来源:环球市场播报市场之中,没有什么能够永恒,尤其是那些令人安心的乐观氛围。若 2026 年初的这轮美股上涨行情将于本月迎来考验,导火索很可能是当前股价已计入 “完美预期”,但现实却难以企及这份完美。七人报告研究公司创始人汤姆・埃塞表示:“当前市场估值处于高位,市盈率居高不下。若企业盈利未能达到市场的乐观预期,将引发重大风险。”从埃塞的观点来看,标普 500 指数当前的预期市盈率已达 22 倍,...
Source Link来源:环球市场播报市场之中,没有什么能够永恒,尤其是那些令人安心的乐观氛围。若 2026 年初的这轮美股上涨行情将于本月迎来考验,导火索很可能是当前股价已计入 “完美预期”,但现实却难以企及这份完美。七人报告研究公司创始人汤姆・埃塞表示:“当前市场估值处于高位,市盈率居高不下。若企业盈利未能达到市场的乐观预期,将引发重大风险。”从埃塞的观点来看,标普 500 指数当前的预期市盈率已达 22 倍,...
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