导读：从今年A股的整体表现来看，市场结构正经历明显转变——由上半年以主题投资为主的行情，逐步过渡到下半年高质量龙头公司的回归。以沪深300指数为例，上半年指数走势趋缓，而下半年以来涨幅已达18.09%。经历第一轮估值修复后，资金正流向真正具备盈利能力的企业，而海尔智家正是其中的典型。在一轮牛市中，投资者真正能赚到钱，必须抓住“股价站得住”的公司——基本面扎实、盈利稳定、管理优秀，而不是单靠情绪上涨...
Source Link导读：从今年A股的整体表现来看，市场结构正经历明显转变——由上半年以主题投资为主的行情，逐步过渡到下半年高质量龙头公司的回归。以沪深300指数为例，上半年指数走势趋缓，而下半年以来涨幅已达18.09%。经历第一轮估值修复后，资金正流向真正具备盈利能力的企业，而海尔智家正是其中的典型。在一轮牛市中，投资者真正能赚到钱，必须抓住“股价站得住”的公司——基本面扎实、盈利稳定、管理优秀，而不是单靠情绪上涨...
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