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国际资管巨头瑞士百达（Pictet Asset Management）分析师等市场专家，近日就美股泡沫再次发出警告，此次所涉似0046;并非完全聚焦于“科技七巨头”。

“科技七巨头”，即苹果、亚马逊、微软、Meta、谷歌母公司Alphabet、英伟达和特斯拉，其股票估值在4月触底后有所回升。然而，未来12个月它们的预期市盈率仍低于2024年中期、2023年中期及2020年水平。

与此同时，标普500指数中“七巨头”之后的20只成份股预期市盈率持续飙升，已超今年早些时候水平，估值亦高于过去10年任何时候。百达资产管理公司资深多资产策略师Arun Sai将这20只股票称作“杰出20强”。

有人或许觉得，更多股票预期市盈率上升是健康迹象，因涨势不再局限于热门股票。但Sai指出，若股市上涨源于市盈率扩张而非盈利增长，可能表明投资者情绪过热。这些公司涉及与实体经济紧密相关的广泛领域，如金融、能源、工业、消费和传统科技。像博通、沃尔玛等...

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