08/25/2024, 05:48 PM UTC
SPY：市场仍忽视明显的风险SPY: The Market Still Ignores The Obvious Risk
1、市场参与者对标准普尔500指数的未来运营利润率过于乐观，定价为20.7倍预期收益。2、由于中东危机和运输成本上升，通胀反弹的潜在风险被低估。3、鉴于这些风险和市场过高的预期，建议投资者在投资组合中减持SPY。1. Market participants are overly optimistic about S&P 500's future operating margins, pricing it at 20.7 times forward earnings. 2. The potential for inflation resurgence due to the Middle East crisis and rising transportation costs is underestimated. 3. Investors are advised to underweight SPY in their portfolios due to these risks and overly optimistic market expectations.
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