可转债长赢：可转债投资从入门到精通
零起点：从概念、规则、方法入手；涵盖广：财务知识、技术指标、条件单、网格交易、套利、基金……
“你不理财，财不理你”已经成为共识，但很多投资者一不小心就会掉入另一个陷阱——“你若理财，财就离你”。在银行理财频频破净、信托理财不断暴雷、明星基金下跌超30%、白马股腰斩的背景下，具备“下有保底，上不封顶”特征的可转债日渐受到市场的关注。在2018—2022年的市场中，对比股票，可转债的赚钱机会更确定，整体盈利水平更高；对比基金，可转债的整体回撤更小，中长期平均收益甚至高于基金。
本书系统、全面地介绍了可转债相关的投资知识，同时对条件单、技术分析、财务分析、资产配置、周期轮动、定价方法、投资策略、投资风险等进行了详细的介绍，并配有翔实的案例和操作指引，能够帮助投资者尽快熟悉可转债，全面掌握可转债投资要点，构建稳健的投资体系，避开投资陷阱。希望本书能让可转债成为大家稳健赚钱的好选择、理财致富的好帮手。
基少成多 可转债和基金资深投资人，高级经济师，注册会计师，注册税务师，曾获“全国金融青年服务明星”称号。拥有15年投资实战经验，著有《基金长赢》，并长期于微信公众号、喜马拉雅（ID：基少成多）、雪球社区（ID：基少成多-似曾相识）等平台发布可转债和基金理财文章，截至目前已发表原创文章近两千篇。
专注于研究如何用可转债、基金等产品进行家庭资产配置，将资产配置、行业轮动、股票定价等方法与可转债相结合，提出了目标价止盈、牛熊市择时等简单易行的投资策略。长期以来借助这些策略赚取了丰厚的回报，并践行“投资路，一起富”的理念，成功帮助众多投资者快速掌握投资技巧，走上可转债稳健盈利之路。
常用术语
发行门槛
发行流程
退市方式
信息查询方式
可转债的底在何方？
可转债的顶在哪里?
可转债有哪几种投资方法？
可转债打新的条件
打新的规则
可转债打新能赚多少钱?
可转债打新怎么买？
可转债打新怎么卖？
“股神”巴菲特说过一个投资秘籍：第一是保本，第二是记住第一条。
其实这代表着投资人最希望获得的投资效果，即先不要亏损，然后再谈回报。有调研机构发现，我国高达60%的家庭不愿承受任何投资亏损。
具备不亏损特征的产品主要是债。借入钱的是债务人，需要按期付息，到期还本；借出钱的是债权人，负责按期收息，到期拿回本金。但是很多具备不亏损特征的产品，收益率非常低。典型的如银行活期存款，2022年1月人民币活期存款基准利率为035%，一年期定期存款基准利率为15%，均显著低于通货膨胀水平。这样的收益尚不能跑赢物价上涨，本质上投资人还是亏了，购买力不断下降。
从各国各类投资品的回报来看，能长期跑赢通胀的产品是股票、房产和黄金。其中，投资门槛最低、流动性好且没有保存成本的是股票。股票代表上市公司的所有权，有机会提供远高于物价上涨水平的投资收益。投资者可以借助企业的经营杠杆、财务杠杆以及企业员工的人力杠杆，获取更高回报。
Shipping Overview:
• Shipping: Standard Domestic Shipping within the United States charges USD 4.99. Standard International Shipping from United Kingdom, Germany and Japan to the United States charges 14.99.
• Order Processing: Please allow 1-2 business days for order processing and preparation before shipment.
• Domestic Shipping: Orders within the U.S. are shipped via USPS or FedEx, depending on the origin of the product. The average transit time is 3-7 business days.
• International Shipping: Currently, we only ship within the USA.
• Tracking Information: Every order is trackable. You will receive a tracking number once your order has been shipped. Products may be shipped from various global fulfillment centers.
