橡树资本联合创始人霍华德·马克斯8月13日发布了最新备忘录。这次的比较特别。有比较多的篇幅聚焦当下的市场。霍华德·马克斯详细分析了目前美国股市的状况,特别是标普500指数在当前估值水平下的表现。他对当下美股的看法可以总结为一句话:从“估值高企”到“令人担忧”的转变。这一变化源自对市场整体经济前景的重新审视,以及投资者情绪和行为的影响。标普500指数作为美国股市最重要的晴雨表之一,去年年底的远期...
Source Link橡树资本联合创始人霍华德·马克斯8月13日发布了最新备忘录。这次的比较特别。有比较多的篇幅聚焦当下的市场。霍华德·马克斯详细分析了目前美国股市的状况,特别是标普500指数在当前估值水平下的表现。他对当下美股的看法可以总结为一句话:从“估值高企”到“令人担忧”的转变。这一变化源自对市场整体经济前景的重新审视,以及投资者情绪和行为的影响。标普500指数作为美国股市最重要的晴雨表之一,去年年底的远期...
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