1
00:00:00,040 --> 00:00:01,659
接上一篇结尾的那个问题
2
00:00:01,659 --> 00:00:03,720
既然技术分析不能永远来预测未来
3
00:00:03,720 --> 00:00:05,469
那它到底还有什么用
4
00:00:05,469 --> 00:00:07,009
先别急着下结论说
5
00:00:07,009 --> 00:00:08,730
那技术分析就彻底没用了
6
00:00:08,730 --> 00:00:09,630
恰恰相反
7
00:00:09,630 --> 00:00:10,869
他只是换了个角色
8
00:00:10,869 --> 00:00:13,800
而这个角色反而更适合现在的市场
9
00:00:13,800 --> 00:00:15,119
要搞清楚这个问题
10
00:00:15,119 --> 00:00:17,289
我们得先面对一个根根本的障碍
11
00:00:17,289 --> 00:00:19,969
为什么人们预知行情本身就很难做到
12
00:00:19,969 --> 00:00:22,289
因为很多人亏钱不是因为方法不对
13
00:00:22,289 --> 00:00:24,670
而是因为一开始就把目标定错了
14
00:00:24,670 --> 00:00:26,690
你把自己当成了预言家
15
00:00:26,690 --> 00:00:27,710
要预测得准
16
00:00:27,710 --> 00:00:28,850
你需要三样东西
17
00:00:28,850 --> 00:00:29,730
大量的样本
18
00:00:29,730 --> 00:00:32,289
超强的记忆力以及铁一样的执行力
19
00:00:32,289 --> 00:00:33,250
但现实中呢
20
00:00:33,250 --> 00:00:35,590
一个新手看过的K线可能不到1000根
21
00:00:35,590 --> 00:00:36,570
样本不够
22
00:00:36,570 --> 00:00:38,450
上个月那个经典形态长什么样
23
00:00:38,450 --> 00:00:39,130
早就忘了
24
00:00:39,130 --> 00:00:40,189
记忆力跟不上
25
00:00:40,189 --> 00:00:41,429
就算看对了方向
26
00:00:41,429 --> 00:00:42,969
临门一脚的时候手抖了
27
00:00:42,969 --> 00:00:43,530
犹豫了
28
00:00:43,530 --> 00:00:44,909
执行力又没了
29
00:00:44,909 --> 00:00:46,189
有机构做过统计
30
00:00:46,189 --> 00:00:48,609
一个普通交易者一年认证复盘的总次数
31
00:00:48,609 --> 00:00:51,250
还不如一台普通服务器一分钟的计算量
32
00:00:51,250 --> 00:00:54,570
所以大多数人所谓的预测说白了就是三个词
33
00:00:54,570 --> 00:00:58,689
感觉疑问和我认为这三个词哪个都不靠谱
34
00:00:58,689 --> 00:01:00,469
那既然普通人做不到预测
35
00:01:00,469 --> 00:01:02,549
其实分析的正确打开方式是什么
36
00:01:02,549 --> 00:01:03,310
不是预测
37
00:01:03,310 --> 00:01:05,260
而是应对它的价值
38
00:01:05,260 --> 00:01:07,060
不是告诉你明天会涨还是会跌
39
00:01:07,060 --> 00:01:09,620
而是帮你确认当下行情是什么状态
40
00:01:09,620 --> 00:01:12,260
然后基于这个状态做出一笔概率上
41
00:01:12,260 --> 00:01:13,540
对自己有利的交易
42
00:01:13,540 --> 00:01:15,099
这就是我们上一篇说的
43
00:01:15,099 --> 00:01:16,900
从一元素变成诊断仪
44
00:01:16,900 --> 00:01:18,239
诊断不是为了算命
45
00:01:18,239 --> 00:01:20,280
而是为了确认现在病人是什么状态
46
00:01:20,280 --> 00:01:21,859
是发烧了还是心率过快
47
00:01:21,859 --> 00:01:23,129
还是一切正常
48
00:01:23,129 --> 00:01:25,390
你不需要预测他明天会不会得肺炎
49
00:01:25,390 --> 00:01:27,750
你只需要知道现在该不该吃药
50
00:01:27,750 --> 00:01:30,549
那怎么诊断行情其实不用搞得很复杂
51
00:01:30,549 --> 00:01:32,250
行情一共就两种状态
52
00:01:32,250 --> 00:01:34,358
趋势和震荡趋势
53
00:01:34,358 --> 00:01:36,858
就是价格在一段时间内持续往一个方向走
54
00:01:36,858 --> 00:01:39,590
向一列启动了的火车震荡
55
00:01:39,590 --> 00:01:41,989
就是价格在一个区间里上上下下来回跑
56
00:01:41,989 --> 00:01:44,189
像一个在弹簧床上跳来跳去的人
57
00:01:44,189 --> 00:01:46,209
你先得认清楚现在是哪种状态
58
00:01:46,209 --> 00:01:49,280
然后才决定怎么做趋势有趋势的做法
59
00:01:49,280 --> 00:01:50,500
震荡有震荡的做法
60
00:01:50,500 --> 00:01:52,340
