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左撇子0617
13:54
持股不动，科技，
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？
左撇子0617
05-08
科技引领时代，买
左撇子0617
05-07
存储必须是长期的
左撇子0617
05-06
AMD必须厉害
左撇子0617
05-06
当然是科技引领
左撇子0617
05-05
投资AI算力，未来可期
左撇子0617
05-04
科技引领时代
左撇子0617
05-01
我的假期人格：宅家回血型 我的第一站：床 一句话打卡：回农村老家，睡到自然醒，撸撸猫，喂喂鸡，迎着夕阳在田野里散步。
左撇子0617
05-01
英伟达看好
左撇子0617
05-01
科技始终是时代发展主线
左撇子0617
05-01
科技还是主线
左撇子0617
04-30
科技引领时代，买科技股
左撇子0617
04-30
科技引领时代
左撇子0617
04-28
科技引领，永恒的主题
左撇子0617
04-24
科技引领时代
左撇子0617
04-22
科技引领时代
左撇子0617
04-21
买科技股吧
左撇子0617
04-21
科技为王
左撇子0617
04-17
科技引领时代
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<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 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）： <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 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 href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</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 <a href=\"https://laohu8.com/S/SPY\">$标普5</a>","listText":"今年4月，标普500指数大涨10.42%，是30年来涨幅第四大的月份： <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 大涨之后，标普500指数的市盈率已经超过26倍，去除2020年疫情导致的异常值（疫情期间，企业经营中断，上市公司利润异常低，导致指数估值偏高），标普500指数的估值已经仅次于1999年互联网泡沫巅峰时期： 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href=\"https://laohu8.com/S/ANY\">$Sphere 3D Corp(ANY)$</a>哈哈，美股就是找到趋势股，持有等吃肉喝汤就可以了[得意] [得意] [得意] ","listText":"<a href=\"https://laohu8.com/S/ANY\">$Sphere 3D Corp(ANY)$</a>哈哈，美股就是找到趋势股，持有等吃肉喝汤就可以了[得意] [得意] [得意] ","text":"$Sphere 3D Corp(ANY)$哈哈，美股就是找到趋势股，持有等吃肉喝汤就可以了[得意] [得意] 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