Ep 23｜Nvidia的估值比标普500还低了——但利率正在重新定义什么叫「便宜」

from 非共识的20分钟 · host Jason的投资思考

「3月27号，一条新闻让我反复看了两遍——Nvidia的forward PE跌到了大约20倍，比标普500的21倍还低。全球市值最大的AI芯片公司，前瞻估值比大盘指数还便宜。」这是这个系列最后一期。前两期讲了谁被打脸了、利率反转是怎么发生的。这期我要讲这个反转的具体结果——Mag 7的估值被压到了什么位置，以及为什么「看起来便宜」和「真的便宜」之间有一个关键区别。你觉得Nvidia一年后股价比现在高还是低？评论区选一个，不用说理由。这三集是一个整体——谁被打脸了→利率反转怎么发生的→如果加息来了意味着什么。建议从Ep 21开始连听。如果身边有人在纠结要不要抄底科技股，发给他看看。 ------ 声明：本节目旨在提供分析框架与历史视角，所有内容均为信息分享与学术探讨，不推荐任何具体投资标的或操作。投资决策请基于个人独立研究。 -- Hosting provided by SoundOn

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Ep 23｜Nvidia的估值比标普500还低了——但利率正在重新定义什么叫「便宜」

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