半夏李蓓再看好A股：现在股市为20年一遇机会

智通财经2023-12-11

半夏投资近日发布李蓓撰写的半夏宏观对冲11月月报。人称“私募魔女”的李蓓认为，“现在股市是20年一遇的机会，果断的提高仓位，并愿意承担一定的波动和回撤，愿意保持较高的股票仓位。”同时提到，作为基金经理，她研究过美国、日本等主要国家过去几十年的经济周期和股市波动规律，“我的判断是：未来几年可能是我职业生涯中最好的一波中国股票市场的机会。”类似论断并不陌生，李蓓曾在9月月报提到“中国股市或将迎来超越5...

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精彩评论

阳光彩虹
2023-12-12
阳光彩虹
反着听
跟着队长一起走
2023-12-11
跟着队长一起走
等美国降息后再说
long or short
2023-12-11
long or short
你先买
风月同天
2023-12-11
风月同天
一个人不说话也是一种智慧
禽兽放开那妞
2023-12-11
禽兽放开那妞
买又不是她的钱，准备接受洗礼吧。
- 禽兽放开那妞:
  果然出来道歉了。
独立分析师
2023-12-11
独立分析师
1.清仓中港股市个股，完全清仓，一股不剩； 2.可以做中港股市的股指期货和期权，中线做空买看跌，短线做多买看涨，双向交易可以盈利，绝对比单纯买入个股，被动等涨强很多。

发表看法

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