Shipping Delays:
Please note that shipping times may vary due to factors beyond our control, such as weather conditions, natural disasters, or peak holiday periods. While we strive to ensure timely delivery, the exact arrival time cannot be guaranteed and is managed by the shipping carrier.
Shipping Options:
-
Standard Delivery: Most orders are shipped within 3-7 business days. Larger items may utilize LTL shipping for safe handling.
-
Handling Time: We handle shipments on business days (Monday - Friday), with a preparation time of 1-2 days.
-
Additional Charges: Some items require additional shipping charges due to their size, weight, or special handling. These charges are specified on the product pages and are not eligible for shipping discounts.
-
Exclusions: Gift cards, packaging, taxes, and prior purchases do not count toward the minimum purchase requirement for free shipping. This offer is valid only for shipments to U.S. addresses, including Puerto Rico.
Delivery Details:
-
Estimates: Standard shipping within the US typically takes 3-7 business days. These are estimates and not guarantees.
-
Shipping Restrictions: We ship to all 50 states, Washington, DC, U.S. territories, and APO/FPO/DPO addresses. Shipping options vary based on the delivery address.
-
Remote Areas: Shipments to remote areas may incur additional charges or require pickup from a nearby shipping partner’s location.
Shipping Confirmation:
You will receive a shipping confirmation email with a tracking number as soon as your order is dispatched. If you do not receive this email immediately, please be assured that your items will arrive within the estimated delivery window provided at checkout.
Order Modifications:
If you need to cancel or modify your order, please contact our customer support immediately.
Issues with Delivery:
If your order shows as delivered but you have not received it, please contact the shipping carrier directly to resolve the issue. For persistent problems, contact our customer service at cs@everymarket.com.
Customer Support:
Our team is available 24/7 to assist you with any questions or concerns regarding your order. We are committed to ensuring a smooth shopping experience.
Return & Refund Policy Overview
Please review our return and refund policies below to ensure a smooth transaction process.
Return Policy
-
Duration: You have 30 days from receiving your item to initiate a return.
-
Condition: Items must be unworn, unwashed, with original tags and packaging intact.
-
Shipping Costs: Customers are responsible for return shipping costs.
-
Packaging: Ensure returned items are well-packaged to avoid damage during transit.
-
Tracking: Use a trackable and insured shipping method as we are not liable for items lost or damaged on return.
-
Initiating a Return: Contact us at cs@everymarket.com to start your return. We will provide a return shipping label and instructions upon approval. Returns without prior approval will not be accepted.
How to Return
-
Method: Returns must be sent back by mail to the address provided in the return instructions.
Return Label
-
Defective Products: Return labels are provided for defective items.
-
Non-Defective Returns: Customers are responsible for obtaining their return shipping label.
Product Conditions for Return
-
Eligible Products: Returns are only accepted for items in new condition.
Nonreturnable Items
Certain items are not eligible for return:
-
Electronic devices after 30 days (e.g., computers, laptops, Kindles)
-
Gift cards, prepaid game cards
-
Perishable goods, live insects, some jewelry, some health and personal care items
-
Customized or personalized products
-
Items with special shipping restrictions
Refund Policy
-
Window: Eligible products may be returned within 30 days of delivery for a refund.
-
Refund Method: Refunds are processed to the original payment method or as store credit for items purchased with gift cards.
-
Processing Time: Refunds are processed within 3-5 business days after we receive the return; please allow additional time for shipping and bank processing.
Claims
Inspect your order upon arrival and report any defects, damages, or incorrect items immediately to allow us to address the issue. For claims, contact our support team with details of the issue.
Exchange Policy
For the quickest service, return your original item and place a new order for the desired product once your return is accepted.
