kastkingsharky3baitfeeder6000|直击奥马哈|内布拉斯加大学经济学助理教授Jane Liu:从宏观视角理解价值投资
Special topic: Buffett's 2024 shareholders 'meeting hits heavily
Global investors pay attentionkastkingsharky3baitfeeder6000Berkshire Hathaway shareholders 'meeting was held in the small town of Omaha, Nebraskakastkingsharky3baitfeeder6000Sina Finance had a dialogue with Jane Liu, assistant professor of economics at the University of Nebraska, at the shareholders 'meeting.
She believes that for value investment, the impact of macroeconomics, monetary policies and global economic changes on industries closely related to trade cannot be ignored.
When talking about the changing trend of the U.S. economy, she pointed out that after the epidemic, there has been an increase in the trend of working from home, which then has an impact on some industries, such as the rise in real estate prices. There is such a trend across the United States. Due to high interest rates, the Internet and technology industries, which have grown rapidly during the epidemic, have also suffered some impacts.
(Kang Lu, director of Sina Finance North America Station, sent a message from Omaha)