中概股现在阶段就是个熊市状态,很多人认为理应要涨,但反过来问,为什么会涨?内部来看,宏观指标也没有很好的,弱通缩、出口疲软,总之需求很弱;外部来看,巴菲特、南非兄弟这些大股东还一直在抛售,经历过前两年的事情,大家都懂得。中概股,说到底是外资对中国市场的看法。所以,看看接下来能有什么足以扭转基本面的巨大利好消息吧。

无论如何,中概股现在没什么泡沫,而美股科技股贵得高不可攀,买点就是在大家都不关心的时候。当然,说了那么多,我自己也被套牢已久,只能给自己打点鸡血,求轻喷。。。下半年,看自己想怎么投资吧,我认为可以走长线投资中概股,也可以做短线投资美股快进快出。

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