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6d
但斌:人工智能是全球最大机遇,10年后,大概率看到十万亿级别公司
1、A股市场很难有长期的牛市,因为它本身就很贵。其主要的投资方向应该是有高额分红回报的蓝筹股。全球资本市场也主要以蓝筹股投资为主。2、投资要找到主要原因。大多数人做决策都是基于加息或宏观变化。而无论加息还是降息对美资本市场影响有限。这是次要原因。 总的来说,无论加息还是减息,美股几乎都是上涨的。下跌都是因为经济本身的问题,或者说泡沫破裂。加息减息(和股市)并没有直接相关性。 3、目前全球最大的机遇 ...
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