从克林顿时代说起:互联网泡沫的缘起、疯狂与破灭

张弢看世界2021-08-02

作者:张弢 我记得我有次去国内互联网公司调研的时候碰到一个50多岁的美国基金经理,和他聊了下,哪怕在FAANG支配的美股,他也只是买一些盈利的互联网公司,类似谷歌脸书这样,哪怕神如亚马逊这样的股票,他也从来没有买过,其实原因很简单,他是经历过2000年互联网泡沫伤痛的人,或者永远无法理解先亏损后盈利的互联网模式。 有人说,一个基金经理一定会在自己职业生涯中经历好几次的危机,而为什么大部分美国对冲...

Source Link
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • 泰格儿沫
    2021-08-03
    泰格儿沫
    感覺有點
  • 浴缸潜水员
    2021-08-03
    浴缸潜水员
    作爲散戶,誰能抵得過成長股的高速增長呢?
  • hhyw
    2021-08-03
    hhyw
    怎麼那麼像當下的美國股市??
  • 龙腾虎跃168
    2021-08-03
    龙腾虎跃168
    謝謝 好文章!
  • 机器人总动员员员
    2021-08-03
    机器人总动员员员
    暴漲一年下跌也就一年,沒那麼複雜,賺了超過一倍就進入高風險區域,當然享受不到泡沫,波峯填波谷底
  • 长河_967
    2021-08-02
    长河_967
    成也蕭何敗也蕭何,決策要儘可能的避免這種錯誤!
Leave a comment
7