论文部分内容阅读
在这轮漫长的熊市里,制造业股票是财富贬值的重灾区。投资者应远离带工厂的股票。投行出身的张化桥在他的书里,提到过远离带工厂的股票。笔者深以为然。在这轮漫长的熊市里,制造业股票是财富贬值的重灾区。武钢都准备去养猪了,钢铁业的困顿可见一斑。国际铁矿石市场的供应结构远比钢铁业集中,基建投资高涨的时候,铁矿石上涨得更快;基建投资疲软的时候,钢价下跌得更急。钢铁行业横竖都没有好时候。更
In this long bear market, manufacturing stocks are the hardest hit by the devaluation of wealth. Investors should stay away from the factory’s stock. Zhang Huaqiao, an investment banker, mentioned in his book the stock far from the factory. I deeply agree. In this long bear market, manufacturing stocks are the hardest hit by the devaluation of wealth. Wuhan Iron and Steel are ready to raise pigs, the hardship of the steel industry is evident. The supply structure of the international iron ore market is far more concentrated than that of the steel industry. Iron ore has risen faster as infrastructure investment soars. Steel prices have plunged even more when infrastructure investment is weak. Anyway, the steel industry is not a good time. more