本期节目預測美國股市未來十年的成長率將顯著降低,主要是因為目前的市場估值異常高昂。報告詳細分析了包括本益比、巴菲特指標和席勒CAPE比率在內的多個關鍵估值指標,發現它們都遠高於歷史平均水平,暗示市場處於嚴重高估的狀態。歷史數據顯示,當前的高估值通常預示著未來十年較低的實際回報,可能接近於零甚至負值。因此,報告建議投資者調整對未來收益的預期,並考慮採取多元化策略。价值投资必读书单==================================————————————————————————沃伦·巴菲特————————————————————————滚雪球中文:https://amzn.to/4kZdt80巴菲特的真本事中文:https://amzn.to/4jU8jJR————————————————————————查理·芒格————————————————————————穷查理宝典简体中文: https://amzn.to/4jVQslJ————————————————————————霍华德·马克斯————————————————————————投资最重要的事:一本股神巴菲特读了两遍的书投資最重要的事:一本股神巴菲特讀了兩遍的書中文(简体):https://amzn.to/4kJYPSy中文(繁体):https://amzn.to/4n1xOeTYoutube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlA免责声明:本内容所有分析均基于公开可获得的信息,仅供教育用途,不构成投资建议。在进行投资决策之前,请自行进行尽职调查。对了,如果您觉得这些话题有意思别忘了在Apple/Spotify Podcasts和Youtube Channel:Deep Value Investing深度价值投资频道中点赞订阅我们!
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