1
00:00:00,540 --> 00:00:03,160
废掉一个交易员盯盘三小时就够了
2
00:00:03,160 --> 00:00:04,000
不是亏损
3
00:00:04,000 --> 00:00:05,269
也不是爆仓
4
00:00:05,269 --> 00:00:06,849
你做完三小时盘
5
00:00:06,849 --> 00:00:08,320
回头想做点别的事
6
00:00:08,320 --> 00:00:09,439
脑子卡住转不动
7
00:00:09,439 --> 00:00:10,880
像CPU被人占满了
8
00:00:10,880 --> 00:00:12,300
你没刻意在想交易
9
00:00:12,300 --> 00:00:14,000
但脑子就是不听你的
10
00:00:14,000 --> 00:00:16,440
下午三点你下的那一单是早上九点的
11
00:00:16,440 --> 00:00:17,660
你绝对不会下的
12
00:00:17,660 --> 00:00:18,960
你以为你在交易
13
00:00:18,960 --> 00:00:21,940
你其实在用一个被磨损过的大脑跟整天换班
14
00:00:21,940 --> 00:00:23,870
永远满血的做市商打牌
15
00:00:23,870 --> 00:00:26,010
这里是ZORA订单流TRAINDER
16
00:00:26,010 --> 00:00:28,510
今天讲一个比技术更决定生死的东西
17
00:00:28,510 --> 00:00:29,710
决策损耗
18
00:00:29,710 --> 00:00:30,750
这期不讲策略
19
00:00:30,750 --> 00:00:32,890
但它比你见过的任何交易策略都重要
20
00:00:32,890 --> 00:00:35,609
所有二级市场通用学一次适用一辈子
21
00:00:35,609 --> 00:00:37,030
你有没有这种感觉
22
00:00:38,310 --> 00:00:39,549
明明已经关了软件
23
00:00:39,549 --> 00:00:40,929
但脑子就是嗡嗡的
24
00:00:40,929 --> 00:00:42,869
看个手机视频都串不起情节
25
00:00:42,869 --> 00:00:44,549
连伴侣晚上问你吃什么
26
00:00:44,549 --> 00:00:45,600
你都答不上来
27
00:00:45,600 --> 00:00:46,659
不是你矫情
28
00:00:46,659 --> 00:00:49,880
是你的大脑正在经历被强行断电后的系统卡顿
29
00:00:49,880 --> 00:00:50,600
三件事
30
00:00:50,600 --> 00:00:54,488
同时在你的脑子里发生第一件神经递质的骤降
31
00:00:54,488 --> 00:00:55,209
交易时
32
00:00:55,209 --> 00:00:58,090
你的大脑在高频分泌皮质醇和多巴胺
33
00:00:58,090 --> 00:00:59,649
你以为你坐在椅子上不动
34
00:00:59,649 --> 00:01:02,210
但其实你的身体处于战斗或逃跑状态
35
00:01:02,210 --> 00:01:04,590
CPU在超频的跑平仓那一刻
36
00:01:04,590 --> 00:01:06,509
这两种激素断崖式下跌
37
00:01:06,509 --> 00:01:08,028
跌到底是什么感觉
38
00:01:08,028 --> 00:01:08,929
反应迟钝
39
00:01:08,929 --> 00:01:09,828
思维断层
40
00:01:09,828 --> 00:01:11,000
注意力涣散
41
00:01:11,000 --> 00:01:13,000
第二件注意力残留
42
00:01:13,000 --> 00:01:15,379
你主观上没在想刚才那一单
43
00:01:15,379 --> 00:01:16,680
但你的潜意识还在后台
44
00:01:16,680 --> 00:01:18,920
跑亏的他在反复咀嚼
45
00:01:18,920 --> 00:01:22,000
反思赚的他在回味多巴胺的爽感
46
00:01:22,000 --> 00:01:24,920
卖飞的他在不断的懊悔和纠结
47
00:01:24,920 --> 00:01:27,659
这就像你刚从100码的高速下来
48
