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

# 💰 Stocks to watch today?(26 Nov)

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  • HH浩
    ·2023-04-13
    TOP
    Luxury good can withstand high inflation? How about gold?
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  • Jloong
    ·2023-04-13
    K
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  • WS12
    ·2023-04-13
    [微笑]
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  • liuxiangwei
    ·2023-04-13
    [微笑]
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  • 堕落随心
    ·2023-04-13
    [微笑]
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  • Taitrade
    ·2023-04-13
    👍🏻
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  • deal2deal
    ·2023-04-13
    ok.
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  • ramius75
    ·2023-04-13
    👌
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  • AhTi
    ·2023-04-13
    👍
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  • Mingzu
    ·2023-04-13
    [微笑]
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  • Rotiprata
    ·2023-04-13
    Nice
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  • cozyli
    ·2023-04-13
    ok
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  • 道心不变
    ·2023-04-13
    [微笑]
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  • Hao921
    ·2023-04-13
    好的👌
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  • Linda2240
    ·2023-04-13
    [微笑]
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  • Johnsnny
    ·2023-04-13
    Nice one
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  • WooSM
    ·2023-04-13
    Nice
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  • Hao921
    ·2023-04-13
    好的
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  • Frisbee
    ·2023-04-13
    kk
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  • Mjun
    ·2023-04-13
    👍
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