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seekingalpha

01/11/2025, 08:11 AM UTC

AGNC投资：现在是贪婪的时候了（评级上调）AGNC Investment: Now Is The Time To Be Greedy (Rating Upgrade)

1. 作者最近对AGNC的派息可持续性和高P/TBV比率表示了谨慎，但在乐观的华尔街情绪中。2. 新的发展已经减少或消除了这些担忧，从P/TBV比率来看，估值已经基本回归到平均水平。3. 长短期收益率差已经转为正值，表明在未来一段时间内保持这种状态的可能性很大。

1. The author recently expressed caution about AGNC's payout sustainability and high P/TBV ratio amidst bullish Wall Street sentiment. 2. New developments have reduced or removed these concerns, with valuation largely reverting to the mean in terms of P/TBV ratio. 3. The long-short yield spread has turned positive, indicating good odds for it to remain so in the near future.

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