Return Address
EveryMarket Customer Service 2101 E Terra Ln, O'Fallon, MO 63366
Customer Support
Available 24/7 for any questions or assistance needed:
-
Phone: +1 636-312-5925
-
Email: cs@everymarket.com
零起点：从概念、规则、方法入手；涵盖广：财务知识、技术指标、条件单、网格交易、套利、基金……
“你不理财，财不理你”已经成为共识，但很多投资者一不小心就会掉入另一个陷阱——“你若理财，财就离你”。在银行理财频频破净、信托理财不断暴雷、明星基金下跌超30%、白马股腰斩的背景下，具备“下有保底，上不封顶”特征的可转债日渐受到市场的关注。在2018—2022年的市场中，对比股票，可转债的赚钱机会更确定，整体盈利水平更高；对比基金，可转债的整体回撤更小，中长期平均收益甚至高于基金。
本书系统、全面地介绍了可转债相关的投资知识，同时对条件单、技术分析、财务分析、资产配置、周期轮动、定价方法、投资策略、投资风险等进行了详细的介绍，并配有翔实的案例和操作指引，能够帮助投资者尽快熟悉可转债，全面掌握可转债投资要点，构建稳健的投资体系，避开投资陷阱。希望本书能让可转债成为大家稳健赚钱的好选择、理财致富的好帮手。
基少成多 可转债和基金资深投资人，高级经济师，注册会计师，注册税务师，曾获“全国金融青年服务明星”称号。拥有15年投资实战经验，著有《基金长赢》，并长期于微信公众号、喜马拉雅（ID：基少成多）、雪球社区（ID：基少成多-似曾相识）等平台发布可转债和基金理财文章，截至目前已发表原创文章近两千篇。
专注于研究如何用可转债、基金等产品进行家庭资产配置，将资产配置、行业轮动、股票定价等方法与可转债相结合，提出了目标价止盈、牛熊市择时等简单易行的投资策略。长期以来借助这些策略赚取了丰厚的回报，并践行“投资路，一起富”的理念，成功帮助众多投资者快速掌握投资技巧，走上可转债稳健盈利之路。
常用术语
发行门槛
发行流程
退市方式
信息查询方式
可转债的底在何方？
可转债的顶在哪里?
可转债有哪几种投资方法？
可转债打新的条件
打新的规则
可转债打新能赚多少钱?
可转债打新怎么买？
可转债打新怎么卖？
“股神”巴菲特说过一个投资秘籍：第一是保本，第二是记住第一条。
其实这代表着投资人最希望获得的投资效果，即先不要亏损，然后再谈回报。有调研机构发现，我国高达60%的家庭不愿承受任何投资亏损。
具备不亏损特征的产品主要是债。借入钱的是债务人，需要按期付息，到期还本；借出钱的是债权人，负责按期收息，到期拿回本金。但是很多具备不亏损特征的产品，收益率非常低。典型的如银行活期存款，2022年1月人民币活期存款基准利率为035%，一年期定期存款基准利率为15%，均显著低于通货膨胀水平。这样的收益尚不能跑赢物价上涨，本质上投资人还是亏了，购买力不断下降。
从各国各类投资品的回报来看，能长期跑赢通胀的产品是股票、房产和黄金。其中，投资门槛最低、流动性好且没有保存成本的是股票。股票代表上市公司的所有权，有机会提供远高于物价上涨水平的投资收益。投资者可以借助企业的经营杠杆、财务杠杆以及企业员工的人力杠杆，获取更高回报。
Shipping Overview:
• Shipping: Standard Domestic Shipping within the United States charges USD 4.99. Standard International Shipping from United Kingdom, Germany and Japan to the United States charges 14.99.
• Order Processing: Please allow 1-2 business days for order processing and preparation before shipment.
• Domestic Shipping: Orders within the U.S. are shipped via USPS or FedEx, depending on the origin of the product. The average transit time is 3-7 business days.
• International Shipping: Currently, we only ship within the USA.
• Tracking Information: Every order is trackable. You will receive a tracking number once your order has been shipped. Products may be shipped from various global fulfillment centers.
