巴克莱:引人深思!美股估值下调与重估的过山车行情

智通财经网
19 May

在经历了创纪录的估值下调和迅速的重估之后,大型科技股的交易价格仍比 2024 年底时低 4 倍左右 ;它们在 2025 年第一季度令人瞩目的收益证实了关键增长驱动力依然稳固。标普 500 指数中除科技股以外的成分股估值在抛售期间表现更为坚挺,并且尽管消费者板块盈利疲软,其估值已实现超跌反弹。图 1. 标普 500 指数非科技股估值已完全恢复;大型科技股尽管在 2025 年第一季度出色业绩后重估,但...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10