一种“口是心非”的矛盾情绪正在主导美股市场。据追风交易台,花旗最新报告指出,投资者一方面对高企的估值和潜在的AI泡沫表示担忧,但他们的实际投资组合却显示出极度看涨的“亢奋”状态,形成了一批“不情愿的多头”。近期,美股出现回调,标普500指数从10月末的高点回落3%,以科技股为主的纳斯达克100指数更是下跌了4.5%。当前,投资者的言辞与行动出现了显著脱节,他们对估值、信贷和劳动力市场“忧心忡忡”,...
Source Link一种“口是心非”的矛盾情绪正在主导美股市场。据追风交易台,花旗最新报告指出,投资者一方面对高企的估值和潜在的AI泡沫表示担忧,但他们的实际投资组合却显示出极度看涨的“亢奋”状态,形成了一批“不情愿的多头”。近期,美股出现回调,标普500指数从10月末的高点回落3%,以科技股为主的纳斯达克100指数更是下跌了4.5%。当前,投资者的言辞与行动出现了显著脱节,他们对估值、信贷和劳动力市场“忧心忡忡”,...
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