YouTube06 Jan 2025
22m

洪灏继续押注美股将下跌,半导体周期已经开始下行,市场进入高波动状态;中国A股市盈率已经高于中值水平,国债与股市背离,那哪个是错的呢?

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蛋小黄

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洪灏继续押注美股将下跌,半导体周期已经开始下行,市场进入高波动状态;中国A股市盈率已经高于中值水平,国债与股市背离,那哪个是错的呢?