
About this episode
揭秘投资高手的秘密!张坤与焦巍,同为白酒股的忠实拥趸,却展现迥异投资哲学。牛市皆英雄,熊市见真章。二位大佬,一个坚守价值,一个灵活应变,面对市场动荡,谁更胜一筹?
02:00 两只基金的十大重仓股:白酒、医药为主,市场悲观氛围中展现基金经理差异
04:02 焦伟的调仓结果:中特股和红利股票的配置价值
06:04 长期持有与短期交易:基金投资风格的差异对投资者的影响
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