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10连阳,注意风险
Sou Hu Cai Jing· 2025-07-04 09:46
Group 1 - The Nasdaq has experienced a ten-day consecutive rise, indicating long-term upward potential, but short-term rapid increases have accumulated certain risks [1] - The valuation percentile of the Nasdaq 100 has reached over 80%, suggesting it is significantly overvalued [2] - A potential adjustment of 20% to 30% is possible despite the long-term upward trend [3] Group 2 - Investment should focus on seizing key opportunities and making correct decisions at the right time [4] - The strategy of dollar-cost averaging is preferred over lump-sum investments, emphasizing a steady and cautious approach to wealth accumulation [4][5] - Current market conditions, including ongoing quantitative easing by the Federal Reserve and China, do not support a long-term bear market, making being out of the market a significant risk [7] Group 3 - The investment landscape is constantly changing, but there are fundamental logics to follow [9] - The debt ceiling issue in the U.S. is a concern, with recent legislation increasing the debt limit by $4 trillion to continue fiscal stimulus [13] - The focus on investing in Nasdaq is driven by optimism about the development of artificial intelligence and the concentration of talent in Silicon Valley [13]