位置：中游情绪：中性参考度：1/10
双线资本CEO、“新债王”冈拉克本周对当下投资形势给出惊人评估。他认为美国股市陷入“狂热”，并将黄金视为主要避险资产。
冈拉克在本周一档播客访谈中指出，当前美国股市是其职业生涯所见“最不健康”的市场之一。他以市盈率和资本化比率等指标说明，“所有经典估值指标都达极端水平”。
这位亿万富翁投资者断言，“无疑，我们正处于狂热之中”。他将对人工智能（AI）的热情比作上世纪初对电力的狂热，提到电力股1911年见顶后再未恢复，远早于商业应用。
冈拉克警告，像电力这类变革性技术虽改变世界，但市场倾向于“极为迅速且过度地”为未来利益定价。他提醒投资者，“在狂热时期对动量投资务必谨慎”。他觉得市场“极具投机性”，投机市场难免“达到疯狂高水平”。
鉴于金融资产估值高企，冈拉克已将重心转向硬资产，尤其青ǝ..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
If gold has already seen a significant price increase and is in a high – level consolidation, is it still really the best asset to invest in? Also, with the market being so speculative, is reducing the exposure to traditional financial assets to such a low level too extreme? And is the comparison be…