逆向而行:在不均衡的市场中寻找机遇
· livemint.com
逆向投资策略超越市场悲观情绪,寻找价格可能已超跌于基本面的行业和股票。印度IT、快消品、汽车等行业交易价格低于历史估值,投资者需区分暂时性挫折与结构性风险。
Take IT services. The concern around artificial intelligence (AI) could be real. AI could change traditional delivery models, reduce the need for certain kinds ...