EPISODE · Jan 23, 2026 · 5 MIN
【1.23思考六】中国卫星涨停之后，我更想谈判断
from 港股/A股每日回顾
《慢判断系列》上周周评中反复提到的 A 股航空航天方向的确定性机会，随后中国卫星出现涨停，板块整体走强。但这一期我不想复盘涨幅，而是回到当时的判断过程：为什么在结果出现之前，会对这个方向保持关注与耐心。同样的行情，结果却大不相同，真正拉开差距的，往往不是信息，而是判断。
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【1.23思考六】中国卫星涨停之后，我更想谈判断
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