AH股尚未走出长牛走势,那么资本市场的投资机会大抵就只有两种,要么精选优质成长股并在低估区域买入,等待成长性与估值双击;要么选择非衰退行业的高股息公司,在低利率时代不愁没人抬轿。或因美联储降息预期,今年恒指表现远好于A股三大股指,我重仓的港股创新药板块贡献了不菲的投资回报。相比之下,我持有的安能物流等其他港股明显涨幅不够,在近期交运板块上涨的背景下格外如此!不过以我16年投资经验来看,上涨未必是福...
Source LinkAH股尚未走出长牛走势,那么资本市场的投资机会大抵就只有两种,要么精选优质成长股并在低估区域买入,等待成长性与估值双击;要么选择非衰退行业的高股息公司,在低利率时代不愁没人抬轿。或因美联储降息预期,今年恒指表现远好于A股三大股指,我重仓的港股创新药板块贡献了不菲的投资回报。相比之下,我持有的安能物流等其他港股明显涨幅不够,在近期交运板块上涨的背景下格外如此!不过以我16年投资经验来看,上涨未必是福...
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