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本期播客，主持人和嘉宾探讨了股市从熊市到牛市的转变过程，强调在市场高涨时警惕放松对资产质量和估值的要求的重要性。讨论涉及散户与机构投资者行为，南下资金与外资动态，以及政策预期对市场的影响。他们强调，投资应专注于资产价值而非短期市场波动，并指出在市场低迷时增加股票资产配置的重要性。此外，讨论了产品设计与市场周期对投资策略的影响，提倡长期视角下的投资决策。【风险提示】：本节目音频内容以及文字信息均不构成投资建议，投资有风险，投资需谨慎。以上内容仅供参考，不预示未来表现，也不作为任何投资建议。其中的观点和预测仅代表当时观点，今后可能发生改变。一切问题咨询可联系(微信)：cwzy20230605加入社群
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