最怕的是在震荡里追涨杀跌
61
00:01:52,340 --> 00:01:53,719
在趋势里高抛低吸
62
00:01:53,719 --> 00:01:56,000
那基本上就是给市场送钱
63
00:01:56,000 --> 00:01:57,340
那怎么判断趋势
64
00:01:57,340 --> 00:01:59,540
最简单最傻瓜的方法就是均线
65
00:01:59,540 --> 00:02:01,590
以EMA50和EMMA100为例
66
00:02:01,590 --> 00:02:03,489
当100日线在50日线上方
67
00:02:03,489 --> 00:02:05,010
且两条线都向上倾斜
68
00:02:05,010 --> 00:02:06,870
这就是最简单的多头排列
69
00:02:06,870 --> 00:02:09,349
你可以在render行情软件里敲出这两个参数
70
00:02:09,349 --> 00:02:10,719
一眼就能看出来
71
00:02:10,719 --> 00:02:12,460
当均线呈现多头排列
72
00:02:12,460 --> 00:02:13,740
价格就是在趋势中
73
00:02:13,740 --> 00:02:15,900
这时候你的操作逻辑只有一条
74
00:02:15,900 --> 00:02:16,740
只做单边
75
00:02:16,740 --> 00:02:20,129
不做逆势盈利的核心就是赌趋势会延续
76
00:02:20,129 --> 00:02:21,750
别觉得赌这个字不好听
77
00:02:21,750 --> 00:02:23,009
有数据统计
78
00:02:23,009 --> 00:02:25,330
在均线多头排列的日线级别趋势中
79
00:02:25,330 --> 00:02:27,849
第二天继续上涨的概率大约在5%
80
00:02:27,849 --> 00:02:29,669
15~60不算高
81
00:02:29,669 --> 00:02:31,270
但已经比抛硬币强了
82
00:02:31,270 --> 00:02:33,110
关键是顺势交易的盈亏比
83
00:02:33,110 --> 00:02:35,120
往往能到二比一甚至三比一
84
00:02:35,120 --> 00:02:36,680
也就是说你不需要猜对
85
00:02:36,680 --> 00:02:37,180
每一次
86
00:02:37,180 --> 00:02:39,810
只需要在概率在你这边的时候下注
87
00:02:39,810 --> 00:02:41,469
趋势就像坐自动扶梯
88
00:02:41,469 --> 00:02:42,810
你不需要自己往上爬
89
00:02:42,810 --> 00:02:44,189
只需要顺着方向站着
90
00:02:44,189 --> 00:02:45,699
他自己会带你上去
91
00:02:45,699 --> 00:02:48,060
你要做的不是去猜扶梯什么时候停
92
00:02:48,060 --> 00:02:49,699
而是只要扶梯还在往上走
93
00:02:49,699 --> 00:02:51,079
你就站着别动
94
00:02:51,079 --> 00:02:52,899
反过来怎么判断震荡
95
00:02:52,899 --> 00:02:54,618
当EMA均线缠绕在一起
96
00:02:54,618 --> 00:02:56,199
价格围着均线上蹿下跳
97
00:02:56,199 --> 00:02:57,459
这就是震荡
98
00:02:57,459 --> 00:02:59,979
震荡行情里最忌讳的就是追涨杀跌
99
00:02:59,979 --> 00:03:01,139
你一追它就回落
100
00:03:01,139 --> 00:03:02,469
你一割他就反弹
101
00:03:02,469 --> 00:03:03,909
正确的做法刚好相反
102
00:03:03,909 --> 00:03:05,349
在下沿附近找买入机会
103
00:03:05,349 --> 00:03:07,340
在上沿附近找买入机会
104
00:03:07,340 --> 00:03:09,000
震荡就像在蹦床上跳
105
00:03:09,000 --> 00:03:11,000
你要做的不是跟着它上蹿下跳
106
00:03:11,000 --> 00:03:12,699
而是在它砸到最低点的时候
107
00:03:12,699 --> 00:03:13,789
等它弹起来
108
00:03:13,789 --> 00:03:15,270
这时候一个好的过滤器
109
00:03:15,270 --> 00:03:17,090
能帮你省掉很多瞎猜的时间
110
00:03:17,090 --> 00:03:19,189
它的作用不是告诉你这次一定涨
111
00:03:19,189 --> 00:03:22,360
而是帮你筛选出概率更高的那些上沿和下沿
112
00:03:22,360 --> 00:03:24,280
拿他最近一段时间的表现来说
113
00:03:24,280 --> 00:03:25,460
连续给了五次信号
114
00:03:25,460 --> 00:03:26,099
对了四次
115
00:03:26,099 --> 00:03:27,120
错了一次
116
00:03:27,120 --> 00:03:29,060
兑的时候盈亏比大概二比一
117
00:03:29,060 --> 00:03:31,900
错的时候亏损控制在总资金的1%以内
118
00:03:31,900 --> 00:03:32,599
算下来
119
00:03:32,599 --> 00:03:35,169
扣掉手续费划点还能净赚六七个点
120
