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易理華:趨勢勝於博弈,牛市已定調,空頭面臨「早虧小、晚虧大」
1 月 3 日,Liquid Capital(前 LD Capital)創始人易理華在社交媒體發文表示,「巴菲特/段永平這類投資為什麼受尊重,因為他們賺的是價值和趨勢的錢,而不是通過博弈而來獲利。今年趨勢是牛市,無論宏觀環境還是行業發展階段,這不是我們彼此能決定的,我們只能看到趨勢並且順勢而為。這段時間我看到空頭還在做最後的努力,但是就像我們前面說的,在 26 年大牛市前,空頭早平倉小輸,後平倉會大輸特慘。現在市場上還在唱空的人,要麼是嘴炮要麼是炮灰。經歷了長達 1 個多月的震盪(多空博弈),多軍一定會揚眉吐氣,悲觀者永遠正確,樂觀者永遠前行。」