放羊的星星

如何用AI帮助炒股系列（二）：如何获得产业链报告_我的网站

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A | 我们投资的时候，看到产业大事发生，然后会这么做：左边的路径：适合新兴产业(成长早期),技术路线和龙头未定，押错公司的代价太大，可以选择行业 ETF。也适合同质化的赛道。 Baghdad, Oct 13 (UNI) The Iraqi parliament on Thursday by a majority vote elected 78-year-old Abdul Latif Rashid as the country's new president, according to the voting results.
The president was elected only on the fourth attempt in eight months.
In the first round of elections at a meeting on Thursday, Rashid won 157 votes, incumbent Barham Salih — 99. 277 parliamentarians took part in the meeting. In view of the fact that neither of candidates could get two-thirds of the votes, the second round was announced.
In the second round, 269 deputies were present in the hall due to a boycott by one of the blocs. Rashid received 162 votes, Saleh - 99, state-run agency INA reported. Eight ballots were declared invalid.
Rashid is 78 years old, he was an ardent opponent of Saddam Hussein's regime, from 2003 to 2010 he headed the Ministry of Water Resources, and since 2010 he has been a senior adviser to the Iraqi president. He is married with two sons and a daughter. Rashid speaks Arabic, Kurdish and English.
UNI/SPUTNIK GNK。比如国内的金融行业业务模式相似，彼此之间的效率差别也不大，买 ETF 省心。

B | 还有一种情况也适合买 ETF：个人研究能力有限。很难跟踪公司，避免买到假龙头和财务暴雷公司。右边的路径：行业增速出现放缓迹象，胜负手在于利润在产业链当中的分配。需要找出“拿最大蛋糕 ” 的环节。最典型的比如新能源行业，光伏行业，消费品。行业发展过程当中，大多会经历从左切到右边：最典型的像 2019 年的新能源，买行业 ETF 就可以获得不错的收益。但是 2022 年之后行业增速放缓，竞争激烈，梳理上下游，瞄准上游锂矿、电池企业，才能显著跑赢其他新能源公司。当然还有一种情况，不得不选右边：没有对应赛道的 ETF，比如刚出现的新兴行业。