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齊天弼馬溫
10-08
那啥来着，高盛反买，别墅靠海！[财迷]
美国科技股存在泡沫？高盛驳斥：担忧尚早
齊天弼馬溫
05-14
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05-14
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","listText":"那啥来着，高盛反买，别墅靠海！[财迷] ","text":"那啥来着，高盛反买，别墅靠海！[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486990539563736","repostId":"1191086064","repostType":2,"repost":{"id":"1191086064","kind":"news","pubTimestamp":1759921949,"share":"https://www.laohu8.com/m/news/1191086064?lang=&edition=full","pubTime":"2025-10-08 19:12","market":"us","language":"zh","title":"美国科技股存在泡沫？高盛驳斥：担忧尚早","url":"https://stock-news.laohu8.com/highlight/detail?id=1191086064","media":"智通财经网","summary":"尚未达到与历史泡沫时期相一致的水平。","content":"<html><head></head><body><p>高盛策略师 Peter Oppenheimer表示，现在就担心美国高科技股票出现泡沫还为时尚早。他指出，科技股的创纪录上涨行情伴随着强劲的盈利增长，而在以往的泡沫时期，市场上涨主要是由投机行为推动的。</p><p style=\"text-align: justify;\">Oppenheimer及其团队在一份报告中写道：“科技行业的估值已经超出正常范围，但尚未达到与历史泡沫时期相一致的水平。”</p><p style=\"text-align: justify;\">不过，这位策略师再次强调了他的建议，即投资者应进行多元化投资，以规避美国股市窄幅上涨所带来的风险以及人工智能领域日益激烈的竞争。</p><p style=\"text-align: justify;\">包括英伟达、博通和微软在内的几家科技巨头推动了美国股市创下历史新高，因为投资者看好其持续的盈利增长以及人工智能带来的生产效率提升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ceb390c16211519189c2c5b3d48f1ade\" alt=\"\" title=\"\" tg-width=\"531\" tg-height=\"276\"/></p><p style=\"text-align: justify;\">尽管像高盛和巴克莱银行等金融机构近期发布的相关指标显示，投资者仍对股票进一步上涨的前景持乐观态度，但一些市场参与者却对在人工智能领域大规模投入所带来的回报变得谨慎起来。</p><p style=\"text-align: justify;\">周二，以科技股为主的纳斯达克 100 指数下跌，此前有报道称，甲骨文云计算业务的利润率低于市场普遍预期。与此同时，数据表明，近几周新闻报道中提及“科技”和“泡沫”的次数大幅增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7828586e5a21fce649a88ca5555bca6\" alt=\"\" title=\"\" tg-width=\"536\" tg-height=\"274\"/></p><p style=\"text-align: justify;\">估值也在上升。纳斯达克 100 指数的市盈率为未来收益的 28 倍，而其 10 年的平均市盈率为 23 倍。剔除美国的全球综合指数的市盈率为 15 倍。</p><p style=\"text-align: justify;\">Oppenheimer表示，当公司平均价值超出其未来现金流的预期值时，就会出现泡沫现象。他指出，这一次表现最佳的科技股“有着异常强劲的资产负债表”。此外，他写道，股票和信贷市场的估值普遍上升意味着“这并非仅仅关乎科技领域的泡沫，而更多的是与低利率、全球储蓄率高以及长期经济周期等总体状况有关”。</p><p style=\"text-align: justify;\">Oppenheimer表示：“这确实会使它们在信心对经济增长的预期产生动摇时面临调整的压力，但这种情况不太可能仅仅是由科技领域泡沫的破裂所导致的。”</p><p style=\"text-align: justify;\">这位策略师在 2024 年采取了与主流观点相反的立场，他建议投资者将资金从昂贵的美国股票转向表现较为滞后的国际市场。而今年，标普500指数的表现落后于MSCI全球指数(不含美国市场)。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国科技股存在泡沫？高盛驳斥：担忧尚早</title>\n<style 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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美国科技股存在泡沫？高盛驳斥：担忧尚早\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 19:12 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1352743.