$道琼斯(.DJI)_老虎社区_美港股上老虎

纳斯达克之鲸
2021-02-24

$道琼斯(.DJI)$$纳斯达克(.IXIC)$最近美股出现严重的板块轮动。太阳能，电动汽车，包括特斯拉，传统大盘科技股苹果，微软，谷歌，亚马逊都是大跌。采矿，传统能源油气板块暴涨。核心还是通货膨胀预期上升，国债收益率上升，对于成长股的估值体系中的折现率进行修正后的结果

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