但是这个指标有个问题_老虎社区_美港股上老虎 - 老虎社区

但是这个指标有个问题就是，gdp只代表国内生产总值，而美国在海外的资产是相当庞大的，这个数据现在看起来比较高，但如果把这些公司在海外的资产也加入到分母以后，可能就没有显得这么高了

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精彩评论

IamEsan
2024-07-11
IamEsan
是的，标普500平均市盈率是22倍，目前是27倍，这么对比确实不便宜，甚至有点偏贵，但是今年的情况比较特殊，基本上是被七巨头拉高的，而其它的行业不算贵，甚至有的很便宜，我个人认为科技股有泡沫，其它行业没有泡沫。
- IamEsan回复杲杲:
  我不懂2b的企业，所以不好发表评论，但是如果将标普500分成七巨头和其它行业，那七巨头是30倍左右，而其它行业只有16倍，所以未来七巨头如果财报低于预期，那可能会有一个消除泡沫的过程，但如果高于预期，那估值可能可以维持住甚至更高。
- 杲杲:
  尤其是英伟达😎
超超_6103
2024-07-11
超超_6103
本来就是老巴在上世纪提出来的东西，那时候还没全球化
MUZAPPAR
2024-07-10
MUZAPPAR
对的

发表看法

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2

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