11/28/2024, 02:41 PM UTC
黑石集团：极端估值泡沫Blackstone: Extreme Bubble Valuation
1. 自2022年12月底以来，黑石集团涨幅达+182%，显著优于金融/银行板块和标普500指数。2. 该股票的估值已变得极端，市盈率前向为44倍，市销率超过15倍，表明投资者谨慎。3. 与国债等更安全的投资相比，黑石集团的潜在回报提议完全失败。4. 当前的估值不可持续，尤其是在2025年出现经济衰退的情况下，未来12个月内合理的价格目标区间为100至130美元。1. Blackstone has gained +182% since late December 2022, significantly outperforming the financial/banking sector and S&P 500 index. 2. The stock's valuation has become extreme, with a forward P/E of 44x and price to sales ratio above 15x, indicating investor caution. 3. Blackstone's potential reward proposition is a total failure compared to safer investments like Treasury securities. 4. Today's valuation is unsustainable, especially if a recession hits during 2025, focusing on a more reasonable price target range of $100 to $130 over the next 12 months.
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