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证券投资的思路大体可分为两个类型,一是公司投资,如巴菲特通过深度、细致的基本面研究,对公司的价值进行比较精确的定位;二是预见、把握市场潮流,“抓住重大事件的深远影响”(罗杰斯)。就目前国内市场的实际情况来看,第二种类型的投资思路更加适用。比如,“九五”计划提出“通过存量资产的流动和重组,对国有企业实施战略性改组”,首次把资产存量的流动和重组提到了前所未有的重视程度。因此,1997年以来资产重组浪
Securities investment ideas can be broadly divided into two types, one is corporate investment, such as Buffett through deep and meticulous fundamental research, the company’s value more accurate positioning; the second is to predict and grasp the market trend, “seize the major Far-reaching impact of events ”(Rogers). The current situation in the domestic market point of view, the second type of investment ideas more applicable. For example, the Ninth Five-year Plan proposed that “the strategic restructuring of state-owned enterprises be carried out through the flow and reorganization of existing assets”. For the first time, the flow and reorganization of asset inventories have been given unprecedented attention. Therefore, asset restructuring waves since 1997