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作者:电竞投注平台_电竞竞猜app更新时间:2020-10-20 22:40:04

本文为网易研究局独家稿件,不构成投资决策每当美股产生波动时,都可能对全球风险偏好产生较大的打击,进而引起外资的阶段性流出,外资持股占比较高的消费龙头与对风险偏好度较敏感的科技板块可能也会阶段性承压现金真人网投_现金真人网投app网易研究局(微信公号:wyyjj163)出品另一方面,在短期冲击后,我们要关注细分科技板块及优质消费龙头的中期投资机会网易研究局是网易新闻打造的财经专业智库,整合网易财经原创多媒体矩阵,依托于上百位国内外顶尖经济学家的智慧成果,针对经济学热点话题,进行理性、客观的分析解读,打造有态度的前沿财经智库

第一,在中期几个确定的产业周期和国产替代化进程的加速,将会支撑科技板块景气度持续走强欢迎来稿(投稿邮箱:cehuazu2016@163.com)现金真人网投_现金真人网投app向前看,长期战略方向上,依旧建议关注未来渗透率能够大概率提升的五大方向:新能源车、无线耳机、军工上游、信创、半导体设备移驾微信公号看这里看不到的内容第二,对于国内优质消费龙头而言,中期在全球宏观贴现因子难以短期快速上升的情况下,估值的下杀更多是阶段性的,但未来需要降低预期回报的目标

【精彩推荐】点击进入网易研究局·中国版>>对于微观盈利稳定的消费板块,宏观贴现因子是影响消费板块估值泡沫大小的重要因素现金真人网投_现金真人网投app【精彩推荐】点击进入网易研究局·国际版>>中短期内美联储鸽派表态,难以出现猛烈的加息缩表的情况,全球利率可能会持续在较低的水平#endText.article_bottom{width:660px

在这种情况下,对少数核心消费公司边际定价的外资,将会继续维持较低的预期投资回报率,贴现因子维持低位将会对消费龙头的估值形成支撑margin:50pxauto0现金真人网投_现金真人网投app网易研究局(微信公号:wyyjj163)出品  十一黄金假期马上来临,而今年比较特殊,国庆中秋喜相逢,假期也由原来的7天升级到8天}#endText.bottom_title{padding-bottom:15px

网易研究局是网易新闻打造的财经专业智库,整合网易财经原创多媒体矩阵,依托于上百位国内外顶尖经济学家的智慧成果,针对经济学热点话题,进行理性、客观的分析解读,打造有态度的前沿财经智库对于广大车迷朋友来说,8天的小假期可是一个难得的自驾出游的好时光,而对于自驾达人来说,自驾进藏则是他们心中的目标现金真人网投_现金真人网投appborder-bottom:3pxsolid#ddd欢迎来稿(投稿邮箱:cehuazu2016@163.com)虽然每个人进藏的初心不同,但他们进藏选择的座驾,几乎都是清一色的普拉多或者兰德酷路泽,俗称陆巡、霸道,这又是为什么?

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