凝聚天地智慧,前瞻股市风云

温建宁:股市新思维是什么?股市又到赚钱时?

上一篇 / 下一篇  2013-05-06 14:17:03 / 精华(3) / 置顶(1)


20133月28日,证监会新主席上任十天。笔者判断,要是三月底市场上涨,四月股市将有希望;要是市场大涨不了,四月份将很难有戏。所以,写《股市暴跌无厘头,方向混沌看不清》,给粉丝预告风险之后,销声匿迹45天了。

  根源就在于,随着前主席的黯然离去,过去的股市旧思维,已经被基本否定了。股市这么大的经济摊子,不管交到谁的手上,谁都要破旧出新,可新主席一直保持沉默,不正好说明除旧容易,出新还是很难?鬼才知道,股市新思维是什么?

  当然,只要肖主席保持闭口,市场就没有方向感,投资就像瞎子摸黑骑黑马,那些精明的机构投资者,只关心投资回报和风险的比值,才不会为一句不着边际的承诺、没油没盐的“保持连续性”埋单,只剩下散户股民傻傻等牛市。

  所以,笔者预见市场没戏,自己不愿看盘浪费时间,就选择了静心去读书。4月偶尔上上新浪微博,写条:只要肖钢继续装聋卖哑,对市场传闻不发一言,指数就不大可能会硬得起来。股市主力猜不出葫芦里买什么药,岂敢胡作非为对牛乱弹琴?那些自作多情的牛市派,还是跳进黄浦江去洗个澡吧。

  或者,写句:股市延期一个月,今天终于涨了,迟来的爱总是爱。看来,世界上最能潜水,最能憋气的的运动员----肖钢,金口怕是终于要开了。证监会主席,准备好了要说点什么?

  这些观点,其实围绕着一条主线:肖钢开金口是股市向好的标志!他不说话,不管是什么原因,说明股市新思维,要么还没有,要么不成熟;只要他说话,不管是哪里说,以什么方式说,就说明股市新思维,要么有了轮廓,要么有了新意。

  现在,托五四青年胡闹运动的福,肖钢终于开口说话了,股市好转也就水到渠成了。证监会网站,《肖钢五四青年节寄语:与年轻的资本市场共进》,看来肖主席不仅打破了沉默,而且还以青年自居,要像青年人士一样朝气蓬勃,出手与资本市场共进了。

  所以,笔者从3月28日等待“肖刚打破沉默”,整整45天等得好辛苦。既然肖主席开了金口,笔者不妨恢复写几句

  其实,早在4月25日,笔者就掐指一算,预见到市场5月的变局,故当天当时,发出了一条微博:不管你信不信,5月又到股市最赚钱的时候,你准备好装钱的袋子了没有?

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