大回调在即？“聪明钱”已经提前跑路！

金十数据03-29

美股估值高得“莫名其妙”？贝佐斯、巴菲特和沃尔顿家族都在出货......B. Riley Wealth首席投资策略师保罗·迪特里希（Paul Dietrich）表示，美股看起来被“莫名其妙地”高估了，而且有指标表明市场即将出现大幅调整。迪特里希在接受采访时指出，市场上的多个指标集体对股市的前景发出了警告信号。标普500指数（SPX）的市盈率正在亮红灯，市盈率达到了互联网泡沫破灭前的水平。迪特里希说...

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Riley Wealth首席投资策略师保罗·迪特里希（Paul Dietrich）表示，美股看起来被“莫名其妙地”高估了，而且有指标表明市场即将出现大幅调整。迪特里希在接受采访时指出，市场上的多个指标集体对股市的前景发出了警告信号。标普500指数（SPX）的市盈率正在亮红灯，市盈率达到了互联网泡沫破灭前的水平。迪特里希说...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=135367&type=news&data_type=0\">网页链接</a>\n\n</div>\n","source":"xnew_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大回调在即？“聪明钱”已经提前跑路！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大回调在即？“聪明钱”已经提前跑路！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-29 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=135367&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股估值高得“莫名其妙”？贝佐斯、巴菲特和沃尔顿家族都在出货......B. Riley Wealth首席投资策略师保罗·迪特里希（Paul Dietrich）表示，美股看起来被“莫名其妙地”高估了，而且有指标表明市场即将出现大幅调整。迪特里希在接受采访时指出，市场上的多个指标集体对股市的前景发出了警告信号。标普500指数（SPX）的市盈率正在亮红灯，市盈率达到了互联网泡沫破灭前的水平。迪特里希说...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=135367&type=news&data_type=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1066051498.USD","symbol_name":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","start_time":0,"source_url":"https://xnews.jin10.com/webapp/details.html?id=135367&type=news&data_type=0","article_id":"2422150833","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e94625c8c5e18cdd0823411ca301a122"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2422150833","pubTimestamp":1711672988,"sourceInfo":{"source_id":"xnew_highlight","name":"金十要闻"},"weMediaInfo":null,"summary":"美股估值高得“莫名其妙”？贝佐斯、巴菲特和沃尔顿家族都在出货......","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","BK4155":"大卖场与超市","BK4581":"高盛持仓","BK4504":"桥水持仓","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","WMT":"沃尔玛","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC"},"translate_title":"A big callback is just around the corner? \"Smart money\" has already run ahead of time!","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a17dfa5ff2644a4f21e77b4e50856c48","symbols_score_info":{"WMT":1},"content_text":"美股估值高得“莫名其妙”？贝佐斯、巴菲特和沃尔顿家族都在出货......B. Riley Wealth首席投资策略师保罗·迪特里希（Paul Dietrich）表示，美股看起来被“莫名其妙地”高估了，而且有指标表明市场即将出现大幅调整。迪特里希在接受采访时指出，市场上的多个指标集体对股市的前景发出了警告信号。标普500指数（SPX）的市盈率正在亮红灯，市盈率达到了互联网泡沫破灭前的水平。迪特里希说，“每一个指标似乎都告诉我们，我们正处于一个历史性的泡沫之中。很难说我们不会看到重大的调整。”他警告称，“现在不是向市场投入新资金的时候。”迪特里希表示，暗示市场即将迎来回调的调整的最明显信号是“聪明钱”正在撤出股市，转向更安全的现金等价物。他指出，杰夫·贝佐斯（Jeff Bezos）、沃伦·巴菲特（Warren Buffett）和沃尔玛（Walmart）帝国的继承人沃尔顿家族（Walton family）等亿万富翁最近纷纷抛售股票，表明大型投资者已经嗅到了回调的味道。迪特里希称，虽然内部人士或大股东的抛售通常是事先安排好的，但这也可能是他们担心市场正在接近峰值的迹象。他在谈到股市时说：“可以肯定的是，它被莫名其妙地高估了。我们现在看到精明的投资者将大量资金转为现金……这并不是说他们不相信他们的公司，但他们知道公司的股价被完全高估了，如果现在卖掉股票，以后可以以更便宜的价格买回来。”迪特里希表示，目前还不清楚什么因素会引发即将到来的股市调整。他指出，之前的股市崩盘，比如2008年危机之前的崩盘，都是由不可预测的“黑天鹅事件”引发的。他推测，地缘政治冲突导致的油价飙升，或商业房地产行业引发的更多地区性银行业问题，都可能导致股市下跌。在大多数投资者仍对股市和经济持乐观态度的时候，迪特里希却成为华尔街最悲观的预测者之一。此前，他曾预测，如果美国经济出现轻微衰退，美股可能会暴跌40% 。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2422150833"}