谢谢
Italian Premier Meloni announces separation from partner, father of daughter_我的网站

一 | 我们投资的时候,看到产业大事发生,然后会这么做: 左边的路径: 适合新兴产业(成长早期),技术路线和龙头未定,押错公司的代价太大,可以选择行 业 ETF。 ROME -- Italian Premier Giorgia Meloni announced Friday that she is separating from her partner and the father of her young daughter after nearly a decade together.In a statement posted on social media, Meloni said her relationship with Andrea Giambruno had ended. She said their paths had diverged “for some time.” The announcement came after Giambruno, an on-air television personality, was caught on audio seemingly making lewd remarks to colleagues.An Italian satirical news program, Striscia la Notizia, aired two nights' worth of programming on Giambruno this week, using backstage clips and audio. Striscia is a primetime program of the Mediaset broadcaster of the late Silvio Berlusconi, whose Forza Italia party is a junior partner in Meloni’s government.This week marks the first anniversary of Meloni's government, Italy's first headed by a woman and first hard-right-led administration since the end of World War II.Meloni, who was raised by a single mother after her father abandoned the family, and Giambruno share 7-year-old Ginevra. Meloni had previously described Giambruno as a “fantastic” and very present father who complemented her in caring for their daughter. In her 2021 memoir “I am Giorgia,” she said Giambruno wouldn’t balk if she was working and he had to step in, though she complained that he was messier than she.In her statement, Meloni thanked Giambruno for their relationship and daughter and she would defend their friendship. “And I will defend, at all costs, a 7-year-old girl who loves her mother and loves her father, as I was unable to love mine.”She also hit back at the media coverage that preceded her announcement, blasting “all those who hoped to weaken me by hitting me at home.”。 也适合同质化的赛道。比如国内的金融行业业务模式相似,彼此之间的效率差别也不大 ,买 ETF 省心。

二 | 还有一种情况也适合买 ETF: 个人研究能力有限。

三 | 很难跟踪公司,避免买到假龙头和财 务暴雷公司。

四 | 右边的路径: 行业增速出现放缓迹象,胜负手在于利润在产业链当中的分配。需要找出“拿最大蛋糕 ” 的环节。最典型的比如新能源行业,光伏行业,消费品。 行业发展过程当中,大多会经历从左切到右边: 最典型的像 2019 年的新能源,买行业 ETF 就可以获得不错的收益。

五 | 但是 2022 年之后行业增速放缓,竞争激烈,梳理上下游 ,瞄准上游锂矿 、 电池企业,才能显著跑赢其他新能源公司。 当然还有一种情况 ,不得不选右边: 没有对应赛道的 ETF, 比如刚出现的新兴行业。 本文为妙投付费内容,上述仅为摘要,购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会,在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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