在投资领域,模仿施洛斯“低估+分散”策略的投资者不在少数,其中一位投资者通过在中远海能(01138.HK)上的实践,80天内斩获近60%收益率,验证了这种投资思路的可行性。该投资者表示,施洛斯式的投资无需对标的业务有深刻洞察,核心在于捕捉被市场低估的资产,等待价值回归后获利退出。2025年8月1日,这位投资者以约6.4港元的价格首次建仓中远海能H股,彼时公司股价处于近一年低位区间。10月20日,在...
Source Link在投资领域,模仿施洛斯“低估+分散”策略的投资者不在少数,其中一位投资者通过在中远海能(01138.HK)上的实践,80天内斩获近60%收益率,验证了这种投资思路的可行性。该投资者表示,施洛斯式的投资无需对标的业务有深刻洞察,核心在于捕捉被市场低估的资产,等待价值回归后获利退出。2025年8月1日,这位投资者以约6.4港元的价格首次建仓中远海能H股,彼时公司股价处于近一年低位区间。10月20日,在...
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