LI
其他Original Platform
himalayacapital.com/@Li_Lu_Value
Bio
喜马拉雅资本创始人,芒格唯一授权管理资金的外部基金经理。深度价值投资者,专注亚洲和美国市场。
Ideas
1 Ideas
US Banking Sector Outlook 2026
Li Lu shares his perspective on the US banking sector, noting that Bank of America's deposit franchise and improving net interest margins make it well-positioned for the current rate environment.