作为普通人，如何实现资产跃迁？

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今天的主题将带来三个好消息

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先从股神巴菲特说起

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今年的伯克希尔股东大会于5月4号顺利进行

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巴菲特投资生涯到现在已经59年了

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做到了年化20%

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累计投资回报超过4万倍的惊人成绩

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我们普通人虽然难以复制他的战绩

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但巴菲特值得我们学习和崇敬

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他的超群的智慧

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出众的眼力

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高尚的人品以及健康长寿的身体

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足以成为我们的楷模

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他也有很多非常具体的观点

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可以长期成为我们的指导性意见

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巴菲特对自己成功的秘诀毫无保留

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比如可以坚守几十年的长期投资

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比如投资美国

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比如以价格和价值作为买入标准

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比如别人绝望

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他兴奋的逆人性投资

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又比如简单高效的指数基金投资

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这些都是我们普通人可以效仿

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并且很快产生效益的要点

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但现实是知易行难

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最终只有少数人能做到

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我觉得我自己就是普通人的一个典型

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智商不高

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行为懒惰

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但这不代表我就会失败

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至少我正在尽力学习和感悟价值投资

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并且开始有了收获

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今天要说的第一个好消息是

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我2024年以来的回报率

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达到了33%

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2023年以来的回报率超过209%

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这个成绩不是因为我厉害

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而是因为市场好

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就在刚刚过去的5月15日

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道指纳指标普500

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同创历史新高

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作为投资者

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我做的仅仅是顺势而为

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除了物质回报外

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令我更加高兴的是

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我是一个普通到不能再普通的人

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我能做到的事不用怀疑其他人

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包括屏幕前的你就一定也能做到

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另外梳理清楚一些常识性的认知后

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我们就可以很轻松地做好很多事

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比如对贵和便宜的看法

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这也是价值投资过程时

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一个经常会存在分歧的事项

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最近有一个亲戚问我涨了这么多

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你不怕贵吗

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我说我一点也没觉得贵

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我们先看一个案例

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下面这张图是谷歌股价历史表现

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大多数人的感觉是它涨了好多

