在小登股大行其道，科技牛风靡的当下，谁还在关注老登股呢？笔者可能就是其中一个。不在于我多看好那些价值股、白马股、蓝筹股，而是基于一个比较浅显的底层逻辑：市场没有永远的赢家，风水总是会轮流转。这其实就好比某种玄学或者统计学中的大数定律、正态分布等，时常出现在我们的生活中，却又无法得到很精确的解释。纵观今年以来的股市，以万得行业指数（如下图）来看，电子元器件、半导体、通信设备等行业的涨幅居前，背后则是...
Source Link在小登股大行其道，科技牛风靡的当下，谁还在关注老登股呢？笔者可能就是其中一个。不在于我多看好那些价值股、白马股、蓝筹股，而是基于一个比较浅显的底层逻辑：市场没有永远的赢家，风水总是会轮流转。这其实就好比某种玄学或者统计学中的大数定律、正态分布等，时常出现在我们的生活中，却又无法得到很精确的解释。纵观今年以来的股市，以万得行业指数（如下图）来看，电子元器件、半导体、通信设备等行业的涨幅居前，背后则是...
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