$标普500(.SP_老虎社区_美港股上老虎

以目前贝森特的玩法，肯定不合里，赤字下降+拉升黄金储备+发行短期国债=GDP%+生产率%，去年10月份份的公式：赤字+短债=GDP+生产率，人工智能龙头英伟达破前高就很慢，

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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