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它很贵

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但实际情况还要看数据

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谷歌目前的滚动市盈率是25倍

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对于一个集全球互联网广告

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AI云计算软件生态巨头为一身的

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具有深厚护城河的公司来说

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这个估值并不贵

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而从当下的成长速度看

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2024年第一季度

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谷歌的营收同比增长15%

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大

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达到805.39亿美元

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利润同比增长51.8%

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四至236.62亿美元

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我们再看2002年到2023年

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谷歌历年的营收数据

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你会发现这家公司每一年营收都在增长

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包括2008年全球金融危机时期

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和2020年新冠疫情冲击时期

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这时候你还觉得谷歌贵吗

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所以贵和便宜的定义并不是价格的绝对值

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而应该看估值和资产质量

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就好比看待一个房子的租金回报率

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一个公司的市盈率

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假如有一套房子租售比合理

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且在过去几年租金和房价都涨了50%

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那么尽管这套房价格经历了大幅上涨

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但它并没有变贵

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我们投资美国科技股最大的开心事就是

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股价明明在不断上涨

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但是估值却不怎么提高

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甚至越涨越便宜

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这就是成长的力量

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今天要说的第二个好消息就是

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今年一季度整体超预期的财报

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后面我们会基于2024年一季度的财报

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详细聊一聊这些科技巨头当下的表现

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以及未来的展望

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超预期的财报季

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头部科技企业对于美国整个市场的影响

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至关重要

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仅微软

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苹果

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英伟达

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谷歌

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亚马逊

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Meta

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特斯拉

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这七家公司

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在标普500中就占据31%的权重

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在纳斯达克100中更是占到了41%

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他们的巨大权重和在各自全球产业链上

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顶端的位置

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都使得他们的业绩足以撼动整个美股

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甚至是全球市场

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我们按照公司市值的排序

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简单聊聊已经出的几份

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足以影响整个市场的重要财报

