核心观点:我们目前处在牛市初期,趋势投资的常识是,当所有人都挣钱了,才是牛市顶部出现的标志。中国的消费品、医药行业内会诞生“下一个茅台”,因为中国有14亿人口基数,但中国的消费品公司的销售额目前远低于海外同类市场。5G通讯、人工智能、新能源等领域也会诞生大牛股,这些是改变我们生活的公司,但是操作起来风险较大,在这些行业内我会控制风险,通过可转债迂回进场。牛市初期 不怕赶顶,上涨趋势一旦形成就很难...
Source Link证券市场红周刊2020-12-27
核心观点:我们目前处在牛市初期,趋势投资的常识是,当所有人都挣钱了,才是牛市顶部出现的标志。中国的消费品、医药行业内会诞生“下一个茅台”,因为中国有14亿人口基数,但中国的消费品公司的销售额目前远低于海外同类市场。5G通讯、人工智能、新能源等领域也会诞生大牛股,这些是改变我们生活的公司,但是操作起来风险较大,在这些行业内我会控制风险,通过可转债迂回进场。牛市初期 不怕赶顶,上涨趋势一旦形成就很难...
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