我现在为什么投长城汽车?ThinkBig

金凤一号2019-12-06

来源:雪球App,作者: 金凤一号,(https://xueqiu.com/6465851184/136955171),汽车是强周期股,我从周期框架、定性分析、估值三方面简单讲讲:一、周期判断。国内汽车产业从2016年见顶开始衰退以来,各大整车企业主动去库存求生,盈利能力和估值水平都经历了大幅下跌。当前,各大券商普遍判断汽车行业从2020年开始复苏,算是一个小共识。天风的汽车风扇更加定量一些:判断...

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