[心得] 炒作總有一天會結束
在一年多前,因為通膨跟股票齊漲,有家人
一直說要買股票,但那時S&P500 整體PE值
居然高達35倍左右,我就委婉勸退
即使是現在PE也還在平均值以上21倍左右,
蘋果26倍,微軟30倍,輝達100倍,愛馬仕
60倍,可口可樂26倍,比特幣這沒用的東西
還在瘋漲,敢說炒作成份還是很強。
我覺得美聯儲都非常的清楚,要保護人民的
生活,所以壓制通膨絕對是首要,並且要保
護好金融體系都安全,當顧好了之後在低失
業率的情況下繼續加息值得完全打通膨壓到
2%,別以為3%會是目標,看以前FED就知
道在3%通膨他們還是會猛烈加息的。
所以希望一切資產的估值可以回到較正常的
水平,本益比整體在13~18才是正常的,還
有台灣感覺物價也很難撐住,加息應該是在
所難免的,台灣最大的泡沫房地產都好自為
之。
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