【多家机构警告美股面临“双重泡沫”危机:警惕虚高企业盈利引发市场剧烈震荡】近期,受人工智能概念股飙升的直接驱动,美国标普500指数等主要股指再度创下历史新高。针对看涨股评家关于“前瞻市盈率下降意味着美股仍具吸引力”的观点,多家研究机构指出,市盈率名义上的下降并非由于估值合理,而是源于华尔街分析师对企业未来12个月每股收益的预期正以极不正常的速度被拉高。英国投资银行,独立宏观经济研究机构BCA Research和Damped Spring Advisors以及华尔街知名投资策略师Jim Paulsen均发出警告称,当前美国股市不仅存在价格层面的资产泡沫,同时正面临由人工智能热潮催生的企业“盈利泡沫”。专家指出,这种“双重泡沫”结构具有高度不可持续性,一旦泡沫破裂,美股或将迎来幅度达30%至50%的剧烈回调。
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