解说中证传媒

Commentary in the media.

宏阳说车 2018-01-20 15:41:01

2018年，我最看好A股行业指数之一，中证传媒。

传媒行业是2015年牛市中的超级大明星，但最近两年走势一直像屎一样，中证传媒指数从股灾前的4700多点，一路跌到1600多点，跌了65%，都快跌回10年前了，现在10年考量周期的PE分位点也几乎跌到历史最低水平了。

但过去10年中国文化传媒产业可谓飞速成长，在居民消费升级的大环境下，未来传媒的市场需求会越来越大，所以眼下买传媒指数的安全系数相当高。

另外过去传媒指数第一大权重股——乐视网，已经从指数成分股里踢掉了，就算马上要复牌补跌，但如果你买的是去年12月刚发行的广发传媒ETF的话，也不用担心了，里面本来就没乐视了

传媒行业未来必然是极具潜力的行业，消费升级带来的大文化必然要带来传媒行业的飞速发展。但是，目前中国的传媒公司规模远远小于美国。中证传媒指数市盈率几乎触底了，10年来最低了。风险已经消失了。重要的事情说三遍，大额定投：广发中证传媒基金004752

Commentary in the media.

Hongyang said car 2018-01-20 15:41:01.

In 2018, I am most optimistic about one of the a-share industry indexes, China securities media.

Media industry is the super star in the bull market in 2015, but the movements of the last two years have been like shit, has media index from more than 4700 points before a crash, all the way down to the more than 1600 points, down 65%, almost fall back to a decade ago, now 10 years considerations cycle PE quantiles are almost fell to the lowest level in history.

But over the past decade, China's cultural media industry is a rapid growth, under the circumstances of residents' consumption upgrade, the future of media market demand will be more and more big, so now buy media index is of very high safety coefficient.

Other media in the past, networks, the index of the first large stocks has been kicked out from the index, even if will soon resume fill down, but if you buy is newly issued in December last year, guangdong media ETF, also need not worry, there was no music view

The future of the media industry must be an industry with great potential. The great culture brought by the consumption upgrade will inevitably bring about the rapid development of the media industry. But China's media companies are far smaller than the us. The csi is near the bottom of the index, the lowest in a decade. The risk has disappeared. The important thing to say three times, the large fixed investment: guangfa medium certificate media fund 004752.