金马游乐——内循环下最正宗的标的之一

投资本科生

11-12

今天和柚子大佬唠了唠最近的投资思路。懂王上台后，整个$台积电(TSM)$ 断供7nm芯片，目前主要投资方向围绕着内循环和自主可控。

核心逻辑不再多说，目前自主可控已经上天，而整个消费板块还在地上，股市的逻辑不仅有强者恒强，还有周期性，而消费本身就是处于周期底部的板块。

大消费板块向来是诞生大牛股的摇篮，良好的现金流是这类标的的共同特征。好比金马游乐，每年的现金流都比较好，货币现金充分，这类资产具备在内循环大背景下主题投资的根本，而且金马游乐是底部困境反转的趋势越来越明显

$金马游乐(300756)$

“特朗普交易”终于降温！现在应该怎么买？

市场等待美国CPI数据。特朗普交易有所退潮。美国大选日后，标普、纳指首次下跌，止步五连涨，跌离新高。小盘股跌1.8%。特斯拉跌超6%，特朗普媒体跌近9%。【“特朗普交易”，现在是已经退潮，还是会继续走高？你的操作策略是？】

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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