格隆汇9月15日|中泰国际首席经济学家李迅雷近日发文称,A股这轮一开始以估值水平提升驱动(存款利率下行)为特征的慢牛行情,已经转变为以高成长预期驱动为特征的结构性牛市。存在即合理,屡创历史新高的美股同样具有鲜明的结构性牛市特征,如从2010年至今,头部的12.5%的美股上市公司贡献了几乎美股总市值的净增长,而剩余87.5%上市公司的市值合计没有变化。 美股的头部集中效应显著。美股科技巨头(如苹果、...
Source Link格隆汇9月15日|中泰国际首席经济学家李迅雷近日发文称,A股这轮一开始以估值水平提升驱动(存款利率下行)为特征的慢牛行情,已经转变为以高成长预期驱动为特征的结构性牛市。存在即合理,屡创历史新高的美股同样具有鲜明的结构性牛市特征,如从2010年至今,头部的12.5%的美股上市公司贡献了几乎美股总市值的净增长,而剩余87.5%上市公司的市值合计没有变化。 美股的头部集中效应显著。美股科技巨头(如苹果、...
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