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛策略师 Peter Oppenheimer表示，现在就担心美国高科技股票出现泡沫还为时尚早。他指出，科技股的创纪录上涨行情伴随着强劲的盈利增长，而在以往的泡沫时期，市场上涨主要是由投机行为推动的。Oppenheimer及其团队在一份报告中写道：“科技行业的估值已经超出正常范围，但尚未达到与历史泡沫时期相一致的水平。”不过，这位策略师再次强调了他的建议，即投资者应进行多元化投资，以规避美国股市...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1352743.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{"NDX":"纳斯达克100指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1352743.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1191086064","content_text":"高盛策略师 Peter Oppenheimer表示，现在就担心美国高科技股票出现泡沫还为时尚早。他指出，科技股的创纪录上涨行情伴随着强劲的盈利增长，而在以往的泡沫时期，市场上涨主要是由投机行为推动的。Oppenheimer及其团队在一份报告中写道：“科技行业的估值已经超出正常范围，但尚未达到与历史泡沫时期相一致的水平。”不过，这位策略师再次强调了他的建议，即投资者应进行多元化投资，以规避美国股市窄幅上涨所带来的风险以及人工智能领域日益激烈的竞争。包括英伟达、博通和微软在内的几家科技巨头推动了美国股市创下历史新高，因为投资者看好其持续的盈利增长以及人工智能带来的生产效率提升。尽管像高盛和巴克莱银行等金融机构近期发布的相关指标显示，投资者仍对股票进一步上涨的前景持乐观态度，但一些市场参与者却对在人工智能领域大规模投入所带来的回报变得谨慎起来。周二，以科技股为主的纳斯达克 100 指数下跌，此前有报道称，甲骨文云计算业务的利润率低于市场普遍预期。与此同时，数据表明，近几周新闻报道中提及“科技”和“泡沫”的次数大幅增加。估值也在上升。纳斯达克 100 指数的市盈率为未来收益的 28 倍，而其 10 年的平均市盈率为 23 倍。剔除美国的全球综合指数的市盈率为 15 倍。Oppenheimer表示，当公司平均价值超出其未来现金流的预期值时，就会出现泡沫现象。他指出，这一次表现最佳的科技股“有着异常强劲的资产负债表”。此外，他写道，股票和信贷市场的估值普遍上升意味着“这并非仅仅关乎科技领域的泡沫，而更多的是与低利率、全球储蓄率高以及长期经济周期等总体状况有关”。Oppenheimer表示：“这确实会使它们在信心对经济增长的预期产生动摇时面临调整的压力，但这种情况不太可能仅仅是由科技领域泡沫的破裂所导致的。”这位策略师在 2024 年采取了与主流观点相反的立场，他建议投资者将资金从昂贵的美国股票转向表现较为滞后的国际市场。而今年，标普500指数的表现落后于MSCI全球指数(不含美国市场)。","news_type":1,"symbols_score_info":{"NDX":1.1}},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434849137467576,"gmtCreate":1747198156555,"gmtModify":1747198912422,"author":{"id":"4183809299978652","authorId":"4183809299978652","name":"齊天弼馬溫","avatar":"https://static.tigerbbs.com/389006d44f342ec408c728079d4573bf","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183809299978652","authorIdStr":"4183809299978652"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLF\">$克利夫兰克里夫(CLF)$ </a> 😖😖","listText":"<a href=\"https://laohu8.com/S/CLF\">$克利夫兰克里夫(CLF)$ </a> 😖😖","text":"$克利夫兰克里夫(CLF)$ 😖😖","images":[{"img":"https://static.tigerbbs.com/7cc51c2041ca582df48fdb07fb9f9775","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434849137467576","isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434847789044512,"gmtCreate":1747198112974,"gmtModify":1747198891664,"author":{"id":"4183809299978652","authorId":"4183809299978652","name":"齊天弼馬溫","avatar":"https://static.tigerbbs.com/389006d44f342ec408c728079d4573bf","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183809299978652","authorIdStr":"4183809299978652"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a> 😭😭","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a> 😭😭","text":"$联合健康(UNH)$ 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6月来到500吧！