我的投资体系分成两部四类。防守与进攻。防守又分为收息与套利，进攻又分为经营与博彩。下面分享一个复盘，是操作港股万科的经过，属于经营类交易。经营与博彩的区别就在于，进场逻辑一个是基本面，一个偏市场面，止损也是一个基于基本面止损，一个基于技术面止损。所以，经营模式一般是做长线。这个港股万科的操作，是经营类，折腾很久，惨胜。
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