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一微软

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微软不愧为美国股市的定海神针

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今年一季度

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微软实现营收619亿美元

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同比增长17%

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利润219亿美元

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同比增长20%

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同时公司预计

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下财季营收将达到635亿美元

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至645亿美元之间

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中位数640亿美元

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也略高于市场预期的637亿美元

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分块来看

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微软的生产力和业务流程增长12%

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达到196亿美元

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智能云增长21%

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达267亿美元

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更多个人计算增长17%

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达156亿美元

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其中智能云的ASIA同比增速加速至31%

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而且有7%的增速来自于AI

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如果没有AI

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ASURE的增速就只有24%

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这证明了AI的真实需求

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而不是像很多把AI当成阴谋的说法

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表示AI只是卖显卡

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显卡买了之后就不知道干什么

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微软CEO萨蒂亚纳德拉表示

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微软AI助手COPIATE和COPIATE技术堆栈

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正在引领AI变革的新时代

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推动公司在各行各业的各个角色

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取得更出色的业务成果

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二苹果

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苹果一季度营收907.53亿美元

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同比下降4.31%

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市场预期为900亿美元

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上年同期营收为948.36亿美元

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净利润为236.36亿美元

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同比下降2.17%

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市场预期为231.7亿美元

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上年同期净利润为241.60亿美元

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分块来看

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IPHONE业务营收为459.6亿美元

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同比下滑10.5%

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好于预期的457.6亿美元

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可穿戴设备

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家居及配件业务营收79.1亿美元

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同比下滑9.6%

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不及市场预期的82.9亿美元

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Mac业务营收74.5亿美元

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同比增长3.9%

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好于市场预期的67.9亿美元

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IPAD平板电脑业务营收55.6亿美元

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同比下滑16.7%

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不及市场预期的59.1亿美元

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服务业务营收为238.7亿美元

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连续五个季度创新高

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同比增长14.2%

