About this episode
1、20260525加薪粉讨论贴：中长期布局思路、板块预期分析 https://m.ximalaya.com/quanzi/dongtai/559588141?uid=37923615 图1-2
2、【年中投资峰会】薪伊：科技创新成就国富民强 https://www.ximalaya.com/sound/548825458
3、20260523核心梳理更新、逻辑梳理及风险点 https://m.ximalaya.com/quanzi/dongtai/559605623?uid=37923615
4、20260524周末机构观点汇总速递 https://m.ximalaya.com/quanzi/dongtai/559649569?uid=37923615
5、长周期K线图3
6、实盘直播 图4
一般来说，中长期布局是看从当下到未来三五年的行业趋势，回忆以下过去适合长期布局的“至暗时刻”。回顾兆易创新、中微公司、寒武纪这种都是四年几倍甚至四十倍的涨幅。复盘过去这四年的日K线，想想即使底部布局，持股的艰难。
图1
图2
图3
图4
Get every episode summarized
Each time 今日股市 | 薪伊谈股票投资 publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
