[心得] 美股我為什麼看到20000點?已回收
你如果有興趣研究,會發現這十年來到底發生了什麼事? 美元在2003年開始弱勢,
尤其是量化寬鬆後,很多資金流向原物料,原油,黃金,甚至他國地產,
造成這些標的不斷上漲,美股雖然有漲,但是是反應經濟復甦的上漲,
跟這些東西相比根本就是小巫見大巫.
現在則是出現類似1990年代全世界的資金都往美國流入的情況,原物料不斷走跌,
美元升值,不只帶動資金進來,造成美股一路創新高,連房價也出現兩位數年增率,
這樣的漲幅跟其他國家相比已經樂勝,匯率升值加上股房雙漲,
再加上明年通縮隱憂,美國有機會躲過下,也讓美國成為資金避風港,
至於美股有沒機會出現1990年代的泡沫行情? 這不是沒有可能,
而目前美股本益比不及17倍,如以高標20倍來看,
20000點應是合理結果,什麼時候會爆? 總有一天要爆,但那天應該還早..
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