熟的技术，识别渗透保守用户市场的机会，比如拼多多。<img src=\"https://static.tigerbbs.com/cb282539b03c06bba55c81a86378678f\" tg-width=\"2310\" tg-height=\"652\">戴雨森认为，相比专业的机构投资者，散户的灵活度更高，“散户可以选择不做，仓位可以降下来，不像公募一定要保持仓位，还要分散化。而且，散户可以买指数躺平，业余玩家做简单的事情，可以击败专业玩家，二级市场很有意思，职业玩家做了很久都可能打败不了躺平的业余玩家，尤其是在美股，所以散户不要放弃这些优势。“</p>\n<p>戴雨森建议投资者，要让市场做自己的朋友，而不是做市场的奴隶。“要做到这点，首先，我们不要去猜测宏观。第二，只拿睡得着的仓位。第三，只做容易做的事情。第四，多关注原因，多关注公司的基本面。第五，不要去危险的地方玩。第六，要记住市场上永远有机会，不要后悔。“</p>\n<p>“我一直在想，投资很多时候像是在购物，而不是赌博。第一，买东西的时候要等双十一好商品打折，买股票的时候也要等双十一好股票打折。第二，一个人买什么，体现一个人的品味。第三，要花足够多的时间做足够的功课。第四，要提前制定计划，按照计划交易。“戴雨森如是说道。</p>\n<p>最后，戴雨森表示，“有一位知名二级市场投资人对我说过，Money will find its own master.财富会找到自己真正的主人。金钱是很聪明的，谁可以当真正的主人，它才会找他，希望大家找到自己的投资方向，驾驭财富，在老虎证券开心投资。”<img src=\"https://static.tigerbbs.com/75b18475a5f5fe9079b3f49da14c34b1\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\">观看直播回放请点击：<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16226253307800"}\" target=\"_blank\">老虎七周年：在全球与你不期而遇</a></p>\n<p>Tip：该段演讲从88分钟开始</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>真格基金戴雨森：投资更像购物而非赌博，要耐心等待双十一</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n真格基金戴雨森：投资更像购物而非赌博，要耐心等待双十一\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-12 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月12日，知名互联网券商老虎证券举办七周年开放日。真格基金合伙人戴雨森受邀参会并发表题为《因为相信、所以看见 VS 因为看见、所以相信》的演讲。</p>\n<p>戴雨森认为，从一级市场到二级市场，是一个从”因为相信，所以看见“，到”因为看见，所以相信“的过程。但是二级市场要赚大钱，其实也要”因为相信，所以看见“。</p>\n<p><img src=\"https://static.tigerbbs.com/3a1915dcc877a4378ebf846917dca5e3\" tg-width=\"625\" tg-height=\"884\" referrerpolicy=\"no-referrer\"></p>\n<p>在戴雨森看来，一级市场和二级市场各有利弊。“对于一级市场来讲，第一，可以看到更早更新的趋势和机会。第二，流动性其实大部分投资人的敌人。第三，长期持有强迫深度思考。第四，可以有和公司和创始人一起成长的参与感。这是一级市场的好处。二级市场方面，也有很多优势，第一，进出自由，没有入场和交易门槛。第二，不是最好的时机选择可以不做。第三，是市场足够有效。”<img src=\"https://static.tigerbbs.com/0bca8fa7b56a2a6d5d2cfe7efe15a82f\" tg-width=\"2312\" tg-height=\"666\">长期专注科技投资的戴雨森用VR和特斯拉的例子来诠释“跨越鸿沟”的投资理念。戴雨森认为，VR是掉进鸿沟的例子。因为VR一出来的时候很火，大家都或多或少地去尝试，而现在很多人的VR设备已经闲置，这个技术没有带来足够好的体验或者足够强的价值，但体验又还有诸多不便之处。当然，现在随着Oculus Quest 2等产品易用性和体验都在不断提高，VR有爬出鸿沟的趋势。<img src=\"https://static.tigerbbs.com/6df073711adaabb9063cd9d192902de5\" tg-width=\"2318\" tg-height=\"672\" referrerpolicy=\"no-referrer\">而特斯拉是跨越鸿沟的典型案例，特斯拉通过电动⻋的高性能+革命性交互体验+自动辅助驾驶能力，吸引Innovator和Early Adopter。又通过电池技术升级和超级充电站网络，解决了Early Majority最担心的续航问题。此外，GigaFactory和生产工艺创新带来的规模效应导致价格持续下降，增加对Early Majority的吸引力。“如果特斯拉以后的自动驾驶达到了L4的级别，人不需要自己开车了，这可能就是从early majority到late majority的转变时机。“戴雨森说到。</p>\n<p>那么，如何根据跨越鸿沟框架投资？戴雨森表示，第一波，要抓住从Innovator到EA的⻛口红利。比如，雅虎，Amazon等。第二波，要及早识别跨越鸿沟的发生，这往往带来最大最稳的投资回报，比如特斯拉，微信、淘宝等等。第三波，要针对已经比较成熟的技术，识别渗透保守用户市场的机会，比如拼多多。<img src=\"https://static.tigerbbs.com/cb282539b03c06bba55c81a86378678f\" tg-width=\"2310\" tg-height=\"652\">戴雨森认为，相比专业的机构投资者，散户的灵活度更高，“散户可以选择不做，仓位可以降下来，不像公募一定要保持仓位，还要分散化。