Core Viewpoint - Current market conditions surrounding large tech companies are being compared to the internet bubble, but a renowned strategist argues that the situation is fundamentally different due to robust business models and profitability [1] Group 1: Market Conditions - Many financial commentators warn about the market dominance and high valuations of large tech firms, drawing parallels to the internet bubble [1] - The current liquidity in the market is more abundant, providing room for stock prices to rise further [1] Group 2: Business Models - Tech giants today possess strong business models that generate substantial profits, giving them a degree of immunity during economic downturns [1] - The strategist emphasizes that the questions being asked about potential bubbles are misguided, as the current capital markets differ significantly from the past [1]
华尔街老将克劳夫：科技股泡沫担忧被夸大
Ge Long Hui A P P·2025-11-11 22:51