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    July 25

    今天听了<当前经济金融形势与投资理财>的讲座

    主讲人是徐建新,郑旻,据说是国内第一批获得证券分析师的人之一。比较扫兴的是开讲时间比计划晚了至少十五分钟,最后还是换了个投影仪才搞定,承办方的效率比较低了。 接着是冗长的介绍,基本都是废话,不过听上去,两位主讲人的专业背景还是不错的。 郑旻的题目挺有意思,迈向财务自由之路,主要意思在两点,第一,不要把抓机会作为追求的首要目标;第二,关注整个行情大周期的把握 主旨就是对机会成本的判断和把握,其他都是经济学基本概念的解释,包括了经济泡沫,黄金期货,石油期货,可转换债券析,甚至连农产品合约和有色金属合约都拿来说了,这些东西放在这里做演讲内容不太合适,过于专业,大部份听众都跟不上节奏。 第二个演讲人的题目倒是很实在,直接告诉在场的人当前市场怎么操作,这挺对大家胃口,主讲人同样提出要关注国家财政政策的拐点,这会对整个股市的操作产生根本影响,要警惕明松暗紧的货币政策,基金如果发行变缓,那么要引起对整个市场方向变化的警觉,主讲人对通货膨胀的预期很明确,同时提醒与会者要密切关注美联储的政策变化,因为会对世界经济格局和走势产生巨大影响,同时美国利用能源消耗和排放问题限制以金砖四国为代表的发展中国家的发展,因此要长期关注新能源产业的发展,演讲人开始通过k线图具体分析产业个股,马上话锋一转,又转到了经济复苏预期,包含汽车和地产消费,关注房地产政策有无变化,乐观中要谨慎。 到此讲座基本结束,观众反应平淡,其实作为行业交流论坛更为合适

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