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
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.
- HH浩·2023-04-13TOPLuxury good can withstand high inflation? How about gold?LikeReport
- Jloong·2023-04-13KLikeReport
- WS12·2023-04-13[微笑]LikeReport
- liuxiangwei·2023-04-13[微笑]LikeReport
- 堕落随心·2023-04-13[微笑]LikeReport
- Taitrade·2023-04-13👍🏻LikeReport
- deal2deal·2023-04-13ok.LikeReport
- ramius75·2023-04-13👌LikeReport
- AhTi·2023-04-13👍LikeReport
- Mingzu·2023-04-13[微笑]LikeReport
- Rotiprata·2023-04-13NiceLikeReport
- cozyli·2023-04-13okLikeReport
- 道心不变·2023-04-13[微笑]LikeReport
- Hao921·2023-04-13好的👌LikeReport
- Linda2240·2023-04-13[微笑]LikeReport
- Johnsnny·2023-04-13Nice oneLikeReport
- WooSM·2023-04-13NiceLikeReport
- Hao921·2023-04-13好的LikeReport
- Frisbee·2023-04-13kkLikeReport
- Mjun·2023-04-13👍LikeReport