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两句古老的格言,对投资至关重要,在风云莫测的2011年投资市场尤其重要。一、君子不立于危墙之下;二、天下没有免费的午餐。前者出于《孟子》,而后者家喻户晓,与其说是格言不如说是俗语。在2011年的证券市场,哪些领域是危墙?一是地产,二是金融,三是东部苟延残喘的中低端制造业。按照估值计算,地产金融均处于低位,应是介入良机,事实上2010年年底地产股也曾飞升数日,但地产股的飞升昙花一现旋即湮灭。而金融股虽然处于历史低位,却无反弹迹象,相
Two ancient adage, the investment is crucial, in unpredictable 2011 investment market is particularly important. First, the gentleman does not stand under the wall; Second, there is no free lunch. The former out of “Mencius,” while the latter is a household name, is not so much a motto as saying. In the securities market in 2011, what areas are dangerous? First, real estate, second, financial, and third, the lingering low-end manufacturing industry in the east. According to the valuation, real estate finance are at a low level, should be involved in the opportunity, in fact, real estate stocks have soared by the end of 2010 a few days, but the flash floods of real estate stocks immediately annihilation. Financial stocks, though at historic lows, showed no sign of recovery