估值冲上“云霄”,和平协议会是美股"利好出尽"的导火索吗?

华尔街见闻
Aug 19, 2025

随着美股几乎所有主要估值模型都发出“严重高估”的预警,分析师现在开始担忧,俄乌和平协议的利好消息,可能成为引发"利好出尽"抛售的导火索。 据央视新闻,当地时间8月18日周一下午,特朗普在白宫会见泽连斯基时表示,如果一切顺利,他们将举行美俄乌三边会谈。他相信俄罗斯总统普京希望这场战争结束,美国将与乌克兰及其他各方合作,确保和平持续。 市场担忧,一旦和平协议的预期被完全消化,市场将缺乏新的上涨动力。...

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