Shipping Delays:
Please note that shipping times may vary due to factors beyond our control, such as weather conditions, natural disasters, or peak holiday periods. While we strive to ensure timely delivery, the exact arrival time cannot be guaranteed and is managed by the shipping carrier.
Shipping Options:
-
Standard Delivery: Most orders are shipped within 3-7 business days. Larger items may utilize LTL shipping for safe handling.
-
Handling Time: We handle shipments on business days (Monday - Friday), with a preparation time of 1-2 days.
-
Additional Charges: Some items require additional shipping charges due to their size, weight, or special handling. These charges are specified on the product pages and are not eligible for shipping discounts.
-
Exclusions: Gift cards, packaging, taxes, and prior purchases do not count toward the minimum purchase requirement for free shipping. This offer is valid only for shipments to U.S. addresses, including Puerto Rico.
Delivery Details:
-
Estimates: Standard shipping within the US typically takes 3-7 business days. These are estimates and not guarantees.
-
Shipping Restrictions: We ship to all 50 states, Washington, DC, U.S. territories, and APO/FPO/DPO addresses. Shipping options vary based on the delivery address.
-
Remote Areas: Shipments to remote areas may incur additional charges or require pickup from a nearby shipping partner’s location.
Shipping Confirmation:
You will receive a shipping confirmation email with a tracking number as soon as your order is dispatched. If you do not receive this email immediately, please be assured that your items will arrive within the estimated delivery window provided at checkout.
Order Modifications:
If you need to cancel or modify your order, please contact our customer support immediately.
Issues with Delivery:
If your order shows as delivered but you have not received it, please contact the shipping carrier directly to resolve the issue. For persistent problems, contact our customer service at cs@everymarket.com.
Customer Support:
Our team is available 24/7 to assist you with any questions or concerns regarding your order. We are committed to ensuring a smooth shopping experience.
Return & Refund Policy Overview
Please review our return and refund policies below to ensure a smooth transaction process.
Return Policy
-
Duration: You have 30 days from receiving your item to initiate a return.
-
Condition: Items must be unworn, unwashed, with original tags and packaging intact.
-
Shipping Costs: Customers are responsible for return shipping costs.
-
Packaging: Ensure returned items are well-packaged to avoid damage during transit.
-
Tracking: Use a trackable and insured shipping method as we are not liable for items lost or damaged on return.
-
Initiating a Return: Contact us at cs@everymarket.com to start your return. We will provide a return shipping label and instructions upon approval. Returns without prior approval will not be accepted.
How to Return
-
Method: Returns must be sent back by mail to the address provided in the return instructions.
Return Label
-
Defective Products: Return labels are provided for defective items.
-
Non-Defective Returns: Customers are responsible for obtaining their return shipping label.
Product Conditions for Return
-
Eligible Products: Returns are only accepted for items in new condition.
Nonreturnable Items
Certain items are not eligible for return:
-
Electronic devices after 30 days (e.g., computers, laptops, Kindles)
-
Gift cards, prepaid game cards
-
Perishable goods, live insects, some jewelry, some health and personal care items
-
Customized or personalized products
-
Items with special shipping restrictions
Refund Policy
-
Window: Eligible products may be returned within 30 days of delivery for a refund.
-
Refund Method: Refunds are processed to the original payment method or as store credit for items purchased with gift cards.
-
Processing Time: Refunds are processed within 3-5 business days after we receive the return; please allow additional time for shipping and bank processing.
Claims
Inspect your order upon arrival and report any defects, damages, or incorrect items immediately to allow us to address the issue. For claims, contact our support team with details of the issue.
Exchange Policy
For the quickest service, return your original item and place a new order for the desired product once your return is accepted.
Return Address
EveryMarket Customer Service 2101 E Terra Ln, O'Fallon, MO 63366
Customer Support
Available 24/7 for any questions or assistance needed:
-
Phone: +1 636-312-5925
-
Email: cs@everymarket.com
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