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高盛说好，生死难料
高盛：美股“科技七巨头”估值已跌至七年来最低水平
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：美股“科技七巨头”估值已跌至七年来最低水平\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-19 23:21 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-05-19/doc-inexcncs2584619.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛最新研究发现，苹果公司与其同属“科技七巨头”的股票当前集体估值已跌至七年来最低水平。 高盛策略师大卫·科斯汀（David Kostin）指出，目前科技七巨头的远期市盈率为28倍，相较标普493指数20倍的市盈率存在43%溢价，该溢价幅度处于过去十年间的第30百分位。 这意味着苹果、Alphabet、亚马逊、Meta、微软、英伟达和特斯拉的自2018年以来最低的NTM估值倍数。 尽管对AI...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-05-19/doc-inexcncs2584619.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da1844438e5d648a81b70258645b0469","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-05-19/doc-inexcncs2584619.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170489908","content_text":"高盛最新研究发现，苹果公司与其同属“科技七巨头”的股票当前集体估值已跌至七年来最低水平。 高盛策略师大卫·科斯汀（David Kostin）指出，目前科技七巨头的远期市盈率为28倍，相较标普493指数20倍的市盈率存在43%溢价，该溢价幅度处于过去十年间的第30百分位。 这意味着苹果、Alphabet、亚马逊、Meta、微软、英伟达和特斯拉的自2018年以来最低的NTM估值倍数。 尽管对AI支出、贸易政策不确定性和反垄断诉讼的担忧压低了估值倍数，但高盛的横截面模型显示，基于盈利增长和资产负债表强度，该群体实际上正以相对于基本面状况的适度折价交易。 科斯汀认为，短期内较轻的仓位配置、相比过去两年更便宜的估值，以及一季度财报后重燃的AI热情，可能推动七巨头股价回升。但风险因素仍具两面性：欧美对Alphabet、苹果、微软和Meta持续的反垄断调查可能投下阴影，而诸如苹果AI搜索野心导致Alphabet股价单日暴跌7%这类竞争性新闻，凸显了该群体内部的脆弱性。 尽管面临这些逆风，七巨头的财务健康状况和增长前景依然强劲，分析师对该群体的盈利上调幅度持续超越大盘。投资者的关注点料将在AI驱动的上行潜力与监管阴云之间摇摆，为科技重仓组合创造波动剧烈但充满机遇的环境。 分析指出，处于多年低位的七巨头估值重置，可能为寻求配置长期增长领军企业的投资者提供买入机会，但监管与竞争风险仍需保持警惕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253049595214350","authorId":"253049595214350","name":"万法隐世仙君","avatar":"https://static.tigerbbs.com/a609ce6b310ba764016d58d6fd052a4e","crmLevel":7,"crmLevelSwitch":0,"idStr":"253049595214350","authorIdStr":"253049595214350"},"content":"这说法比较客观保守 [得意]","text":"这说法比较客观保守 [得意]","html":"这说法比较客观保守 [得意]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":436862219100288,"gmtCreate":1747668493664,"gmtModify":1747668655272,"author":{"id":"3559605619845414","authorId":"3559605619845414","name":"诚信长存","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559605619845414","authorIdStr":"3559605619845414"},"themes":[],"htmlText":"高盛说好，生死难料","listText":"高盛说好，生死难料","text":"高盛说好，生死难料","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/436862219100288","repostId":"1170489908","repostType":2,"repost":{"id":"1170489908","kind":"news","pubTimestamp":1747668072,"share":"https://www.laohu8.com/m/news/1170489908?lang=&edition=full","pubTime":"2025-05-19 23:21","market":"us","language":"zh","title":"高盛：美股“科技七巨头”估值已跌至七年来最低水平","url":"https://stock-news.laohu8.com/highlight/detail?id=1170489908","media":"新浪美股","summary":"目前科技七巨头的远期市盈率为28倍。","content":"<html><head></head><body><p> 高盛最新研究发现，苹果公司与其同属“科技七巨头”的股票当前集体估值已跌至七年来最低水平。