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外汇交易员·2025-08-21 09:13

Market Overview - Oaktree Capital's Howard Marks warns that the US stock market is in the "early stages" of a bubble [1] - A mean reversion is highly probable, with some tech stocks being "quite highly valued" relative to history [1] Investment Strategy - The US remains the best place to invest globally, despite a "slight deterioration" in the basic investment environment [1] - The US is like "an expensive good car" and is still suitable for defensive investment [1]