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2024-04-27 15:19:28

超级财经 SuperFinance on Nostr: ...

高盛的这张图表让人大开眼界:重资产股票表现不佳。鉴于创新步伐的加快,很难建议投资者,避开那些继续产生如此令人印象深刻的回报的轻资本行业。然而,在重资产股票中寻找赢家的机会似乎越来越明显。This chart from Goldman Sachs is eye-opening: Asset-heavy stocks have underperformed a great deal. Given the accelerating pace of innovation so apparent all around us, it’s tough to suggest that investors should shun capital-light industries that continue to compound such impressive returns.
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