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千禧科网泡沫投资者:纳指年内有一半机会再跌进熊市区
阿思达克 09-11 15:06
於1990年代末经营全球最大科技基金的着名科技投资者,Independent Solutions财富管理组合经理Paul Meeks接受《CNBC》访问时表示,科技股纵使经历本月的调整,目前估值仍然过於昂贵。他称长期仍对科技股超级乐观,但对科技股现估值非常忧虑。他预期科技股今年将有另一轮沽售潮,推低大型科技股股价,并估计中美关系紧张将为下一轮沽售的潜在催化剂。

Meeks指人们不明白科技供应链已在中美之间紧密相连且永不能分开,围绕美国总统大选就相关问题的威胁言论升级为他对科技股最大的忧虑。他今年6月表示科网股为新冠疫情下的避险天堂,现在立场却转变。他指苹果(AAPL.US)股价已过度反映多年增长预期,数周前估值真实昂贵。他亦预期科技股波动性会持续,专注科技股的纳指有一半机会年内跌进技术性熊市区,即从高位跌逾两成。

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