均衡风格就是“广撒网”吗？基金经理如何在自己认知能力范围内保证长期胜率？【主持人】中金财富财富顾问 宋墨含 S0960123040045、P1000278100034【嘉宾】安信基金均衡投资部副总经理 聂世林 F0690000900009【时间轴】00:01:53 均衡是基于自己能力范围的一种分散00:08:49 坚守自己擅长的领域和板块，等风来00:17:42 以汽车行业为例00:29:09 看错了怎么办？对于认知错误的交易纪律00:32:18 能力圈的认知：大部分企业都是周期性变化的，每个投资者都有自己擅长的领域和方向00:42:56 投资并不需要抓住每次机会，只要把看得懂的行业和机会把握住00:44:00 如何面对逆风期考验？平和看待，稳住大盘扫描二维码，领取重磅投资干货免责声明: 中金财富对本文所载信息的准确性、可靠性、时效性及完整性不作任何明示或暗 示的保证。本文仅供参考，不构成任何投资建议，投资者据此操作，风险自负。投资有风险 入市需谨慎。中金财富及其人员对使用本文本内容所引发的任何直接或间接损失概不负责。未经中金财富书面授权许可，任何机构和个人不得以任何形式转发、转载、翻版、复制、 刊登、发表、修改、仿制或引用本文。
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