genzhecaichangenbendezengqiang，caichanguihuadepubianzhouquan，zhongguoyichengweihuanqiucaichanwuzhonghebufenlonggaizuizhouquandeguoduzhiyi。zhongguojinbuqianbeizhizuoyemanmanzaichabiefanchouzuchengleshouyihechanwudeyanxuliyi，touzijiyuantuxian。

guihua2021niantouzijiyuan，mianxiang“shisiwu”，naxiejinbuqianbeicaichanjiangyinglaigengdazengjiajiyuan？ruohefajuegaoshengzhangxingyezhongjubeiqianfengshangfengdeqiye？riqian，购彩平台appzhizuoxingyetouzizongjianyaozhipeng、luolanbeigehuanqiuhegurenjiandazhonghuaqufuzongcaifangyinliangzuokediyicaijingyanboshi，jiemi2021duijinbuqianbeicaichandetouzijiyuan。

“摸清受害挨次，读懂新能源财产链投资”

zhangguanren：xinnengyuancaichanlianjiaozhang，congzhengchedaolingbujian，daozhongyoudedianjieye、gehe、zhengji，baohanxiayoudeziben，nagexifenfanchoushizuishouhaideni？ruohedongdeqishouhaideqianhouaicibingzhangwotouzijiyuan？

yaozhipeng：ruoshicongtouzijiaoduqukan，caichanliandeshengzhangheshouhaishuipingshiyouqianhouaicide。yisandaowuniandeshichenkan，zaixingyedejisuzengjiaqi，gegeshouyaoguantoubaohanlongtouqiyehuodouhuishouhai，youyuzheigejieduanshichuligongjiquefadetimu。keshiconggengchijiudeshijiao，xuyaokandaozheigecaichanzhongjiunenggoushengzhangchengweichuantongcaichandeneiyitian，bifangshinianhou，dangquantianxiadoushizhinengqichehuoxinnengyuanqicheshichensheidejiyuanzuida？danglvlisanwunianjisushengchijiu，yiqiedecaichanlianqianquejueduijunshideshichen，biranyaozhaodaozhongchijiucaichanliandegaodian、caichanlianzuiqingyizuchengjiaodianbileideguantouhezaigaiguantoujueduiyouliangdeqiye。

biede，xuyaoyigexiankangenbenzaijinhoukanyanzhangdelicheng。bifangzaidiandonghuazaoqideshichen，zhinenghuashengzhangjueduigengyuanyixie。zaoqidezhinenghuashizhutitouzi，butaiqingyifenbiangaifanchoude“wangzhe”。dangdiandonghuashengzhangdaozhongqianqishi，zhinenghuasheihuizhanyouqiangxianweizhiyijueduibiniqingxi。zaibifanghanqingshangjueduichengshujieduandezibenpinxingyezhongxiayounenggoubuhuiyoutaidadejiyuan，danfangjiuyuankan，zibenpinxingyeyidanchengxianxiquehuojiaqianhenshi，dajilvhuiyouxindeshouyishixianqudaidechulijihua。

“渗入率目标或有助于生长早期判定投资机缘”

zhangguanren：xinnengyuanfanchouzhong，naxiexifenxingyeyishengzhangdaoleyoushengzhangxing，keshiqibidingxingyeyibiaoxian？naxiexingyerengcunheima，jianglaiwuwangchengweixingyelongtou？

姚志鹏：一个维度是看底层逻辑。一个新兴财产可否久远生长，必定要看底层手艺本源和理论利用本源可否终究取得市场绝大大都花费者的认同。不管是汽车财产仍是其余财产，这是绝对定性一点的规范。
别的也会有些定量的目标观察，典范的便是渗入率。从传布学角度来讲，若是常常聚的几个伴侣里有人采办新的手机或化装品，四周的人很能够遭到“人传人”的影响发生采办行动。而若是渗入率很是低，作为潜伏花费者都很难被“安利”，那能够这些产物就会像流星划过一样很快被大师忘记掉。以是，关头渗入率目标也可成为一个行业从早期的抽芽阶段到生持久进入趋向性下行的主要判定规范之一。

“主动驾驶范畴将来可期”

zhangguanren：cikeyouliangduoxinxingcaichandetuqiheshuaibaijiuzaizhuanyanzhijian。ruohezaikejishengzhang、xingyejiepaidourusijisudeqijian，zaiqishengzhangzaoqijizhangwozhutouzijiyuan？

yaozhipeng：jinchaolaikanpianzhudongjiashi、pianzhinenghaijueduichuyu“heima”jieduan，huoshuozhanyouqiangxiandebaimacikehaibuchongzuhaodaonianyabieren。danpiandiandonghuadefanchou，2009nianzhongguoshizaiyiqitoutuixinnengyuanqiche，2014niandao2016niandabachehedouhuichuzuchecengkaiqiyilunzhudonghualicheng，danzhenzhuodaoqiyexianshigongjicaineng，zhenzhengjubeiwanmeiyunyingcainengdeyebianshijijiaqiye。zaizheigelichengzhong，liangduoqiyeyibeishaidiaole，toubuxiaoyinghenshijiaozhe。keshixinchuyuceyankaoshijieduandeguantourengshihuiyouheima，yexucikedashiyanzhongdeheimanenggouchengweijianglaidebaima，zhishitacikeqiyefanweibinixiao，qilihaibugouqiang。

金句嘉选

“bidingxingheshengzhangxingshixiangfanxiangchengde。touzizhongjiushigoujianyigezuhe，qudeyigejunyundexijishouyi。bidingxingheshengzhangxingdechengjibianshixijishouyi。bidingxingqiangdebankuai，nenggouqiadangzhuajinduishengzhangxingdeqingqiu，fanzhiyiran，zuichuhuodechengjidezuidahuajiunenggoule。”

“要懂得这个买卖的实质，沉下心去交换、懂得、研讨行业实质和财产汗青——它究竟靠甚么赢利，将来靠甚么能赢。而后要去思虑、判定你所挑选的这些企业当中，谁大几率有能够把这一件工作做对做好。”
“从投资的角度，怎样在天花板很高，收益预期很高的市场中真正把钱赚走，专业的事交给专业的人是最好的方法。对想本身构建投资组合的伴侣，我感觉有两点设法比拟有意思：第一，顺风不要浪。顺风时，多看看财产的危险和不必定性和财产估值和根基面的静态婚配。第二，顺风不要丧。顺风时，不要由于股价涨跌和阶段性的动静影响判定，一个财产趋向的组成不会一挥而就。不要过度失望，也不要过度失望，如许才能够让你分享这个行业真实的投资报答。”

“zhiyaobushidiyingdabiangeng，yixiangjingtaigenzong，nicainengzhongjiuzuchengtouzidehuchenghe。”

——购彩平台appzhizuoxingyetouzizongjianyaozhipeng

*危险提醒：投资人该当当真浏览《基金条约》、《招募申明书》等基金法令文件，领会基金的危险收益特点，并按照本身的投资目标、投资刻日、投资经历、资产状态等判定基金是不是和投资人的危险蒙受才能相顺应。基金过往事迹及其净值凹凸并不预示其将来事迹表现，基金办理人办理的其余基金的事迹并不构本钱基金事迹表现的保障，文中基金产物标的指数的汗青涨跌幅不预示基金产物将来事迹表现。基金投资需谨严。