keep calm
10-09
泡沫肯定还是有的,很多公司都搭上个AI概念。但是龙头公司技术储备都很足,未来可能就是大雨吃小鱼了,就避免一下反垄断就行了,类似于英伟达这样的
AI泡沫论!美股现在的估值,合理吗?
近日亚马逊CEO贝佐斯接受访谈,表示:AI就算是泡沫,也是好泡沫! 美股当前,特别是科技板块,七巨头的估值水平远高于市场平均——eg. $英伟达(NVDA)$ 的P/E 52.66, $特斯拉(TSLA)$ 的P/E是 250+……【大家觉得美股现在估值合理吗?你愿意为谁的估值买单?】
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