Hartnett警告,标普500远期市盈率达23倍、AI巨头估值偏离历史均值,泡沫风险上升。黄金可对冲通胀回升风险,而中国股票在生成式AI崛起推动下表现强劲,成为资金多元配置的重要方向。随着人工智能热潮将美股估值推至高位,美银策略师Michael Hartnett认为,黄金和中国股票是当前市场环境下最佳的对冲工具,以应对潜在的AI泡沫风险。Hartnett在一份最新报告中认为,“短期内AI股票的...
Source LinkHartnett警告,标普500远期市盈率达23倍、AI巨头估值偏离历史均值,泡沫风险上升。黄金可对冲通胀回升风险,而中国股票在生成式AI崛起推动下表现强劲,成为资金多元配置的重要方向。随着人工智能热潮将美股估值推至高位,美银策略师Michael Hartnett认为,黄金和中国股票是当前市场环境下最佳的对冲工具,以应对潜在的AI泡沫风险。Hartnett在一份最新报告中认为,“短期内AI股票的...
Source LinkDisclaimer: 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.