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这篇文章不错，转发给大家看

@value_yh：泡沫牛市的正确做法，市场已经被美联储带到泡沫牛市了，这种时候是长期价值投资选手最难受的，明明经济很差，但是无限流动性推升市场价格。巴菲特在底部空出了大部分仓位，霍华徳说现在是喷水上的球，水一停就跌下来，所谓的只选股不择时，大佬也败在择时了，也许放长看他们没错，但是会煎熬一段时间。小散户这种时候就笑纳联储大礼吧，尽量选底部的稀缺公司，比如$波音(BA)$，远离天上的热门股，比如$Shopify Inc(SHOP)$和$Zoom(ZM)$也可以选中概龙头$阿里巴巴(BABA)$$京东(JD)$这种，毕竟中国内需好，赚钱的公司不用担心。

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