财通策略 · 美股接近科网泡沫了吗?——成长行业比较系列一

财通证券研究
Nov 06

重要提示本微信号推送的内容仅面向财通证券客户中符合《证券期货投资者适当性管理办法》规定的专业投资者。本微信号建设受限于难以设置访问权限,为避免不当使用所载内容可能带来的风险,若您并非专业投资者,请勿订阅、转载或使用本微信号的信息。核心观点当前科技泡沫程度:1)科技VS历史:整体泡沫不大,科技有一定泡沫但远不及00年预期PE:标普科技相对估值还不及2021年,离2000年科网泡沫峰值仍有距离。估值...

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