自下而上地进行公司研究,关注公司业绩增长的质量,在今年的投资中显得更为重要。作为股票投资者经常要问自己或者被问的一个问题是:“为什么买入这个股票?”回答可能不外乎两类——公司的增长,或是投资者的博弈。随着市场投资者参与程度的不断下 Bottom-up company research, focusing on the quality of corporate performance growth, appears to be even more important in this year’s investment. One of the questions that equity investors often ask themselves or are asked is: “Why buy this stock?” The answer may be no more than two categories - the company’s growth, or the investor’s game. As market investors continue to participate in the degree