姜诚:中国股市远达不到泡沫化状态,现在不是遍地黄金时代,弯腰捡大钱包机会在变少,要擦亮眼睛

华尔街见闻
Aug 23, 2025

8月21日,中泰资管基金经理姜诚在直播中分享了他的市场观点与投资理念,中泰证券资管随后公开了此次对话的全部内容。 投资作业本课代表分享了其中的要点如下: 1、我们的字典里没有冷门和热门这样二分法的概念。我们买入的初衷只能是,无论标的涨不涨、无论它什么时候涨,当前的价格对应股票的质地,能够隐含不错的长期内部收益率或潜在回报率。 2、近期的AI、创新药这些新兴领域,它们一定是我们国家未来有着巨大发展...

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