00:01:27,659 --> 00:01:29,219
进了限速30的小区
49
00:01:29,219 --> 00:01:30,780
你觉得自己开的很慢
50
00:01:30,780 --> 00:01:33,019
但你的神经系统还没换挡
51
00:01:33,019 --> 00:01:34,879
第三件决策疲劳
52
00:01:34,879 --> 00:01:37,659
这是最致命的一件交易的每一秒
53
00:01:37,659 --> 00:01:39,939
你的大脑都在做高维度的权衡
54
00:01:39,939 --> 00:01:41,640
这个位置要不要复查
55
00:01:41,640 --> 00:01:42,819
量价对不对
56
00:01:42,819 --> 00:01:44,140
止损要不要上移
57
00:01:44,140 --> 00:01:45,549
要不要扛一下
58
00:01:45,549 --> 00:01:46,829
每做一个权衡
59
00:01:46,829 --> 00:01:49,069
大脑那个判断库存就扣一分
60
00:01:49,069 --> 00:01:51,129
三小时下来库存就见底了
61
00:01:51,129 --> 00:01:53,989
前额叶皮层已经处于低电量模式
62
00:01:53,989 --> 00:01:57,629
你脑子卡是因为那块负责思考的肉真的没电了
63
00:01:57,629 --> 00:01:59,370
这不是亏损发生的时刻
64
00:01:59,370 --> 00:02:01,819
这是亏损正在被酝酿的时刻
65
00:02:01,819 --> 00:02:02,659
讲到这里
66
00:02:02,659 --> 00:02:04,579
相信很多人也意识与联想到了
67
00:02:04,579 --> 00:02:06,519
频繁做单这一交易误区
68
00:02:06,519 --> 00:02:08,319
很多人以为不能频繁做单
69
00:02:08,319 --> 00:02:10,209
是因为交易手续费太贵
70
00:02:11,210 --> 00:02:13,210
频繁做单的真正代价是
71
00:02:13,210 --> 00:02:16,469
他会以极其恐怖的速度摧毁掉你的认知系统
72
00:02:16,469 --> 00:02:18,409
我把这个过程拆给你看
73
00:02:18,409 --> 00:02:19,710
四步崩塌
74
00:02:19,710 --> 00:02:20,710
第一步呢
75
00:02:20,710 --> 00:02:22,189
决策能量的耗尽
76
00:02:22,189 --> 00:02:23,370
一天几十单
77
00:02:23,370 --> 00:02:25,909
每一单都要看盘口做权衡
78
00:02:25,909 --> 00:02:27,629
决定微调你的前额叶
79
00:02:27,629 --> 00:02:30,060
两个小时内就进入了低电量模式
80
00:02:30,060 --> 00:02:30,860
第二步
81
00:02:30,860 --> 00:02:32,379
多巴胺阈值被拉高
82
00:02:32,379 --> 00:02:33,560
频繁的进出场
83
00:02:33,560 --> 00:02:35,879
高频的接受赢和输的刺激
84
00:02:35,879 --> 00:02:36,860
用不了多久
85
00:02:36,860 --> 00:02:39,360
你对正常的信号就失去了耐心
86
00:02:39,360 --> 00:02:41,280
你需要更强更刺激的波动
87
00:02:41,280 --> 00:02:42,680
才能让自己有感觉
88
00:02:42,680 --> 00:02:44,180
于是你开始追噪音
89
00:02:44,180 --> 00:02:45,520
开始播垃圾位置
90
00:02:45,520 --> 00:02:48,329
不严格执行自己的策略与系统
91
00:02:48,329 --> 00:02:49,308
第三步
92
00:02:49,308 --> 00:02:50,968
情绪的全面接管
93
00:02:50,968 --> 00:02:52,990
当理性大脑断电
94
00:02:52,990 --> 00:02:57,229
恐惧和愤怒的原始大脑就会站出来接管方向盘
95
00:02:57,229 --> 00:02:59,349
这时候你已经不是交易员了
