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押题水泥，4-5月备选家电昨天的直播特地提到了水泥股的逻辑，超跌+补涨+周期延后（没有冬歇）+涨价，来看看第二天的表现：（2021-2-19周五中午收盘后的截图）押题小公举是不是名不虚传？产业链思维2021年是hard模式，一定要“择时+选股”都做对了才能获得超额收益。送大家13个大字：择时择股，降低预期，产业链思维我用产业链思维教大家如何分解特斯拉产业链，先涨什么，后涨什么，为什么电池涨得比整车多，而正极又比负极材料涨得多。不知道有没有课代表做了脑图，可以在群里分享出来哦~
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