我最近老是犯同样的毛病。就是周期错配。长短错配，长期策略，用短线思维、短线资金去做。。例如乐信、百度，本来都是长线看多的策略。但我却总是短线加仓过度，一旦市场回调不得不又被动降低仓位出现损失。
耐心点，每次要买入前，得和自己说一下，能不能 1 周后再买？
最近账户回撤不少，中概股的下跌中，再次止损不坚决。必须坚决从美国中概股回撤。近期定投买入了不少小米，占比超过了 70% 的仓位。1810 最近的大额增发价格基本在 25 附近，价格锚定非常清晰。需要的仅仅是耐心而已。
$小米集团-W(01810.HK)
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