亿万富翁投资者 Jim Mellon:美股严重高估,看好黄金、能源及日元

Gate News 消息,3 月 8 日,据 Business Insider 报道,亿万富翁投资者 Jim Mellon 近日表示,美国股市在他看来「严重高估」。他指出,美国仅占全球人口约 3%,其市值却占全球市值逾 60%。Mellon 认为,科技巨头估值极度拉伸、融资杠杆处于历史高位,且正从各自具备「护城河优势」转向相互重叠的 AI 数据中心投资,这些均为警示信号。此外,巴菲特旗下伯克希尔哈撒韦持有逾 3500 亿美元流动资产,Mellon 认为这本身就是一个负面信号。Mellon 同时表示看好黄金、能源及日元。

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