one reason I still like US equities, and mag7 and tech

来源: lionhill 于 2025-07-20 15:49:15 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (347 bytes)

Valuation only HALF recovered from April low thanks to strong earnings while price has more than recovered - one reason I still like US equities, and mag7 and tech. Concentration is a feature not a bug of this phase of ai transformation.

 

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• Google Forward P/E 19+, below its 5-year average of 24.63; -24桥明月夜- ♀ 给 24桥明月夜 发送悄悄话 (253 bytes) () 07/20/2025 postreply 15:57:34

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