😭😭","images":[{"img":"https://static.tigerbbs.com/28cfca62414ce928636f5c9e415ed6df","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432251985498952","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":486990539563736,"gmtCreate":1759923226303,"gmtModify":1759924245765,"author":{"id":"4183809299978652","authorId":"4183809299978652","name":"齊天弼馬溫","avatar":"https://static.tigerbbs.com/389006d44f342ec408c728079d4573bf","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183809299978652","authorIdStr":"4183809299978652"},"themes":[],"htmlText":"那啥来着，高盛反买，别墅靠海！[财迷] ","listText":"那啥来着，高盛反买，别墅靠海！[财迷] ","text":"那啥来着，高盛反买，别墅靠海！[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486990539563736","repostId":"1191086064","repostType":2,"repost":{"id":"1191086064","kind":"news","pubTimestamp":1759921949,"share":"https://www.laohu8.com/m/news/1191086064?lang=&edition=full","pubTime":"2025-10-08 19:12","market":"us","language":"zh","title":"美国科技股存在泡沫？高盛驳斥：担忧尚早","url":"https://stock-news.laohu8.com/highlight/detail?id=1191086064","media":"智通财经网","summary":"尚未达到与历史泡沫时期相一致的水平。","content":"<html><head></head><body><p>高盛策略师 Peter Oppenheimer表示，现在就担心美国高科技股票出现泡沫还为时尚早。他指出，科技股的创纪录上涨行情伴随着强劲的盈利增长，而在以往的泡沫时期，市场上涨主要是由投机行为推动的。</p><p style=\"text-align: justify;\">Oppenheimer及其团队在一份报告中写道：“科技行业的估值已经超出正常范围，但尚未达到与历史泡沫时期相一致的水平。”</p><p style=\"text-align: justify;\">不过，这位策略师再次强调了他的建议，即投资者应进行多元化投资，以规避美国股市窄幅上涨所带来的风险以及人工智能领域日益激烈的竞争。</p><p style=\"text-align: justify;\">包括英伟达、博通和微软在内的几家科技巨头推动了美国股市创下历史新高，因为投资者看好其持续的盈利增长以及人工智能带来的生产效率提升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ceb390c16211519189c2c5b3d48f1ade\" alt=\"\" title=\"\" tg-width=\"531\" tg-height=\"276\"/></p><p style=\"text-align: justify;\">尽管像高盛和巴克莱银行等金融机构近期发布的相关指标显示，投资者仍对股票进一步上涨的前景持乐观态度，但一些市场参与者却对在人工智能领域大规模投入所带来的回报变得谨慎起来。</p><p style=\"text-align: justify;\">周二，以科技股为主的纳斯达克 100 指数下跌，此前有报道称，甲骨文云计算业务的利润率低于市场普遍预期。与此同时，数据表明，近几周新闻报道中提及“科技”和“泡沫”的次数大幅增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7828586e5a21fce649a88ca5555bca6\" alt=\"\" title=\"\" tg-width=\"536\" tg-height=\"274\"/></p><p style=\"text-align: justify;\">估值也在上升。纳斯达克 100 指数的市盈率为未来收益的 28 倍，而其 10 年的平均市盈率为 23 倍。剔除美国的全球综合指数的市盈率为 15 倍。</p><p style=\"text-align: justify;\">Oppenheimer表示，当公司平均价值超出其未来现金流的预期值时，就会出现泡沫现象。他指出，这一次表现最佳的科技股“有着异常强劲的资产负债表”。此外，他写道，股票和信贷市场的估值普遍上升意味着“这并非仅仅关乎科技领域的泡沫，而更多的是与低利率、全球储蓄率高以及长期经济周期等总体状况有关”。