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$微软(MSFT)$ 要跌百分之二十吗？
衰退预期已经升起，作为衰退交易的下一步，纳指要跌多深？。东西国家双巨头衰退，未来经济周期可能很深很长，纳指巨头30pe，是否保得住？如果普遍增长到个位数，这种可能性不小，届时可能20pe。加上周期力量，一些经济特征不好的行业和公司大面积负增长，引发估值雪崩？

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