《大势投资》内容简介

　　本书本着“授人以鱼不如授人以渔”的想法和思路，从风险偏好、无风险利率、基本面三点出发，对应择时考虑短期、中期、长期三个时间维度的判断、分析方法和判断指标。以宏观发展周期、产业政策周期、行业景气周期的三周期思维，涵盖宏观、中观、微观三个角度，以及在A股中的运用，从事实、案例着眼，从大消费、周期品、科技制造、大金融四大部分入手，多方面、多角度讲透每轮行情细节，力求帮助读者形成较为全面、直观、深刻的印象。

　　作者简介

　　李美岑，财通证券首席策略分析师，北京大学与新加坡国立大学硕士，连续多年获得新财富、水晶球、金麒麟最佳分析师等。2019年提出“核心资产ISEF买卖模型”、2020年提出“寻找新能源链条的十倍股”、2022年提出“轮到大金融了”。

　　

"Trend investment" content introduction

This book is based on the idea and thinking of "giving people fish is better than giving people fish", starting from the three points of risk appetite, risk-free interest rate and fundamentals, corresponding to the judgment, analysis methods and judgment indicators considering the three time dimensions of short, medium and long term. With the three-cycle thinking of macro development cycle, industrial policy cycle and industry boom cycle, covering macro, medium and micro perspectives, as well as the application in A-shares, focusing on facts and cases, starting from the four major parts of large consumption, cyclical goods, science and technology manufacturing and big finance, the details of each round of market are explained in various aspects and angles. Strive to help readers form a more comprehensive, intuitive, deep impression.

About the author

Li Meicen, chief strategic analyst of Caitong Securities, master of Peking University and National University of Singapore, has been awarded the best analyst of New Fortune, Crystal Ball and Golden Kirin for many years. In 2019, it proposed "core asset ISEF trading model", in 2020, it proposed "looking for ten times the shares of the new energy chain", and in 2022, it proposed "It is the turn of big finance".