最近半夏投资的李蓓又发表了关于房地产市场的观点,她认为:房地产市场很有可能两个季度内见底,后续是十年级别的上升周期。当然,这不是她完整的观点内容,毕竟人家主要是做股票投资的,所以最终的落脚点还是股票上,所以上述观点内容后面接上了这样的一句话:行业规模不会回到历史高位,房价涨幅3年内不会很大,但若干相关公司的涨幅会非常巨大。我想她想表达的是,虽然房地产整体行业不会回到历史高位,且房价在3年内也不会...
Source Link最近半夏投资的李蓓又发表了关于房地产市场的观点,她认为:房地产市场很有可能两个季度内见底,后续是十年级别的上升周期。当然,这不是她完整的观点内容,毕竟人家主要是做股票投资的,所以最终的落脚点还是股票上,所以上述观点内容后面接上了这样的一句话:行业规模不会回到历史高位,房价涨幅3年内不会很大,但若干相关公司的涨幅会非常巨大。我想她想表达的是,虽然房地产整体行业不会回到历史高位,且房价在3年内也不会...
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