周末我会详细分析目前现状和对策

中环杰哥投资探秘

简单说几句，美股中长期牛市一定还在，但是，短期可以做空，或者对冲。抄底一定有机会，先等一下，月线修复。不管关税加或者不加，对美股大盘子影响都不大。港股不确定性多，可以做空，对冲，其余操作，谨慎处理。

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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