08/17/2024, 01:31 PM UTC
基本面与技术面结合：风险规避中的泡沫Where Fundamentals Meet Technicals: A Bubble In Risk Aversion
1、文章分析了两只股票，SLB和Costco，其中SLB因其在石油行业的强势地位具有上涨潜力，而Costco则因高估值面临风险。2、对低波动性成长股的兴趣反映了市场的风险规避态度，但投资于周期性和新兴市场可能提供更好的长期安全性。3、作者认为，尽管周期性和新兴市场股票具有波动性，但它们在长期内可能提供更多的安全性和价值。1. The article analyzes two stocks, SLB and Costco, with SLB having potential upside due to its strong position in the oil industry and Costco facing risks from its high valuation. 2. Interest in low-volatility growth stocks reflects a risk-averse market, but investing in cyclicals and emerging markets may offer better long-term safety. 3. The author suggests that high-quality cyclical and emerging market stocks, despite their volatility, may provide more safety and value in the long run.
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