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2004年是不是2003年的重复?从行业分析的角度来说,也许就是这样。 国内资本市场现在流行价值投资,但“价值”并没有明确的定义。有人认为价值投资是一种主观判断,也有人认为价值投资就是一组枯燥的数据。用数字说话比用“感觉”来判断更精确,但也可能更乏味。展望2004年,大多数行业的景气状况依旧,因此,最具投资价值的行业与2003年也高度重合。 电力继续供不应求
2004 is not a repeat of 2003? From an industry point of view, this may be the case. Domestic capital markets are now popular value investing, but “value” is not clearly defined. Some people think that the value of investment is a subjective judgment, some people think that value investing is a group of boring data. Speaking numbers is more accurate than feeling, but it can be tedious. Looking forward to 2004, the economic conditions of most industries will still be the same. Therefore, the industries with the most investment value also highly overlap with those in 2003. Electric power continues to fall short of demand