左撇子0617
05-09 14:49
感觉会一直涨下去
@价值投资为王：
美股估值处于历史高位，未来是涨是跌？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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data-mention-id=\".SPX\" class=\"teditor-mention\" data-mention-name=\"标普500\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49f04e65959f11f575326b82ab36357d\" tg-width=\"306\" tg-height=\"451\"></p>\n<p>大涨之后，标普500指数的市盈率已经超过26倍，去除2020年疫情导致的异常值（疫情期间，企业经营中断，上市公司利润异常低，导致指数估值偏高），标普500指数的估值已经仅次于1999年互联网泡沫巅峰时期：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ab883ec4c0ca06ad28ad78b42f14647\" tg-width=\"1710\" tg-height=\"536\"></p>\n<p>纳斯达克指数的市盈率已经超过38倍，同样是20多年来最高估值水平（去除疫情等异常值）： <a data-mention-id=\".IXIC\" class=\"teditor-mention\" data-mention-name=\"纳斯达克\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/324d9bde3269a381b964649c802fc230\" tg-width=\"1698\" tg-height=\"543\"></p>\n<p>对此，伯克希尔哈撒韦选择减持股票，账上的现金在今年一季度末达到3974亿美元，创造了历史记录！股神巴菲特更是在今年的股东大会上形容美股：Prices for a whole lot of things look very silly（很多资产的价格看起来非常荒谬）！ <a data-mention-id=\"BRK.A\" class=\"teditor-mention\" data-mention-name=\"伯克希尔\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a></p>\n<p>巴菲特很少如此直白，多数时刻他都是说“找不到符合标准的机会”、“没有足够安全边际”，而这次用了very silly（非常荒谬），可见股神已经“活久见”了！</p>\n<p>超高的估值倒也不是没有基本面支撑，根据今年一季度的财务数据，美股上市公司盈利预计同比增长近27%，这一数字是财报季开始前预测值12.4%的两倍多。彭博行业研究表示，截至周三收盘，已有超过83%的公司业绩超预期，为2021年以来最佳表现，而不及预期的比例接近逾30年低点。</p>\n<p>由此来看，美股大涨从基本面上看是站得住脚的，只是，高估值下，美股能否继续牛下去？股神巴菲特这次会看走眼吗？</p>\n<p>评论区聊聊你是继续持有 <a data-mention-id=\"SPY\" class=\"teditor-mention\" data-mention-name=\"标普500ETF\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a data-mention-id=\"QQQ\" class=\"teditor-mention\" data-mention-name=\"纳指100ETF\" href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>这类宽基ETF，还是会选择获利了结？有价值的内容会有虎币打赏，老虎商城最近上线了很多新产品，非常nice：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/292db3c2f18b3b68a173d4ea9f878f73\" tg-width=\"1084\" tg-height=\"1017\"></p>\n<p> </p>\n<p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a></p></body></html>","htmlText":"<html><head></head><body><p>今年4月，标普500指数大涨10.42%，是30年来涨幅第四大的月份： <a data-mention-id=\".SPX\" class=\"teditor-mention\" data-mention-name=\"标普500\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49f04e65959f11f575326b82ab36357d\" tg-width=\"306\" tg-height=\"451\"></p>\n<p>大涨之后，标普500指数的市盈率已经超过26倍，去除2020年疫情导致的异常值（疫情期间，企业经营中断，上市公司利润异常低，导致指数估值偏高），标普500指数的估值已经仅次于1999年互联网泡沫巅峰时期：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ab883ec4c0ca06ad28ad78b42f14647\" tg-width=\"1710\" tg-height=\"536\"></p>\n<p>纳斯达克指数的市盈率已经超过38倍，同样是20多年来最高估值水平（去除疫情等异常值）： <a data-mention-id=\".IXIC\" class=\"teditor-mention\" data-mention-name=\"纳斯达克\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/324d9bde3269a381b964649c802fc230\" tg-width=\"1698\" tg-height=\"543\"></p>\n<p>对此，伯克希尔哈撒韦选择减持股票，账上的现金在今年一季度末达到3974亿美元，创造了历史记录！