tag:blogger.com,1999:blog-379616775125947261.post6473258383039837101..comments2024-01-28T23:03:04.577-08:00Comments on 價值求知: 通脹猛於虎?SeekForValuehttp://www.blogger.com/profile/16741437422327499903noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-379616775125947261.post-10064741680936056322021-05-24T04:08:58.984-07:002021-05-24T04:08:58.984-07:00通縮我諗又唔會既,錢印左出黎其實令資產升值,
冇資產既人大概唔會感覺到環球放水既影響。
有資產既人身...通縮我諗又唔會既,錢印左出黎其實令資產升值,<br />冇資產既人大概唔會感覺到環球放水既影響。<br />有資產既人身家水漲船高,但我估呢班人始終佔少數,<br />對cpi推升有限。<br />SeekForValuehttps://www.blogger.com/profile/16741437422327499903noreply@blogger.comtag:blogger.com,1999:blog-379616775125947261.post-5289636396519361992021-05-24T03:59:15.457-07:002021-05-24T03:59:15.457-07:00係啊,遲啲拜登推基建計劃都可能推升通帳,但given d 長期因素唔變情況下,
我都係傾向覺得係暫時...係啊,遲啲拜登推基建計劃都可能推升通帳,但given d 長期因素唔變情況下,<br />我都係傾向覺得係暫時性居多SeekForValuehttps://www.blogger.com/profile/16741437422327499903noreply@blogger.comtag:blogger.com,1999:blog-379616775125947261.post-20731773451987888932021-05-23T02:41:01.764-07:002021-05-23T02:41:01.764-07:00今次通脹都係似一次性。長期既話通縮可能先係大概率事件。今次通脹都係似一次性。長期既話通縮可能先係大概率事件。綠魔Luk Mallhttps://www.blogger.com/profile/00977461999764445315noreply@blogger.comtag:blogger.com,1999:blog-379616775125947261.post-56115330546148292332021-05-22T00:02:31.368-07:002021-05-22T00:02:31.368-07:00小弟都咁覺得啊,供應鏈運作影響價格。小弟都咁覺得啊,供應鏈運作影響價格。LETSRAWhttps://www.blogger.com/profile/07242771848617022518noreply@blogger.comtag:blogger.com,1999:blog-379616775125947261.post-87702999965032791202021-05-19T23:06:23.075-07:002021-05-19T23:06:23.075-07:00謝謝!你的分析亦十分獨到,我都加了你watch list。謝謝!你的分析亦十分獨到,我都加了你watch list。Alpha investing bloggerhttps://www.blogger.com/profile/04352842612372114943noreply@blogger.comtag:blogger.com,1999:blog-379616775125947261.post-1304665681678947892021-05-19T22:57:53.995-07:002021-05-19T22:57:53.995-07:00對,我是這樣想的。btw, 你個blog寫得好好, 已加watchlist.對,我是這樣想的。btw, 你個blog寫得好好, 已加watchlist.SeekForValuehttps://www.blogger.com/profile/16741437422327499903noreply@blogger.comtag:blogger.com,1999:blog-379616775125947261.post-29635946177887373042021-05-19T20:07:07.241-07:002021-05-19T20:07:07.241-07:00"作為投資者,更應該關注公司本身的經營狀況。
公司的產品是否有定價權?原材料上升對公司影響..."作為投資者,更應該關注公司本身的經營狀況。<br />公司的產品是否有定價權?原材料上升對公司影響有多大,公司未來的增長前景有否改變等。"<br /><br />十分同意。始終宏觀經濟比較難預測,只要企業有定價權,什麼樣的通脹水平都不會過分影響公司的基本面。Alpha investing bloggerhttps://www.blogger.com/profile/04352842612372114943noreply@blogger.com