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建仓 AJG ,原因如下:
1、AJG 每股收益在过去五年翻了一番,年化回报率27%,远超标普12%
2、保险是所有文明发达国家的刚需
3、抗风险能力强,受益于通膨,轻资产模式(图1至3)
4、保险经纪行业依赖并购扩张,AJG是行业中最激进的那个
5、历次月线回落都系机构调仓所致,无关业绩(上车机会) https://t.co/fAtfigRbmV
aeon
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