EPISODE · Jun 15, 2026 · 18 MIN
捡烟蒂 翻石头 守株待兔 等东风 仓位管理（3）
from 投资悟道 渡人渡己
本期节目继续讨论如何“翻石头”寻找投资机会，并把研究效率、确定性和仓位联系起来。市场中的公司很多，个人时间与能力有限。节目建议先认识自己的能力边界，参考有经验投资者的研究线索时仍要独立判断、控制仓位并适度分散，避免把跟随变成盲目押注。前往小宇宙评论区与主播互动
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捡烟蒂 翻石头 守株待兔 等东风 仓位管理（3）
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