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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
上次从上市公司的角度聊了一下中国A股这次的观点，昨天我有拜访了一位资深的，已经财富自由多年的老股民，从他的视角给大家整理一位高净值投资者对于这次A股上涨的理解和预期。
先说结论，他本人在A股还有点资金，所以并没有直接在A股转入太多的钱，在10月1日转入了500万美元到港股，具体买什么我没问，但是他个人更加关注的（包括A股）是半导体板块，理论是芯片行业会是中国发展摆脱桎梏的必经之路。
在上涨空间上，他的看法是10月8日必然会涨，不仅仅是因为港股可以作为A股的风向标，毕竟很多中国企业都是在港股上市，甚至还有部分的企业是同时在A股和港股（H股）上市，所以当A股上涨的时候，对应的H股没有不涨的道理。
而接下来上涨的空间，他认为4,000点会很轻松的突破，突破4,000点以后就要看上层博弈来确定... See more
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
I asked Rob what he thought was the most revealing detail in his book. He thought for a moment before saying that it was the way Dalio treated his longtime number two and protégé, Greg Jensen . Jensen, as the book conveys, was a devoted Dalio acolyte of both the man and his Principles. Jensen was hoping to succeed Dalio and kept waiting and waiting... See more
The Shape of Bridgewater
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Jack Ma, Alibaba’s founder.
