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股市针不戳
2023-05-12
$易方达白酒(03189)$
在2023年中国消费逐渐发生降级与平替的情况下,我认为白酒板块的估值适中,但是消费潜力并无明显的增加,茅台的股票没有以前那么香了,白酒板块会逐渐迎来业绩稳定期,维持震荡略带下跌的走势,在此更应该关注比如说医药板块,中国白酒市场没有创新更没有很好的走出国外,而医药是世界性的,更多的单品正在积极走出。白酒板块只存在阶段性投资机会。
股市针不戳
2022-07-24
$伯克希尔B(BRK.B)$
老巴老了,谁也不知道他什么时候离去,接班人的疑虑也存在,可能伯克希尔没有那么有吸引力了。
股市针不戳
2022-06-27
$斗鱼(DOYU)$
这是诱多还是洗盘?
去老虎APP查看更多动态
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