EPISODE · Mar 18, 2025 · 5 MIN
做聪明的耐心资本而不仅仅只是耐心
from 维明说投资
在当前波动的国际局势和金融市场中，投资者应该如何布局？刘维明老师在本期播客中深入分析了医疗医药行业的投资机会，强调了提前埋伏的重要性。他指出，医疗行业具有良好的长期前景和相对低的价格估值，适合长期配置。即便面临市场波动，具有创新能力的企业也展现出了强大的韧性。投资者应关注低估值优质资产，而不是盲目追高，同时要做好阶段性和长期持仓的平衡，以获取更大的投资回报。00:02:01:医药企业：购买股票的时机和耐心资本的重要性00:04:02:选择行业ETF或龙头标的，未来可能获得超越大盘的收益
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做聪明的耐心资本而不仅仅只是耐心
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