美股没那么危险?只能说真正的下跌时机未到

资管网
Mar 10

近期,尽管美伊冲突引发全球资本市场波动,但美股的反应幅度相较日韩市场却显得相对克制。于是,高盛发布报告,说美股现在的平静是“假平静”,市场其实很脆弱,随时可能大跌。特别是美伊冲突爆发后,他们觉得美股应该跌得更厉害才对。但说实话,这个看法可能有点过度紧张了。美股确实不便宜,估值在高位,但要说马上就会大幅度下跌,恐怕也不太现实。高盛的判断,可能忽略了几个重要的事实。第一,不能只看恐慌指数。高盛很看重...

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