我们计划保留部分高息股和中概电商平台，关注消费、有自主品牌的制造、信息技术等里的低估值业绩增长较好的机会（我们要求成长股当年PE不超过20倍，次年不超过15PE），包括出口型公司，因为最近几个月市场对特朗普当选后的影响做了极度悲观的预计。『2024年投资总结-迟来的春天』https://mp.weixin.qq.com/s?__biz=MzU2OTgwNzIwNg==&mid=2247483782&idx=1&sn=3d2d6f34c6e2acfb4a9fecf430fca716&chksm=fd57d937c449b8c857fc443e39ef9618249ff51281f9d09e59da15b4c8107adce6db4c975f73&mpshare=1&srcid=0102P1XQvKx4tuz4CxlIBMRI&sharer_shareinfo=913c4efe3f19b43933d4f52fa43a0514&sharer_shareinfo_first=913c4efe3f19b43933d4f52fa43a0514&from=timeline&scene=2&subscene=1&sessionid=1735829173&clicktime=1735829230&enterid=1735829230&ascene=2&fasttmpl_type=0&fasttmpl_fullversion=7539086-zh_CN-zip&fasttmpl_flag=0&realreporttime=1735829230634&devicetype=android-31&version=28003739&nettype=WIFI&lang=zh_CN&countrycode=CN&exportkey=n_ChQIAhIQAIxy20NR8zx3wnmwLuJgcBL2AQIE97dBBAEAAAAAAGgrCWgYJ%2FAAAAAOpnltbLcz9gKNyK89dVj0kCjv3ImI1tSvUG590hp6cZwUlfK9B0IL5eBcZjv9Ui0CEJGtLcWLwSP8QAA0c6YlI4J295gmYCuON4n%2BL%2BkK6c729VR71KjOldoCi8Zsr%2BihlpbFAAoNEH7NfXqHZfKJDT%2Boubh16e81RQfo0piDNmXnbNzMjV7sDgG6S70UShwaJN1hx0v%2Fv%2BLD0BJuT4gTXLK1e3LKayhCaDzTfsegBizDP6fi4Tg4dK6kYRqOM5%2F9Ra0TZNaZGTFFzpj81fW%2BOKSIbkE7hYGAGQAqFYNsDw%3D%3D&pass_ticket=RlhcZu%2Fbix13qFFfr5dbcUQThTXu%2BwcbP2wicJL9oZObmVl%2F3VxXEoU1FfkcDiWW&wx_header=3