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JD
@jdhasoptions
Mathematics&Statistics/All in AI/DYOR
Joined July 2023
732 Following    3.2K Followers
JD@jdhasoptions
2026.10.03 14:32
跟抄底金银iwm做反弹的人不同 我认为现在市场能买的只有AI股 极度恶劣的市场广度在高利率下会是常态，市场波动会越来越频繁 十债利率5%以上是什么概念？相当于20xpe SPY现在的fwd pe也就21x左右，大部分收息股的股息也就4-5%。那投资者为什么还要冒那么大的风险去买股票？只有AI股还有吸引力
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