观察坛友/学长/老师们这里的分享，让我反思：

“People always forget that 50% of a stock’s move is the overall market, 30% is the industry group, and then maybe 20% is the extra alpha from stock picking. And stock picking is full of macro bets. When an equity guy is playing airlines, he’s making an embedded macro call on oil.”

— Stanley Druckenmiller

 

感谢昨天均线和三心的分享， 提醒了我去反思之前读到的这段话， 注意到我（们）仍然有时无意识地陷入各种NOISE中， 忽略了SIGNAL。

我虽不能全职交易， 但能每天成长一点点。 感恩！

所有跟帖： 

• 股市就像一个巨大的entropy。每天看都是上上下下的噪音，放长了都是财富积累的上升曲线 -三心三意- ♂ (0 bytes) () 04/12/2026 postreply 10:39:00

• 这句话太精辟了 -Maggie789- ♀ (0 bytes) () 04/12/2026 postreply 12:38:10

• Yes, It's all about perspectives. -NewLeaf2021- ♀ (35 bytes) () 04/12/2026 postreply 16:13:03

• +1 -bogbog- ♀ (0 bytes) () 04/12/2026 postreply 16:42:20

• 赞。 -文心兰1- ♀ (0 bytes) () 04/12/2026 postreply 17:03:13

• 我也是小散. 平时每天最多10分钟, 主要是周末花1-2小时做功课 -低手只会用均线- ♂ (0 bytes) () 04/12/2026 postreply 11:08:00

• 作为小散, 时间精力水平有限, 所以我只专注于一个方法, 努力做精做好 -低手只会用均线- ♂ (0 bytes) () 04/12/2026 postreply 12:02:00

• 一种方法做到极致也是很厉害的 -bogbog- ♀ (0 bytes) () 04/12/2026 postreply 16:53:55