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扬缨 - 美股疲态,头部已现?

扬缨 - 美股疲态,头部已现?

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Esther Yang
Jun 02, 2024
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扬缨 - 美股疲态,头部已现?
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我们距离美国历史上最具争议的选举还有大约五个月的时间,各种大戏(写剧本,好莱坞的水平比起华盛顿来说还差不少)正在上演着……满上一杯,慢慢品尝,现在才算热身……

而市场呢?牛市的末尾(也可能是个长尾),从来都是时而令人欣喜若狂,时而令人坐如针毡;夏季市场的低波动率则更像是温水煮青蛙。笔者并不是悲观主义者,但是,2024年这样一个估值开始进入历史高点(上一次科网泡沫)的牛市,质疑这一切还能持续多久?很…

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