长期持有股票，5年翻5倍，大神会选择内地股市的哪支？
2024-11-19 阅读 8
更新于 2024年11月21日
东方雨虹。
爱尔眼科。
华友钴业。
天赐材料。
选那些市值比较低，又是行业龙头的公司即可。现在a股相当地便宜。
但是我就算告诉你，你也拿不住，最后的结果大概率是亏。因为炒股是一件极其专业的事情。
In fact, the high price-to-earnings ratio of A-shares all have the characteristics of low roe, such as science and technology innovation 50, roe is only 5%, but if you look at the index 100 next door, roe can have 25%, which is directly 5 times ours.
Low roe is a common problem in A-shares. If you don't consider this factor, you have to use the price-to-earnings ratio to align with others, the result will be that the market-to-net ratio is only 1/2, 1/3, or even 1/5 of the average of others.
China is a capital-consuming society, and GDP/M2 is only half of that of the United States (m2 after adjusting the same caliber), which means that to create the same unit of GDP, we need twice the currency of others.
On the other hand, the high roe characteristics of monopoly fields (such as oil, banks and other state capital) have further compressed the roe space of the private economy. Our private capital is used to maintaining a low roe level for a long time.
