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除去金融股,A股的整体估值达到40倍! 机构对结构性估值泡沫的担忧

[摘要]该机构认为,每项资产的预期收益一般都在减少。高增长与赚钱的可能性高度相关,但目前对高增长的预期尚不清楚,通过投资和金融获得回报的压力增加;除非人们愿意承担更大的风险,否则高回报的可能性就会降低。

据我们内部统计,目前国内市场上涨90%以上的股票约为800只,如果剔除金融类股票,整体市场估值已经接近40倍,所以估值泡沫一词现在流行起来了.uuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuu

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