李迅雷：这次中国经济是长期下行！

 submit   投资周期理论Cycle Theory

Predicted by 李迅雷 on Jul 17 '24. Last edited Sep 27 '26

Prediction   #看涨 #低风险资产 #cycle #周期  

我们正处在房地产的下行 #周期 #cycle。 未来要配置国债、央企大市值高分红公司、黄金等低风险资产为主。他认为房地产过剩是必然，金融资产是重要配置方向。#看涨 #低风险资产 Predicted By 李迅雷。

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