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震荡市下,坚守"茅指数"还是追求"宁组合"?丨大咖录

震荡市下,坚守"茅指数"还是追求"宁组合"?丨大咖录
yicai.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yicai.com Daily Mail and Mail on Sunday newspapers.

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杨德龙:大消费长期投资机会显著 优质龙头股遭到错杀_天天基金网

消费板块近期调整比较大。但实际上,近年来我国的消费占GDP的比重逐步提升,2020年占比已达到54.3%,超过投资和出口。这意味着,随着我国居民收入的提升,消费总量的扩张和消费升级将成为一个投资主题。所以,过去这几年,消费白马股都获得了比较好的表现,我国经济也已经从投资主导型经济逐步向消费驱动型经济过渡。 ....

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