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好于预期的232.8亿美元

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总的来说

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苹果的营收和利润仍然没有出现新的增长动力

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而是在一个平台上维持

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但苹果带来了一些新的好消息

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我认为是导致财报后股价大涨的原因有2.1

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虽然本季度总营收比上一年度减少约4%

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但是营收中服务营收较快增长

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使得其从所有营收中的占比

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从去年的22%

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上升到今年的26%

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服务营收的利润率和稳定性

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可持续性都远好于硬件销售

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苹果通过软件和服务赚到更多容易的钱

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这是投资者愿意看到的

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二大方的回购和分红计划

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这次苹果董事会批准了额外的1100亿美元

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股票回购计划

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这是美国有史以来最大的股票回购计划

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另外本季度

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大中华地区营收占苹果的18%

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除去港澳台内地预估也就是15%左右

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从销售端来看

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苹果未来在中国即使一点也不增长

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仍然是每年减少10%

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都不会影响公司的整体发展

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但在生产端看

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苹果对中国大陆的依赖仍然很高

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三谷歌

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那么谷歌的财报可以用经验来描述

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谷歌在一季度营收805.4亿美元

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同比增长15%

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创2022年初以来最快增速

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并高于市场预期的790.4亿美元

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净利润同比大增57%

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至236.6亿美元

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高于预期的189.5亿美元

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这次谷歌不仅是传统的广告业务保持强劲

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核心广告业务也是华尔街密切关注的

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谷歌主要收入驱动力

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一季度的广告收入同比增长13%

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至616.6亿美元

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高于预期的601.8亿美元

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代表从2023年开始加速增长

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备受关注的谷歌云也加速增长

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谷歌云的营收同比增长28%

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至91.9亿美元

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净利润也达到9亿美元

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谷歌云已经走过了烧钱扩张的最难阶段

224
00:08:16,300 --> 00:08:18,579
进入了云服务巨头的舒适区

225
00:08:18,579 --> 00:08:20,300
未来谷歌云有望保持

226
00:08:20,300 --> 00:08:22,459
25%以上的营收增速

227
00:08:22,459 --> 00:08:24,620
同时净利润大幅增加

228
00:08:24,620 --> 00:08:26,560
谷歌云和微软ASIA一样

229
00:08:26,560 --> 00:08:29,300
可以成为自家软件和应用的算力平台

230
00:08:29,300 --> 00:08:32,350
也可以为其他公司和产品提供平台

231
00:08:32,350 --> 00:08:34,490
谷歌对股东也十分有诚意

232
00:08:34,490 --> 00:08:36,570
董事会已批准于6月17日

233
00:08:36,570 --> 00:08:39,429
向截止6月10日登记在册的股东支付

234
