“炒股炒成股东”有两层意思。
1. 当股市下跌过程中,不断加仓,越低越买,用以降低持仓成本,相信股市会回来,结果就成了“股东”,成为人们的笑料。更为糟糕的是,当股价回升,逐渐解放了被套的股,上面的被套盘和下面的获利盘都担心股价再次下跌,于是接着抛售,接着被套,并且套的牢牢地。
2.“ 炒股炒成股东”的第二个含意是买了上升趋势的股票,在不断的股价上台阶过程中,成本价远远低于当前股价。虽然股价有回调,底仓坚持不动,并且利用回调加仓,在加仓部分盈利后,卖掉部分股,只把盈利部分变为便宜的底仓,使得股数越来越多,股东越做越大。长持的投资人一般都有这种感觉。
对持股应该不断地评估,基本面有变化吗?盈利情况是否还是遵照“Rule of 40"不断坚持?(每年40%以上的增速),用道氏K线在转折点处做一些调整,见“道氏K线”一文。减仓5-10%如果上升太猛;在大盘的波段底部持股尽量多些,享受财富增长。
附录:
The "Rule of 40" in the context of SaaS (Software as a Service) companies is a simple metric that suggests a company's growth rate and profit margin should ideally add up to at least 40%. It's used to assess how well a company is balancing growth with profitability. A Rule of 40 score above 40% is generally seen as a positive sign, indicating sustainable growth and effective cost management.
6/1/2025