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本期播客聊的内容：一、年初至今又是一个分化的市场？二、恒生科技不是一个好指数？三、科创50有投资风险？四、段永平的投资哲学：做对的事情、把事情做对。五、知道和做到之间的鸿沟是什么？投资中这事更难？六、资本市场合理的预期是？七、 如何计算组合层面预期回报，个股的预期回报？播客中提到的：关于恒生科技指数社群用户提问：加入星球社群，文字稿和PPT在知识星球社群内。欢迎进入社群交流播客相关问题【风险提示】：本节目音频内容以及文字信息均不构成投资建议，投资有风险，投资需谨慎。以上内容仅供参考，不预示未来表现，也不作为任何投资建议。其中的观点和预测仅代表当时观点，今后可能发生改变。一切问题咨询可联系(微信)：cwzy20230605
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