96
00:02:59,349 --> 00:03:01,830
你是一个被本能支配的赌徒
97
00:03:01,830 --> 00:03:03,860
只是你自己还不知道
98
00:03:03,860 --> 00:03:05,870
第四步骚操作
99
00:03:05,870 --> 00:03:06,810
脑子卡住
100
00:03:06,810 --> 00:03:08,590
对盘口的敏锐度归零
101
00:03:08,590 --> 00:03:09,969
该微调时发呆
102
00:03:09,969 --> 00:03:12,210
不该动时瞎动扛单
103
00:03:12,210 --> 00:03:13,969
报复性下单加仓
104
00:03:13,969 --> 00:03:17,169
死扛爆仓不是发生在你看错盘的时候
105
00:03:17,169 --> 00:03:19,349
爆仓发生在你脑子已经死了
106
00:03:19,349 --> 00:03:21,210
但你以为自己还活着的时候
107
00:03:21,210 --> 00:03:23,050
频繁做单的本质是
108
00:03:23,050 --> 00:03:26,110
你亲手把自己从交易员降级成赌徒
109
00:03:26,110 --> 00:03:27,590
可能有的人会说
110
00:03:27,590 --> 00:03:29,210
你说让大脑挂空挡
111
00:03:29,210 --> 00:03:30,750
可是盘面是动态的啊
112
00:03:30,750 --> 00:03:32,069
盘面各种信息出来
113
00:03:32,069 --> 00:03:33,229
我必须微调啊
114
00:03:33,229 --> 00:03:34,139
怎么办
115
00:03:34,139 --> 00:03:35,439
这也是好问题
116
00:03:35,439 --> 00:03:36,500
这是90%
117
00:03:36,500 --> 00:03:39,090
自学交易的人死在原地的根本原因
118
00:03:39,090 --> 00:03:42,810
他们错把用意识做微调当成了专业
119
00:03:42,810 --> 00:03:45,330
事实上真正损耗你的不是微调
120
00:03:45,330 --> 00:03:47,009
本身是没有规则的
121
00:03:47,009 --> 00:03:49,039
微调解决这个矛盾
122
00:03:49,039 --> 00:03:50,020
两件事
123
00:03:50,020 --> 00:03:53,120
第一件把微调变成条件反射
124
00:03:53,120 --> 00:03:55,759
每一种微调必须提前定义死
125
00:03:55,759 --> 00:03:56,659
举个例子
126
00:03:56,659 --> 00:03:58,460
就拿订单流交易为例吧
127
00:03:58,460 --> 00:04:00,539
以多头持仓价格到了前高
128
00:04:00,539 --> 00:04:02,870
足迹图突然出现激进的卖方
129
00:04:02,870 --> 00:04:04,889
不要思考这是不是钓鱼
130
00:04:04,889 --> 00:04:05,710
不要权衡
131
00:04:05,710 --> 00:04:07,349
再扛一下它会不会反弹
132
00:04:07,349 --> 00:04:08,430
你直接执行好
133
00:04:08,430 --> 00:04:09,550
你设定好的预案
134
00:04:09,550 --> 00:04:10,909
手动屏50%
135
00:04:10,909 --> 00:04:12,780
剩下的推屏保保本
136
00:04:12,780 --> 00:04:14,180
这不是临场决策
137
00:04:14,180 --> 00:04:15,840
这是早就写好的备用计划
138
00:04:15,840 --> 00:04:17,939
B大脑只做图形匹配
139
00:04:17,939 --> 00:04:19,160
不做价值权衡
140
00:04:19,160 --> 00:04:21,589
能量消耗瞬间下降一个数量级
141
00:04:21,589 --> 00:04:24,329
第二件拉高微调的阈值
142
00:04:24,329 --> 00:04:28,029
盘面上每一次几个点的波动震荡都不是信号
143
