戴富贵
2020-06-12
这篇文章不错,转发给大家看看
@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。
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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社区成长助手
2020-06-12
社区成长助手
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