捉住早期投资机会的思维模式

By:

President Y H & C and a Portfolio Manager for Interactive Advisors

如果您曾经拜访过加州的尔湾、纽波特海滩或橘郡南部地区,您会了解该地区是多么特别。

这一地区过去快速增长,因为全世界各地的人们被该地区的美丽海滩、良好的天气以及生活水准所吸引。

我多年前曾去过尔湾,不过我当时太年轻并且缺乏发现当地具有何种经济(投资)机会的眼光。

如果您当年投资了当地任何类别的物业,很大概率您的原始投资将获得多倍的回报。

繁荣地区

该地区现在已经非常拥挤与繁荣。

寻求计算机科学和工程天才的高科技公司在此地区占据了主流,您可以想起的任何一家大型科技公司——如谷歌公司、亚马逊公司、微软公司均在该地区设立了办公室。

我认为:知晓投资机会的关键在于分析具体的情况,并且评估今天投资于某项资产的资金在3年、5年或10年后将会增值多少。

价格高涨

我认为30年前对尔湾地区的投资属于这种模型,并且会成为一个投资的经典。

目前该地区的房地产开发完善并且公司众多。



如果您现在想要入驻该地区,您将不得不付大价钱。对于位于海滩附近的住宅来说同样如此。

总而言之,纽波特,拉古娜和尔湾是均有吸引力的地区,但价格高昂,对于寻求投资目标的买家来说,耐心是必需的。

景气的市场

股市在上半年涨势优异,今年迄今为止获得了18%的涨幅。

美联储主席鲍威尔将继续亦步亦趋地跟随他的前任们的做法,(用可能会降息)挑逗投资者们一周,然后在接下来的一周用模糊的措辞再将他们的(预期)降低。

随着财报季高峰期的即将到来,公司的盈利预期将占据市场主导地位,并且将决定下半年的市场是会出现盈利加速增长还是对未来的增长更谨慎。

Disclosure: Interactive Advisors

This material is not intended as investment advice. Interactive Advisors or portfolio managers on its marketplace may hold long or short positions in the companies mentioned through stocks, options or other securities.

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Disclosure: Chinese Translation

这篇文章已被翻译成中文。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。

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