00:04:28,029 --> 00:04:28,970
是噪音
144
00:04:28,970 --> 00:04:31,350
只有当出现极其明显的反向信号
145
00:04:31,350 --> 00:04:33,769
影响你持仓时才允许动手
146
00:04:33,769 --> 00:04:37,230
其余时间你完全可以让子弹飞一会儿
147
00:04:37,230 --> 00:04:38,730
记住这一个公式
148
00:04:38,730 --> 00:04:42,839
大脑损耗等于不确定的微调动作乘以持仓时间
149
00:04:42,839 --> 00:04:44,399
把不确定消灭掉
150
00:04:44,399 --> 00:04:45,860
损耗就消灭掉了
151
00:04:45,860 --> 00:04:46,560
讲到这里
152
00:04:46,560 --> 00:04:47,660
你应该明白了
153
00:04:47,660 --> 00:04:51,079
高手做交易不是像特种兵那样精神紧绷
154
00:04:51,079 --> 00:04:52,480
它们是鳄鱼
155
00:04:52,480 --> 00:04:55,500
90%的时间在水里漂着发呆
156
00:04:55,500 --> 00:04:57,048
几乎没有耗能
157
00:04:57,048 --> 00:04:58,848
只有当猎物走到嘴边
158
00:04:58,848 --> 00:05:01,329
潜意识里的条件反射瞬间启动
159
00:05:01,329 --> 00:05:02,189
咬一口
160
00:05:02,189 --> 00:05:04,408
不管中没中沉回水底
161
00:05:04,408 --> 00:05:05,649
继续打盹儿
162
00:05:05,649 --> 00:05:07,490
减少损耗的终极秘密
163
00:05:07,490 --> 00:05:09,589
就是学会在没有完美信号的时候
164
00:05:09,589 --> 00:05:11,798
让大脑彻底挂空挡
165
00:05:11,798 --> 00:05:15,478
我做这条视频并不仅仅想教你管理经历
166
00:05:15,478 --> 00:05:17,358
精力管理是结果
167
00:05:17,358 --> 00:05:18,329
不是方法
168
00:05:18,329 --> 00:05:19,529
让你少盯盘
169
00:05:19,529 --> 00:05:20,610
不频繁做单
170
00:05:20,610 --> 00:05:22,930
敢挂空档这件事靠自律
171
00:05:22,930 --> 00:05:24,060
他是做不到的
172
00:05:24,060 --> 00:05:27,439
靠的是一套不需要你盯盘的体系与交易系统
173
00:05:27,439 --> 00:05:29,209
提前标好的关键位
174
00:05:29,209 --> 00:05:30,829
写死的微调规则
175
00:05:30,829 --> 00:05:34,079
明确到不需要权衡的入场和止损标准
176
00:05:34,079 --> 00:05:36,040
你需要的不是去找信号
177
00:05:36,040 --> 00:05:37,658
是让信号来找你
178
00:05:37,658 --> 00:05:40,858
如果你听到这里回想一下自己最大的几次亏损
179
00:05:40,858 --> 00:05:43,619
有几次是在你已经盯盘超过三小时
180
00:05:43,619 --> 00:05:44,970
连续做了五单以上
181
00:05:44,970 --> 00:05:47,548
状态明显下滑的时候发生的
182
00:05:47,548 --> 00:05:48,689
如果超过一半
183
00:05:48,689 --> 00:05:49,988
那你需要的不是新指标
184
00:05:49,988 --> 00:05:53,408
是一套能让你像鳄鱼一样工作的优秀交易体系
185
00:05:53,408 --> 00:05:54,749
想知道系统怎么搭
186
00:05:54,749 --> 00:05:55,389
关注我
187
00:05:55,389 --> 00:05:56,288
我们一步一步聊
188
00:05:56,288 --> 00:05:57,069
我是ZORA
189
00:05:57,069 --> 00:05:57,920
下期见