</p><p style=\"text-align: start;\"> 高盛策略师大卫·科斯汀（David Kostin）指出，目前科技七巨头的远期市盈率为28倍，相较标普493指数20倍的市盈率存在43%溢价，该溢价幅度处于过去十年间的第30百分位。</p><p style=\"text-align: start;\"> 这意味着苹果、Alphabet、亚马逊、Meta、微软、英伟达和特斯拉的自2018年以来最低的NTM估值倍数。</p><p style=\"text-align: start;\"> 尽管对AI支出、贸易政策不确定性和反垄断诉讼的担忧压低了估值倍数，但高盛的横截面模型显示，基于盈利增长和资产负债表强度，该群体实际上正以相对于基本面状况的适度折价交易。</p><p style=\"text-align: start;\"> 科斯汀认为，短期内较轻的仓位配置、相比过去两年更便宜的估值，以及一季度财报后重燃的AI热情，可能推动七巨头股价回升。但风险因素仍具两面性：欧美对Alphabet、苹果、微软和Meta持续的反垄断调查可能投下阴影，而诸如苹果AI搜索野心导致Alphabet股价单日暴跌7%这类竞争性新闻，凸显了该群体内部的脆弱性。</p><p style=\"text-align: start;\"> 尽管面临这些逆风，七巨头的财务健康状况和增长前景依然强劲，分析师对该群体的盈利上调幅度持续超越大盘。投资者的关注点料将在AI驱动的上行潜力与监管阴云之间摇摆，为科技重仓组合创造波动剧烈但充满机遇的环境。</p><p style=\"text-align: start;\"> 分析指出，处于多年低位的七巨头估值重置，可能为寻求配置长期增长领军企业的投资者提供买入机会，但监管与竞争风险仍需保持警惕。</p></body></html>","source":"xlmg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：美股“科技七巨头”估值已跌至七年来最低水平\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-19 23:21 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-05-19/doc-inexcncs2584619.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛最新研究发现，苹果公司与其同属“科技七巨头”的股票当前集体估值已跌至七年来最低水平。 高盛策略师大卫·科斯汀（David Kostin）指出，目前科技七巨头的远期市盈率为28倍，相较标普493指数20倍的市盈率存在43%溢价，该溢价幅度处于过去十年间的第30百分位。 这意味着苹果、Alphabet、亚马逊、Meta、微软、英伟达和特斯拉的自2018年以来最低的NTM估值倍数。 尽管对AI...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-05-19/doc-inexcncs2584619.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da1844438e5d648a81b70258645b0469","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-05-19/doc-inexcncs2584619.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170489908","content_text":"高盛最新研究发现，苹果公司与其同属“科技七巨头”的股票当前集体估值已跌至七年来最低水平。 高盛策略师大卫·科斯汀（David Kostin）指出，目前科技七巨头的远期市盈率为28倍，相较标普493指数20倍的市盈率存在43%溢价，该溢价幅度处于过去十年间的第30百分位。 这意味着苹果、Alphabet、亚马逊、Meta、微软、英伟达和特斯拉的自2018年以来最低的NTM估值倍数。 尽管对AI支出、贸易政策不确定性和反垄断诉讼的担忧压低了估值倍数，但高盛的横截面模型显示，基于盈利增长和资产负债表强度，该群体实际上正以相对于基本面状况的适度折价交易。 科斯汀认为，短期内较轻的仓位配置、相比过去两年更便宜的估值，以及一季度财报后重燃的AI热情，可能推动七巨头股价回升。但风险因素仍具两面性：欧美对Alphabet、苹果、微软和Meta持续的反垄断调查可能投下阴影，而诸如苹果AI搜索野心导致Alphabet股价单日暴跌7%这类竞争性新闻，凸显了该群体内部的脆弱性。 尽管面临这些逆风，七巨头的财务健康状况和增长前景依然强劲，分析师对该群体的盈利上调幅度持续超越大盘。投资者的关注点料将在AI驱动的上行潜力与监管阴云之间摇摆，为科技重仓组合创造波动剧烈但充满机遇的环境。 分析指出，处于多年低位的七巨头估值重置，可能为寻求配置长期增长领军企业的投资者提供买入机会，但监管与竞争风险仍需保持警惕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253049595214350","authorId":"253049595214350","name":"万法隐世仙君","avatar":"https://static.tigerbbs.com/a609ce6b310ba764016d58d6fd052a4e","crmLevel":7,"crmLevelSwitch":0,"idStr":"253049595214350","authorIdStr":"253049595214350"},"content":"这说法比较客观保守 [得意]","text":"这说法比较客观保守 [得意]","html":"这说法比较客观保守 [得意]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
