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S&P 500指数中的科技板块正在经历历史性转折;当前价格已跌至去年关税恐慌性抛售期间创下的低点以下。
这种急剧下跌导致该板块的远期本益比(Forward P/E)较5年平均水平下跌21%,
较10年平均水平下跌10%。
用具体数字来说,如今科技板块是主要指数中"最便宜"且折价最大的板块。
市场不会永久放弃增长和创新板块,
但它正在根据新情况重新定价风险并调整头寸。
你认为我们正面临一个科技巨头中难得一遇的黄金买入机会,
还是说调整才刚刚开始?
分享你的看法
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