而且，散户可以买指数躺平，业余玩家做简单的事情，可以击败专业玩家，二级市场很有意思，职业玩家做了很久都可能打败不了躺平的业余玩家，尤其是在美股，所以散户不要放弃这些优势。“</p>\n<p>戴雨森建议投资者，要让市场做自己的朋友，而不是做市场的奴隶。“要做到这点，首先，我们不要去猜测宏观。第二，只拿睡得着的仓位。第三，只做容易做的事情。第四，多关注原因，多关注公司的基本面。第五，不要去危险的地方玩。第六，要记住市场上永远有机会，不要后悔。“</p>\n<p>“我一直在想，投资很多时候像是在购物，而不是赌博。第一，买东西的时候要等双十一好商品打折，买股票的时候也要等双十一好股票打折。第二，一个人买什么，体现一个人的品味。第三，要花足够多的时间做足够的功课。第四，要提前制定计划，按照计划交易。“戴雨森如是说道。</p>\n<p>最后，戴雨森表示，“有一位知名二级市场投资人对我说过，Money will find its own master.财富会找到自己真正的主人。金钱是很聪明的，谁可以当真正的主人，它才会找他，希望大家找到自己的投资方向，驾驭财富，在老虎证券开心投资。”<img src=\"https://static.tigerbbs.com/75b18475a5f5fe9079b3f49da14c34b1\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\">观看直播回放请点击：<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16226253307800"}\" target=\"_blank\">老虎七周年：在全球与你不期而遇</a></p>\n<p>Tip：该段演讲从88分钟开始</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25d411c2fcc350a93d9cc6093445037d","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172667270","content_text":"6月12日，知名互联网券商老虎证券举办七周年开放日。真格基金合伙人戴雨森受邀参会并发表题为《因为相信、所以看见 VS 因为看见、所以相信》的演讲。\n戴雨森认为，从一级市场到二级市场，是一个从”因为相信，所以看见“，到”因为看见，所以相信“的过程。但是二级市场要赚大钱，其实也要”因为相信，所以看见“。\n\n在戴雨森看来，一级市场和二级市场各有利弊。“对于一级市场来讲，第一，可以看到更早更新的趋势和机会。第二，流动性其实大部分投资人的敌人。第三，长期持有强迫深度思考。第四，可以有和公司和创始人一起成长的参与感。这是一级市场的好处。二级市场方面，也有很多优势，第一，进出自由，没有入场和交易门槛。第二，不是最好的时机选择可以不做。第三，是市场足够有效。”长期专注科技投资的戴雨森用VR和特斯拉的例子来诠释“跨越鸿沟”的投资理念。戴雨森认为，VR是掉进鸿沟的例子。因为VR一出来的时候很火，大家都或多或少地去尝试，而现在很多人的VR设备已经闲置，这个技术没有带来足够好的体验或者足够强的价值，但体验又还有诸多不便之处。当然，现在随着Oculus Quest 2等产品易用性和体验都在不断提高，VR有爬出鸿沟的趋势。而特斯拉是跨越鸿沟的典型案例，特斯拉通过电动⻋的高性能+革命性交互体验+自动辅助驾驶能力，吸引Innovator和Early Adopter。又通过电池技术升级和超级充电站网络，解决了Early Majority最担心的续航问题。此外，GigaFactory和生产工艺创新带来的规模效应导致价格持续下降，增加对Early Majority的吸引力。“如果特斯拉以后的自动驾驶达到了L4的级别，人不需要自己开车了，这可能就是从early majority到late majority的转变时机。“戴雨森说到。\n那么，如何根据跨越鸿沟框架投资？戴雨森表示，第一波，要抓住从Innovator到EA的⻛口红利。比如，雅虎，Amazon等。第二波，要及早识别跨越鸿沟的发生，这往往带来最大最稳的投资回报，比如特斯拉，微信、淘宝等等。第三波，要针对已经比较成熟的技术，识别渗透保守用户市场的机会，比如拼多多。戴雨森认为，相比专业的机构投资者，散户的灵活度更高，“散户可以选择不做，仓位可以降下来，不像公募一定要保持仓位，还要分散化。而且，散户可以买指数躺平，业余玩家做简单的事情，可以击败专业玩家，二级市场很有意思，职业玩家做了很久都可能打败不了躺平的业余玩家，尤其是在美股，所以散户不要放弃这些优势。“\n戴雨森建议投资者，要让市场做自己的朋友，而不是做市场的奴隶。“要做到这点，首先，我们不要去猜测宏观。第二，只拿睡得着的仓位。第三，只做容易做的事情。第四，多关注原因，多关注公司的基本面。第五，不要去危险的地方玩。第六，要记住市场上永远有机会，不要后悔。“\n“我一直在想，投资很多时候像是在购物，而不是赌博。第一，买东西的时候要等双十一好商品打折，买股票的时候也要等双十一好股票打折。第二，一个人买什么，体现一个人的品味。第三，要花足够多的时间做足够的功课。第四，要提前制定计划，按照计划交易。“戴雨森如是说道。\n最后，戴雨森表示，“有一位知名二级市场投资人对我说过，Money will find its own master.财富会找到自己真正的主人。金钱是很聪明的，谁可以当真正的主人，它才会找他，希望大家找到自己的投资方向，驾驭财富，在老虎证券开心投资。”