杨德龙:很多散户感觉被“概念”收割 科技股投资要做中国特色价值投资

格隆汇
Yesterday
据凤凰网财经, 前海开源基金首席经济学家杨德龙指出,今年科技股行情中不乏概念炒作,不少AI股借机大涨,追高的投资者惨遭被套,直呼被“收割”。他提醒,对科技股一定要重视基本面研究,借助行业研报和个股报告,判断其未来是否有真实的盈利增长机会、当前估值是否已明显离谱。盲目炒作题材股、概念股很容易造成大幅亏损,投资者必须擦亮双眼、回归基本面。 杨德龙强调,科技股投资做中国特色价值投资,回归基本面,才能真正抓住这轮科技牛行情,避免炒题材、炒概念而深套。杨德龙称,很多投资者分不清价值投资与市场波动,被套后死扛,实则是受“锚定效应”困扰:一是把买入成本当锚,无视基本面恶化一路死扛,亏损从10%扩大至90%;二是把最高点股价当锚,盈利缩水仍不愿卖出,幻想回到高点,最终由盈利变巨亏。他建议,若公司前景恶化、难有上涨机会,即便被套也要果断止损;只有业绩仍有增长空间才值得继续持有。

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