市盈率19倍的茅台还在跌？

之前30倍的时候机构重仓，现在19倍反而抛售，为什么机构的潜在共识是茅台还贵？

单从回报率看，目前茅台海盗率2.4，比美债2年20%差的多（图2），现在外贸没汇结的资金美债都有年化5%。

所以，茅至少要跌出5个台点率来，资金本来可能回来（跌到800元）再打6折）。

$贵州茅台(600519)$

恒指站上20000点！跑步进场？

在超预期提振市场政策的作用下，港股市场连续四天创下巨量成交额。截至收盘，恒生指数大涨近4%突破20600点，恒生科技指数盘中一度涨超7%，最终收涨近6%，本周累计涨幅已超过20%，超过标普500指数年内累计涨幅！【降息周期下，你看好今年港股跑赢美股吗？这波行情你有抓住吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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目光之后
09-19
目光之后
年轻人不认可白酒，它的高估值怎么持续？况且国内经济持续萧条，所有高附加值产品都卖不动。当前和未来预期都指向股价下跌。
- 京城Z先生:
  等年轻人老了再看

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