3. 信息≠认知
研报、新闻、小道消息只是“碎片”，逻辑穿透力才是关键。
例：看到“新能源销量增长”时，需追问：渗透率是否触顶？技术迭代是否放缓？竞争格局是否恶化？
独立思考：市场共识常是反向指标，分歧处才有超额收益。
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