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12 Jul 2023
57m
Vol.47 麦子店中期策略会:花有重开日,似是故人来
麦子店圆桌Night
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本期播客节目对上半年投资策略进行反思并对下半年进行展望,探讨了经济复苏、联储加息、机构投资者等对股票市场的影响,认为下半年还会有结构性机会,牛市的开启需要悲观情绪而非共识预期,并讨论了科技股未来走向以及消费降级背景下奢品品牌为何不降级等问题。
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How to Get Rich: Every Episode
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