这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

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大鸡脚
07-27

这篇文章不错，转发给大家看看

@捡漏的扫地僧：

很久没有写东西了，趁这段时间休息的蛮好，阅读了《美国大萧条》，对现在的经济形势有了一些新的认知。以下结论仅仅代表个人观点，不构成投资建议。目前是经济周期清算的拐点，以往投资不当的资本品都有了较大的跌幅，恢复也会是非常缓慢的过程，是时候拥抱优质资产（暴跌过的资本品），适当配置黄金抵御M2扩张，剔除劣质资产（非核心地段房产）的时候。持有现金，打算开启买买买模式了。$腾讯控股(00700)$$半导体指数ETF-HOLDRs(SMH)$

很久没有写东西了，趁这段时间休息的蛮好，阅读了《美国大萧条》，对现在的经济形势有了一些新的认知。以下结论仅仅代表个人观点，不构成投资建议。目前是经济周期清算的拐点，以往投资不当的资本品都有了较大的跌幅，恢复也会是非常缓慢的过程，是时候拥抱优质资产（暴跌过的资本品），适当配置黄金抵御M2扩张，剔除劣质资产（非核心地段房产）的时候。持有现金，打算开启买买买模式了。$腾讯控股(00700)$$半导体指数ETF-HOLDRs(SMH)$

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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