房地产可能两个季度内见底，后续是十年级别的上升周期？

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最近半夏投资的李蓓又发表了关于房地产市场的观点，她认为：房地产市场很有可能两个季度内见底，后续是十年级别的上升周期。当然，这不是她完整的观点内容，毕竟人家主要是做股票投资的，所以最终的落脚点还是股票上，所以上述观点内容后面接上了这样的一句话：行业规模不会回到历史高位，房价涨幅3年内不会很大，但若干相关公司的涨幅会非常巨大。我想她想表达的是，虽然房地产整体行业不会回到历史高位，且房价在3年内也不会...

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