欢迎订阅【话中有金】。价值投资or成长投资？这可能是很多投资者在选股时面临的问题。在不同行业里，如何挖掘alpha？如何判断估值贵还是便宜？未来TMT行情的持续性如何？敬请收听本期节目，找到答案。【主持人】中金财富产品与解决方案部落产品研究员 张梓萌 S0960122080020 、 A20230407004129【嘉宾】名禹资产合伙人、基金经理 陈美风 P1000887100014【时间轴】00:11:41 在不同行业里如何挖掘Alpha00:19:08 怎么看待拓展能力圈00:21:55 如何从估值角度看待个股00:34:48 如何选择基金经理00:37:30 十年前TMT行情对当下的启示00:51:07 如何看待对景气赛道股的追捧扫描下方二维码，免费领取重磅投资干货！免责声明: 中金财富对本文所载信息的准确性、可靠性、时效性及完整性不作任何明示或暗示的保证。本文仅供参考，不构成任何投资建议，投资者据此操作，风险自负。投资有风险 入市需谨慎。中金财富及其人员对使用本文本内容所引发的任何直接或间接损失概不负责。未经中金财富书面授权许可，任何机构和个人不得以任何形式转发、转载、翻版、复制、 刊登、发表、修改、仿制或引用本文。
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