@第N次大变革大分流：
自從美聯儲本月紀要發佈後，市場上有兩種預期相矛盾的邏輯並存，一種是因爲經濟走向蕭條而預期美聯儲逐步停止緊縮，另一種預期是經濟蕭條壓低企業盈利預期。在這種情況下，我會選擇奢侈品公司的股票，因爲目前全球已經產生一個規律，無論宏觀經濟走勢如何，奢侈品的消費並不會受到影響，奢侈品公司可以不斷提價維持高ROE值，所以買入LVMH和Hermes這種奢侈品公司股票比較妥當
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