科技股的估值是一直高_老虎社区_美港股上老虎

科技股的估值是一直高于市场平均水平，现在只是资产比较集中在7巨头上，没有分配到其他小型科技公司，大家觉得风险集中。其实资金集中也是跟巨头们的市场垄断和自身资金充沛，研发人员规模巨大，能持续支持高投入相关。

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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