观看直播回放请点击：老虎七周年：在全球与你不期而遇\nTip：该段演讲从88分钟开始","news_type":1},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182044612,"gmtCreate":1623548890036,"gmtModify":1704205790502,"author":{"id":"3568801638685484","authorId":"3568801638685484","name":"茁长的韭菜","avatar":"https://static.tigerbbs.com/f6915c9b9b0ff862fdfba6e8c213671e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568801638685484","authorIdStr":"3568801638685484"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182044612","repostId":"1159028389","repostType":4,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":347781646782616,"gmtCreate":1725931244779,"gmtModify":1725931247567,"author":{"id":"3568801638685484","authorId":"3568801638685484","name":"茁长的韭菜","avatar":"https://static.tigerbbs.com/f6915c9b9b0ff862fdfba6e8c213671e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568801638685484","authorIdStr":"3568801638685484"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$华侨银行(O39.SI)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$华侨银行(O39.SI)$ </a><v-v data-views=\"1\"></v-v> ","text":"$华侨银行(O39.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347781646782616","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938207175,"gmtCreate":1662608061497,"gmtModify":1676537100216,"author":{"id":"3568801638685484","authorId":"3568801638685484","name":"茁长的韭菜","avatar":"https://static.tigerbbs.com/f6915c9b9b0ff862fdfba6e8c213671e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568801638685484","authorIdStr":"3568801638685484"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>💪","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>💪","text":"$新加坡航空公司(C6L.SI)$💪","images":[{"img":"https://community-static.tradeup.com/news/e18e0a3704c2f9ad8d0ba5cbcb138bb7","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9938207175","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":182047637,"gmtCreate":1623548936129,"gmtModify":1704205791964,"author":{"id":"3568801638685484","authorId":"3568801638685484","name":"茁长的韭菜","avatar":"https://static.tigerbbs.com/f6915c9b9b0ff862fdfba6e8c213671e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568801638685484","authorIdStr":"3568801638685484"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/182047637","repostId":"1172667270","repostType":4,"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951746537,"gmtCreate":1673572378329,"gmtModify":1676538857752,"author":{"id":"3568801638685484","authorId":"3568801638685484","name":"茁长的韭菜","avatar":"https://static.tigerbbs.com/f6915c9b9b0ff862fdfba6e8c213671e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568801638685484","authorIdStr":"3568801638685484"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/U11.SI\">$(U11.SI)$ </a><v-v data-views=\"1\"></v-v> Up 🆙💪👍","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$(U11.SI)$ </a><v-v data-views=\"1\"></v-v> Up 🆙💪👍","text":"$(U11.SI)$ Up 🆙💪👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321567332831312","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
