半导体估值两个月从 28x 降至 16x，对 S&P 500 折价为 15 年来最宽
RT The Market Ear: 28x to 16x. That's what has happened to semiconductor valuations in just TWO months. One of the widest discounts to the S&P 500 in ...
AI 导读
The Market Ear 统计称，半导体板块估值在短短两个月内从 28x 降至 16x，对 S&P 500 的折价达到 15 年来最宽水平之一。ZeroHedge 转发该数据并链接其文章，题为 AI 交易正在瓦解（AI trade breaking apart）。
来源：@zerohedge · x.com