日前,东方港湾董事长但斌在证券时报社主办、长江证券协办的“2025金长江私募基金发展论坛暨第十届私募基金金长江颁奖典礼”上,作了《扎根中国 走向世界》的主题分享。 投资作业本课代表整理了要点如下: 1、投资要找主因,不要被次要因子所干扰,不要被噪音所干扰。其实担心美国经济衰退,担心日元加息,这都是噪音。包括巴菲特卖股票,其实这都是噪音。 投资的一定要站在巨人的肩膀上去成长。但是我们不能够刻舟求剑,...
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