跌势来的时候请不要抱有幻想!
宏华 3.13
中铝 13.76
天时,地利,人合。此时不逼,待到何时?
不过,大洗特洗的可能性很大。时间也可能拉得很长。
我最短也看半年, 长则两三年。当然,这是取决于次贷到底搅和到几时,后遗症几多,以及复苏的几快。
my worst case is that the global market followed the steps of IT bubble burst in early 2000. perhaps it'd better that few banks or agencies closed down after the US election. this may quicken the economic cycle. however, if this happened, then we may have to wait for 2-3 years time to see the next pick-up.
要做大牛的同学,有点儿耐性了。
反正,在这个市场里面, 谁的预测都没准儿。 但是,重要的是大家要有自己的看法,以至于在汪洋之中不会迷失方向。