私募魔女：10年一遇的绝对低估，A股已是干柴烈火

格隆汇2022-05-10

被称为私募圈“魔女”的半夏投资创始人李蓓发文称“做多A股，买入中国制造”。过去一个多月，A股尤其以中证500为代表的制造业细分龙头股票，经历了融资爆仓，私募止损的被动卖盘集中宣泄，进入10年一遇的绝对低估区间。龙战于野已经完成，吃饭行情就在现在。长期也不用太悲观。熊市的四阶段每一轮熊市，都会经历四个阶段：第一阶段：少数投资者对经济和企业盈利的前景能否维持产生怀疑。过高的估值或信贷的收紧驱动产业资本...

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精彩评论

伊宅购集团公司四川成都运
2022-05-10
伊宅购集团公司四川成都运
666
叶里予
2022-05-10
叶里予
别扯淡，你说见底了就晒持仓。反正我已经跑啦！
山水畅游
2022-05-10
山水畅游
不够宏观,只从历史数据上分析，现在低迷的因素是大科技监管整顿，动态清零，战争，中美关系紧张这四大因素导致的，只要这些威胁有长期存在的可能就很难说
- Ydy3000:
  好
巴韭特王多鱼分特
2022-05-10
巴韭特王多鱼分特
我不信，二季度
猛逃
2022-05-10
猛逃
真逗币，到底了会告诉韭菜们[疑问]
合一思行
2022-05-10
合一思行
哈哈哈

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