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中金:评估美股估值的“新思路”
上周,纳指首次突破2万点大关,虽然高估值和特朗普就任后可能导致经济滞胀的担忧犹在,但9月美联储降息、尤其是11月大选后,美股市场却依旧一路“高歌猛进”,三大指数屡创新高。尽管上述担忧并未能逆转美股的涨势,但也的确是随着市场不断新高,担忧也在增加。那么 ...
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