不要把郭主席的话当耳旁风

Feb 20th, 2012

我对郭树清很有好感。念书的时候我就知道他,是一个有学问的人,朗咸平、李稻葵什么的我看不上,他们像演员,而且没有学到什么真本事。郭主席去证监会以后,短短几个月的言行,在我看来,很上路子。他这个位置,有的能做,有的也无能为力,我理解。

郭主席最近讲话了,提醒大家A股有了罕见的投资价值。我觉得这不算忽悠,你们要重视。他说的是蓝筹股。对我们来说,问题在于认清谁是蓝筹股,谁在未来几年内能保持这样的业绩,从而在市场上体现出自身的价值。银行的市盈率目前普遍很低,但未来会出现分化,国有几大行未必能始终保持这样的盈利,相反,他们的隐性坏账很多。而一些比较稳健、灵活的商业银行,可能会显露头角。我始终看好移动互联网的未来,在移动的4G没有明确的前景之前,我还是看好联通,他们有机会。茅台酒可以继续持有,只要政治环境不变,大佬们不会吝啬花钱。一些股票,应该有足够的安全边际,向大秦铁路,长江电力,白云机场,现在买入,很快就赚钱是不容易的,但是,无论市场怎么恶化,他们也不可能让你亏太多,放眼5年10年,赚钱是一定的。这样的投资机会,对于长线资金来说,的确是罕见的。

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  1. Nana
    Feb 20th, 201218:07

    喔,看今天貌似利好,反应不佳呀。。。

  2. 民老头
    Feb 20th, 201218:38

    @Nana
    弱市就这样,碰见利好都是减仓的机会。这轮调整,机构减持是重要原因,他们一贯追涨杀跌,可笑得很。

  3. 微笑的细风拂过脸庞
    Feb 21st, 201209:50

    今年是发财是大机会 别告诉太多人 哈哈

  4. 不敢苟同
    Feb 29th, 201222:17

    像大秦铁路、长江电力、白云机场这种瘟神附体的股,有什么好看的。你要是拿个5年10年,或许会赚点小钱,但还要靠大环境给力才能赚得到,有什么意思呢?赚那个钱不如直接存银行算了,省心,还至少不会有账面亏损的风险。

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