pepper 花椒 (决战A股美股)
pepper 花椒 (决战A股美股)|Aug 24, 2026 03:03
Based on historical experience, over the next one to two months, we’ll likely see repeated rotations between tech rebounds and adjustments in 'old-timers' until the tech rebound ends. After that, we’ll check if the 'old-timers' at the bottom can break through the annual trend line during this period. Then comes the half-year earnings validation—checking if the performance of the 'old-timers' we’re holding remains stable and provides consistent dividends. Any future stocks that can maintain a dividend yield of over 5% have potential, and those with yields over 6% have even greater opportunities, with at least 50% upside potential. Those skilled at playing rotations will significantly boost excess returns. Don’t assume that the consumer and pharmaceutical sectors from the last round of group buying just plummeted overnight—it was more of a high-level consolidation for over a year before slowly declining, and then it kept sliding for five to six years.
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