00:03:35,169 --> 00:03:36,550
我不需要它每次都对
121
00:03:36,550 --> 00:03:37,569
只要长期算下来
122
00:03:37,569 --> 00:03:39,330
我的每一笔都有数学优势
123
00:03:39,330 --> 00:03:41,879
这就是应对和预测的本质区别
124
00:03:41,879 --> 00:03:43,379
预测要求你每次都对
125
00:03:43,379 --> 00:03:45,120
那谁都做不到应对
126
00:03:45,120 --> 00:03:47,810
只要求你长期下来赚的比亏的多
127
00:03:47,810 --> 00:03:48,969
过滤器也好
128
00:03:48,969 --> 00:03:49,610
指标也罢
129
00:03:49,610 --> 00:03:51,250
它们的价值不是给你圣杯
130
00:03:51,250 --> 00:03:53,899
而是帮你把这种概率优势稳定下来
131
00:03:53,899 --> 00:03:54,658
说到这里
132
00:03:54,658 --> 00:03:56,299
你心里可能已经在抬杠了
133
00:03:56,299 --> 00:03:57,419
指标都是延迟的
134
00:03:57,419 --> 00:03:58,179
等信号出来
135
00:03:58,179 --> 00:03:59,550
价格已经走完了
136
00:03:59,550 --> 00:04:01,110
这个问题问的特别好
137
00:04:01,110 --> 00:04:02,490
指标确实有延迟
138
00:04:02,490 --> 00:04:04,829
因为它是对过去价格的数学计算
139
00:04:04,829 --> 00:04:06,008
但我反问你一句
140
00:04:06,008 --> 00:04:07,889
人脑是不是也是延迟的
141
00:04:07,889 --> 00:04:09,989
你知道人的平均反应时间是多少吗
142
00:04:09,989 --> 00:04:11,549
看到一根K线变化到手指
143
00:04:11,549 --> 00:04:14,088
点击鼠标最快也要200ms
144
00:04:14,088 --> 00:04:15,889
散户的优势从来不在快
145
00:04:15,889 --> 00:04:17,108
快是机构的赛道
146
00:04:17,108 --> 00:04:19,848
毫秒级决胜几千台服务器堆在那里
147
00:04:19,848 --> 00:04:21,709
连光线的长度都要精确到米
148
00:04:21,709 --> 00:04:22,488
你跟他比快
149
00:04:22,488 --> 00:04:24,249
就像骑自行车跟高铁赛跑
150
00:04:24,249 --> 00:04:25,168
不是不能跑
151
00:04:25,168 --> 00:04:26,470
是完全没有意义
152
00:04:26,470 --> 00:04:27,709
散户的优势在于
153
00:04:27,709 --> 00:04:29,310
等你不需要吃到整条鱼
154
00:04:29,310 --> 00:04:31,750
你只需要吃到鱼身上最确定的那一段
155
00:04:31,750 --> 00:04:34,250
为此你愿意放弃鱼头和鱼尾
156
00:04:34,250 --> 00:04:35,209
就像钓鱼
157
00:04:35,209 --> 00:04:36,689
你不需要比鱼游得快
158
00:04:36,689 --> 00:04:38,149
你只需要在正确的位置
159
00:04:38,149 --> 00:04:40,009
正确的时间把钩放下去
160
00:04:40,009 --> 00:04:42,930
然后等那些拼命想比别人快一步的人
161
00:04:42,930 --> 00:04:44,639
往往是最先被吃掉的人
162
00:04:44,639 --> 00:04:46,019
有句话说的特别好
163
00:04:46,019 --> 00:04:47,459
快人一步盆满钵满
164
00:04:47,459 --> 00:04:49,060
快人两步倾家荡产
165
00:04:49,060 --> 00:04:50,759
那些拼了命都想抢跑的人
166
00:04:50,759 --> 00:04:52,668
坟头草都3米高了
167
00:04:52,668 --> 00:04:54,548
所以当你下次打开图表的时候
168
00:04:54,548 --> 00:04:57,329
不要再逼自己去猜接下来会涨还是跌
169
00:04:57,329 --> 00:04:59,209
你只需要问自己两个问题
170
00:04:59,209 --> 00:05:00,470
现在是什么状态
171
00:05:00,470 --> 00:05:01,490
在这个状态下
172
00:05:01,490 --> 00:05:02,750
概率站哪一边
173
00:05:02,750 --> 00:05:03,910
如果趋势向上
174
00:05:03,910 --> 00:05:05,170
你只找做多的机会
175
00:05:05,170 --> 00:05:06,170
如果趋势向下
176
00:05:06,170 --> 00:05:07,759
你只找做空的机会
177
00:05:07,759 --> 00:05:08,639
如果是震荡
178
00:05:08,639 --> 00:05:10,379
你只找边界返乡的机会
179
00:05:10,379 --> 00:05:11,319
这就叫应对
180
00:05:11,319 --> 00:05:12,319
不叫预测