Serenity（白毛股神）@aleabitoreddit发帖2026-08-10

帖子讨论了光子学和主题股票的市场波动，引用了Fidelity和加州大学伯克利分校的研究，表明低交易频率的投资者回报更高（18.5%对比11.4%）。指出散户常在下跌时恐慌抛售，错过

帖子讨论了光子学和主题股票的市场波动，引用了Fidelity和加州大学伯克利分校的研究，表明低交易频率的投资者回报更高（18.5%对比11.4%）。指出散户常在下跌时恐慌抛售，错过快速反弹，建议保持信念并避免过度交易以利于成本平均。

“Now that markets are hosting a laser party again from $SIVE, OE Solutions, $LITE, Coherent, to $AAOI. There’s a pretty interesting study: Both from Fidelity and a UC Berkeley research paper, that the best investors are the ones who either… - Anecdotally forgot about their account (Fidelity) - Didn’t actively trade/overtrade (18.5% return from infrequent traders vs. 11.4%). Not any advice, but some of these anecdotes might be helpful to retail to read in general… Since I witnessed a lot capitulation off memory, photonics, or thematic volatility, just for retail not have positions on a sharp recovery. Having conviction also usually people in that “not overtrading” camp, since it helps to not overtrade in drops or see opportunities to cost average.”