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23 Sep 2024
51m

vol.97.宏观只能做谈资，不能做投资？错！

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起朱楼宴宾客

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本期播客节目深入探讨了宏观投资的误区与正确实践，强调了宏观因素在具体个股和资产配置中并非主要指引，提出宏观分析应侧重于大类资产配置和长期投资主题。大卫翁通过具体案例解析了宏观指标与事件的局限性，并指出理解宏观趋势的价值在于为长期资产配置奠定基础，帮助投资者抓住潜在机遇。他的观点对投资者提升宏观投资能力具有重要指导意义。
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