看板 Stock作者 MrPanda ()標題 [新聞] JPMorgan預測標普500未來報酬不如預期時間 Thu Sep 19 19:18:50 2024
原文標題:
JPMorgan (NYSE:JPM) Warns Investors to Expect Lower Stock Market Returns
原文連結:
https://tinyurl.com/5e55h3ht
發布時間:
224/09/18
空
原文內容:
Analysts at JPMorgan Chase , the world’s biggest bank, are warning investors to expect lower stock market returns over the next decade as high-flying technology stocks come back to earth.
Analysts at JPMorgan Chase , the world’s biggest bank, are warning investors to expect lower stock market returns over the next decade as high-flying technology stocks come back to earth.
The analysts point out that, over time, stock valuations revert to the mean, which should translate to lower returns for investors in the coming years. With a current trailing price-to-earnings (P/E) ratio of 23.7 times, the S&P 500 index is about 25% more expensive than its 35-year average of 19 times.
心得/評論:
照這樣推論,過去40年市值都高估了?
接下來如果要繼續推升估值要看後續的生產力循環被什麼帶動上去,不然還是會均值回歸吧
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※ 作者: MrPanda 2024-09-19 19:18:50
※ 文章代碼(AID): #1cx0YSZt (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1726744732.A.8F7.html
推 pwseki206: JPM一向都看很空阿,戴蒙之前還說Fed會升到7%笑死3F 09/19 19:21
→ aegis43210: 看美國眾議院誰贏吧,民主黨贏,加稅就勢在必行,對股市的確不利5F 09/19 19:26
→ pwseki206: 也不一定耶,要加稅必須參院加重多數。所以台美租稅協定就卡死在沒有足夠的多數(參院方面)8F 09/19 19:26
推 aimgel: 反著做 蒿吐露絲10F 09/19 19:27
推 hugh509: 加稅應該誰上都加,你不加債務難扛12F 09/19 19:31
推 avecmoi: ??今天花旗說全球經濟強勁於預期13F 09/19 19:34
→ tsubasawolfy: 不利股市成長 因為它們都保守投資
都這樣講了那他要不要去發BBcall17F 09/19 19:36
推 immence: 每年都這麼說然後每年都噴到爛22F 09/19 20:00
推 xxgogg: 收到,終於可以安心買惹0.0///23F 09/19 20:02
推 murrayace: 漲多看空很合理
2021年底也一堆人覺得應該逢高追高報酬率才好25F 09/19 20:06
→ inoce: 完蛋了29F 09/19 20:14
推 FireJ: 騙人出清31F 09/19 20:16
推 THE7088: 標普五百怎跑得贏鬼指34F 09/19 21:06
推 h311013: 比特幣 邊喊空邊買嘛 阿摩40F 09/19 22:49
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