这里分享自己生活（目前在南京）、科学技术（计算机软硬件）、哲学、游戏、股票投资、英语学习、亲密关系、养猫等一系列有的没得，欢迎大家订阅评论。
评论反馈： literaryno4@gmail.com
Podcast Overview
这里分享自己生活（目前在南京）、科学技术（计算机软硬件）、哲学、游戏、股票投资、英语学习、亲密关系、养猫等一系列有的没得，欢迎大家订阅评论。 评论反馈： literaryno4@gmail.com
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3/19/2024
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Recent Episodes
October 19, 2025
长期主义者的美股生存指南：12条核心原则
<p>投资美股应该是有原则并且坚持原则的，不然肯定会被消息和情绪所淹没。根据目前美股投资经验，我总结出以下投资原则：</p><p>1. **对美股市场保持信仰**。一切的基础，美股市场不可能完全崩溃，长期一定是向好的。如果哪天不这么认为，那说明是时候离场了；</p><p>2. **分散投资**。投资的标的不能过余集中，投资的股票应该在10~20只左右；投资的行业也不能只集中于某单个行业，至少应包含三种行业；投资的比例也不能过余集中，每只股票占总资产比例原则上应该不高于10%，除非特别了解，但也绝不能超过20%。当然ETF和临时的货币基金、债券除外；</p><p>3. **从历史估值、未来增长潜力和自己对当前行业发展信心对公司估值**。历史估值和未来增长潜力都有明确的指标，可以明确一个合理的价格范围作为参考，然后将信心作为计划买入的必要不充分条件；</p><p>4. **再好的股票也应该在合理价之内买入，因为股市内里一定有更便宜的股票**。如果一个股票受众人追捧，但价格很高，这时应果断放弃，不要买入，不做股市的“舔狗”，一定会找到或等到更好的；</p><p>5. **保持耐心**。当一时半会找不到机会的时候，保持耐心，买入货币基金或债券吃点低收益也比盲目买入错误的股票好；</p><p>6. **发生骤变时，如果尚不清楚局势，什么都不做是最好的应对策略**；</p><p>7. **坚持左侧交易**。长期投资者偏向左侧交易，当股票下跌时往往是加仓的时机；</p><p>8. **股票急剧下跌时往往是巨大机会，应积极做出反应**。当市场发生较大系统风险，股价短时间急剧下跌时，人们往往会因恐惧看不清局势，这时候往往越先摆脱恐惧，做出行动的人，其最后收益越高；</p><p>9. **做好加仓计划**。当加仓机会到来时，比如正常波动、消息面利空、基本面利好、发生系统风险，应做好加仓计划，不能凭感觉加仓，避免提前耗光子弹，导致在更低价位无仓可加。应按照当前股票估值、技术面点位设定好目标价位，再根据目前已有仓位、现金或现金等价物储备情况设定好加仓数量。加仓时考虑的最低点位至少应该低于目前价格的20%；</p><p>10. **慎重减仓，优先长期主义**。当股票基本面良好的情况下，即便已经达到或高于合理估值，也不应该随意减仓，除非存在特别严重的高估；</p><p>11. **做好减仓计划**。当股票存在严重高估或基本面发生重大负面变化时，应该及时减仓。减仓时应该按照股票被高估程度做好减仓计划，越高估减仓的幅度应该越大；</p><p>12. **不要买服装相关股票**。服装相关的品牌没有护城河，人们不会因为自己以前穿过什么牌子衣服，未来就穿什么牌子衣服，也不会因为身边人穿了什么品牌自己就去买那个品牌（真实情况往往相反，因为怕撞衫或者想更具个性而去买其他品牌）。这也是为何服装品牌没有一个份额超过了1%。</p><p>原文链接：<a href="https://literaryno4.github.io/finance-principle.html/">我的美股投资原则</a></p><p>本期播客录制条件很差，自己也忘记怎么录制了😄，后续会有改善</p><p>声明：</p><p>本期节目分享内容仅个人观点，不构成任何投资建议</p>
April 14, 2024
远离消费，沉迷美股
<p>本期播客内容：</p><p>1. 为什么想要投资</p><p>2. 投资为什么选择美股</p><p>3. 如何投资美股</p><ul> <li>防御型投资常见策略介绍</li> <li>进攻型投资介绍</li></ul><p>4. 我自己投资策略及原则</p><p>5. 我的实盘分享</p><p>仅分享自己的投资思考，不构成任何投资建议，请大家批判性收听。</p>
March 24, 2024
AI是如何工作的？我为什么不看好现在的AI
<p>本期内容主要包括：</p><ul><li><p>09:20 AI（深度学习、chatGPT）工作原理介绍，小学生都能听懂那种</p></li><li><p>33:20 AI应用及局限</p></li><li><p>55:36 自己对AI的看法，为啥觉得AI是泡沫</p></li></ul><p>其实还有好多话题没讲到（例如AI相关投资）也没讲好，先这样了，有机会重录，欢迎大家评价讨论。</p><p>相关课程推荐：</p><ul><li><p>吴恩达《机器学习》：<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bilibili.com/video/BV1Pa411X76s/?vd_source=f75cf22c2ed9054927366905046f16a2">www.bilibili.com</a></p></li><li><p>CS231n：<a target="_blank" rel="noopener noreferrer nofollow" href="http://cs231n.stanford.edu/">cs231n.stanford.edu</a>（b站可以搜中文字幕视频）</p></li><li><p>What Are Transformer Models and How Do They Work?：<a target="_blank" rel="noopener noreferrer nofollow" href="https://txt.cohere.com/what-are-transformer-models">txt.cohere.com</a></p></li></ul><p>我常用的AI工具：</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.phind.com/">www.phind.com</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://poe.com/">poe.com</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/">www.anthropic.com</a>（有地区限制）</p></li></ul>
4 total episodes available
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