“华西研究”小程序全面升级!专业研值,一镜到底!华西海外策略全球市场一周主要观点:本周全球多数市场波动较多,美股市场和欧洲市场出现较明显的波动。本周美股市场出现回调。由于受到英伟达财报不及预期的影响,英伟达回调引发本周美股科技股波动较多。目前TAMAMA科技指数市盈率仍有35.6,费城半导体指数市盈率小幅下降至48.6,但是美股科技股估值仍然偏高。由于美股科技股估值较高,中期仍然存在进一步杀估值的...
Source Link“华西研究”小程序全面升级!专业研值,一镜到底!华西海外策略全球市场一周主要观点:本周全球多数市场波动较多,美股市场和欧洲市场出现较明显的波动。本周美股市场出现回调。由于受到英伟达财报不及预期的影响,英伟达回调引发本周美股科技股波动较多。目前TAMAMA科技指数市盈率仍有35.6,费城半导体指数市盈率小幅下降至48.6,但是美股科技股估值仍然偏高。由于美股科技股估值较高,中期仍然存在进一步杀估值的...
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