月风大半夜不睡觉跟那吹工业母机的理解，明天如果炸了，跟上次调侃医药板块一样，肯定又是一顿爆怼，如果不炸，感觉也没多少人会谢他。

那么问题来了，如果没有深度研究一个行业3年，没有在一只或一个板块组合上赚过1000w(亏过1kw更佳)，我们是否有资格在公开场合谈"自己的理解"？

之前我的回答是"No",别说3年/1kw这个达不到我不谈，达到了我也懒得谈，28个sw一级板块，100pe,5pb以上的涨的好很明显是【流动性驱动】，跟那扯淡【基本面驱动】的不能说错(因为基本面利好会带来流动性买入)，但这个【归因法】用的着实不怎么令人信服；

至于没有流动性的板块，低估怎么办？long only的解法是海龟投资法→网格交易法，long short会舒服一些，因为不必吃这个beta的亏，hedge掉直接拿alpha即可。

2021.8.24下午13点20分，沪深交易所成交额就能过1w亿，这个异动如果不能秒回答，比过去5天/10天早了多少分钟的话，恕我直言，归因到其它momentum，都不咋地。

以上皆为极其偏见、极有可能不对的个人看法，不作投资意见或建议。

Ps:月风这图还是不错的，印象里有比这个更好的图，设备周期更换现在没这个图也能做投资了，毕竟，每个蓝翔学员毕业开的挖机，都可以远程开关机，那也就是说，哪天换机，制造挖机的上市公司心里门儿清。[握手]

#爱优牙牙齿矫正[超话]#Besides this, I had my Country Seat, and I had now a tollerable Plantation there also; for first, I had my little Bower, as I call'd it, which I kept in Repair; that is to say, I kept the Hedge which circled it in, constantly fitted up to its usual Height, the Ladder standing

#爱优牙牙齿矫正[超话]#ound here; for there was not a holly, not an evergreen to rustle, and the stripped hawthorn and hazel bushes were as still as the white, worn stones which causewayed the middle of the path. Far and wide, on each side, there were only fields, where no cattle now browsed; and the little brown birds, which stirred occasionally in the hedge, looked like single russet leaves that had forgotten to drop.