通缩环境下,投资人最怕听到的莫过于“卷”,比如前几个月京东宣布进军外卖,两家股东都是在骂娘,后面阿里也加入,三家公司的股价一起手拉手下跌,压得恒生科技指数抬不起头,被称为外卖指数,直看着美股的纳斯达克一路新高。年初的时候,大家说今年的市场要盯着巨头花钱方向,大家都以为方向会是AI,会是机器人,会是这样的星辰大海,哪知道巨头们却是眼前的苟且,花钱更猛的却是外卖,受益最大的是蜜雪这些奶茶店。不过,这个...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.