冯明远：科技板块适合定投，新能源车的机会在充电桩

投资作业本2021-06-23

“科技板块的吸引力就是这种快速的爆发式的增长。” “对于非专业投资者定投这种科技类的基金应该说是最好的一种方式。” “我们投消费电子或者说未来智能硬件这一块需要去找一些细分品类，然后找到这种能够爆发式增长的点或者产品。” “（新能源补贴）政策这一块，我相信慢慢它逐步还是会退出的，主要是因为现在还是一个鼓励跟支持。这个产业当它发展走到正轨的时候，它逐步会退出，规模效应会出来，新能源车价格也会逐步下来...

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Comments

  • PYee
    2021-06-23
    PYee
    電動車的確是未來的趨勢.不過這個趨勢要大衆化就需要比較長的時間。長期投資，大概五到十年吧.
  • 雷鸟
    2021-06-23
    雷鸟
    [開心] 
  • Jason001
    2021-06-23
    Jason001
    ?
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