</p><p style=\"text-align: justify;\">Oppenheimer表示：“这确实会使它们在信心对经济增长的预期产生动摇时面临调整的压力，但这种情况不太可能仅仅是由科技领域泡沫的破裂所导致的。”</p><p style=\"text-align: justify;\">这位策略师在 2024 年采取了与主流观点相反的立场，他建议投资者将资金从昂贵的美国股票转向表现较为滞后的国际市场。而今年，标普500指数的表现落后于MSCI全球指数(不含美国市场)。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国科技股存在泡沫？高盛驳斥：担忧尚早</title>\n<style 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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美国科技股存在泡沫？高盛驳斥：担忧尚早\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 19:12 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1352743.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛策略师 Peter Oppenheimer表示，现在就担心美国高科技股票出现泡沫还为时尚早。他指出，科技股的创纪录上涨行情伴随着强劲的盈利增长，而在以往的泡沫时期，市场上涨主要是由投机行为推动的。Oppenheimer及其团队在一份报告中写道：“科技行业的估值已经超出正常范围，但尚未达到与历史泡沫时期相一致的水平。”不过，这位策略师再次强调了他的建议，即投资者应进行多元化投资，以规避美国股市...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1352743.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{"NDX":"纳斯达克100指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1352743.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1191086064","content_text":"高盛策略师 Peter Oppenheimer表示，现在就担心美国高科技股票出现泡沫还为时尚早。他指出，科技股的创纪录上涨行情伴随着强劲的盈利增长，而在以往的泡沫时期，市场上涨主要是由投机行为推动的。Oppenheimer及其团队在一份报告中写道：“科技行业的估值已经超出正常范围，但尚未达到与历史泡沫时期相一致的水平。”不过，这位策略师再次强调了他的建议，即投资者应进行多元化投资，以规避美国股市窄幅上涨所带来的风险以及人工智能领域日益激烈的竞争。包括英伟达、博通和微软在内的几家科技巨头推动了美国股市创下历史新高，因为投资者看好其持续的盈利增长以及人工智能带来的生产效率提升。尽管像高盛和巴克莱银行等金融机构近期发布的相关指标显示，投资者仍对股票进一步上涨的前景持乐观态度，但一些市场参与者却对在人工智能领域大规模投入所带来的回报变得谨慎起来。周二，以科技股为主的纳斯达克 100 指数下跌，此前有报道称，甲骨文云计算业务的利润率低于市场普遍预期。与此同时，数据表明，近几周新闻报道中提及“科技”和“泡沫”的次数大幅增加。估值也在上升。纳斯达克 100 指数的市盈率为未来收益的 28 倍，而其 10 年的平均市盈率为 23 倍。剔除美国的全球综合指数的市盈率为 15 倍。Oppenheimer表示，当公司平均价值超出其未来现金流的预期值时，就会出现泡沫现象。他指出，这一次表现最佳的科技股“有着异常强劲的资产负债表”。此外，他写道，股票和信贷市场的估值普遍上升意味着“这并非仅仅关乎科技领域的泡沫，而更多的是与低利率、全球储蓄率高以及长期经济周期等总体状况有关”。Oppenheimer表示：“这确实会使它们在信心对经济增长的预期产生动摇时面临调整的压力，但这种情况不太可能仅仅是由科技领域泡沫的破裂所导致的。”这位策略师在 2024 年采取了与主流观点相反的立场，他建议投资者将资金从昂贵的美国股票转向表现较为滞后的国际市场。而今年，标普500指数的表现落后于MSCI全球指数(不含美国市场)。","news_type":1,"symbols_score_info":{"NDX":1.1}},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434849137467576,"gmtCreate":1747198156555,"gmtModify":1747198912422,"author":{"id":"4183809299978652","authorId":"4183809299978652","name":"齊天弼馬溫","avatar":"https://static.tigerbbs.com/389006d44f342ec408c728079d4573bf","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183809299978652","authorIdStr":"4183809299978652"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLF\">$克利夫兰克里夫(CLF)$ </a> 😖😖","listText":"<a 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