00:08:39,429 --> 00:08:41,658
每股20美分的现金股息

235
00:08:41,658 --> 00:08:45,379
而且打算在未来都持续支付季度现金股息

236
00:08:45,379 --> 00:08:49,009
公司还授权额外回购700亿美元股票

237
00:08:49,009 --> 00:08:49,769
过去一年

238
00:08:49,769 --> 00:08:52,350
谷歌在降本增效上有很大进展

239
00:08:52,350 --> 00:08:52,889
本季度

240
00:08:52,889 --> 00:08:55,860
alphabet的现金等价物和有价证券

241
00:08:55,860 --> 00:08:57,679
为1080亿美元

242
00:08:57,679 --> 00:09:00,730
略低于去年同期的1109亿美元

243
00:09:00,730 --> 00:09:03,450
全球员工数同比减少5.1%

244
00:09:03,450 --> 00:09:04,549
或9800人

245
00:09:04,549 --> 00:09:06,320
制约18.1万人

246
00:09:06,320 --> 00:09:08,120
员工人数减少近1万人

247
00:09:08,120 --> 00:09:10,340
营业利润率则从25%

248
00:09:10,340 --> 00:09:12,830
蹿升至三十二四%

249
00:09:12,830 --> 00:09:13,610
亚马逊

250
00:09:13,610 --> 00:09:15,110
亚马逊一季度营收

251
00:09:15,110 --> 00:09:17,769
较上年同期的1274亿美元

252
00:09:17,769 --> 00:09:19,500
增长12.5%

253
00:09:19,500 --> 00:09:21,919
至1433.1亿美元

254
00:09:21,919 --> 00:09:24,879
高于分析师预测的1426亿美元

255
00:09:24,879 --> 00:09:27,240
净利润同比增长225%

256
00:09:27,240 --> 00:09:29,379
至104.31亿美元

257
00:09:29,379 --> 00:09:31,460
高于预期的89亿美元

258
00:09:31,460 --> 00:09:33,080
我们过去谈过无数次

259
00:09:33,080 --> 00:09:35,440
云计算是市场最喜欢的赛道之一

260
00:09:35,440 --> 00:09:38,700
而亚马逊正好就拥有全世界运营时间最久

261
00:09:38,700 --> 00:09:40,779
规模最大的云计算服务

262
00:09:40,779 --> 00:09:42,409
那就是AWS

263
00:09:42,409 --> 00:09:46,500
一季度AWS业务连续第二个季度加速增长

264
00:09:46,500 --> 00:09:48,480
营收达到250亿美元

265
00:09:48,480 --> 00:09:50,460
同比增长近17%

266
00:09:50,460 --> 00:09:52,769
超出市场预期的245亿美元

267
00:09:52,769 --> 00:09:55,750
该业务的运营利润率也创下历史新高

268
00:09:55,750 --> 00:09:57,759
达到37.6%

269
00:09:57,759 --> 00:10:01,159
另外广告业务也显示出强劲的增长势头

270
00:10:01,159 --> 00:10:04,259
一季度广告收入从去年同期的95亿美元

271
00:10:04,259 --> 00:10:06,200
增长至118亿美元

272
00:10:06,200 --> 00:10:07,879
增幅达24%

273
00:10:07,879 --> 00:10:11,000
这一业务是亚马逊近几年的后发项目

274
00:10:11,000 --> 00:10:13,019
有利于亚马逊营收的多样性

275
00:10:13,019 --> 00:10:14,809
以及成长的可持续性

276
00:10:14,809 --> 00:10:16,370
我们看到七大巨头中

277
00:10:16,370 --> 00:10:17,450
谷歌和亚马逊

278
00:10:17,450 --> 00:10:20,129
都出现了更加健康和多样化的营收

279
00:10:20,129 --> 00:10:21,870
其中亚马逊来自广告

280
00:10:21,870 --> 00:10:24,029
谷歌来自云计算

281
00:10:24,029 --> 00:10:26,909
亚马逊对二季度的指引低于预期

282
00:10:26,909 --> 00:10:30,279
亚马逊预计第二季度营收在1440亿

283
00:10:30,279 --> 00:10:32,340
至1490亿美元之间

284
00:10:32,340 --> 00:10:34,539
同比增长7%至11%

285
00:10:34,539 --> 00:10:37,039
低于市场预期的1500亿美元

286
00:10:37,039 --> 00:10:40,840
市场利润预计在100亿至140亿美元之间

287
00:10:40,840 --> 00:10:43,759
同比去年同期的77亿美元大幅增长

288
00:10:43,759 --> 00:10:46,500
但其区间终点仍低于市场预期的

289
00:10:46,500 --> 00:10:48,120
125.6亿美元

290
00:10:48,120 --> 00:10:51,559
我认为亚马逊给出的利润指引范围太大

291
00:10:51,559 --> 00:10:53,360
已经没有指引的准确功能

292
00:10:53,360 --> 00:10:56,799
到时候很大可能性还是会超出预期

293
00:10:56,799 --> 00:10:59,919
5meta2024年一季度

294
00:10:59,919 --> 00:11:03,100
meta的营收和利润双双大幅超出预期

295
00:11:03,100 --> 00:11:05,940
其中营收为364.55亿美元

296
00:11:05,940 --> 00:11:07,519
同比增长27%

297
00:11:07,519 --> 00:11:10,360
净利润为123.69亿美元

298
00:11:10,360 --> 00:11:12,639
同比增长117%

299
00:11:12,639 --> 00:11:15,580
但因为业绩指引和投入展望不及预期

300
00:11:15,580 --> 00:11:17,779
导致财报后市场下跌

301
00:11:17,779 --> 00:11:19,860
对于meta我没有太多想说的

302
00:11:19,860 --> 00:11:21,419
因为它护城河比较深

303
00:11:21,419 --> 00:11:23,440
而且商业模式也很简单

304
00:11:23,440 --> 00:11:24,909
广告总的来说

305
00:11:24,909 --> 00:11:28,269
我觉得小扎对投资者是比较厚道的

306
00:11:28,269 --> 00:11:30,190
他在财报如此漂亮的时候

307
00:11:30,190 --> 00:11:31,350
并没有趁机画饼

308
00:11:31,350 --> 00:11:32,620
和马斯克相反

309
00:11:32,620 --> 00:11:35,539
在一季度股价不断创新高的背景下

310
00:11:35,539 --> 00:11:38,139
回购了140多亿美元的股票

311
00:11:38,139 --> 00:11:39,019
现在财报后

312
00:11:39,019 --> 00:11:40,139
也实事求是地

313
00:11:40,139 --> 00:11:43,179
给二季度一个不那么乐观的业绩指引

314
00:11:43,179 --> 00:11:44,779
2023年初到现在

