美股涨势靠低利率成就？看看这两个市场就懂了

金十数据2021-09-21

过去十八个月，美股涨势惊人，很多投资者将之归因于低利率，因低利率使得股市相对更吸引人。于是，一些人认为，如果利率维持低位，那么市场就会安然无恙。但情况可能并非如此。全球有多个地区利率甚至更低，但股市却没有美股一样的回报。以德国和日本为例，这两个国家的利率都低于美国，多年来不是接近零就是比零还低。有些人可能觉得这两个国家的股市估值表现可能会跟我们看到的美股一样。但是很遗憾，日本和德国股市的估值...

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精彩评论

haiwei183
2021-09-22
haiwei183
看
60fe72a9
2021-09-22
60fe72a9
Zan
香泉
2021-09-22
香泉
在理，但有非经济的因素，而且可能是起决定性作用的，美国在语言，市场规模，自由度，资金周转，政治法律等方面是全世界任何市场所不具备的，如果有那就是伦敦，而其它国家市场世界其他投资客的参与受到太多不便和限制，都是孤岛型经济，美国只要做好她已有的并不断提高，加强科技和服务，坚定做好世界公仆，并向每个经济体扩张，他们的公司都可以做到全球化，重回全球化的路子，那么美国根本没有挑战者，中国经济也基本是孤岛型经济，仍在很低水平发展，个别行业有所突破，人多规模效应，很难走出国门，外面的世界也很难自由参与中国经济。美国就像钱的海洋，世界各地的财富很容易汇聚于此。
Sinlin
2021-09-21
Sinlin
从历史来看，那两个国家不值得长期信任
- 60fe72a9:
  Zan
高明兴_8399
2021-09-21
高明兴_8399
理解就好
- 高明兴_8399:
  ok
- Savage_Never:
  做任务嘿嘿嘿求赞求评论蟹蟹

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