论文部分内容阅读
供给面研究和分析不但对于股票投资越来越重要,也将改变中国资产管理行业特别是基金行业的版图。在上轮经济周期,也就是过去15年,对于需求面的分析至关重要,因为经济的高增长带动了各行各业的需求快速增长,研究哪个行业的需求增长最快成为投资机会分析的重要课题。而在经济转型的大背景下,供给面改善带来的投资机会比重大为上升。
Supply side research and analysis is not only more and more important for the stock investment, but also will change the layout of China’s asset management industry, especially the fund industry. In the last round of economic cycles, that is, in the past 15 years, the analysis of the demand side is crucial because the rapid economic growth has driven the rapid growth of demand in all walks of life. It is important to study which industries have the fastest growth in demand and analyze investment opportunities Question. In the context of economic restructuring, the investment opportunities brought by the improved supply side have risen dramatically.