Famous Analyst: How to Determine if US Stocks are Overvalued

華爾街見聞
2025.05.08 09:47

Gavekal 聯合創始人兼 CEO Louis-Vincent Gave 指出，美股過去增長依賴財政刺激和 AI 熱潮，如今二者消退，市場需重新評估。全球資金流向歐洲和中國，美股需要新增長點，否則面臨估值調整。

Gavekal 聯合創始人兼 CEO Louis-Vincent Gave 指出，美股過去增長依賴財政刺激和 AI 熱潮，如今二者消退，市場需重新評估。全球資金流向歐洲和中國，美股需要新增長點，否則面臨估值調整。

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