EPISODE · Dec 22, 2024 · 8 MIN
宁德时代的崛起与股市的波动
from 每天五分钟，买基金不求人
本期播客回顾了宁德时代等公司在2021年的高速增长及其股价暴跌的教训，讨论了高估值背后的巨大风险。投资者们需警惕“戴维斯双杀”现象，即业绩和估值同时下跌。美股的高估值和全球资产流入增加了市场的不确定性。节目还分析了中国经济政策的变化，指出投资需提前感知未来的变化，而非根据当前的经济体感。通过调整政策预期，未来或将迎来更多利好。
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This episode was published on December 22, 2024.
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