美股涨势将超越市场预期？专家警告：不要随便押注泡沫！

金十数据06-15

Siegel认为美股可能并不存在泡沫，并警告称不要随便预测市场顶部。沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示，在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。Siegel周四表示，英伟达（NVDA）、博通（AVGO）等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大，需要大量的坏消息...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2443801674?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/25c949d7a4718a119ec35371f9e464b9","is_english":false,"pubTime":"2024-06-15 04:04","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2443801674","market":"us","top_or_hot":-1,"title":"美股涨势将超越市场预期？专家警告：不要随便押注泡沫！","media":"金十数据","content":"<div>\n<p>Siegel认为美股可能并不存在泡沫，并警告称不要随便预测市场顶部。沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示，在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。Siegel周四表示，英伟达（NVDA）、博通（AVGO）等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大，需要大量的坏消息...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0\">网页链接</a>\n\n</div>\n","source":"xnew_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股涨势将超越市场预期？专家警告：不要随便押注泡沫！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股涨势将超越市场预期？专家警告：不要随便押注泡沫！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-15 04:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Siegel认为美股可能并不存在泡沫，并警告称不要随便预测市场顶部。沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示，在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。Siegel周四表示，英伟达（NVDA）、博通（AVGO）等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大，需要大量的坏消息...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1670627923.USD","symbol_name":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","start_time":0,"source_url":"https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0","article_id":"2443801674","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/25c949d7a4718a119ec35371f9e464b9"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2443801674","pubTimestamp":1718395469,"sourceInfo":{"source_id":"xnew_highlight","name":"金十要闻"},"weMediaInfo":null,"summary":"Siegel认为美股可能并不存在泡沫，并警告称不要随便预测市场顶部。","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC",".SPX":"S&P 500 Index","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4512":"苹果概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4549":"软银资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1548497426.USD":"安联环球人工智能AT Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC",".IXIC":"NASDAQ Composite","LU0080751232.USD":"富达环球多元动力基金A","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4550":"红杉资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC",".DJI":"道琼斯","LU0109392836.USD":"富兰克林科技股A"},"translate_title":"Will the U.S. stock market rally exceed market expectations? Experts warn: Don't bet on bubbles casually!","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3d0dfb0e0b732ab10d3026507a35ec0e","symbols_score_info":{".SPX":1.1,".IXIC":1,".DJI":1},"content_text":"Siegel认为美股可能并不存在泡沫，并警告称不要随便预测市场顶部。沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示，在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。Siegel周四表示，英伟达（NVDA）、博通（AVGO）等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大，需要大量的坏消息才能打破势头，而我们还没有得到这样的消息。今年以来，标普500指数（SPX）上涨了约14%，而以科技股为主的纳斯达克100指数（NDX）上涨了17%，而对标普500指数今年以来涨势的贡献高达35%的英伟达则上涨了162%。Siegel称，“让我们面对现实吧，这些股票正如他们所说的那样已经带来了好处，只要基本面还在，那些动能交易商就会涌入这些股票，所以我认为这种情况不会很快结束。当然，很多时候事情到最后都做过头了，但最终的结果往往比很多人想象的要遥远。”在最近接受采访时，Siegel强调了一件个人轶事，说明为什么很难预测股市泡沫的顶部。“我在沃顿商学院有一位非常优秀的同事……他从1999年开始做空互联网股票，那些股票当时被高估了，而他却不断接到追加保证金通知，最终不得不在高位回补空头。因此，很难押注泡沫。”但Siegel并不认为今天的股市存在泡沫，因为与上世纪90年代末不同的是，目前的股价实际上是由盈利支撑的。他说：“我不认为目前的人工智能是泡沫。看看英伟达，这是一家非常稳健的公司，市盈率为35-40倍，而我提到的其他公司的市盈率甚至在在200-300倍，差别很大。”Siegel仍然认为，在未来三到五年内，考虑到通胀因素，股票的表现将优于债券，并带来可观的实际回报，“我对整个美股三到五年的预测是扣除通胀率后的回报率为5%，甚至还会再多一点。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2443801674"}