https://www.bullsignal.net/en/tags/shel/ Recent content in SHEL on X Bull Signals | Global Insight Hugo -- 0.154.5 en Sun, 15 Mar 2026 23:41:34 +0000 https://www.bullsignal.net/en/posts/20260315_234134/ Sun, 15 Mar 2026 23:41:34 +0000 https://www.bullsignal.net/en/posts/20260315_234134/ <ul> <li>应对从 Capex 周期到生产力爆炸的范式转移，投资组合应遵循三原则：<strong>能量/信息/制造</strong>中持有 1/2 核心要素；<strong>生产/传输/存储</strong>环节中优先配置 2/3 波动性较低的部位；智能廉价化背景下，应配置<strong>需求弹性高、供给弹性弱</strong>的稀缺资产 <a href="https://x.com/ChinaMacroFacts/status/2033047787684639141">引用[10]</a>。</li> <li>投资决策虽依托于宏观周期与趋势判断，但最终决定持仓周期长短的核心驱动力是<strong>投资哲学</strong> [引用[20]](https://x.</li> </ul> https://www.bullsignal.net/en/posts/20260314_060020/ Sat, 14 Mar 2026 06:00:20 +0000 https://www.bullsignal.net/en/posts/20260314_060020/ <ul> <li>&ldquo;Boots on the ground&rdquo; is inevitable, risking further destabilization <a href="https://x.com/hhuang/status/2032518959887724787">9</a>.</li> <li>Marines are deploying to Iran, signaling an escalation of conflict <a href="https://x.com/JaguarAnalytics/status/2032519239031042492">10</a>.</li> </ul>