那个我 personal page - To The Moon

那个我

那个我

存一寸光阴，换一个世纪！

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2021-05-23

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2021-03-15

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2020-12-18

$ContextLogic Inc.(WISH)$666

2020-11-25

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2020-11-19

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2020-06-04

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@超级投资:幾大方向買入後鎖倉

2020-01-29

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2020-01-09

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2019-12-15

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2019-11-16

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2019-10-18

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2019-09-28

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馬曼然：2440點至今已經一年零7個月了，我記得上次2013年~2014年那次底部的構築的時間也是一年零7個月，很巧合，還有一個巧合就是，上次2013年是錢荒，2014年開始流動性寬鬆最後走向氾濫，這次呢，過去幾年我們是去槓桿，今年開始我們的爲了應對疫情的衝擊，貨幣政策出現了180度大扭轉，貨幣已經開始越來越寬鬆，甚至走向了氾濫，我們中國股市歷來中短期走勢都是跟貨幣政策息息相關的，也就是說，按照歷史經驗，一般貨幣政策逆轉後的6到7個月股市就會選擇向上的突破。 問：那今年股市是否有希望擺脫底部構築進而走向牛市週期呢？似乎股民已經對牛市不再抱有希望。 馬曼然：牛市肯定還有的，中國股市的體量還很小，直接融資比例還是很低的，居民資產裏股市配置比例也是非常低的，只有5~6%，而歐美髮達國家這塊資產配置比例是我們的十倍，所以中國股市長期來看還是一個新興的市場，還有很大的發展潛力很很長的路要走，這個信心是要有的，而且隨着上市公司越來越科技化，越來越貼近消費化，未來牛股會越來越多，機會也會越來越多，關鍵是要會選擇機會，盤子大了，過去那種同漲同跌的大市很少了，機構化，擇股優質化是股民的挑戰。 問：那馬老師，未來主要如何選擇行業方向呢？ 馬曼然：我年初以來一直強調幾個關鍵詞，剛需、高頻、吃喝。長期也是這個方向，落到行業上就是創新藥、品牌中藥、疫苗、慢病創新藥、吃喝以及芯片、5G和新能源汽車。 問：這些方向都是當前的熱點，未來還有多大空間呢？ 馬曼然：剛開始，消費股的牛市目前處於中期階段，醫藥股的牛市處於初期階段，科技股尤其是硬科技這塊剛剛開始。 問：消費股今年是高光時刻，但居民消費是否能夠支撐這個行業持續走高？ 馬曼然：消費股正處於品質升級、存量優化階段，也就是說整個蛋糕不一定繼續放多大，但龍頭品牌加速提高市佔率，同時進行產品升級，說白了就是毛利率提升階段，所","listText":"問：如何看待當前A股大市的走勢？ 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馬曼然：2440點至今已經一年零7個月了，我記得上次2013年~2014年那次底部的構築的時間也是一年零7個月，很巧合，還有一個巧合就是，上次2013年是錢荒，2014年開始流動性寬鬆最後走向氾濫，這次呢，過去幾年我們是去槓桿，今年開始我們的爲了應對疫情的衝擊，貨幣政策出現了180度大扭轉，貨幣已經開始越來越寬鬆，甚至走向了氾濫，我們中國股市歷來中短期走勢都是跟貨幣政策息息相關的，也就是說，按照歷史經驗，一般貨幣政策逆轉後的6到7個月股市就會選擇向上的突破。 問：那今年股市是否有希望擺脫底部構築進而走向牛市週期呢？似乎股民已經對牛市不再抱有希望。 馬曼然：牛市肯定還有的，中國股市的體量還很小，直接融資比例還是很低的，居民資產裏股市配置比例也是非常低的，只有5~6%，而歐美髮達國家這塊資產配置比例是我們的十倍，所以中國股市長期來看還是一個新興的市場，還有很大的發展潛力很很長的路要走，這個信心是要有的，而且隨着上市公司越來越科技化，越來越貼近消費化，未來牛股會越來越多，機會也會越來越多，關鍵是要會選擇機會，盤子大了，過去那種同漲同跌的大市很少了，機構化，擇股優質化是股民的挑戰。 問：那馬老師，未來主要如何選擇行業方向呢？ 馬曼然：我年初以來一直強調幾個關鍵詞，剛需、高頻、吃喝。長期也是這個方向，落到行業上就是創新藥、品牌中藥、疫苗、慢病創新藥、吃喝以及芯片、5G和新能源汽車。 問：這些方向都是當前的熱點，未來還有多大空間呢？ 馬曼然：剛開始，消費股的牛市目前處於中期階段，醫藥股的牛市處於初期階段，科技股尤其是硬科技這塊剛剛開始。 問：消費股今年是高光時刻，但居民消費是否能夠支撐這個行業持續走高？ 馬曼然：消費股正處於品質升級、存量優化階段，也就是說整個蛋糕不一定繼續放多大，但龍頭品牌加速提高市佔率，同時進行產品升級，說白了就是毛利率提升階段，所","text":"問：如何看待當前A股大市的走勢？ 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