基金赎回调仓的年尾，道阻且长，2024年的转型之路｜我们何时拥有自己的英伟达、微软、苹果？

说财经

2023-12-21

在没有粉饰橱窗的年尾，虽然感慨，但是这轮市场的阵痛会不会很长，要从茅台是市值第一股的市场，变成一个靠硬科技成功的市场，需要等多久？在此之前，资金这么投？

【基金说】全年表现最好的基金，七大都有，还有拼多多

0:00 节目开始

4:15 茅台（600519）哪天不再是第一，这转型就来了 $贵州茅台(600519)$

8:38 光伏股大家还敢买吗？即使有欧洲政策效应

10:03 内地股市加仓资金比较少，新基金资金募资不济?

15:16 平台股的陨落：阿里巴巴(9988)/美团(3690)/京东(9618) $阿里巴巴-SW(09988)$ $美团-W(03690)$ $京东集团-SW(09618)$

19:26 英伟达(NVDA)、苹果、微软们，何时拥有？ $英伟达(NVDA)$

26:12 基金说回顾：从张坤热潮开始，是广发的全球基金，七大都有，还有拼多多

惨遭印度股市涨超，港股何时能迎来腾飞？

印度国家证券交易所（NSE）上市股票市值已超过香港证券交易所，成为全球第七大交易所。在全球经济放缓的逆风中，印度股市近期“势如破竹”的涨势，着实羡煞港股市场的投资者们~ 当前中央经济工作会议发布多项利好政策，港股何时能筑底企稳？印度股市的疯狂涨势又能否在港股上演？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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马莲
2023-12-21
马莲
1

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