EPISODE · May 25, 2026 · 18 MIN
浅谈周期股
from 投资悟道 渡人渡己
本期节目浅谈周期股，讨论周期股作为价值投资对象的机会、风险和操作要点。主播指出，周期股的价值来源在于行业周期、价格波动和估值波动。低谷时可能存在价值，但前提是要区分真正的周期行业和已经趋势性衰退的夕阳行业，不能把下滑趋势误判成周期反转。节目重点讲到周期股不能简单用市盈率判断，反而要关注供给收缩、企业倒闭或兼并、需求拐点、行业集中度和宏观经济变化。操作上要有耐心，分仓买入，越跌越谨慎地布局，并在周期上行时克服贪婪、见好就收。前往小宇宙评论区与主播互动
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浅谈周期股
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How long is this episode of 投资悟道 渡人渡己?
This episode is 18 minutes long.
When was this 投资悟道 渡人渡己 episode published?
This episode was published on May 25, 2026.
What is this episode about?
本期节目浅谈周期股，讨论周期股作为价值投资对象的机会、风险和操作要点。主播指出，周期股的价值来源在于行业周期、价格波动和估值波动。低谷时可能存在价值，但前提是要区分真正的周期行业和已经趋势性衰退的夕阳行业，不能把下滑趋势误判成周期反转。节目重点讲到周期股不能简单用市盈率判断，反而要关注供给收缩、企业倒闭或兼并、需求拐点、行业集中度和宏观经济变化。操作上要有耐心，分仓买入，越跌越谨慎地布局，并在周期上行时克服贪婪、见好就收。前往小宇宙评论区与主播互动
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