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华尔街观察 Xtrader
@cnfinancewatch
PhD | Professor | Investor || 证券行业资质试高分分析师 | 每日中美联动、权威研报与资金流、新闻事件、热度榜、期权异动映射与共振分析
Joined April 2010
5.5K Following    135.1K Followers
华尔街观察 Xtrader@cnfinancewatch
2026.09.29 02:12
中国有阿尔法市场 β市场是挑战，需要主动选股 需要成长和价值对冲，再平衡 很多公司行业会面临长期逆风，这不能认为就是机会
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