不要跟我扯基本面，基本面的在交易中的作用是规避系统性风险。一直强调宏观可预测，金融不可预测。好多人都不是科班出身，宏观框架并不完善，大家都戴着“有色眼镜”看世界，有种基本面叫自己的基本面，你对基本面的解读只是自己的偏见，因为市场上总有一些事情的发生是你所不知道的。当你交易的周期足够大，顺应的趋势就已经包含基本面了，再去过度解读基本面的东西只会让自己越来越乱
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