股神巴菲特更是在今年的股东大会上形容美股：Prices for a whole lot of things look very silly（很多资产的价格看起来非常荒谬）！ <a data-mention-id=\"BRK.A\" class=\"teditor-mention\" data-mention-name=\"伯克希尔\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a></p>\n<p>巴菲特很少如此直白，多数时刻他都是说“找不到符合标准的机会”、“没有足够安全边际”，而这次用了very silly（非常荒谬），可见股神已经“活久见”了！</p>\n<p>超高的估值倒也不是没有基本面支撑，根据今年一季度的财务数据，美股上市公司盈利预计同比增长近27%，这一数字是财报季开始前预测值12.4%的两倍多。彭博行业研究表示，截至周三收盘，已有超过83%的公司业绩超预期，为2021年以来最佳表现，而不及预期的比例接近逾30年低点。</p>\n<p>由此来看，美股大涨从基本面上看是站得住脚的，只是，高估值下，美股能否继续牛下去？股神巴菲特这次会看走眼吗？</p>\n<p>评论区聊聊你是继续持有 <a data-mention-id=\"SPY\" class=\"teditor-mention\" data-mention-name=\"标普500ETF\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a data-mention-id=\"QQQ\" class=\"teditor-mention\" data-mention-name=\"纳指100ETF\" href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>这类宽基ETF，还是会选择获利了结？有价值的内容会有虎币打赏，老虎商城最近上线了很多新产品，非常nice：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/292db3c2f18b3b68a173d4ea9f878f73\" tg-width=\"1084\" tg-height=\"1017\"></p>\n<p> </p>\n<p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a></p></body></html>","text":"今年4月，标普500指数大涨10.42%，是30年来涨幅第四大的月份： $标普500(.SPX)$ 大涨之后，标普500指数的市盈率已经超过26倍，去除2020年疫情导致的异常值（疫情期间，企业经营中断，上市公司利润异常低，导致指数估值偏高），标普500指数的估值已经仅次于1999年互联网泡沫巅峰时期： 纳斯达克指数的市盈率已经超过38倍，同样是20多年来最高估值水平（去除疫情等异常值）： $纳斯达克(.IXIC)$ 对此，伯克希尔哈撒韦选择减持股票，账上的现金在今年一季度末达到3974亿美元，创造了历史记录！股神巴菲特更是在今年的股东大会上形容美股：Prices for a whole lot of things look very silly（很多资产的价格看起来非常荒谬）！ $伯克希尔(BRK.A)$ 巴菲特很少如此直白，多数时刻他都是说“找不到符合标准的机会”、“没有足够安全边际”，而这次用了very silly（非常荒谬），可见股神已经“活久见”了！ 超高的估值倒也不是没有基本面支撑，根据今年一季度的财务数据，美股上市公司盈利预计同比增长近27%，这一数字是财报季开始前预测值12.4%的两倍多。彭博行业研究表示，截至周三收盘，已有超过83%的公司业绩超预期，为2021年以来最佳表现，而不及预期的比例接近逾30年低点。 由此来看，美股大涨从基本面上看是站得住脚的，只是，高估值下，美股能否继续牛下去？股神巴菲特这次会看走眼吗？ 评论区聊聊你是继续持有 $标普500ETF(SPY)$ $纳指100ETF(QQQ)$这类宽基ETF，还是会选择获利了结？有价值的内容会有虎币打赏，老虎商城最近上线了很多新产品，非常nice： $英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$ $谷歌(GOOG)$ $美国超微公司(AMD)$ $微软(MSFT)$ $亚马逊(AMZN)$ $台积电(TSM)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/561939893833824","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","AMZN","AAPL","BRK.A","TSM","QQQ","TSLA","MSFT","AMD",".SPX","SPY",".IXIC","GOOG"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":561939893833824,"totalAmount":3000,"balance":2584,"end":false,"deadline":1778585143534,"remainingNumber":91},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1292,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":127,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/562289426313344"}
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