价值投资为王
04-01
3月的地产销售数据依然不乐观，其中，碧桂园单月下滑了82.7%，这种幅度，几乎现金流要断了，债是肯定还不上了，如果不强力抢救，基本上是锁定破产了。
地产崩，金融危，消费停滞，今年唯一能好起来的也就制造业，比如3月制造业PMI超预期了，但靠的不是内需，而是外需复苏。
世界经济的走势跟半导体景气度关联极大，从目前半导体大牛市来看，世界经济也将迎来一段复苏期。
$碧桂园(02007)$
$恒生指数(HSI)$
$腾讯控股(00700)$
PE8.5的恒指，本月能否触底反弹？
2024年Q1，从全球股市来看，恒生指数逆势下跌，一季度下跌2.97%，垫底全球主要股指，领跌的板块依然是医疗保健、房地产和金融，至此一季度行情画上了句号。恒生指数当前市盈率只有8.5倍，仍处于最近10年来的低位，【4月港股能否触底反弹？留下你的预测或者祝福吧！】
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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门_7322
04-02
门_7322
地产崩是必然的，无非最后剩下几家央企罢了，过些年地产新秀还记不记得崩了的前辈们
价值投资为王
04-01
价值投资为王
附图
什么也没有了～
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