315
00:11:44,779 --> 00:11:48,519
meta的股价从120美元涨到481美元

316
00:11:48,519 --> 00:11:49,940
短短不到一年半的时间

317
00:11:49,940 --> 00:11:51,279
涨幅300%

318
00:11:51,279 --> 00:11:52,629
然而即使是这样

319
00:11:52,629 --> 00:11:55,389
meta现在的估值还是和腾讯差不多

320
00:11:55,389 --> 00:11:58,659
这就是强劲业绩增长带来的结果

321
00:11:58,659 --> 00:12:00,220
六特斯拉

322
00:12:00,220 --> 00:12:02,200
特斯拉是这几家巨头中

323
00:12:02,200 --> 00:12:05,730
唯一一个在2024年一季度财报很差的公司

324
00:12:05,730 --> 00:12:07,250
2024年一季度

325
00:12:07,250 --> 00:12:09,799
特斯拉的营收和利润均不及预期

326
00:12:09,799 --> 00:12:12,440
该季特斯拉营收213亿美元

327
00:12:12,440 --> 00:12:14,169
比去年同期下降9%

328
00:12:14,169 --> 00:12:16,750
净利润为11.29亿美元

329
00:12:16,750 --> 00:12:18,350
同比下降55%

330
00:12:18,350 --> 00:12:19,289
在这一季度

331
00:12:19,289 --> 00:12:22,149
特斯拉也出现了盈利以来的首次

332
00:12:22,149 --> 00:12:23,730
自由现金流转负

333
00:12:23,730 --> 00:12:25,889
然而财报后的首个交易日

334
00:12:25,889 --> 00:12:27,669
特斯拉暴涨13%

335
00:12:27,669 --> 00:12:30,450
原因在于马斯克在财报后的一些表态

336
00:12:30,450 --> 00:12:33,279
主要在于下面3.1

337
00:12:33,279 --> 00:12:35,659
特斯拉的廉价车型的推出时间

338
00:12:35,659 --> 00:12:38,720
会从2025年底提前到2025年初

339
00:12:38,720 --> 00:12:39,860
甚至今年底

340
00:12:39,860 --> 00:12:43,440
24680电池正在大规模量产中

341
00:12:43,440 --> 00:12:46,360
三自驾计程车将是未来产品之一

342
00:12:46,360 --> 00:12:50,250
特斯拉的自驾车队将像是lb nb与UBER的结合

343
00:12:50,250 --> 00:12:52,230
一些车辆将属于特斯拉

344
00:12:52,230 --> 00:12:53,190
并进行运营

345
00:12:53,190 --> 00:12:54,629
其他车辆则属于个人

346
00:12:54,629 --> 00:12:55,970
但在特斯拉的网路上

347
00:12:55,970 --> 00:12:58,950
出租廉价车型最受市场关注

348
00:12:58,950 --> 00:13:00,990
但我仍然对这个事保持谨慎

349
00:13:00,990 --> 00:13:03,159
因为从马斯克从2020年来

350
00:13:03,159 --> 00:13:06,700
屡次对于L5驾驶的承诺不能实现来看

351
00:13:06,700 --> 00:13:09,259
他这些发言只是在诱导市场情绪

352
00:13:09,259 --> 00:13:10,328
稳定股价

353
00:13:10,328 --> 00:13:12,089
我不认为今年年底时

354
00:13:12,089 --> 00:13:14,688
特斯拉就能够大规模量产和交付

355
00:13:14,688 --> 00:13:15,769
更加廉价的车型

356
00:13:15,769 --> 00:13:18,039
我甚至觉得马斯克在今年初的时候

357
00:13:18,039 --> 00:13:20,879
都完全没有过推出廉价车型的想法

358
00:13:20,879 --> 00:13:21,799
4月初的时候

359
00:13:21,799 --> 00:13:23,159
路透社有一个报道说

360
00:13:23,159 --> 00:13:24,220
内部人士透露

361
00:13:24,220 --> 00:13:25,820
特斯拉已经放弃了生产

362
00:13:25,820 --> 00:13:28,740
面向大众市场的低成本电动汽车计划

363
00:13:28,740 --> 00:13:30,600
我相信路透社的可靠性

364
00:13:30,600 --> 00:13:33,529
特斯拉起初并未回应置评请求

365
00:13:33,529 --> 00:13:34,850
在报道发明后

366
00:13:34,850 --> 00:13:37,509
马斯克在其社交平台X上写道

367
00:13:37,509 --> 00:13:39,289
路透社又在撒谎

368
00:13:39,289 --> 00:13:41,129
但并未作进一步说明

369
00:13:41,129 --> 00:13:43,269
马斯克说要推出廉价车型

370
00:13:43,269 --> 00:13:45,529
很可能就是4月初路透社消息

371
00:13:45,529 --> 00:13:49,220
导致股价进一步暴跌后不得已的仓促决定

372
00:13:49,220 --> 00:13:52,360
而就算特斯拉推出model2或其他廉价车型

373
00:13:52,360 --> 00:13:54,740
如果没有自动驾驶和生态服务的加持

374
00:13:54,740 --> 00:13:56,379
就造车和卖车而言

375
00:13:56,379 --> 00:13:58,539
特斯拉也面临中国新能源对手

376
00:13:58,539 --> 00:13:59,960
越来越大的竞争压力

377
00:13:59,960 --> 00:14:02,539
别说2万美元的廉价特斯拉车型

378
00:14:02,539 --> 00:14:05,820
在中国已经可以用1万美元出头的成本

379
00:14:05,820 --> 00:14:08,139
买到相当不错的纯电动车了

380
00:14:08,139 --> 00:14:10,960
比如比亚迪年初降价后的某车型

381
00:14:10,960 --> 00:14:12,679
如果不是欧美的贸易壁垒

382
00:14:12,679 --> 00:14:15,440
中国车企的确可以有更大的发展

383
00:14:15,440 --> 00:14:18,200
造车是一条费力不讨好的内卷赛道

384
00:14:18,200 --> 00:14:20,639
特斯拉的未来全看FSD

385
00:14:20,639 --> 00:14:22,120
当我们从市场表现看

386
00:14:22,120 --> 00:14:24,759
目前市场更多的希望特斯拉在造车

387
00:14:24,759 --> 00:14:26,399
卖车上先走出困境

388
00:14:26,399 --> 00:14:29,759
你会发现任何有关廉价车型被取消的消息

389
00:14:29,759 --> 00:14:31,679
都会导致特斯拉股价大跌

390
00:14:31,679 --> 00:14:34,639
和FSD或自动驾驶出租车的消息

391
00:14:34,639 --> 00:14:36,779
都很难再提振股价

392
00:14:36,779 --> 00:14:39,620
可能是因为马斯克之前画饼太多

393
00:14:39,620 --> 00:14:41,759
考虑现在新能源车在中国的内卷

394
00:14:41,759 --> 00:14:44,379
特斯拉在中国的业务很可能已经见顶

