顺大势，逆小势，积极布局周期

2021-06-08

重点领域：第一，煤炭、化工（纯碱、化纤）、有色（铜、铝）和钢铁；第二，银行、房地产、建筑、公路以及公用事业；第三，中游制造可以布局：机械和电子。

高瓴创始人兼首席执行官张磊说：“这个世界上只有一条护城河，这个护城河就是你能不能不断地疯狂地创造长期价值。长期主义不仅仅是一种方法论，更是一种价值观。流水不争先，争的是滔滔不绝。”做时间的朋友，是长期主义者的口头禅，关于关于长期主义你有什么思考？

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