395
00:14:44,379 --> 00:14:47,318
后续能维持当前水平就已经非常不错

396
00:14:47,318 --> 00:14:51,499
但在中国产品暂时难以进入的美国和欧洲市场

397
00:14:51,499 --> 00:14:54,639
特斯拉的市场潜力又不如我们想象的那么大

398
00:14:54,639 --> 00:14:57,679
因为电动车在欧美的电价和油价对比中

399
00:14:57,679 --> 00:14:59,500
相对优势比中国少得多

400
00:14:59,500 --> 00:15:00,379
欧美电价贵

401
00:15:00,379 --> 00:15:01,139
油价低

402
00:15:01,139 --> 00:15:04,509
我并不认为电动车未来在欧美会成为主流

403
00:15:04,509 --> 00:15:08,029
相当长一段时间内的主流应当是混动

404
00:15:08,029 --> 00:15:09,320
而不是纯电

405
00:15:09,320 --> 00:15:10,179
总的来说

406
00:15:10,179 --> 00:15:11,639
特斯拉在这次财报后

407
00:15:11,639 --> 00:15:12,899
马斯克放出的消息

408
00:15:12,899 --> 00:15:14,480
以及之后他访问中国

409
00:15:14,480 --> 00:15:15,860
基本都是在画饼

410
00:15:15,860 --> 00:15:18,279
特斯拉的基本面没有显著改善

411
00:15:18,279 --> 00:15:20,299
我自己不会投资特斯拉

412
00:15:21,419 --> 00:15:23,629
最受关注的英伟达

413
00:15:23,629 --> 00:15:26,730
尽管英伟达的市值尚未超越微软和苹果

414
00:15:26,730 --> 00:15:29,370
但英伟达所吸引的关注度和市场热度

415
00:15:29,370 --> 00:15:31,730
已经远超微软和苹果了

416
00:15:31,730 --> 00:15:34,789
虽然英伟达的财报要到5月22日才出

417
00:15:34,789 --> 00:15:37,610
但我们还是可以从这些已经发布的财报

418
00:15:37,610 --> 00:15:38,649
和高管表态

419
00:15:38,649 --> 00:15:41,019
推测出英伟达一季度的表现

420
00:15:41,019 --> 00:15:42,419
我们很容易注意到

421
00:15:42,419 --> 00:15:44,580
无论是特斯拉meta还是微软

422
00:15:44,580 --> 00:15:45,059
谷歌

423
00:15:45,059 --> 00:15:47,899
我们都看到他们在做一个相同的事

424
00:15:47,899 --> 00:15:51,240
那就是继续大幅提升AI的基础设施投入

425
00:15:51,240 --> 00:15:52,120
马斯克表示

426
00:15:52,120 --> 00:15:55,480
特斯拉已经安装3.5万组H100GPU

427
00:15:55,480 --> 00:15:58,750
这数字到年底前会攀升至8.5万组

428
00:15:58,750 --> 00:15:59,710
MEA表示

429
00:15:59,710 --> 00:16:01,750
今年在人工智能领域的投资

430
00:16:01,750 --> 00:16:04,980
将比此前预计的多出数10亿美元

431
00:16:04,980 --> 00:16:06,340
微软在今年一季度

432
00:16:06,340 --> 00:16:10,139
AI主导的资本支出由前季的115亿美元

433
00:16:10,139 --> 00:16:11,899
攀升至140亿美元

434
00:16:11,899 --> 00:16:14,000
谷歌今年一季度在AI上

435
00:16:14,000 --> 00:16:16,279
资本支出为120亿美元

436
00:16:16,279 --> 00:16:18,599
较预期多出17亿美元

437
00:16:18,599 --> 00:16:20,719
科技巨头的资本支出的大头

438
00:16:20,719 --> 00:16:22,799
说白了就是买英伟达的芯片

439
00:16:22,799 --> 00:16:23,940
结合这些信息

440
00:16:23,940 --> 00:16:28,320
你就能推测英伟达今年一季度财报肯定不会差

441
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普通人如何投资

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总的来说

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我们要做的很简单也很清晰

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就是拓展视野并付诸实践

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过去人们只知道买房子

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买理财产品或者炒A股

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但投资应该站在世界的层面进行

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瞄准那些最好的赛道

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坚守那些最优质的资产

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保持定力

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不追求短期暴富

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但有耐心做时间的朋友

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我们就一定可以不断的收获越来越多的回报

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感兴趣的朋友可以关注公众号一座独立屋

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然后在公众号对话框的菜单中

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点击右下角的投资美股

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根据自己的需要和兴趣

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选择香港开户或新加坡线上开户

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参考各自文墨所介绍的资源

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如果你喜欢本期视频

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希望可以点赞关注

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00:17:12,660 --> 00:17:13,359
支持一波

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00:17:13,359 --> 00:17:15,680
这将对我有很大的帮助

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